Broadview Financial Management, LLC
Broadview Financial Management, LLC reported 43 holdings worth US$164M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Broadview Financial Management, LLC reported 43 holdings worth US$164M as of Jun 30, 2026. Largest: Apple Inc and American Electric Power Company, Inc. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 43
- Value as reported
- US$164M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 923 | US$267K | 0.16% |
| American Electric Power Company, Inc. | 1,885 | US$258K | 0.16% |