Broadview Financial Management
Broadview Financial Management reported 43 stocks worth $164M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are IEFA (15.4%), IVV (10.5%) and IVW (7.3%). Compared with Q1 2026, the fund opened new positions in AAPL, AEP and SLYG, added to IEFA, BND and SCHV and trimmed IVV, IVW and IVE.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IEFA Ishares TR | $25.2M | 15.4% | 260K | +2,357 (+1%) | 8 of 8 | |
| 2 |  IVV Ishares TR | $17.2M | 10.5% | 23K | −397 (−2%) | 8 of 8 | |
| 3 |  IVW Ishares TR | $11.9M | 7.3% | 86K | −2,355 (−3%) | 8 of 8 | |
| 4 |  IVE Ishares TR | $11.7M | 7.1% | 51K | −485 (−1%) | 8 of 8 | |
| 5 |  BND Vanguard BD Index Fds | $11.5M | 7.0% | 157K | +5,018 (+3%) | 8 of 8 | |
| 6 |  IJK Ishares TR | $10.7M | 6.5% | 91K | −2,020 (−2%) | 8 of 8 | |
| 7 |  IEMG Ishares Inc | $9.3M | 5.7% | 113K | −4,745 (−4%) | 8 of 8 | |
| 8 |  VEA Vanguard Tax-Managed Fds | $6.9M | 4.2% | 97K | −2,032 (−2%) | 8 of 8 | |
| 9 |  IJJ Ishares TR | $6.5M | 4.0% | 44K | −113 (−0%) | 8 of 8 | |
| 10 |  IWD Ishares TR | $5.5M | 3.4% | 23K | −413 (−2%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Broadview Financial Management 13F FAQ
What does Broadview Financial Management own?
Broadview Financial Management reported 43 stocks worth $164M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are IEFA (15.4%), IVV (10.5%) and IVW (7.3%). The table above lists every position in the filing (the top 10 without an account).
What did Broadview Financial Management buy and sell in Q2 2026?
Compared with Q1 2026: 3 new positions, 11 added to, 28 trimmed and 0 sold out. New positions include AAPL, AEP and SLYG.
When will Broadview Financial Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Broadview Financial Management's portfolio worth?
The Q2 2026 filing reports $164M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.