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Broadview Financial Management, LLC

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13F filer, CIK 1697024, WAUWATOSA, WI

Broadview Financial Management, LLC reported $148,288,097 across 41 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-06. Its ten largest share positions make up 71.99% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001697024-25-000006

Period
2025-09-30
Reported value
$148M
Holdings
41
Top 10 weight
71.99%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SCHAnew+7,237$202K
IYRadded+164$15.9K
IWNadded+14$2.48K
VOOadded+4$2.45K
MDYVadded+15$1.25K

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
MUBreduced-13,401-$1.43M
IEFAreduced-11,485-$1M
IVVreduced-1,390-$930K
IEMGreduced-11,940-$787K
VEAreduced-12,892-$772K

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, Q3 2025

Share positions as resolved from 13F-HR 0001697024-25-000006, largest first. % of portfolio is the value over $148,288,097, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268,649 shares; 2024Q4: 270,393 shares; 2025Q1: 269,010 shares; 2025Q2: 279,212 shares; 2025Q3: 267,727 shares 267,727$23.4M15.76%-11,485Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,872 shares; 2024Q4: 24,700 shares; 2025Q1: 24,266 shares; 2025Q2: 25,190 shares; 2025Q3: 23,800 shares 23,800$15.9M10.74%-1,390Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,919 shares; 2024Q4: 148,378 shares; 2025Q1: 148,493 shares; 2025Q2: 152,257 shares; 2025Q3: 150,324 shares 150,324$11.2M7.54%-1,933Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,473 shares; 2024Q4: 56,628 shares; 2025Q1: 56,621 shares; 2025Q2: 55,159 shares; 2025Q3: 52,646 shares 52,646$10.9M7.33%-2,513Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,557 shares; 2024Q4: 105,948 shares; 2025Q1: 105,502 shares; 2025Q2: 94,914 shares; 2025Q3: 89,008 shares 89,008$10.7M7.25%-5,906Timeline
IJKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,541 shares; 2024Q4: 98,680 shares; 2025Q1: 97,536 shares; 2025Q2: 97,731 shares; 2025Q3: 93,953 shares 93,953$9.01M6.08%-3,778Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,630 shares; 2024Q4: 126,465 shares; 2025Q1: 125,410 shares; 2025Q2: 148,063 shares; 2025Q3: 136,123 shares 136,123$8.97M6.05%-11,940Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,289 shares; 2024Q4: 120,860 shares; 2025Q1: 119,014 shares; 2025Q2: 115,041 shares; 2025Q3: 102,149 shares 102,149$6.12M4.13%-12,892Timeline
IJJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,263 shares; 2024Q4: 43,553 shares; 2025Q1: 43,074 shares; 2025Q2: 46,096 shares; 2025Q3: 44,270 shares 44,270$5.74M3.87%-1,826Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,791 shares; 2024Q4: 25,423 shares; 2025Q1: 25,348 shares; 2025Q2: 24,671 shares; 2025Q3: 23,603 shares 23,603$4.81M3.24%-1,068Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,262 shares; 2024Q4: 119,039 shares; 2025Q1: 116,818 shares; 2025Q2: 116,184 shares; 2025Q3: 113,205 shares 113,205$3.61M2.44%-2,979Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,835 shares; 2024Q4: 132,695 shares; 2025Q1: 132,099 shares; 2025Q2: 130,380 shares; 2025Q3: 126,880 shares 126,880$3.34M2.25%-3,500Timeline
IJSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,770 shares; 2024Q4: 32,176 shares; 2025Q1: 31,956 shares; 2025Q2: 31,215 shares; 2025Q3: 30,028 shares 30,028$3.32M2.24%-1,187Timeline
IJTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,077 shares; 2024Q4: 20,657 shares; 2025Q1: 20,608 shares; 2025Q2: 20,951 shares; 2025Q3: 19,581 shares 19,581$2.77M1.87%-1,370Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,776 shares; 2024Q4: 29,706 shares; 2025Q1: 30,103 shares; 2025Q2: 30,257 shares; 2025Q3: 28,740 shares 28,740$2.63M1.77%-1,517Timeline
SCHVSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,696 shares; 2024Q4: 94,387 shares; 2025Q1: 93,447 shares; 2025Q2: 93,925 shares; 2025Q3: 90,218 shares 90,218$2.63M1.77%-3,707Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,391 shares; 2024Q4: 8,334 shares; 2025Q1: 8,324 shares; 2025Q2: 6,419 shares; 2025Q3: 6,395 shares 6,395$2.34M1.58%-24Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,807 shares; 2024Q4: 39,293 shares; 2025Q1: 37,366 shares; 2025Q2: 35,693 shares; 2025Q3: 35,665 shares 35,665$2.33M1.57%-28Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,556 shares; 2024Q4: 4,490 shares; 2025Q1: 4,467 shares; 2025Q2: 4,319 shares; 2025Q3: 4,292 shares 4,292$2.01M1.36%-27Timeline
IYRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,220 shares; 2024Q4: 22,161 shares; 2025Q1: 20,875 shares; 2025Q2: 18,624 shares; 2025Q3: 18,788 shares 18,788$1.82M1.23%+164Timeline
IWSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,891 shares; 2024Q4: 10,875 shares; 2025Q1: 10,730 shares; 2025Q2: 10,707 shares; 2025Q3: 10,451 shares 10,451$1.46M0.98%-256Timeline
MDYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,192 shares; 2024Q4: 15,766 shares; 2025Q1: 16,102 shares; 2025Q2: 16,238 shares; 2025Q3: 15,920 shares 15,920$1.46M0.98%-318Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,288 shares; 2024Q4: 9,727 shares; 2025Q1: 9,925 shares; 2025Q2: 10,027 shares; 2025Q3: 9,861 shares 9,861$1.17M0.79%-166Timeline
FELCFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,677 shares; 2024Q4: 33,756 shares; 2025Q1: 33,604 shares; 2025Q2: 31,394 shares; 2025Q3: 31,212 shares 31,212$1.16M0.78%-182Timeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,655 shares; 2024Q4: 13,670 shares; 2025Q1: 13,220 shares; 2025Q2: 12,039 shares; 2025Q3: 11,784 shares 11,784$973K0.66%-255Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,332 shares; 2024Q4: 4,396 shares; 2025Q1: 4,326 shares; 2025Q2: 4,267 shares; 2025Q3: 3,993 shares 3,993$966K0.65%-274Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,183 shares; 2024Q4: 31,894 shares; 2025Q1: 31,144 shares; 2025Q2: 31,060 shares; 2025Q3: 28,795 shares 28,795$961K0.65%-2,265Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,560 shares; 2024Q4: 1,565 shares; 2025Q1: 1,392 shares; 2025Q2: 1,362 shares; 2025Q3: 1,366 shares 1,366$836K0.56%+4Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,003 shares; 2024Q4: 15,663 shares; 2025Q1: 15,978 shares; 2025Q2: 16,097 shares; 2025Q3: 15,934 shares 15,934$746K0.5%-163Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,338 shares; 2024Q4: 31,354 shares; 2025Q1: 31,354 shares; 2025Q2: 31,156 shares; 2025Q3: 31,156 shares 31,156$725K0.49%0Timeline
MDYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,052 shares; 2024Q4: 8,534 shares; 2025Q1: 8,287 shares; 2025Q2: 8,580 shares; 2025Q3: 8,595 shares 8,595$717K0.48%+15Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,083 shares; 2024Q4: 1,071 shares; 2025Q1: 1,038 shares; 2025Q2: 1,033 shares; 2025Q3: 992 shares 992$591K0.4%-41Timeline
IWNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,048 shares; 2024Q4: 2,950 shares; 2025Q1: 2,949 shares; 2025Q2: 2,962 shares; 2025Q3: 2,976 shares 2,976$526K0.35%+14Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,815 shares; 2024Q4: 4,753 shares; 2025Q1: 4,717 shares; 2025Q2: 4,672 shares; 2025Q3: 4,629 shares 4,629$447K0.3%-43Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,318 shares; 2025Q3: 3,917 shares 3,917$417K0.28%-13,401Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,044 shares; 2024Q4: 15,184 shares; 2025Q1: 15,231 shares; 2025Q2: 15,276 shares; 2025Q3: 15,320 shares 15,320$394K0.27%+44Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 541 shares; 2024Q4: 442 shares; 2025Q1: 442 shares; 2025Q2: 443 shares; 2025Q3: 444 shares 444$266K0.18%+1Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,294 shares; 2024Q4: 1,282 shares; 2025Q1: 1,187 shares; 2025Q2: 1,190 shares; 2025Q3: 1,193 shares 1,193$250K0.17%+3Timeline
JNKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,767 shares; 2024Q4: 2,805 shares; 2025Q1: 2,824 shares; 2025Q2: 2,854 shares; 2025Q3: 2,512 shares 2,512$246K0.17%-342Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 334 shares; 2025Q3: 331 shares 331$220K0.15%-3Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,945 shares; 2024Q4: 7,805 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,237 shares 7,237$202K0.14%newTimeline

How Q3 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 0001697024-25-000006 base2025-11-06acceptance time not in the bulk data set