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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, IVW, IVE, BND, and represent 47.27% of Broadview Financial Management's stock portfolio.
Added to shares of these 10 stocks: IWF, BND, AAPL, AEP, IEFA, SLYG, SCHV, VNQ, SCHF, IWB.
Started 3 new stock positions in SLYG, AAPL, AEP.
Reduced shares in these 10 stocks: IEMG, IVW, IVV, IJK, VEA, IVE, IWD, MDYG, IYR, IJT.
Broadview Financial Management was a net buyer of stock by $944k.
Broadview Financial Management has $164M in assets under management (AUM), dropping by 11.83%.
Central Index Key (CIK): 0001697024

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Portfolio Holdings for Broadview Financial Management

Broadview Financial Management holds 43 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Core Msci Eafe Etf (IEFA)	15.4	$25M		261k	96.58	View chart
Ishares S&p 500 Index Etf (IVV)	10.5	$17M		23k	748.89	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	7.2	$12M	-2%	86k	137.53	View chart
Ishares S&p 500 Value Etf Etf (IVE)	7.1	$12M		52k	227.06	View chart
Vanguard Total Bond Market Etf Etf (BND)	7.0	$12M	+3%	157k	73.41	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	6.5	$11M	-2%	91k	117.50	View chart
Ishares Core Msci Emerging Mkts Etf (IEMG)	5.7	$9.3M	-4%	113k	82.84	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	4.2	$6.9M	-2%	97k	71.25	View chart
Ishares S&p Midcap 400 Value Etf Etf (IJJ)	4.0	$6.5M		44k	147.73	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	3.4	$5.5M		23k	242.43	View chart
Ishares S&p Smallcap 600 Value Etf Etf (IJS)	2.4	$4.0M		29k	136.68	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	2.4	$3.9M		115k	33.84	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	2.2	$3.6M		123k	29.43	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	2.1	$3.4M		19k	178.60	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	1.9	$3.1M		90k	34.81	View chart
Vanguard Reit Index Etf Etf (VNQ)	1.7	$2.8M		30k	96.43	View chart
Ishares Core S&p Mid Cap Etf Etf (IJH)	1.7	$2.7M		35k	77.11	View chart
Ishares Russell 1000 Etf Etf (IWB)	1.6	$2.6M		6.4k	409.52	View chart
Ishares Us Real Estate Etf Etf (IYR)	1.3	$2.1M		21k	102.25	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	1.3	$2.0M	+290%	17k	124.17	View chart
State Street Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG)	1.1	$1.8M	-2%	16k	112.09	View chart
Ishares Russell Midcap Value Index Etf (IWS)	1.0	$1.7M		10k	164.60	View chart
Ishares S&p Smallcap 600 Etf Etf (IJR)	0.9	$1.4M		9.7k	148.30	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.7	$1.1M		3.8k	300.42	View chart
Ishares Trust Core Msci Total Intl Stk Etf Etf (IXUS)	0.7	$1.1M	-2%	11k	95.44	View chart
Fidelity Enhanced Large Cap Core Etf Etf (FELC)	0.7	$1.1M		26k	41.91	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.6	$976k	-2%	1.4k	686.60	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.5	$860k		24k	36.26	View chart
Schwab International Equity Etf Etf (SCHF)	0.5	$851k		31k	27.70	View chart
State Street Spdr S&p 400 Mid Cap Value Etf Etf (MDYV)	0.5	$809k		8.5k	94.85	View chart
State Street Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.5	$806k	-2%	16k	51.78	View chart
State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.4	$688k		978.00	703.49	View chart
Ishares Russell 2000 Value Etf (IWN)	0.4	$648k		2.9k	221.20	View chart
Ishares Tr Russell Midcap Index Etf (IWR)	0.3	$508k		4.6k	110.31	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.3	$445k		15k	28.96	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.2	$357k		3.3k	107.63	View chart
Powershares Qqq Tr Etf (QQQ)	0.2	$343k		465.00	736.81	View chart
Vanguard Extended Market Etf Etf (VXF)	0.2	$269k	-4%	1.1k	246.30	View chart
Apple Stock (AAPL)	0.2	$267k	NEW	923.00	289.51	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.2	$259k		7.2k	36.13	View chart
American Elec Pwr Stock (AEP)	0.2	$258k	NEW	1.9k	136.81	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.1	$237k		318.00	746.19	View chart
State Street Spdr S&p 600 Small Cap Growth Etf Etf (SLYG)	0.1	$211k	NEW	1.8k	119.15	View chart

Past Filings by Broadview Financial Management

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

Broadview Financial Management 2026 Q2 filed Aug. 13, 2026
Broadview Financial Management 2026 Q1 filed May 4, 2026
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

View all past filings

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