Broadview Financial Management, LLC
CIK 0001697024 · WAUWATOSA, WI · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$163.8M
2026 Q2
Positions
43
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
71.1%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
IEFA
ISHARES CORE MSCI EAFE
15.4%
IVV
ISHARES S&P 500 INDEX
10.5%
IVW
ISHARES S&P 500 GROWTH ETF
7.2%
IVE
ISHARES S&P 500 VALUE ETF
7.1%
BND
VANGUARD TOTAL BOND MARKET ETF
7.0%
IJK
ISHARES S&P MID-CAP 400 GROWTH ETF
6.5%
IEMG
ISHARES CORE MSCI EMERGING MKTS
5.7%
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
4.2%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.