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Broadview Financial Management, LLC
CIK:0001697024
Investment Adviser
$147M AUM
40 holdings
Wauwatosa, WI, USA
Broadview Financial Management, LLC provides fee-only financial planning services, helping individuals and families develop comprehensive financial plans.
Latest 13F Filing Activity
Broadview Financial Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 40 equity positions with a total 13F market value of $147M. The fund increased holdings in Ishares Core Msci Eafe, Ishares Core Msci Emerging MKTS, Ishares S&P 500 Index among other positions. Broadview Financial Management, LLC reduced exposure to Ishares Russell 1000 Etf, Ishares Russell Mid-cap Growth Etf, Ishares Us Real Estate Etf among others.
Top Buys
Top Holdings
Equity Positions (40)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IEFA | ISHARES CORE MSCI EAFE | 15.83% | $23.3M | 279,212 | $65.10 | $83.48 | +$3.0M |
I IVV | ISHARES S&P 500 INDEX | 10.62% | $15.6M | 25,190 | $281.67 | $620.90 | +$2.0M |
B BND | VANGUARD TOTAL BOND MARKET ETF | 7.62% | $11.2M | 152,257 | $73.40 | $73.63 | +$303.9K |
I IVE | ISHARES S&P 500 VALUE ETF | 7.32% | $10.8M | 55,159 | $118.45 | $195.42 | -$11.6K |
I IVW | ISHARES S&P 500 GROWTH ETF | 7.10% | $10.5M | 94,914 | $41.00 | $110.10 | +$656.3K |
Industry Allocation
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