Broadview Financial Management, LLC
Portfolio value QoQ: +11.8% 13F does not disclose cash
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 1.28% Est. buys $2,934,777 · sells $1,990,885
Median holding: 6.0 quarters Tracked Q1 2025–Q2 2026 · 95.6% still held
Sector breakdown
Full portfolio 43 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| IEFA | $25,158,718 | 15.36% | 260,496 | $1,789,363 | Up ×1 | ||
| IVV | $17,165,290 | 10.48% | 22,921 | $1,933,741 | Down ×4 | ||
| IVW | $11,870,400 | 7.25% | 86,311 | $1,841,430 | Down ×6 | ||
| IVE | $11,688,642 | 7.14% | 51,478 | $716,556 | Down ×1 | ||
| BND | $11,521,667 | 7.04% | 156,950 | $333,394 | Up ×1 | ||
| IJK | $10,656,514 | 6.51% | 90,694 | $1,327,589 | Down ×4 | ||
| IEMG | $9,324,746 | 5.69% | 112,563 | $1,142,506 | Down ×4 | ||
| VEA | $6,905,529 | 4.22% | 96,920 | $564,683 | Down ×2 | ||
| IJJ | $6,542,960 | 4.00% | 44,290 | $659,605 | Down ×2 | ||
| IWD | $5,517,233 | 3.37% | 22,758 | $566,385 | Down ×6 | ||
| IJS | $3,993,613 | 2.44% | 29,219 | $525,707 | Down ×6 | ||
| SCHG | $3,905,913 | 2.39% | 115,423 | $528,434 | Down ×1 | ||
| SCHX | $3,629,286 | 2.22% | 123,319 | $440,985 | Down ×6 | ||
| IJT | $3,381,128 | 2.06% | 18,931 | $612,782 | Down ×4 | ||
| SCHV | $3,129,060 | 1.91% | 89,890 | $435,093 | Up ×1 | ||
| VNQ | $2,847,374 | 1.74% | 29,528 | $234,628 | Up ×3 | ||
| IJH | $2,707,313 | 1.65% | 35,110 | $305,629 | Down ×2 | ||
| IWB | $2,608,636 | 1.59% | 6,370 | $340,855 | Up ×2 | ||
| IYR | $2,118,998 | 1.29% | 20,724 | $124,674 | Down ×1 | ||
| IWF | $2,048,640 | 1.25% | 16,499 | $248,826 | Up ×1 | ||
| MDYG | $1,789,772 | 1.09% | 15,967 | $224,438 | Down ×1 | ||
| IWS | $1,711,356 | 1.05% | 10,397 | $190,737 | Down ×2 | ||
| IJR | $1,433,357 | 0.88% | 9,665 | $211,219 | Down ×1 | ||
| IWM | $1,139,501 | 0.70% | 3,793 | $188,751 | Down ×2 | ||
| IXUS | $1,084,992 | 0.66% | 11,368 | $73,057 | Down ×2 | ||
| FELC | $1,084,735 | 0.66% | 25,882 | $137,041 | Down ×6 | ||
| VOO | $975,663 | 0.60% | 1,421 | $108,874 | Down ×2 | ||
| SCHE | $859,724 | 0.53% | 23,710 | $72,241 | Down ×6 | ||
| SCHF | $851,204 | 0.52% | 30,729 | $95,219 | Up ×1 | ||
| MDYV | $808,724 | 0.49% | 8,526 | $85,454 | Up ×2 | ||
| SPEM | $805,865 | 0.49% | 15,563 | $56,691 | Down ×2 | ||
| MDY | $688,009 | 0.42% | 978 | $77,474 | Down ×1 | ||
| IWN | $647,884 | 0.40% | 2,929 | $88,839 | Down ×2 | ||
| IWR | $507,752 | 0.31% | 4,603 | $54,628 | Down ×1 | ||
| SCHB | $444,877 | 0.27% | 15,362 | $58,050 | Down ×1 | ||
| MUB | $356,913 | 0.22% | 3,316 | $7,667 | Up ×2 | ||
| QQQ | $342,616 | 0.21% | 465 | $74,078 | |||
| VXF | $268,961 | 0.16% | 1,092 | $33,648 | Down ×2 | ||
| AAPL | $267,214 | 0.16% | 923 | Up ×1 | |||
| SCHA | $259,124 | 0.16% | 7,172 | $51,079 | Up ×2 | ||
| AEP | $257,887 | 0.16% | 1,885 | Up ×1 | |||
| SPY | $237,289 | 0.14% | 318 | $30,994 | Up ×1 | ||
| SLYG | $211,364 | 0.13% | 1,774 | Up ×1 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| VNQ | $2,847,374 | 1.74% | up ×3 |
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.