Broadview Financial Management, LLC
All 13F Filings
- Location
- Wauwatosa, WI
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 146,427
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/4/2026 | 40 | 146,427 | 13F-HR | Broadview Financial Management, LLC |
| Q4 2025 | 2/13/2026 | 41 | 149,440 | 13F-HR | Broadview Financial Management, LLC |
| Q3 2025 | 11/6/2025 | 41 | 148,288 | 13F-HR | Broadview Financial Management, LLC |
| Q2 2025 | 8/6/2025 | 40 | 147,211 | 13F-HR | Broadview Financial Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| ETFs | 146.4 K | 100.0% | 0 | 3.015 K | -3.015 K |
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Fund Snapshot
Q1 2026
Latest filed
5/4/2026
Total value ($000)
146,427
Holdings
40
QoQ value change ($000)
-3,013
(-2.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.