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SJA Financial Advisory

Latest statistics and disclosures from Broadview Financial Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are IEFA, IVV, BND, IVE, IVW, and represent 48.81% of Broadview Financial Management's stock portfolio.
Added to shares of these 10 stocks: IYR, BND, VOO, VEA, VNQ, SCHF, IJJ, IXUS, SCHV, QQQ.
Reduced shares in these 10 stocks: IEMG, IEFA, FELC, IVV, IVE, MUB, SCHE, IJS, IWF, SCHX.
Broadview Financial Management was a net seller of stock by $-1.5M.
Broadview Financial Management has $149M in assets under management (AUM), dropping by 0.78%.
Central Index Key (CIK): 0001697024

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Portfolio Holdings for Broadview Financial Management

Broadview Financial Management holds 41 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Core Msci Eafe Etf (IEFA)	15.8	$24M		264k	89.46	View chart
Ishares S&p 500 Index Etf (IVV)	10.8	$16M		24k	684.94	View chart
Vanguard Total Bond Market Etf Etf (BND)	7.5	$11M		152k	74.07	View chart
Ishares S&p 500 Value Etf Etf (IVE)	7.4	$11M		52k	212.07	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	7.3	$11M		89k	123.26	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	6.1	$9.1M		94k	96.88	View chart
Ishares Core Msci Emerging Mkts Etf (IEMG)	5.6	$8.3M	-9%	124k	67.22	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	4.3	$6.4M		103k	62.47	View chart
Ishares S&p Midcap 400 Value Etf Etf (IJJ)	3.9	$5.8M		44k	131.59	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	3.3	$4.9M		24k	210.34	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	2.5	$3.7M		113k	32.62	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	2.3	$3.4M		126k	26.91	View chart
Ishares S&p Smallcap 600 Value Etf Etf (IJS)	2.2	$3.4M		30k	113.72	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	1.8	$2.7M		20k	141.16	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	1.8	$2.7M		91k	29.61	View chart
Vanguard Reit Index Etf Etf (VNQ)	1.7	$2.6M	+2%	29k	88.49	View chart
Ishares Russell 1000 Etf Etf (IWB)	1.6	$2.4M		6.3k	373.43	View chart
Ishares Core S&p Mid Cap Etf Etf (IJH)	1.6	$2.4M		36k	66.00	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	1.3	$2.0M		4.2k	473.26	View chart
Ishares Us Real Estate Etf Etf (IYR)	1.3	$1.9M	+10%	21k	93.89	View chart
Ishares Russell Midcap Value Index Etf (IWS)	1.0	$1.5M		11k	141.05	View chart
State Street Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG)	1.0	$1.5M		16k	92.43	View chart
Ishares S&p Smallcap 600 Etf Etf (IJR)	0.8	$1.2M		9.8k	120.17	View chart
Ishares Trust Core Msci Total Intl Stk Etf Etf (IXUS)	0.7	$1.0M		12k	84.64	View chart
Fidelity Enhanced Large Cap Core Etf Etf (FELC)	0.7	$998k	-16%	26k	38.17	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.7	$986k		4.0k	246.15	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.6	$954k	+11%	1.5k	626.95	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.6	$887k	-5%	27k	32.75	View chart
Schwab International Equity Etf Etf (SCHF)	0.5	$770k	+2%	32k	24.04	View chart
State Street Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.5	$755k		16k	46.81	View chart
State Street Spdr S&p 400 Mid Cap Value Etf Etf (MDYV)	0.5	$716k		8.5k	84.65	View chart
State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.4	$595k		986.00	603.58	View chart
Ishares Russell 2000 Value Etf (IWN)	0.4	$546k		3.0k	181.19	View chart
Ishares Tr Russell Midcap Index Etf (IWR)	0.3	$447k		4.6k	96.27	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.3	$403k		15k	26.23	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.2	$351k	-16%	3.3k	107.10	View chart
Powershares Qqq Tr Etf (QQQ)	0.2	$286k	+4%	465.00	613.88	View chart
Vanguard Extended Market Etf Etf (VXF)	0.2	$250k		1.2k	209.19	View chart
State Street Spdr Bloomberg High Yield Bond Etf Etf (JNK)	0.2	$247k		2.5k	97.19	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.2	$226k		332.00	681.00	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.1	$204k		7.1k	28.48	View chart

Past Filings by Broadview Financial Management

SEC 13F filings are viewable for Broadview Financial Management going back to 2017

Broadview Financial Management 2025 Q4 filed Feb. 13, 2026
Broadview Financial Management 2025 Q3 filed Nov. 6, 2025
Broadview Financial Management 2025 Q2 filed Aug. 6, 2025
Broadview Financial Management 2025 Q1 filed May 14, 2025
Broadview Financial Management 2024 Q4 filed Feb. 3, 2025
Broadview Financial Management 2024 Q3 filed Nov. 25, 2024
Broadview Financial Management 2024 Q2 filed Aug. 1, 2024
Broadview Financial Management 2024 Q1 filed May 10, 2024
Broadview Financial Management 2023 Q4 filed Feb. 14, 2024
Broadview Financial Management 2023 Q3 filed Nov. 15, 2023
Broadview Financial Management 2023 Q2 filed Aug. 14, 2023
Broadview Financial Management 2023 Q1 filed April 28, 2023
SJA Financial Advisory 2022 Q3 filed Feb. 14, 2023
SJA Financial Advisory 2022 Q4 filed Feb. 14, 2023
SJA Financial Advisory 2022 Q2 filed Aug. 3, 2022
SJA Financial Advisory 2022 Q1 filed April 21, 2022

View all past filings

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