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Broadview Financial Management, LLC

CIK:0001697024
Investment Adviser
$147M AUM
40 holdings
Wauwatosa, WI, USA
Founded:2001
Latest filing:Jun 30, 2025

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
I
IEFAISHARES CORE MSCI EAFE
+$3.0M
I
IEMGISHARES CORE MSCI EMERGING MKTS
+$2.1M
I
IVVISHARES S&P 500 INDEX
+$2.0M
M
MUBISHARES NATIONAL MUNI BOND ETF
+$1.8M
I
IJKISHARES S&P MID-CAP 400 GROWTH ETF
+$768.8K
Top Sells
I
IWBISHARES RUSSELL 1000 ETF
-$373.5K
I
IWPISHARES RUSSELL MID-CAP GROWTH ETF
-$246.2K
I
IYRISHARES US REAL ESTATE ETF
-$233.8K
V
VNQVANGUARD REIT INDEX ETF
-$30.9K
I
IWDISHARES RUSSELL 1000 VALUE ETF
+$22.4K

Top Holdings

I
IEFAISHARES CORE MSCI EAFE
+15.8%$23.3M
I
IVVISHARES S&P 500 INDEX
+10.6%$15.6M
B
BNDVANGUARD TOTAL BOND MARKET ETF
+7.6%$11.2M
I
IVEISHARES S&P 500 VALUE ETF
+7.3%$10.8M
I
IVWISHARES S&P 500 GROWTH ETF
+7.1%$10.5M

Equity Positions (40)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
ISHARES CORE MSCI EAFE15.83%$23.3M279,212$65.10$83.48+$3.0M
ISHARES S&P 500 INDEX10.62%$15.6M25,190$281.67$620.90+$2.0M
VANGUARD TOTAL BOND MARKET ETF7.62%$11.2M152,257$73.40$73.63+$303.9K
ISHARES S&P 500 VALUE ETF7.32%$10.8M55,159$118.45$195.42-$11.6K
ISHARES S&P 500 GROWTH ETF7.10%$10.5M94,914$41.00$110.10+$656.3K

Industry Allocation