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CIK: 0001697024
Total reported value
$163.8M
$163.8M
40 檔
43.2%
During the Q1 2026 filing period, Broadview Financial Management, LLC (CIK: 0001697024) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $163.8M across 40 reported positions.
In Q1 2026, Broadview Financial Management, LLC adopted a defensive or profit-taking posture, trimming 26 positions and completely liquidating 1 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 15.96% | -0.60% | -2.03% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 10.40% | +0.08% | -0.96% | |
| 3 | BND | Vanguard Total Bond Market | ETF-Other | 7.64% | -0.60% | -0.16% | |
| 4 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 7.49% | -0.35% | +0.11% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 6.85% | +0.40% | -0.32% | |
| 6 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 6.37% | +0.14% | -1.07% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 5.59% | +0.10% | -5.20% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.33% | -0.11% | -3.97% | |
| 9 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 4.02% | -0.02% | -0.07% | |
| 10 | IWD | Ishares Russell 1000 Value E | ETF-Other | 3.38% | -0.01% | -1.40% | |
| 11 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 2.37% | +0.07% | -0.88% | |
| 12 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.31% | +0.08% | +2.98% | |
| 13 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.18% | +0.04% | -1.07% | |
| 14 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 1.89% | +0.17% | -1.67% | |
| 15 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.84% | +0.07% | -2.62% | |
| 16 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.78% | -0.04% | +0.32% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.64% | +0.01% | -0.41% | |
| 18 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.55% | +0.04% | +0.19% | |
| 19 | IYR | Ishares US Real Estate ETF | ETF-Other | 1.36% | -0.07% | +1.99% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.23% | +0.02% | -0.05% | |
| 21 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 1.07% | +0.02% | +2.65% | |
| 22 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 1.04% | +0.01% | -0.48% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.83% | +0.05% | +0.14% | |
| 24 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.69% | -0.03% | -2.72% | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.65% | +0.05% | -4.32% | |
| 26 | FELC | Fidelity Enh Lrg Cap Cor ETF | ETF-Other | 0.65% | +0.01% | -0.07% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.59% | +0.01% | -4.66% | |
| 28 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.54% | -0.02% | -11.76% | |
| 29 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.52% | — | -4.68% | |
| 30 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.51% | -0.02% | -0.97% | |
| 31 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.49% | — | +0.43% | |
| 32 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.42% | — | +0.41% | |
| 33 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.38% | +0.02% | -2.12% | |
| 34 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.31% | — | +0.26% | |
| 35 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.26% | +0.01% | +0.28% | |
| 36 | MUB | Ishares National Muni Bond E | ETF-Other | 0.24% | -0.02% | +0.52% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.18% | +0.03% | — | |
| 38 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.16% | — | -4.19% | |
| 39 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.14% | +0.02% | +0.11% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.14% | — | -4.52% |
According to official SEC Form 13F filings, Broadview Financial Management, LLC reported a total U.S. public equity portfolio value of $163.8M across 40 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IEFA, IVV, BND) accounted for 43.2% of total reported equity market value during Q1 2026.
Top Position Liquidated / Trimmed
JNK
前期市值: $246.7K
During Q1 2026, Broadview Financial Management, LLC's top holdings by market value included IEFA (16.0%)、IVV (10.4%)、BND (7.6%). The largest single position, IEFA, represented 16.0% of total portfolio value.
In Q1 2026, Broadview Financial Management, LLC made 40 total portfolio adjustments, initiating 0 new buys, adding to 13 positions, trimming 26 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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