Broadview Financial Management, LLC

Q1 2026 13F-HR Holdings

Location
Wauwatosa, WI
Holdings as of
3/31/2026
Date filed
5/4/2026
Form type
13F-HR
Num holdings
40
Total value ($000)
$146,427
Net value change ($000)
-3,013 (-2.0%)
New positions
0
Sold out positions
1
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
IJK 249 2.7%
IJS 109 3.2%
MDYG 96 6.5%
IYR 52 2.7%
IJH 45 1.9%
IWS 42 2.8%
IJR 42 3.6%
IJJ 36 0.6%
IJT 22 0.8%
MDY 16 2.7%
Top Reduces (Value $000, Stocks/ETFs)
IVW -935 -8.5%
IVV -893 -5.5%
SCHG -296 -8.1%
JNK -247 -100.0%
IEFA -202 -0.9%
IWF -199 -10.0%
SCHX -194 -5.7%
IEMG -136 -1.6%
IWB -103 -4.3%
SCHE -100 -11.3%
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