Broadview Financial Management, LLC Top Holdings and 13F Report (2026) About Broadview Financial Management, LLCInvestment ActivityBroadview Financial Management, LLC has $146.43 million in total holdings as of March 31, 2026.Broadview Financial Management, LLC owns shares of 40 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 0.15% of the portfolio was purchased this quarter.About 1.58% of the portfolio was sold this quarter.This quarter, Broadview Financial Management, LLC has purchased 41 new stocks and bought additional shares in 13 stocks.Broadview Financial Management, LLC sold shares of 26 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Core MSCI EAFE ETF $23,369,355iShares Core S&P 500 ETF $15,231,549Vanguard Total Bond Market ETF $11,188,273iShares S&P 500 Value ETF $10,972,086iShares S&P 500 Growth ETF $10,028,970 Largest Purchases this Quarter Schwab U.S. Large-Cap Growth ETF 3,351 shares (about $97.61K)SPDR S&P 400 Mid Cap Growth ETF 421 shares (about $40.40K)iShares U.S. Real Estate ETF 411 shares (about $38.86K)iShares S&P 500 Value ETF 57 shares (about $12.04K)Vanguard Real Estate ETF 93 shares (about $8.25K) Largest Sales this Quarter iShares Core MSCI EAFE ETF 5,343 shares (about $483.70K)iShares Core MSCI Emerging Markets ETF 6,431 shares (about $448.56K)Vanguard FTSE Developed Markets ETF 4,091 shares (about $262.15K)iShares Core S&P 500 ETF 225 shares (about $146.97K)Schwab Emerging Markets Equity ETF 3,186 shares (about $104.98K) 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$23,369,355$483,702 ▼-2.0%258,13916.0%ETFIVViShares Core S&P 500 ETF$15,231,549$146,972 ▼-1.0%23,31810.4%ETFBNDVanguard Total Bond Market ETF$11,188,273$17,453 ▼-0.2%151,9327.6%ETFIVEiShares S&P 500 Value ETF$10,972,086$12,036 ▲0.1%51,9637.5%ETFIVWiShares S&P 500 Growth ETF$10,028,970$32,462 ▼-0.3%88,6666.8%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$9,328,925$101,224 ▼-1.1%92,7146.4%ETFIEMGiShares Core MSCI Emerging Markets ETF$8,182,240$448,563 ▼-5.2%117,3085.6%ETFVEAVanguard FTSE Developed Markets ETF$6,340,846$262,151 ▼-4.0%98,9524.3%ETFIJJiShares S&P Mid-Cap 400 Value ETF$5,883,355$3,842 ▼-0.1%44,4034.0%ETFIWDiShares Russell 1000 Value ETF$4,950,848$70,296 ▼-1.4%23,1713.4%ETFIJSiShares S&P Small-Cap 600 Value ETF$3,467,906$30,916 ▼-0.9%29,2772.4%ETFSCHGSchwab U.S. Large-Cap Growth ETF$3,377,479$97,615 ▲3.0%115,9452.3%ETFSCHXSchwab US Large-Cap ETF$3,188,301$34,383 ▼-1.1%124,3492.2%ETFIJTiShares S&P Small-Cap 600 Growth ETF$2,768,346$47,031 ▼-1.7%19,1301.9%ETFSCHVSchwab U.S. Large-Cap Value ETF$2,693,967$72,498 ▼-2.6%88,3271.8%ETFVNQVanguard Real Estate ETF$2,612,746$8,249 ▲0.3%29,4561.8%ETFIJHiShares Core S&P Mid-Cap ETF$2,401,684$9,927 ▼-0.4%35,5651.6%ETFIWBiShares Russell 1000 ETF$2,267,781$4,279 ▲0.2%6,3601.5%ETFIYRiShares U.S. Real Estate ETF$1,994,324$38,863 ▲2.0%21,0911.4%ETFIWFiShares Russell 1000 Growth ETF$1,799,814$853 ▼0.0%4,2211.2%ETFMDYGSPDR S&P 400 Mid Cap Growth ETF$1,565,334$40,400 ▲2.6%16,3121.1%ETFIWSiShares Russell Mid-Cap Value ETF$1,520,619$7,287 ▼-0.5%10,4341.0%ETFIJRiShares Core S&P Small-Cap ETF$1,222,138$1,740 ▲0.1%9,8310.8%ETFIXUSiShares Core MSCI Total International Stock ETF$1,011,935$28,244 ▼-2.7%11,6800.7%ManufacturingIWMiShares Russell 2000 ETF$950,750$42,900 ▼-4.3%3,8340.6%FinanceFIDELITY ENHANCED LARGE CAP CORE ETF$947,694$653 ▼-0.1%26,1290.6%ETFVOOVanguard S&P 500 ETF$866,789$42,414 ▼-4.7%1,4510.6%ETFSCHESchwab Emerging Markets Equity ETF$787,483$104,980 ▼-11.8%23,8990.5%ETFSCHFSchwab International Equity ETF$755,985$37,125 ▼-4.7%30,5450.5%ETFSPEMSPDR Portfolio Emerging Markets ETF$749,174$7,318 ▼-1.0%15,9700.5%ETFMDYVSPDR S&P 400 Mid Cap Value ETF$723,270$3,065 ▲0.4%8,4940.5%ETFMDYSPDR S&P MidCap 400 ETF Trust$610,535$2,467 ▲0.4%9900.4%ETFIWNiShares Russell 2000 Value ETF$559,045$12,133 ▼-2.1%2,9490.4%ETFIWRiShares Russell Mid-Cap ETF$453,124$1,167 ▲0.3%4,6600.3%ETFSCHBSchwab US Broad Market ETF$386,827$1,079 ▲0.3%15,4110.3%ETFMUBiShares National Muni Bond ETF$349,246$1,805 ▲0.5%3,2900.2%ETFQQQInvesco QQQ$268,5380.0%4650.2%FinanceVXFVanguard Extended Market ETF$235,313$10,294 ▼-4.2%1,1430.2%ETFSCHASchwab US Small-Cap ETF$208,045$233 ▲0.1%7,1540.1%ETFSPYSPDR S&P 500 ETF Trust$206,295$9,762 ▼-4.5%3170.1%FinanceJNKSPDR Bloomberg High Yield Bond ETF$0$246,681 ▼-100.0%00.0%FinanceShowing 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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