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Broadview Financial Management, LLC | Tormere

Broadview Financial Management, LLC

Est. AUM

$146.4M

13F long equity, this entity only

Positions

40

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES CORE MSCI EAFE	ETF	$23.4M	258139	15.96%	SOLE
2	ISHARES S&P 500 INDEX	ETF	$15.2M	23318	10.40%	SOLE
3	VANGUARD TOTAL BOND MARKET ETF	ETF	$11.2M	151932	7.64%	SOLE
4	ISHARES S&P 500 VALUE ETF	ETF	$11.0M	51963	7.49%	SOLE
5	ISHARES S&P 500 GROWTH ETF	ETF	$10.0M	88666	6.85%	SOLE
6	ISHARES S&P MID-CAP 400 GROWTH ETF	ETF	$9.3M	92714	6.37%	SOLE
7	ISHARES CORE MSCI EMERGING MKTS	ETF	$8.2M	117308	5.59%	SOLE
8	VANGUARD FTSE DEVELOPED MARKETS ETF	ETF	$6.3M	98952	4.33%	SOLE
9	ISHARES S&P MIDCAP 400 VALUE ETF	ETF	$5.9M	44403	4.02%	SOLE
10	ISHARES RUSSELL 1000 VALUE ETF	ETF	$5.0M	23171	3.38%	SOLE
11	ISHARES S&P SMALLCAP 600 VALUE ETF	ETF	$3.5M	29277	2.37%	SOLE
12	SCHWAB U.S. LARGE-CAP GROWTH ETF	ETF	$3.4M	115945	2.31%	SOLE
13	SCHWAB U.S. LARGE-CAP ETF	ETF	$3.2M	124349	2.18%	SOLE
14	ISHARES S&P SMALL-CAP 600 GROWTH ETF	ETF	$2.8M	19130	1.89%	SOLE
15	SCHWAB U.S. LARGE-CAP VALUE ETF	ETF	$2.7M	88327	1.84%	SOLE
16	VANGUARD REIT INDEX ETF	ETF	$2.6M	29456	1.78%	SOLE
17	ISHARES CORE S&P MID CAP ETF	ETF	$2.4M	35565	1.64%	SOLE
18	ISHARES RUSSELL 1000 ETF	ETF	$2.3M	6360	1.55%	SOLE
19	ISHARES US REAL ESTATE ETF	ETF	$2.0M	21091	1.36%	SOLE
20	ISHARES RUSSELL 1000 GROWTH ETF	ETF	$1.8M	4221	1.23%	SOLE
21	STATE STREET SPDR S&P 400 MID CAP GROWTH ETF	ETF	$1.6M	16312	1.07%	SOLE
22	ISHARES RUSSELL MIDCAP VALUE INDEX	ETF	$1.5M	10434	1.04%	SOLE
23	ISHARES S&P SMALLCAP 600 ETF	ETF	$1.2M	9831	0.83%	SOLE
24	ISHARES TRUST CORE MSCI TOTAL INTL STK ETF	ETF	$1.0M	11680	0.69%	SOLE
25	ISHARES RUSSELL 2000 ETF	ETF	$951K	3834	0.65%	SOLE
26	FIDELITY ENHANCED LARGE CAP CORE ETF	ETF	$948K	26129	0.65%	SOLE
27	VANGUARD S&P 500 ETF	ETF	$867K	1451	0.59%	SOLE
28	SCHWAB EMERGING MARKETS EQUITY ETF	ETF	$787K	23899	0.54%	SOLE
29	SCHWAB INTERNATIONAL EQUITY ETF	ETF	$756K	30545	0.52%	SOLE
30	STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF	ETF	$749K	15970	0.51%	SOLE
31	STATE STREET SPDR S&P 400 MID CAP VALUE ETF	ETF	$723K	8494	0.49%	SOLE
32	STATE STREET SPDR S&P MIDCAP 400 ETF TRUST	ETF	$611K	990	0.42%	SOLE
33	ISHARES RUSSELL 2000 VALUE	ETF	$559K	2949	0.38%	SOLE
34	ISHARES TR RUSSELL MIDCAP INDEX FD	ETF	$453K	4660	0.31%	SOLE
35	SCHWAB U.S. BROAD MARKET ETF	ETF	$387K	15411	0.26%	SOLE
36	ISHARES NATIONAL MUNI BOND ETF	ETF	$349K	3290	0.24%	SOLE
37	POWERSHARES QQQ TR	ETF	$269K	465	0.18%	SOLE
38	VANGUARD EXTENDED MARKET ETF	ETF	$235K	1143	0.16%	SOLE
39	SCHWAB U.S. SMALL-CAP ETF	ETF	$208K	7154	0.14%	SOLE
40	STATE STREET SPDR S&P 500 ETF	ETF	$206K	317	0.14%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.