Broadview Financial Management, LLC Top Holdings and 13F Report (2025) About Broadview Financial Management, LLCInvestment ActivityBroadview Financial Management, LLC has $147.21 million in total holdings as of June 30, 2025.Broadview Financial Management, LLC owns shares of 40 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 3.80% of the portfolio was purchased this quarter.About 2.33% of the portfolio was sold this quarter.This quarter, Broadview Financial Management, LLC has purchased 39 new stocks and bought additional shares in 18 stocks.Broadview Financial Management, LLC sold shares of 20 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Core MSCI EAFE ETF $23,308,609iShares Core S&P 500 ETF $15,640,543Vanguard Total Bond Market ETF $11,210,690iShares S&P 500 Value ETF $10,779,221iShares S&P 500 Growth ETF $10,450,066 Largest New Holdings this Quarter 464288414 - iShares National Muni Bond ETF $1,809,386 Holding78462F103 - SPDR S&P 500 ETF Trust $206,548 Holding Largest Purchases this Quarter iShares National Muni Bond ETF 17,318 shares (about $1.81M)iShares Core MSCI Emerging Markets ETF 22,653 shares (about $1.36M)iShares Core MSCI EAFE ETF 10,202 shares (about $851.66K)iShares Core S&P 500 ETF 924 shares (about $573.71K)iShares S&P Mid-Cap 400 Value ETF 3,022 shares (about $373.46K) Largest Sales this Quarter iShares S&P 500 Growth ETF 10,588 shares (about $1.17M)iShares Russell 1000 ETF 1,905 shares (about $646.89K)iShares S&P 500 Value ETF 1,462 shares (about $285.71K)Vanguard FTSE Developed Markets ETF 3,973 shares (about $226.50K)iShares U.S. Real Estate ETF 2,251 shares (about $213.32K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBroadview Financial Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIEFAiShares Core MSCI EAFE ETF$23,308,609$851,663 ▲3.8%279,21215.8%ETFIVViShares Core S&P 500 ETF$15,640,543$573,714 ▲3.8%25,19010.6%ETFBNDVanguard Total Bond Market ETF$11,210,690$277,143 ▲2.5%152,2577.6%ETFIVEiShares S&P 500 Value ETF$10,779,221$285,705 ▼-2.6%55,1597.3%ETFIVWiShares S&P 500 Growth ETF$10,450,066$1,165,743 ▼-10.0%94,9147.1%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$8,891,569$17,741 ▲0.2%97,7316.0%ETFIEMGiShares Core MSCI Emerging Markets ETF$8,888,213$1,359,858 ▲18.1%148,0636.0%ETFVEAVanguard FTSE Developed Markets ETF$6,558,515$226,502 ▼-3.3%115,0414.5%ETFIJJiShares S&P Mid-Cap 400 Value ETF$5,696,571$373,461 ▲7.0%46,0963.9%ETFIWDiShares Russell 1000 Value ETF$4,791,848$131,494 ▼-2.7%24,6713.3%ETFSCHGSchwab U.S. Large-Cap Growth ETF$3,393,748$18,519 ▼-0.5%116,1842.3%ETFSCHXSchwab US Large-Cap ETF$3,186,495$42,012 ▼-1.3%130,3802.2%ETFIJSiShares S&P Small-Cap 600 Value ETF$3,105,600$73,723 ▼-2.3%31,2152.1%ETFIJTiShares S&P Small-Cap 600 Growth ETF$2,787,256$45,632 ▲1.7%20,9511.9%ETFVNQVanguard Real Estate ETF$2,694,666$13,715 ▲0.5%30,2571.8%ETFSCHVSchwab U.S. Large-Cap Value ETF$2,598,901$13,226 ▲0.5%93,9251.8%ETFIJHiShares Core S&P Mid-Cap ETF$2,213,690$103,760 ▼-4.5%35,6931.5%ETFIWBiShares Russell 1000 ETF$2,179,743$646,894 ▼-22.9%6,4191.5%ETFIWFiShares Russell 1000 Growth ETF$1,833,879$62,842 ▼-3.3%4,3191.2%ETFMUBiShares National Muni Bond ETF$1,809,386$1,809,386 ▲New Holding17,3181.2%ETFIYRiShares U.S. Real Estate ETF$1,764,958$213,323 ▼-10.8%18,6241.2%ETFIWSiShares Russell Mid-Cap Value ETF$1,414,759$3,039 ▼-0.2%10,7071.0%ETFMDYGSPDR S&P 400 Mid Cap Growth ETF$1,410,617$11,815 ▲0.8%16,2381.0%ETFIJRiShares Core S&P Small-Cap ETF$1,095,860$11,148 ▲1.0%10,0270.7%ETFFIDELITY ENHANCED LARGE CAP CORE ETF$1,082,790$76,224 ▼-6.6%31,3940.7%ETFSCHESchwab Emerging Markets Equity ETF$936,149$2,532 ▼-0.3%31,0600.6%ETFIXUSiShares Core MSCI Total International Stock ETF$930,745$91,304 ▼-8.9%12,0390.6%ManufacturingIWMiShares Russell 2000 ETF$920,822$12,732 ▼-1.4%4,2670.6%FinanceVOOVanguard S&P 500 ETF$773,551$17,039 ▼-2.2%1,3620.5%ETFSCHFSchwab International Equity ETF$688,544$4,376 ▼-0.6%31,1560.5%ETFSPEMSPDR Portfolio Emerging Markets ETF$687,982$5,086 ▲0.7%16,0970.5%ETFMDYVSPDR S&P 400 Mid Cap Value ETF$681,539$23,274 ▲3.5%8,5800.5%ETFMDYSPDR S&P MidCap 400 ETF Trust$584,953$2,831 ▼-0.5%1,0330.4%ETFIWNiShares Russell 2000 Value ETF$467,343$2,051 ▲0.4%2,9620.3%ETFIWRiShares Russell Mid-Cap ETF$429,645$4,138 ▼-1.0%4,6720.3%ETFSCHBSchwab US Broad Market ETF$364,023$1,072 ▲0.3%15,2760.2%ETFJNKSPDR Bloomberg High Yield Bond ETF$277,628$2,918 ▲1.1%2,8540.2%FinanceQQQInvesco QQQ$244,447$552 ▲0.2%4430.2%FinanceVXFVanguard Extended Market ETF$229,343$578 ▲0.3%1,1900.2%ETFSPYSPDR S&P 500 ETF Trust$206,548$206,548 ▲New Holding3340.1%FinanceIWPiShares Russell Mid-Cap Growth ETF$0$246,196 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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