Broadview Financial Management, LLC 13F Holdings · Q2 2026
Broadview Financial Management, LLC reported 43 securities worth $163.76M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IEFA (15.36%), IVV (10.48%), IVW (7.25%). Among its top 25 positions this quarter: 6 added, 19 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IEFA | ISHARES CORE MSCI EAFE | $25.2M | 15.36% | 260,496 | Added |
| 2 | IVV | ISHARES S&P 500 INDEX | $17.2M | 10.48% | 22,921 | Trimmed |
| 3 | IVW | ISHARES S&P 500 GROWTH ETF | $11.9M | 7.25% | 86,311 | Trimmed |
| 4 | IVE | ISHARES S&P 500 VALUE ETF | $11.7M | 7.14% | 51,478 | Trimmed |
| 5 | BND | VANGUARD TOTAL BOND MARKET ETF | $11.5M | 7.04% | 156,950 | Added |
| 6 | IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | $10.7M | 6.51% | 90,694 | Trimmed |
| 7 | IEMG | ISHARES CORE MSCI EMERGING MKTS | $9.3M | 5.69% | 112,563 | Trimmed |
| 8 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $6.9M | 4.22% | 96,920 | Trimmed |
| 9 | IJJ | ISHARES S&P MIDCAP 400 VALUE ETF | $6.5M | 4.00% | 44,290 | Trimmed |
| 10 | IWD | ISHARES RUSSELL 1000 VALUE ETF | $5.5M | 3.37% | 22,758 | Trimmed |
| 11 | IJS | ISHARES S&P SMALLCAP 600 VALUE ETF | $4.0M | 2.44% | 29,219 | Trimmed |
| 12 | SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $3.9M | 2.39% | 115,423 | Trimmed |
| 13 | SCHX | SCHWAB U.S. LARGE-CAP ETF | $3.6M | 2.22% | 123,319 | Trimmed |
| 14 | IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | $3.4M | 2.06% | 18,931 | Trimmed |
| 15 | SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $3.1M | 1.91% | 89,890 | Added |
| 16 | VNQ | VANGUARD REIT INDEX ETF | $2.8M | 1.74% | 29,528 | Added |
| 17 | IJH | ISHARES CORE S&P MID CAP ETF | $2.7M | 1.65% | 35,110 | Trimmed |
| 18 | IWB | ISHARES RUSSELL 1000 ETF | $2.6M | 1.59% | 6,370 | Added |
| 19 | IYR | ISHARES US REAL ESTATE ETF | $2.1M | 1.29% | 20,724 | Trimmed |
| 20 | IWF | ISHARES RUSSELL 1000 GROWTH ETF | $2.0M | 1.25% | 16,499 | Added |
| 21 | MDYG | STATE STREET SPDR S&P 400 MID CAP GROWTH ETF | $1.8M | 1.09% | 15,967 | Trimmed |
| 22 | IWS | ISHARES RUSSELL MIDCAP VALUE INDEX | $1.7M | 1.05% | 10,397 | Trimmed |
| 23 | IJR | ISHARES S&P SMALLCAP 600 ETF | $1.4M | 0.88% | 9,665 | Trimmed |
| 24 | IWM | ISHARES RUSSELL 2000 ETF | $1.1M | 0.70% | 3,793 | Trimmed |
| 25 | FELC | FIDELITY ENHANCED LARGE CAP CORE ETF | $1.1M | 0.66% | 25,882 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR