Broadview Financial Management, LLC
CIK: 0001697024SEC EDGAR →
Portfolio Value
$149.4M
Holdings
41
As of
Q4 2025
New Positions
41
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES CORE MSCI EAFE | 263,482 | $23.6M | 15.77% |
| 2 | ISHARES S&P 500 INDEX | 23,543 | $16.1M | 10.79% |
| 3 | VANGUARD TOTAL BOND MARKET ETF | 152,169 | $11.3M | 7.54% |
| 4 | ISHARES S&P 500 VALUE ETF | 51,906 | $11.0M | 7.37% |
| 5 | ISHARES S&P 500 GROWTH ETF | 88,953 | $11.0M | 7.34% |
| 6 | ISHARES S&P MID-CAP 400 GROWTH ETF | 93,720 | $9.1M | 6.08% |
| 7 | ISHARES CORE MSCI EMERGING MKTS | 123,739 | $8.3M | 5.57% |
| 8 | VANGUARD FTSE DEVELOPED MARKETS ETF | 103,043 | $6.4M | 4.31% |
| 9 | ISHARES S&P MIDCAP 400 VALUE ETF | 44,432 | $5.8M | 3.91% |
| 10 | ISHARES RUSSELL 1000 VALUE ETF | 23,500 | $4.9M | 3.31% |
Quarterly Changes
New Positions (41)
$23.6M · 263K shares
$16.1M · 24K shares
$11.3M · 152K shares
$11.0M · 52K shares
$11.0M · 89K shares
$9.1M · 94K shares
$8.3M · 124K shares
$6.4M · 103K shares
$5.8M · 44K shares
$4.9M · 24K shares
$3.7M · 113K shares
$3.4M · 126K shares
$3.4M · 30K shares
$2.7M · 19K shares
$2.7M · 91K shares
$2.6M · 29K shares
$2.4M · 6K shares
$2.4M · 36K shares
$2.0M · 4K shares
$1.9M · 21K shares
$1.5M · 10K shares
$1.5M · 16K shares
$1.2M · 10K shares
$1.0M · 12K shares
$998K · 26K shares
$986K · 4K shares
$954K · 2K shares
$887K · 27K shares
$770K · 32K shares
$754K · 16K shares
$715K · 8K shares
$595K · 986 shares
$545K · 3K shares
$447K · 5K shares
$403K · 15K shares
$350K · 3K shares
$285K · 465 shares
$249K · 1K shares
$246K · 3K shares
$226K · 332 shares
$203K · 7K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 39 | $125.6M | 84.0% |
| Unknown | 2 | $23.9M | 16.0% |