Broadview Financial Management, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 41 distinct equity securities held by the firm.
The portfolio is dominated by exchange-traded funds (ETFs), with the largest position being the iShares S&P 500 ETF, which holds 22,184 shares. Other significant holdings include the Schwab U.S. Large-Cap ETF with 114,054 shares and the Vanguard Total Bond Market ETF with 160,123 shares.
The filing details a diverse mix of domestic and international equity ETFs, as well as bond funds. Notable holdings include the Schwab U.S. Broad Market ETF (15,103 shares), the Vanguard S&P 500 ETF (1,368 shares), and the iShares Core MSCI EAFE ETF (268,204 shares). The portfolio also includes various sector-specific funds, such as the Vanguard REIT Index ETF (28,112 shares) and the iShares U.S. Real Estate ETF (21,076 shares).
The filing lists Angie Pingel as the General Counsel and Chief Compliance Officer for Broadview Financial Management, LLC, which is headquartered in Wauwatosa, Wisconsin.
