Broadview Financial Management, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Broadview Financial Management, LLC held in its portfolio 41 assets valued at $149,440,151 (i.e. $149.44M).

The most valuable assets in the portfolio included: ISHARES CORE MSCI EAFE ($23.57M), ISHARES S&P 500 INDEX ($16.13M), and VANGUARD TOTAL BOND MARKET ETF ($11.27M).

The chart below shows the top 10 valuable assets, and the table below shows the top 41 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Broadview Financial Management, LLC Portfolio

ISHARES CORE MSCI EAFE

ISHARES S&P 500 INDEX

VANGUARD TOTAL BOND MARKET ETF

ISHARES S&P 500 VALUE ETF

ISHARES S&P 500 GROWTH ETF

ISHARES S&P MID-CAP 400 GROWTH ETF

ISHARES CORE MSCI EMERGING MKTS

VANGUARD FTSE DEVELOPED MARKETS ETF

ISHARES S&P MIDCAP 400 VALUE ETF

ISHARES RUSSELL 1000 VALUE ETF

Broadview Financial Management, LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
ISHARES CORE MSCI EAFE	263482	23571111	ETF
ISHARES S&P 500 INDEX	23543	16125452	ETF
VANGUARD TOTAL BOND MARKET ETF	152169	11271174	ETF
ISHARES S&P 500 VALUE ETF	51906	11007652	ETF
ISHARES S&P 500 GROWTH ETF	88953	10964407	ETF
ISHARES S&P MID-CAP 400 GROWTH ETF	93720	9079594	ETF
ISHARES CORE MSCI EMERGING MKTS	123739	8317713	ETF
VANGUARD FTSE DEVELOPED MARKETS ETF	103043	6437123	ETF
ISHARES S&P MIDCAP 400 VALUE ETF	44432	5846791	ETF
ISHARES RUSSELL 1000 VALUE ETF	23500	4943066	ETF
SCHWAB U.S. LARGE-CAP GROWTH ETF	112594	3672817	ETF
SCHWAB U.S. LARGE-CAP ETF	125690	3382308	ETF
ISHARES S&P SMALLCAP 600 VALUE ETF	29538	3359094	ETF
ISHARES S&P SMALL-CAP 600 GROWTH ETF	19455	2746200	ETF
SCHWAB U.S. LARGE-CAP VALUE ETF	90704	2685734	ETF
VANGUARD REIT INDEX ETF	29363	2598370	ETF
ISHARES RUSSELL 1000 ETF	6348	2370542	ETF
ISHARES CORE S&P MID CAP ETF	35712	2356994	ETF
ISHARES RUSSELL 1000 GROWTH ETF	4223	1998581	ETF
ISHARES US REAL ESTATE ETF	20680	1941673	ETF
ISHARES RUSSELL MIDCAP VALUE INDEX	10484	1478770	ETF
STATE STREET SPDR S&P 400 MID CAP GROWTH ETF	15891	1468836	ETF
ISHARES S&P SMALLCAP 600 ETF	9817	1179756	ETF
ISHARES TRUST CORE MSCI TOTAL INTL STK ETF	12006	1016181	ETF
FIDELITY ENHANCED LARGE CAP CORE ETF	26147	998015	ETF
ISHARES RUSSELL 2000 ETF	4007	986306	ETF
VANGUARD S&P 500 ETF	1522	954223	ETF
SCHWAB EMERGING MARKETS EQUITY ETF	27085	887033	ETF
SCHWAB INTERNATIONAL EQUITY ETF	32045	770358	ETF
STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF	16126	754843	ETF
STATE STREET SPDR S&P 400 MID CAP VALUE ETF	8458	715976	ETF
STATE STREET SPDR S&P MIDCAP 400 ETF TRUST	986	595131	ETF
ISHARES RUSSELL 2000 VALUE	3013	545938	ETF
ISHARES TR RUSSELL MIDCAP INDEX FD	4648	447444	ETF
SCHWAB U.S. BROAD MARKET ETF	15368	403106	ETF
ISHARES NATIONAL MUNI BOND ETF	3273	350543	ETF
POWERSHARES QQQ TR	465	285452	ETF
VANGUARD EXTENDED MARKET ETF	1193	249565	ETF
STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF	2538	246681	ETF
STATE STREET SPDR S&P 500 ETF	332	226092	ETF
SCHWAB U.S. SMALL-CAP ETF	7146	203506	ETF