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Broadview Financial Management, LLC

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13F filer, CIK 1697024, WAUWATOSA, WI

Broadview Financial Management, LLC reported $147,211,455 across 40 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-06. Its ten largest share positions make up 72.15% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001697024-25-000004

Period
2025-06-30
Reported value
$147M
Holdings
40
Top 10 weight
72.15%
New
2
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MUBnew+17,318$1.81M
IEMGadded+22,653$1.36M
IEFAadded+10,202$852K
IVVadded+924$574K
IJJadded+3,022$373K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
IVWreduced-10,588-$1.17M
IWBreduced-1,905-$647K
IVEreduced-1,462-$286K
IWPexited-2,095-$246K
VEAreduced-3,973-$227K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001697024-25-000004, largest first. % of portfolio is the value over $147,211,455, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268,649 shares; 2024Q4: 270,393 shares; 2025Q1: 269,010 shares; 2025Q2: 279,212 shares 279,212$23.3M15.83%+10,202Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,872 shares; 2024Q4: 24,700 shares; 2025Q1: 24,266 shares; 2025Q2: 25,190 shares 25,190$15.6M10.62%+924Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,919 shares; 2024Q4: 148,378 shares; 2025Q1: 148,493 shares; 2025Q2: 152,257 shares 152,257$11.2M7.62%+3,764Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,473 shares; 2024Q4: 56,628 shares; 2025Q1: 56,621 shares; 2025Q2: 55,159 shares 55,159$10.8M7.32%-1,462Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,557 shares; 2024Q4: 105,948 shares; 2025Q1: 105,502 shares; 2025Q2: 94,914 shares 94,914$10.5M7.1%-10,588Timeline
IJKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,541 shares; 2024Q4: 98,680 shares; 2025Q1: 97,536 shares; 2025Q2: 97,731 shares 97,731$8.89M6.04%+195Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,630 shares; 2024Q4: 126,465 shares; 2025Q1: 125,410 shares; 2025Q2: 148,063 shares 148,063$8.89M6.04%+22,653Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,289 shares; 2024Q4: 120,860 shares; 2025Q1: 119,014 shares; 2025Q2: 115,041 shares 115,041$6.56M4.46%-3,973Timeline
IJJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,263 shares; 2024Q4: 43,553 shares; 2025Q1: 43,074 shares; 2025Q2: 46,096 shares 46,096$5.7M3.87%+3,022Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,791 shares; 2024Q4: 25,423 shares; 2025Q1: 25,348 shares; 2025Q2: 24,671 shares 24,671$4.79M3.26%-677Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,262 shares; 2024Q4: 119,039 shares; 2025Q1: 116,818 shares; 2025Q2: 116,184 shares 116,184$3.39M2.31%-634Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,835 shares; 2024Q4: 132,695 shares; 2025Q1: 132,099 shares; 2025Q2: 130,380 shares 130,380$3.19M2.16%-1,719Timeline
IJSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,770 shares; 2024Q4: 32,176 shares; 2025Q1: 31,956 shares; 2025Q2: 31,215 shares 31,215$3.11M2.11%-741Timeline
IJTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,077 shares; 2024Q4: 20,657 shares; 2025Q1: 20,608 shares; 2025Q2: 20,951 shares 20,951$2.79M1.89%+343Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,776 shares; 2024Q4: 29,706 shares; 2025Q1: 30,103 shares; 2025Q2: 30,257 shares 30,257$2.69M1.83%+154Timeline
SCHVSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,696 shares; 2024Q4: 94,387 shares; 2025Q1: 93,447 shares; 2025Q2: 93,925 shares 93,925$2.6M1.77%+478Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,807 shares; 2024Q4: 39,293 shares; 2025Q1: 37,366 shares; 2025Q2: 35,693 shares 35,693$2.21M1.5%-1,673Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,391 shares; 2024Q4: 8,334 shares; 2025Q1: 8,324 shares; 2025Q2: 6,419 shares 6,419$2.18M1.48%-1,905Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,556 shares; 2024Q4: 4,490 shares; 2025Q1: 4,467 shares; 2025Q2: 4,319 shares 4,319$1.83M1.25%-148Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,318 shares 17,318$1.81M1.23%newTimeline
IYRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,220 shares; 2024Q4: 22,161 shares; 2025Q1: 20,875 shares; 2025Q2: 18,624 shares 18,624$1.76M1.2%-2,251Timeline
IWSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,891 shares; 2024Q4: 10,875 shares; 2025Q1: 10,730 shares; 2025Q2: 10,707 shares 10,707$1.41M0.96%-23Timeline
MDYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,192 shares; 2024Q4: 15,766 shares; 2025Q1: 16,102 shares; 2025Q2: 16,238 shares 16,238$1.41M0.96%+136Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,288 shares; 2024Q4: 9,727 shares; 2025Q1: 9,925 shares; 2025Q2: 10,027 shares 10,027$1.1M0.74%+102Timeline
FELCFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,677 shares; 2024Q4: 33,756 shares; 2025Q1: 33,604 shares; 2025Q2: 31,394 shares 31,394$1.08M0.74%-2,210Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,183 shares; 2024Q4: 31,894 shares; 2025Q1: 31,144 shares; 2025Q2: 31,060 shares 31,060$936K0.64%-84Timeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,655 shares; 2024Q4: 13,670 shares; 2025Q1: 13,220 shares; 2025Q2: 12,039 shares 12,039$931K0.63%-1,181Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,332 shares; 2024Q4: 4,396 shares; 2025Q1: 4,326 shares; 2025Q2: 4,267 shares 4,267$921K0.63%-59Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,560 shares; 2024Q4: 1,565 shares; 2025Q1: 1,392 shares; 2025Q2: 1,362 shares 1,362$774K0.53%-30Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,338 shares; 2024Q4: 31,354 shares; 2025Q1: 31,354 shares; 2025Q2: 31,156 shares 31,156$689K0.47%-198Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,003 shares; 2024Q4: 15,663 shares; 2025Q1: 15,978 shares; 2025Q2: 16,097 shares 16,097$688K0.47%+119Timeline
MDYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,052 shares; 2024Q4: 8,534 shares; 2025Q1: 8,287 shares; 2025Q2: 8,580 shares 8,580$682K0.46%+293Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,083 shares; 2024Q4: 1,071 shares; 2025Q1: 1,038 shares; 2025Q2: 1,033 shares 1,033$585K0.4%-5Timeline
IWNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,048 shares; 2024Q4: 2,950 shares; 2025Q1: 2,949 shares; 2025Q2: 2,962 shares 2,962$467K0.32%+13Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,815 shares; 2024Q4: 4,753 shares; 2025Q1: 4,717 shares; 2025Q2: 4,672 shares 4,672$430K0.29%-45Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,044 shares; 2024Q4: 15,184 shares; 2025Q1: 15,231 shares; 2025Q2: 15,276 shares 15,276$364K0.25%+45Timeline
JNKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,767 shares; 2024Q4: 2,805 shares; 2025Q1: 2,824 shares; 2025Q2: 2,854 shares 2,854$278K0.19%+30Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 541 shares; 2024Q4: 442 shares; 2025Q1: 442 shares; 2025Q2: 443 shares 443$244K0.17%+1Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,294 shares; 2024Q4: 1,282 shares; 2025Q1: 1,187 shares; 2025Q2: 1,190 shares 1,190$229K0.16%+3Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 334 shares 334$207K0.14%newTimeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
IWPISHARES TR2,095$246Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001697024-25-000004 base2025-08-06acceptance time not in the bulk data set