Broadview Financial Management, LLC ETF holdings
Wauwatosa, WI
Reported $163.2M in 41 ETFs in its Form 13F for June 30, 2026.
ETF value
$163.2M
ETFs held
41
Change from prior quarter
+11.5%
With price moves
ETFs as a share of its 13F
99.7%
of $163.8M
Top 10 of 41 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IEFA | iShares Core MSCI EAFE ETF | $25.2M | 260,496 | +2,357 shares |
| IVV | iShares Core S&P 500 ETF | $17.2M | 22,921 | −397 shares |
| IVW | iShares S&P 500 Growth ETF | $11.9M | 86,311 | −2,355 shares |
| IVE | iShares S&P 500 Value ETF | $11.7M | 51,478 | −485 shares |
| BND | Vanguard Total Bond Market ETF | $11.5M | 156,950 | +5,018 shares |
| IJK | iShares S&P Mid-Cap 400 Growth ETF | $10.7M | 90,694 | −2,020 shares |
| IEMG | iShares Core MSCI Emerging Markets ETF | $9.3M | 112,563 | −4,745 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $6.9M | 96,920 | −2,032 shares |
| IJJ | iShares S&P Mid-Cap 400 Value ETF | $6.5M | 44,290 | −113 shares |
| IWD | iShares Russell 1000 Value ETF | $5.5M | 22,758 | −413 shares |
31 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001697024. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Broadview Financial Management, LLC own?
Broadview Financial Management, LLC reported 41 ETF positions worth $163.2M in its Form 13F for June 30, 2026. The largest was IEFA, at $25.2M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.