Broadview Financial Management, LLC

Q4 2025 13F-HR Holdings

Location
Wauwatosa, WI
Holdings as of
12/31/2025
Date filed
2/13/2026
Form type
13F-HR
Num holdings
41
Total value ($000)
$149,440
Net value change ($000)
+1,152 (0.8%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/6/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VEA 316 5.2%
IVW 219 2.0%
IEFA 196 0.8%
IVV 196 1.2%
IWD 138 2.9%
IVE 136 1.3%
IYR 118 6.5%
VOO 118 14.1%
IJJ 104 1.8%
BND 91 0.8%
Top Reduces (Value $000, Stocks/ETFs)
IEMG -655 -7.3%
FELC -165 -14.2%
SCHE -74 -7.7%
MUB -66 -15.8%
VNQ -29 -1.1%
IJT -25 -0.9%
IWF -11 -0.5%
MDYV -1 -0.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type