Data as of Q4 2025 (Dec 31, 2025)

Broadview Financial Management, LLC

•CIK: 1697024•Filing: Q4 2025

**Broadview Financial Management, LLC** manages $149M across a diversified portfolio of 41 holdings. The strategy shows significant allocation to international and broad market indices, highlighted by the top positions in IEFA ($23.6M) and IVV ($16.1M). Further core exposures include BND ($11.3M), IVE ($11.0M), and IVW ($11.0M). This structure suggests a focus on global equity diversification alongside fixed income stability.

Total AUM
$149.4M
QoQ Performance
+0.8%
Positions
41
Top 10 Concentration
72.0%
Latest Filing
Q4 2025

Top Holdings Allocation

IEFA
IVV
BND
IVE
IVW
IJK
IEMG
IEFA15.8%
IVV10.8%
BND7.5%
IVE7.4%
IVW7.3%
IJK6.1%
IEMG5.6%
VEA4.3%

📈 Biggest Buys

IYR
ISHARES US REAL ESTATE ETF
+10.1%
1.3% of portfolio
BND
VANGUARD TOTAL BOND MARKET ETF
+1.2%
7.5% of portfolio
VOO
VANGUARD S&P 500 ETF
+11.4%
0.6% of portfolio
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+0.9%
4.3% of portfolio
VNQ
VANGUARD REIT INDEX ETF
+2.2%
1.7% of portfolio

📉 Biggest Sells

IEMG
ISHARES CORE MSCI EMERGING MKTS
-9.1%
5.6% of portfolio
IEFA
ISHARES CORE MSCI EAFE
-1.6%
15.8% of portfolio
FELC
FIDELITY ENHANCED LARGE CAP CORE ETF
-16.2%
0.7% of portfolio
IVV
ISHARES S&P 500 INDEX
-1.1%
10.8% of portfolio
IVE
ISHARES S&P 500 VALUE ETF
-1.4%
7.4% of portfolio

Sector Breakdown

Other88.4%
ETF11.6%

Changes from Q3 2025

↑19 increased
↓21 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

IEFA15.8%
ISHARES CORE MSCI EAFE
$23.6M
IVV10.8%
ISHARES S&P 500 INDEX
$16.1M
BND7.5%
VANGUARD TOTAL BOND MARKET ETF
$11.3M
IVE7.4%
ISHARES S&P 500 VALUE ETF
$11.0M
IVW7.3%
ISHARES S&P 500 GROWTH ETF
$11.0M

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