§ 13F · FUND PROFILE
Broadview Financial Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $148M (13F)Positions · 41Turnover · — · Q1Filed · May 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IEFA | ISHARES CORE MSCI EAFE | 258K | $23M | 16.0% | −2% |
| 2 | IVV | ISHARES S&P 500 INDEX | 23K | $15M | 10.4% | −1% |
| 3 | BND | VANGUARD TOTAL BOND MARKET ETF | 152K | $11M | 7.6% | ±0% |
| 4 | IVE | ISHARES S&P 500 VALUE ETF | 52K | $11M | 7.5% | ±0% |
| 5 | IVW | ISHARES S&P 500 GROWTH ETF | 89K | $10M | 6.8% | ±0% |
| 6 | IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | 93K | $9M | 6.4% | −1% |
| 7 | IEMG | ISHARES CORE MSCI EMERGING MKTS | 117K | $8M | 5.6% | −5% |
| 8 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 99K | $6M | 4.3% | −4% |
| 9 | IJJ | ISHARES S&P MIDCAP 400 VALUE ETF | 44K | $6M | 4.0% | ±0% |
| 10 | IWD | ISHARES RUSSELL 1000 VALUE ETF | 23K | $5M | 3.4% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BROADVIEW SIGNAL
AC read
Broadview Financial Management, LLC is a Other fund managing $148 million in assets. The fund runs a portfolio of 41 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed