Broadview Financial Management, LLC — 13F holdings

Broadview Financial Management, LLC reported 43 holdings worth $164M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. IEFA ISHARES TR — $25.2M (15.4%)
2. IVV ISHARES TR — $17.2M (10.5%)
3. IVW ISHARES TR — $11.9M (7.2%)
4. IVE ISHARES TR — $11.7M (7.1%)
5. BND VANGUARD BD INDEX FDS — $11.5M (7.0%)
6. IJK ISHARES TR — $10.7M (6.5%)
7. IEMG ISHARES INC — $9.32M (5.7%)
8. VEA VANGUARD TAX-MANAGED FDS — $6.91M (4.2%)
9. IJJ ISHARES TR — $6.54M (4.0%)
10. IWD ISHARES TR — $5.52M (3.4%)