Institutional filer · SEC 13F · Q3 2024
Broadview Financial Management, LLC
The reported 13F portfolio of Broadview Financial Management, LLC (CIK 1697024) - top holdings, how concentrated the book is, and what changed last quarter.
- $147.7M
- Reported book
- 42
- Positions
- #258
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, Broadview Financial Management, LLC ranks #258 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q3 2024 the reported book is $147.7M across 42 positions, a moderately concentrated portfolio.
- $147.7M
- reported 13F value
- 42
- disclosed positions
- 14.2%
- in ISHARES CORE MSCI EAFE
- #258
- of 360 filers
Top-5 share 46.8% → MID-PACK book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, Broadview Financial Management, LLC ranks #258 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where Broadview Financial Management, LLC sits by disclosed position count
Broadview Financial Management, LLC reports 42 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
Broadview Financial Management, LLC vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
42 279th of 360 higher than 81 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
Broadview Financial Management, LLC reports $0.15B across 42 disclosed positions, tracking the median among similarly sized peer filers on position count.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 1697024 · Q3 2024 $148M book
BOOK-LIGHT · POS-CORE · CONC-HEAVY · LEAD-HEAVY · PHOTO-FINISH · TREND-FLAT · FY-SNAPSHOT
- BOOK-LIGHT #258/360
- POS-CORE 42 names
- CONC-HEAVY 47% top-5
- LEAD-HEAVY 14.2% top
- PHOTO-FINISH FLOYD FINANCIAL
- TREND-FLAT Book steady
- FY-SNAPSHOT Q3 2024
Photo-finish peer on reported book: FLOYD FINANCIAL GROUP LLC
Read with: Ownership concentration guide - Broadview Financial Management, LLC's top-five positions weigh 47% of its reported book — read concentration before inferring strategy.
Reported-book neighbourhood · Broadview Financial Management, LLC
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$147.7M decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
Latest Quarter Trades · Q3 2024
New positions (42)
Frequently Asked Questions
- How big is Broadview Financial Management, LLC's 13F portfolio?
- Broadview Financial Management, LLC reports $147.7M of long US-equity positions across 42 securities as of Q3 2024. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does Broadview Financial Management, LLC sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, Broadview Financial Management, LLC ranks #258 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is Broadview Financial Management, LLC's largest position?
- Broadview Financial Management, LLC's largest reported position is ISHARES CORE MSCI EAFE at $21.0M, about 14.2% of its reported book as of Q3 2024.
- What did Broadview Financial Management, LLC trade last quarter?
- In its Q3 2024 filing, Broadview Financial Management, LLC opened 42 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for Broadview Financial Management, LLC: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($147.7M here).
Similar holding count
Nearest filers by number of disclosed positions (42 here).
Using this filing
- The rankings sort every tracked filer the same way Broadview Financial Management, LLC was placed above, so you can see exactly how the rest of the field compares. View the rankings
- FLOYD FINANCIAL GROUP LLC reported the nearest book value ($147.8M) this quarter, a useful scale comparison for Broadview Financial Management, LLC. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q3 2024 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.