13F Insight
DOSSIER · 13F-HR · Q2 2026

Broadview Financial Management, LLC

$164M in tracked AUM across 43 positions as of Q2 2026.

BF
CIK 0001697024 · last filed Jun 30, 2026
Total AUM
$164M
as of Q2 2026
Holdings
43
—
positions
Whale Score
64
64
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Broadview Financial Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IEFA
ISHARES CORE MSCI EAFE
$25M260K15.4%02
IVV
ISHARES S&P 500 INDEX
$17M23K10.5%03
IVW
ISHARES S&P 500 GROWTH ETF
$12M86K7.2%04
IVE
ISHARES S&P 500 VALUE ETF
$12M51K7.1%05
BND
VANGUARD TOTAL BOND MARKET ETF
$12M157K7.0%06
IJK
ISHARES S&P MID-CAP 400 GROWTH ETF
$11M91K6.5%07
IEMG
ISHARES CORE MSCI EMERGING MKTS
$9M113K5.7%08
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
$7M97K4.2%09
IJJ
ISHARES S&P MIDCAP 400 VALUE ETF
$7M44K4.0%10
IWD
ISHARES RUSSELL 1000 VALUE ETF
$6M23K3.4%

Filing history

2026Q2Jun 30
$164M▲ 11.8%
43 positionsView →2026Q1Mar 31
$146M▼ 2.0%
40 positionsView →2025Q4Dec 31
$149M▲ 0.8%
41 positionsView →2025Q3Sep 30
$148M▲ 0.7%
41 positionsView →2025Q2Jun 30
$147M▲ 9.8%
40 positionsLocked2025Q1Mar 31
$134M▼ 4.1%
39 positionsLocked2024Q4Dec 31
$140M▼ 5.4%
41 positionsLocked2024Q3Sep 30
$148M▲ 7.6%
42 positionsLocked2024Q2Jun 30
$137M▼ 0.0%
40 positionsLocked2024Q1Mar 31
$137M▲ 5.9%
40 positionsLocked2023Q4Dec 31
$130M▲ 19.9%
39 positionsLocked2023Q3Sep 30
$108M▼ 7.7%
36 positionsLocked
Showing 12 of 33