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Angie Pingel

Broadview Financial Management, Llc

Assets Managed
$146.427M
Holdings
40
Last Quarter
2026 - Q1
Filed Date
2mo 23d ago
Growth Rate
-2.01%(2Q avg: -0.61%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Broadview Financial Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 40 positions.

Assets under management

The assets under management (AUM) of Broadview Financial Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 146.427M in assets, with a quarterly growth rate of -2.01% and a 2-quarter average growth rate of -0.61%. The portfolio is managed by Angie Pingel, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Decreased -2.02%
15.96%
$23.369M
258,139 shares@ $90.54 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -0.95%
10.41%
$15.232M
23,318 shares@ $653.21 avg price
BND
Vanguard Total Bond Market
Recent Activity
Decreased -0.15%
7.65%
$11.188M
151,932 shares@ $73.65 avg price
IVE
Ishares S&p 500 Value Etf
Recent Activity
Increased 0.11%
7.5%
$10.972M
51,963 shares@ $211.16 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Decreased -0.32%
6.85%
$10.029M
88,666 shares@ $113.11 avg price
IJK
Ishares S&p Mid-cap 400 Grow
Recent Activity
Decreased -1.07%
6.38%
$9.329M
92,714 shares@ $100.63 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Decreased -5.19%
5.59%
$8.182M
117,308 shares@ $69.76 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -3.97%
4.34%
$6.341M
98,952 shares@ $64.09 avg price
IJJ
Ishares S&p Mid-cap 400 Valu
Recent Activity
Decreased -0.06%
4.02%
$5.883M
44,403 shares@ $132.5 avg price
IWD
Ishares Russell 1000 Value E
Recent Activity
Decreased -1.4%
3.39%
$4.951M
23,171 shares@ $213.67 avg price

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