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Broadview Financial Management, LLC

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13F filer, CIK 1697024, WAUWATOSA, WI

Broadview Financial Management, LLC reported $149,440,151 across 41 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-13. Its ten largest share positions make up 71.98% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001697024-26-000001

Period
2025-12-31
Reported value
$149M
Holdings
41
Top 10 weight
71.98%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IYRadded+1,892$178K
BNDadded+1,845$137K
VOOadded+156$97.8K
VEAadded+894$55.8K
VNQadded+623$55.1K

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
IEMGreduced-12,384-$832K
IEFAreduced-4,245-$380K
FELCreduced-5,065-$193K
IVVreduced-257-$176K
IVEreduced-740-$157K

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, Q4 2025

Share positions as resolved from 13F-HR 0001697024-26-000001, largest first. % of portfolio is the value over $149,440,151, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268,649 shares; 2024Q4: 270,393 shares; 2025Q1: 269,010 shares; 2025Q2: 279,212 shares; 2025Q3: 267,727 shares; 2025Q4: 263,482 shares 263,482$23.6M15.77%-4,245Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,872 shares; 2024Q4: 24,700 shares; 2025Q1: 24,266 shares; 2025Q2: 25,190 shares; 2025Q3: 23,800 shares; 2025Q4: 23,543 shares 23,543$16.1M10.79%-257Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,919 shares; 2024Q4: 148,378 shares; 2025Q1: 148,493 shares; 2025Q2: 152,257 shares; 2025Q3: 150,324 shares; 2025Q4: 152,169 shares 152,169$11.3M7.54%+1,845Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,473 shares; 2024Q4: 56,628 shares; 2025Q1: 56,621 shares; 2025Q2: 55,159 shares; 2025Q3: 52,646 shares; 2025Q4: 51,906 shares 51,906$11M7.37%-740Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,557 shares; 2024Q4: 105,948 shares; 2025Q1: 105,502 shares; 2025Q2: 94,914 shares; 2025Q3: 89,008 shares; 2025Q4: 88,953 shares 88,953$11M7.34%-55Timeline
IJKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,541 shares; 2024Q4: 98,680 shares; 2025Q1: 97,536 shares; 2025Q2: 97,731 shares; 2025Q3: 93,953 shares; 2025Q4: 93,720 shares 93,720$9.08M6.08%-233Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,630 shares; 2024Q4: 126,465 shares; 2025Q1: 125,410 shares; 2025Q2: 148,063 shares; 2025Q3: 136,123 shares; 2025Q4: 123,739 shares 123,739$8.32M5.57%-12,384Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,289 shares; 2024Q4: 120,860 shares; 2025Q1: 119,014 shares; 2025Q2: 115,041 shares; 2025Q3: 102,149 shares; 2025Q4: 103,043 shares 103,043$6.44M4.31%+894Timeline
IJJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,263 shares; 2024Q4: 43,553 shares; 2025Q1: 43,074 shares; 2025Q2: 46,096 shares; 2025Q3: 44,270 shares; 2025Q4: 44,432 shares 44,432$5.85M3.91%+162Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,791 shares; 2024Q4: 25,423 shares; 2025Q1: 25,348 shares; 2025Q2: 24,671 shares; 2025Q3: 23,603 shares; 2025Q4: 23,500 shares 23,500$4.94M3.31%-103Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,262 shares; 2024Q4: 119,039 shares; 2025Q1: 116,818 shares; 2025Q2: 116,184 shares; 2025Q3: 113,205 shares; 2025Q4: 112,594 shares 112,594$3.67M2.46%-611Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,835 shares; 2024Q4: 132,695 shares; 2025Q1: 132,099 shares; 2025Q2: 130,380 shares; 2025Q3: 126,880 shares; 2025Q4: 125,690 shares 125,690$3.38M2.26%-1,190Timeline
IJSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,770 shares; 2024Q4: 32,176 shares; 2025Q1: 31,956 shares; 2025Q2: 31,215 shares; 2025Q3: 30,028 shares; 2025Q4: 29,538 shares 29,538$3.36M2.25%-490Timeline
IJTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,077 shares; 2024Q4: 20,657 shares; 2025Q1: 20,608 shares; 2025Q2: 20,951 shares; 2025Q3: 19,581 shares; 2025Q4: 19,455 shares 19,455$2.75M1.84%-126Timeline
SCHVSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,696 shares; 2024Q4: 94,387 shares; 2025Q1: 93,447 shares; 2025Q2: 93,925 shares; 2025Q3: 90,218 shares; 2025Q4: 90,704 shares 90,704$2.69M1.8%+486Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,776 shares; 2024Q4: 29,706 shares; 2025Q1: 30,103 shares; 2025Q2: 30,257 shares; 2025Q3: 28,740 shares; 2025Q4: 29,363 shares 29,363$2.6M1.74%+623Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,391 shares; 2024Q4: 8,334 shares; 2025Q1: 8,324 shares; 2025Q2: 6,419 shares; 2025Q3: 6,395 shares; 2025Q4: 6,348 shares 6,348$2.37M1.59%-47Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,807 shares; 2024Q4: 39,293 shares; 2025Q1: 37,366 shares; 2025Q2: 35,693 shares; 2025Q3: 35,665 shares; 2025Q4: 35,712 shares 35,712$2.36M1.58%+47Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,556 shares; 2024Q4: 4,490 shares; 2025Q1: 4,467 shares; 2025Q2: 4,319 shares; 2025Q3: 4,292 shares; 2025Q4: 4,223 shares 4,223$2M1.34%-69Timeline
IYRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,220 shares; 2024Q4: 22,161 shares; 2025Q1: 20,875 shares; 2025Q2: 18,624 shares; 2025Q3: 18,788 shares; 2025Q4: 20,680 shares 20,680$1.94M1.3%+1,892Timeline
IWSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,891 shares; 2024Q4: 10,875 shares; 2025Q1: 10,730 shares; 2025Q2: 10,707 shares; 2025Q3: 10,451 shares; 2025Q4: 10,484 shares 10,484$1.48M0.99%+33Timeline
MDYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,192 shares; 2024Q4: 15,766 shares; 2025Q1: 16,102 shares; 2025Q2: 16,238 shares; 2025Q3: 15,920 shares; 2025Q4: 15,891 shares 15,891$1.47M0.98%-29Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,288 shares; 2024Q4: 9,727 shares; 2025Q1: 9,925 shares; 2025Q2: 10,027 shares; 2025Q3: 9,861 shares; 2025Q4: 9,817 shares 9,817$1.18M0.79%-44Timeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,655 shares; 2024Q4: 13,670 shares; 2025Q1: 13,220 shares; 2025Q2: 12,039 shares; 2025Q3: 11,784 shares; 2025Q4: 12,006 shares 12,006$1.02M0.68%+222Timeline
FELCFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,677 shares; 2024Q4: 33,756 shares; 2025Q1: 33,604 shares; 2025Q2: 31,394 shares; 2025Q3: 31,212 shares; 2025Q4: 26,147 shares 26,147$998K0.67%-5,065Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,332 shares; 2024Q4: 4,396 shares; 2025Q1: 4,326 shares; 2025Q2: 4,267 shares; 2025Q3: 3,993 shares; 2025Q4: 4,007 shares 4,007$986K0.66%+14Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,560 shares; 2024Q4: 1,565 shares; 2025Q1: 1,392 shares; 2025Q2: 1,362 shares; 2025Q3: 1,366 shares; 2025Q4: 1,522 shares 1,522$954K0.64%+156Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,183 shares; 2024Q4: 31,894 shares; 2025Q1: 31,144 shares; 2025Q2: 31,060 shares; 2025Q3: 28,795 shares; 2025Q4: 27,085 shares 27,085$887K0.59%-1,710Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,338 shares; 2024Q4: 31,354 shares; 2025Q1: 31,354 shares; 2025Q2: 31,156 shares; 2025Q3: 31,156 shares; 2025Q4: 32,045 shares 32,045$770K0.52%+889Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,003 shares; 2024Q4: 15,663 shares; 2025Q1: 15,978 shares; 2025Q2: 16,097 shares; 2025Q3: 15,934 shares; 2025Q4: 16,126 shares 16,126$755K0.51%+192Timeline
MDYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,052 shares; 2024Q4: 8,534 shares; 2025Q1: 8,287 shares; 2025Q2: 8,580 shares; 2025Q3: 8,595 shares; 2025Q4: 8,458 shares 8,458$716K0.48%-137Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,083 shares; 2024Q4: 1,071 shares; 2025Q1: 1,038 shares; 2025Q2: 1,033 shares; 2025Q3: 992 shares; 2025Q4: 986 shares 986$595K0.4%-6Timeline
IWNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,048 shares; 2024Q4: 2,950 shares; 2025Q1: 2,949 shares; 2025Q2: 2,962 shares; 2025Q3: 2,976 shares; 2025Q4: 3,013 shares 3,013$546K0.37%+37Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,815 shares; 2024Q4: 4,753 shares; 2025Q1: 4,717 shares; 2025Q2: 4,672 shares; 2025Q3: 4,629 shares; 2025Q4: 4,648 shares 4,648$447K0.3%+19Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,044 shares; 2024Q4: 15,184 shares; 2025Q1: 15,231 shares; 2025Q2: 15,276 shares; 2025Q3: 15,320 shares; 2025Q4: 15,368 shares 15,368$403K0.27%+48Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,318 shares; 2025Q3: 3,917 shares; 2025Q4: 3,273 shares 3,273$351K0.23%-644Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 541 shares; 2024Q4: 442 shares; 2025Q1: 442 shares; 2025Q2: 443 shares; 2025Q3: 444 shares; 2025Q4: 465 shares 465$285K0.19%+21Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,294 shares; 2024Q4: 1,282 shares; 2025Q1: 1,187 shares; 2025Q2: 1,190 shares; 2025Q3: 1,193 shares; 2025Q4: 1,193 shares 1,193$250K0.17%0Timeline
JNKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,767 shares; 2024Q4: 2,805 shares; 2025Q1: 2,824 shares; 2025Q2: 2,854 shares; 2025Q3: 2,512 shares; 2025Q4: 2,538 shares 2,538$247K0.17%+26Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 334 shares; 2025Q3: 331 shares; 2025Q4: 332 shares 332$226K0.15%+1Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,945 shares; 2024Q4: 7,805 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,237 shares; 2025Q4: 7,146 shares 7,146$204K0.14%-91Timeline

How Q4 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 0001697024-26-000001 base2026-02-13acceptance time not in the bulk data set