Broadview Financial Management, LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 39Value: $134.0MLatest: 2025Q1

Broadview Financial Management, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 39 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "IVW",
  "IJH",
  "IWS",
  "IJR",
  "IWD",
  "IWF",
  "IEMG",
  "IJK",
  "IVV",
  "IYR",
  null,
  "IEFA",
  "SCHX",
  null,
  null,
  "VNQ",
  "VXF",
  "IWN",
  "IWP",
  "IWR",
  "SCHB",
  "IVE",
  null,
  null,
  "VEA",
  "BND",
  "VOO",
  "SCHG",
  "SCHF",
  null,
  null,
  "IXUS",
  "IJT",
  "IJJ",
  "IWB",
  "QQQ",
  "IWM",
  "MDY"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 39
Total Value: 134041774
Accession Number: 0001697024-25-000002
Form Type: 13F-HR
CIK: broadview-financial-management
Manager Name: Broadview-Financial-Management

Data Enrichment

79% identified

31 identified8 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

39 positions • $134.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 2

Sort by:

46432F842

IEFA|46432F842

Shares:269.0K

Value:$20.4M

% of Portfolio:15.2% ($20.4M/$134.0M)

464287200

IVV|464287200

Shares:24.3K

Value:$13.6M

% of Portfolio:10.2% ($13.6M/$134.0M)

921937835

BND|921937835

Shares:148.5K

Value:$10.9M

% of Portfolio:8.1% ($10.9M/$134.0M)

464287408

IVE|464287408

Shares:56.6K

Value:$10.8M

% of Portfolio:8.1% ($10.8M/$134.0M)

464287309

IVW|464287309

Shares:105.5K

Value:$9.8M

% of Portfolio:7.3% ($9.8M/$134.0M)

464287606

IJK|464287606

Shares:97.5K

Value:$8.1M

% of Portfolio:6.1% ($8.1M/$134.0M)

46434G103

IEMG|46434G103

Shares:125.4K

Value:$6.8M

% of Portfolio:5.0% ($6.8M/$134.0M)

921943858

VEA|921943858

Shares:119.0K

Value:$6.0M

% of Portfolio:4.5% ($6.0M/$134.0M)

464287705

IJJ|464287705

Shares:43.1K

Value:$5.2M

% of Portfolio:3.8% ($5.2M/$134.0M)

464287598

IWD|464287598

Shares:25.3K

Value:$4.8M

% of Portfolio:3.6% ($4.8M/$134.0M)

464287879

Shares:32.0K

Value:$3.1M

% of Portfolio:2.3% ($3.1M/$134.0M)

808524300

SCHG|808524300

Shares:116.8K

Value:$2.9M

% of Portfolio:2.2% ($2.9M/$134.0M)

808524201

SCHX|808524201

Shares:132.1K

Value:$2.9M

% of Portfolio:2.2% ($2.9M/$134.0M)

922908553

VNQ|922908553

Shares:30.1K

Value:$2.7M

% of Portfolio:2.0% ($2.7M/$134.0M)

464287887

IJT|464287887

Shares:20.6K

Value:$2.6M

% of Portfolio:1.9% ($2.6M/$134.0M)

464287622

IWB|464287622

Shares:8.3K

Value:$2.6M

% of Portfolio:1.9% ($2.6M/$134.0M)

808524409

Shares:93.4K

Value:$2.5M

% of Portfolio:1.9% ($2.5M/$134.0M)

464287507

IJH|464287507

Shares:37.4K

Value:$2.2M

% of Portfolio:1.6% ($2.2M/$134.0M)

464287739

IYR|464287739

Shares:20.9K

Value:$2.0M

% of Portfolio:1.5% ($2.0M/$134.0M)

