Broadview Financial Management, LLC
Broadview Financial Management, LLC reported 43 positions worth $163.8M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: IEFA (15.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IEFA | SH | $25.2M | 15.36% | 260,496 | — | — | |
| ▸ 2 | IVV | SH | $17.2M | 10.48% | 22,921 | — | — | |
| ▸ 3 | IVW | SH | $11.9M | 7.25% | 86,311 | — | — | |
| ▸ 4 | IVE | SH | $11.7M | 7.14% | 51,478 | — | — | |
| ▸ 5 | BND | SH | $11.5M | 7.04% | 156,950 | — | — | |
| ▸ 6 | IJK | SH | $10.7M | 6.51% | 90,694 | — | — | |
| ▸ 7 | IEMG | SH | $9.3M | 5.69% | 112,563 | — | — | |
| ▸ 8 | VEA | SH | $6.9M | 4.22% | 96,920 | — | — | |
| ▸ 9 | IJJ | SH | $6.5M | 4.00% | 44,290 | — | — | |
| ▸ 10 | IWD | SH | $5.5M | 3.37% | 22,758 | — | — |
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Frequently Asked Questions
What stocks does Broadview Financial Management, LLC hold as of Q2 2026?
Broadview Financial Management, LLC reported 43 positions worth $163.8M in its Q2 2026 13F filing. Largest positions: IEFA (15.4%), IVV (10.5%), IVW (7.2%), IVE (7.1%) and BND (7.0%).
What did Broadview Financial Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Broadview Financial Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.