§ 13F · FUND PROFILE
Broadview Financial Management, LLC.
AUM · $164M (13F)Positions · 43Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$736K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IEFA | ISHARES CORE MSCI EAFE | 260K | $25M | 15.4% | +1% |
| 2 | IVV | ISHARES S&P 500 INDEX | 23K | $17M | 10.5% | −2% |
| 3 | IVW | ISHARES S&P 500 GROWTH ETF | 86K | $12M | 7.2% | −3% |
| 4 | IVE | ISHARES S&P 500 VALUE ETF | 51K | $12M | 7.1% | −1% |
| 5 | BND | VANGUARD TOTAL BOND MARKET ETF | 157K | $12M | 7.0% | +3% |
| 6 | IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | 91K | $11M | 6.5% | −2% |
| 7 | IEMG | ISHARES CORE MSCI EMERGING MKTS | 113K | $9M | 5.7% | −4% |
| 8 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 97K | $7M | 4.2% | −2% |
| 9 | IJJ | ISHARES S&P MIDCAP 400 VALUE ETF | 44K | $7M | 4.0% | ±0% |
| 10 | IWD | ISHARES RUSSELL 1000 VALUE ETF | 23K | $6M | 3.4% | −2% |
§ 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 $164 million in assets. The fund runs a portfolio of 43 positions.
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