464287614

IWF|464287614

Shares:4.5K

Value:$1.6M

% of Portfolio:1.2% ($1.6M/$134.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IEFAcusip46432F842)	269.0K	QoQ -0.51% (-1.4K) YoY +1.38% (+3.7K)	All Managers (Combined)	$20.4M	15.2% ($20.4M/$134.0M)	QoQ +7.09% (-$1.3M) YoY +3.34% (+$658.3K)
(IVVcusip464287200)	24.3K	QoQ -1.75% (-434) YoY -11.22% (-3.1K)	All Managers (Combined)	$13.6M	10.2% ($13.6M/$134.0M)	QoQ -6.22% (-$905.2K) YoY -5.10% (-$734.3K)
(BNDcusip921937835)	148.5K	QoQ +0.07% (+115) YoY +8.73% (+11.9K)	All Managers (Combined)	$10.9M	8.1% ($10.9M/$134.0M)	QoQ +2.22% (+$237.0K) YoY +9.96% (+$988.2K)
(IVEcusip464287408)	56.6K	QoQ -0.01% (-7) YoY -3.07% (-1.8K)	All Managers (Combined)	$10.8M	8.1% ($10.8M/$134.0M)	QoQ -0.16% (-$18.4K) YoY -1.11% (-$122.1K)
(IVWcusip464287309)	105.5K	QoQ -0.42% (-446) YoY -1.52% (-1.6K)	All Managers (Combined)	$9.8M	7.3% ($9.8M/$134.0M)	QoQ -8.95% (-$963.2K) YoY +8.26% (-$747.4K)
(IJKcusip464287606)	97.5K	QoQ -1.15% (-1.1K) YoY -7.78% (-8.2K)	All Managers (Combined)	$8.1M	6.1% ($8.1M/$134.0M)	QoQ -9.47% (-$850.2K) YoY -15.84% (-$1.5M)
(IEMGcusip46434G103)	125.4K	QoQ -0.83% (-1.1K) YoY -3.13% (-4.1K)	All Managers (Combined)	$6.8M	5.0% ($6.8M/$134.0M)	QoQ +2.48% (-$164.4K) YoY +1.30% (-$87.4K)
(VEAcusip921943858)	119.0K	QoQ -1.52% (-1.8K) YoY +1.94% (+2.3K)	All Managers (Combined)	$6.0M	4.5% ($6.0M/$134.0M)	QoQ +4.67% (-$269.9K) YoY +3.28% (+$192.5K)
(IJJcusip464287705)	43.1K	QoQ -1.09% (-479) YoY -6.09% (-2.8K)	All Managers (Combined)	$5.2M	3.8% ($5.2M/$134.0M)	QoQ -5.23% (-$285.1K) YoY -4.94% (-$268.5K)
(IWDcusip464287598)	25.3K	QoQ -0.29% (-75) YoY -1.63% (-422)	All Managers (Combined)	$4.8M	3.6% ($4.8M/$134.0M)	QoQ +1.33% (-$62.8K) YoY +3.33% (-$153.8K)
(cusip464287879)✕	32.0K	QoQ -0.68% (-220) YoY -7.57% (-2.6K)	All Managers (Combined)	$3.1M	2.3% ($3.1M/$134.0M)	QoQ -10.86% (-$379.6K) YoY -12.32% (-$437.8K)
(SCHGcusip808524300)	116.8K	QoQ -1.86% (-2.2K) YoY +237.78% (-82.2K)	All Managers (Combined)	$2.9M	2.2% ($2.9M/$134.0M)	QoQ -11.83% (-$392.5K) YoY -8.77% (-$281.5K)
(SCHXcusip808524201)	132.1K	QoQ -0.44% (-596) YoY +176.16% (-84.3K)	All Managers (Combined)	$2.9M	2.2% ($2.9M/$134.0M)	QoQ -5.17% (-$159.1K) YoY -1.74% (-$51.8K)
(VNQcusip922908553)	30.1K	QoQ +1.33% (+397) YoY -2.09% (-643)	All Managers (Combined)	$2.7M	2.0% ($2.7M/$134.0M)	QoQ +2.99% (+$79.4K) YoY +2.50% (-$66.6K)
(IJTcusip464287887)	20.6K	QoQ -0.23% (-49) YoY -3.46% (-739)	All Managers (Combined)	$2.6M	1.9% ($2.6M/$134.0M)	QoQ -8.25% (-$230.7K) YoY -8.06% (-$225.1K)
(IWBcusip464287622)	8.3K	QoQ -0.11% (-10) YoY +24.20% (+1.6K)	All Managers (Combined)	$2.6M	1.9% ($2.6M/$134.0M)	QoQ -4.89% (-$131.5K) YoY +32.25% (+$622.7K)
(cusip808524409)✕	93.4K	QoQ -0.99% (-940) YoY +192.43% (+61.5K)	All Managers (Combined)	$2.5M	1.9% ($2.5M/$134.0M)	QoQ +0.94% (-$23.2K) YoY +2.30% (+$55.9K)
(IJHcusip464287507)	37.4K	QoQ -4.90% (-1.9K) YoY -8.66% (-3.5K)	All Managers (Combined)	$2.2M	1.6% ($2.2M/$134.0M)	QoQ -10.94% (-$268.0K) YoY -12.25% (-$304.6K)
(IYRcusip464287739)	20.9K	QoQ -5.80% (-1.3K) YoY -9.41% (-2.2K)	All Managers (Combined)	$2.0M	1.5% ($2.0M/$134.0M)	QoQ -3.07% (-$63.5K) YoY -3.51% (-$72.9K)
(IWFcusip464287614)	4.5K	QoQ -0.51% (-23) YoY -8.18% (-398)	All Managers (Combined)	$1.6M	1.2% ($1.6M/$134.0M)	QoQ -10.54% (-$190.2K) YoY -1.63% (-$26.7K)