Broadview Financial Management, LLC: 13F holdings
CIK 16970242026Q2
| Positions | 43 |
|---|
| Reported value | $163.8m |
|---|
| Filed | 2026-08-13 |
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Change since last quarter
| Positions | 43 (+3 vs prior quarter) |
|---|
| Reported value | $163.8m (+11.8%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IEFA ISHARES CORE MSCI EAFE | 260,496 | $25.2m | 15.4% |
| IVV ISHARES S&P 500 INDEX | 22,921 | $17.2m | 10.5% |
| IWF ISHARES S&P 500 GROWTH ETF | 86,311 | $11.9m | 7.2% |
| IVE ISHARES S&P 500 VALUE ETF | 51,478 | $11.7m | 7.1% |
| BND VANGUARD TOTAL BOND MARKET ETF | 156,950 | $11.5m | 7.0% |
| IJK ISHARES S&P MID-CAP 400 GROWTH ETF | 90,694 | $10.7m | 6.5% |
| IEMG ISHARES CORE MSCI EMERGING MKTS | 112,563 | $9.3m | 5.7% |
| VEA VANGUARD FTSE DEVELOPED MARKETS ETF | 96,920 | $6.9m | 4.2% |
| IJJ ISHARES S&P MIDCAP 400 VALUE ETF | 44,290 | $6.5m | 4.0% |
| IWD ISHARES RUSSELL 1000 VALUE ETF | 22,758 | $5.5m | 3.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1697024")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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