Institutional Fund
Broadview Financial Management, LLC
Wauwatosa, WICIK 16970245 filings on record
Portfolio Value
$146.43M
Q1 2026
Holdings
40
Reported positions
New Buys
0
Opened this quarter
QoQ Change
-2.0%
from $149.44M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr16.0%
- Ishares Tr10.4%
- Vanguard Bd Index Fds7.6%
- Ishares Tr7.5%
- Ishares Tr6.8%
- Ishares Tr6.4%
- Other45.3%
Portfolio Holdings
40 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 258.1K | $23.37M | 16.0% | −5.3K | Reduced |
| 2 | Ishares Tr | 23.3K | $15.23M | 10.4% | −225 | Reduced |
| 3 | Vanguard Bd Index Fds | 151.9K | $11.19M | 7.6% | −237 | Reduced |
| 4 | Ishares Tr | 52.0K | $10.97M | 7.5% | +57 | Added |
| 5 | Ishares Tr | 88.7K | $10.03M | 6.8% | −287 | Reduced |
| 6 | Ishares Tr | 92.7K | $9.33M | 6.4% | −1.0K | Reduced |
| 7 | Ishares Inc | 117.3K | $8.18M | 5.6% | −6.4K | Reduced |
| 8 | Vanguard Tax-Managed Fds | 99.0K | $6.34M | 4.3% | −4.1K | Reduced |
| 9 | Ishares Tr | 44.4K | $5.88M | 4.0% | −29 | Reduced |
| 10 | Ishares Tr | 23.2K | $4.95M | 3.4% | −329 | Reduced |
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