StockDriftsStockDriftsTop 43 Broadview Financial Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IEFA | ISHARES CORE MSCI EAFE | 15.36% | 260.5K | $25.2M | +0.91%(+2.36K) | $65.13(+55.56%) | 2026-06-30 | |
| IVV | ISHARES S&P 500 INDEX | 10.48% | 22.9K | $17.2M | -1.70%(-397) | $109.55(+611.00%) | 2026-06-30 | |
| IVW | ISHARES S&P 500 GROWTH ETF | 7.25% | 86.3K | $11.9M | -2.66%(-2.35K) | $40.24(+251.92%) | 2026-06-30 | |
| IVE | ISHARES S&P 500 VALUE ETF | 7.14% | 51.5K | $11.7M | -0.93%(-485) | $116.20(+104.06%) | 2026-06-30 | |
| BND | VANGUARD TOTAL BOND MARKET ETF | 7.04% | 156.9K | $11.5M | +3.30%(+5.02K) | $71.86(+0.55%) | 2026-06-30 | |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | 6.51% | 90.7K | $10.7M | -2.18%(-2.02K) | $53.56(+122.55%) | 2026-06-30 | |
| IEMG | ISHARES CORE MSCI EMERGING MKTS | 5.69% | 112.6K | $9.3M | -4.04%(-4.75K) | $53.92(+53.24%) | 2026-06-30 | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 4.22% | 96.9K | $6.9M | -2.05%(-2.03K) | $41.98(+76.30%) | 2026-06-30 | |
| IJJ | ISHARES S&P MIDCAP 400 VALUE ETF | 4% | 44.3K | $6.5M | -0.25%(-113) | $80.66(+88.03%) | 2026-06-30 | |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | 3.37% | 22.8K | $5.5M | -1.78%(-413) | $77.50(+232.03%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.71% | +50.93% | +7.31% | +42.30% |
| Top 20 Holdings Unweighted | +15.10% | +52.47% | +7.53% | +43.75% |
Broadview Financial Management LLC reports $163.76M in US-listed equity holdings across 43 positions in its most recent 13F filing. Its largest disclosed positions are IEFA (15.4%), IVV (10.5%) and IVW (7.3%). The top 20 holdings account for 89.6% of reported assets. Its disclosed equity book has returned +50.93% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Broadview Financial Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1697024). View Broadview Financial Management LLC’s 13F filings on SEC