# EDGAR Filing Document

**Accession Number:** 0001697024
**File Stem:** 0001697024-26-000001
**Filing Date:** 2026-2
**Character Count:** 8316
**Document Hash:** 6d7dd1f3a1db684ac3bea4e0af2392cd
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001697024-26-000001.hdr.sgml**: 20260213

**ACCESSION NUMBER**: 0001697024-26-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260213

**DATE AS OF CHANGE**: 20260213

**EFFECTIVENESS DATE**: 20260213

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Broadview Financial Management, LLC
- **CENTRAL INDEX KEY:** 0001697024

**ORGANIZATION NAME:**
- **EIN:** 473857922
- **STATE OF INCORPORATION:** WI
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-18465
- **FILM NUMBER:** 26630175

**BUSINESS ADDRESS:**
- **STREET 1:** 10401 W. INNOVATION DRIVE
- **STREET 2:** SUITE 100
- **CITY:** WAUWATOSA
- **STATE:** WI
- **ZIP:** 53226
- **BUSINESS PHONE:** 4143901492

**MAIL ADDRESS:**
- **STREET 1:** 10401 W. INNOVATION DRIVE
- **STREET 2:** SUITE 100
- **CITY:** WAUWATOSA
- **STATE:** WI
- **ZIP:** 53226

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** SJA Financial Advisory, LLC
- **DATE OF NAME CHANGE:** 20170202

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Broadview Financial Management LLC<br>**Address:** 10401 W. INNOVATION DRIVE<br>SUITE 100<br>WAUWATOSA, WI 53226

**Form 13F File Number:** 028-18465

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Angie Pingel<br>**Title:** General Counsel  CCO<br>**Phone:** 4143901492

**Signature, Place, and Date of Signing:**

/s/ Angie Pingel  Wauwatosa, WI  02-13-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 41

**Form 13F Information Table Value Total:** $149440151

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| POWERSHARES QQQ TR | ETF | 46090E103 |  | 285452 | 465 | SH |  | SOLE | 0 | 0 | 0 | 464 |
| VANGUARD EXTENDED MARKET ETF | ETF | 922908652 |  | 249565 | 1193 | SH |  | SOLE | 0 | 0 | 0 | 1193 |
| VANGUARD REIT INDEX ETF | ETF | 922908553 |  | 2598370 | 29363 | SH |  | SOLE | 0 | 1233 | 0 | 28129 |
| STATE STREET SPDR S 500 ETF | ETF | 78462F103 |  | 226092 | 332 | SH |  | SOLE | 0 | 0 | 0 | 331 |
| ISHARES RUSSELL 2000 VALUE | ETF | 464287630 |  | 545938 | 3013 | SH |  | SOLE | 0 | 470 | 0 | 2542 |
| SCHWAB U.S. SMALL-CAP ETF | ETF | 808524607 |  | 203506 | 7146 | SH |  | SOLE | 0 | 0 | 0 | 7145 |
| ISHARES RUSSELL 1000 GROWTH ETF | ETF | 464287614 |  | 1998581 | 4223 | SH |  | SOLE | 0 | 0 | 0 | 4222 |
| SCHWAB U.S. BROAD MARKET ETF | ETF | 808524102 |  | 403106 | 15368 | SH |  | SOLE | 0 | 0 | 0 | 15368 |
| SCHWAB INTERNATIONAL EQUITY ETF | ETF | 808524805 |  | 770358 | 32045 | SH |  | SOLE | 0 | 0 | 0 | 32044 |
| SCHWAB U.S. LARGE-CAP ETF | ETF | 808524201 |  | 3382308 | 125690 | SH |  | SOLE | 0 | 0 | 0 | 125689 |
| ISHARES US REAL ESTATE ETF | ETF | 464287739 |  | 1941673 | 20680 | SH |  | SOLE | 0 | 292 | 0 | 20387 |
| SCHWAB U.S. LARGE-CAP GROWTH ETF | ETF | 808524300 |  | 3672817 | 112594 | SH |  | SOLE | 0 | 0 | 0 | 112594 |
| ISHARES S SMALLCAP 600 ETF | ETF | 464287804 |  | 1179756 | 9817 | SH |  | SOLE | 0 | 0 | 0 | 9816 |
| SCHWAB EMERGING MARKETS EQUITY ETF | ETF | 808524706 |  | 887033 | 27085 | SH |  | SOLE | 0 | 0 | 0 | 27084 |
| SCHWAB U.S. LARGE-CAP VALUE ETF | ETF | 808524409 |  | 2685734 | 90704 | SH |  | SOLE | 0 | 0 | 0 | 90703 |
| VANGUARD S 500 ETF | ETF | 922908363 |  | 954223 | 1522 | SH |  | SOLE | 0 | 0 | 0 | 1521 |
| STATE STREET SPDR S MIDCAP 400 ETF TRUST | ETF | 78467Y107 |  | 595131 | 986 | SH |  | SOLE | 0 | 0 | 0 | 986 |
| STATE STREET SPDR S 400 MID CAP GROWTH ETF | ETF | 78464A821 |  | 1468836 | 15891 | SH |  | SOLE | 0 | 0 | 0 | 15891 |
| STATE STREET SPDR S 400 MID CAP VALUE ETF | ETF | 78464A839 |  | 715976 | 8458 | SH |  | SOLE | 0 | 0 | 0 | 8458 |
| ISHARES RUSSELL MIDCAP VALUE INDEX | ETF | 464287473 |  | 1478770 | 10484 | SH |  | SOLE | 0 | 972 | 0 | 9511 |
| ISHARES RUSSELL 2000 ETF | ETF | 464287655 |  | 986306 | 4007 | SH |  | SOLE | 0 | 0 | 0 | 4006 |
| ISHARES TRUST CORE MSCI TOTAL INTL STK ETF | ETF | 46432F834 |  | 1016181 | 12006 | SH |  | SOLE | 0 | 5979 | 0 | 6026 |
| ISHARES CORE MSCI EAFE | ETF | 46432F842 |  | 23571111 | 263482 | SH |  | SOLE | 0 | 7289 | 0 | 256192 |
| ISHARES CORE MSCI EMERGING MKTS | ETF | 46434G103 |  | 8317713 | 123739 | SH |  | SOLE | 0 | 882 | 0 | 122856 |
| VANGUARD TOTAL BOND MARKET ETF | ETF | 921937835 |  | 11271174 | 152169 | SH |  | SOLE | 0 | 3304 | 0 | 148865 |
| FIDELITY ENHANCED LARGE CAP CORE ETF | ETF | 316092113 |  | 998015 | 26147 | SH |  | SOLE | 0 | 0 | 0 | 26146 |
| ISHARES TR RUSSELL MIDCAP INDEX FD | ETF | 464287499 |  | 447444 | 4648 | SH |  | SOLE | 0 | 0 | 0 | 4647 |
| ISHARES S SMALL-CAP 600 GROWTH ETF | ETF | 464287887 |  | 2746200 | 19455 | SH |  | SOLE | 0 | 622 | 0 | 18832 |
| ISHARES S 500 VALUE ETF | ETF | 464287408 |  | 11007652 | 51906 | SH |  | SOLE | 0 | 3781 | 0 | 48124 |
| ISHARES S 500 GROWTH ETF | ETF | 464287309 |  | 10964407 | 88953 | SH |  | SOLE | 0 | 720 | 0 | 88232 |
| ISHARES S 500 INDEX | ETF | 464287200 |  | 16125452 | 23543 | SH |  | SOLE | 0 | 592 | 0 | 22949 |
| STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | ETF | 78463X509 |  | 754843 | 16126 | SH |  | SOLE | 0 | 616 | 0 | 15508 |
| ISHARES NATIONAL MUNI BOND ETF | ETF | 464288414 |  | 350543 | 3273 | SH |  | SOLE | 0 | 0 | 0 | 3272 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | 921943858 |  | 6437123 | 103043 | SH |  | SOLE | 0 | 2258 | 0 | 100784 |
| ISHARES S SMALLCAP 600 VALUE ETF | ETF | 464287879 |  | 3359094 | 29538 | SH |  | SOLE | 0 | 537 | 0 | 29001 |
| ISHARES S MID-CAP 400 GROWTH ETF | ETF | 464287606 |  | 9079594 | 93720 | SH |  | SOLE | 0 | 2627 | 0 | 91092 |
| ISHARES S MIDCAP 400 VALUE ETF | ETF | 464287705 |  | 5846791 | 44432 | SH |  | SOLE | 0 | 488 | 0 | 43943 |
| STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | ETF | 78468R622 |  | 246681 | 2538 | SH |  | SOLE | 0 | 0 | 0 | 2537 |
| ISHARES CORE S MID CAP ETF | ETF | 464287507 |  | 2356994 | 35712 | SH |  | SOLE | 0 | 4108 | 0 | 31603 |
| ISHARES RUSSELL 1000 ETF | ETF | 464287622 |  | 2370542 | 6348 | SH |  | SOLE | 0 | 0 | 0 | 6347 |
| ISHARES RUSSELL 1000 VALUE ETF | ETF | 464287598 |  | 4943066 | 23500 | SH |  | SOLE | 0 | 0 | 0 | 23500 |

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