Broadview Management 13F annual report

Broadview Management is an investment fund managing more than $137 billion ran by Angie Pingel. There are currently 40 companies in Mrs. Pingel’s portfolio. The largest investments include Ishares Core Msci Eafe and Ishares S&p 500 Index, together worth $34.1 billion.

Limited to 30 biggest holdings

$137 billion Assets Under Management (AUM)

As of 3rd May 2024, Broadview Management’s top holding is 265,324 shares of Ishares Core Msci Eafe currently worth over $19.7 billion and making up 14.3% of the portfolio value. In addition, the fund holds 27,333 shares of Ishares S&p 500 Index worth $14.4 billion. The third-largest holding is Ishares S&p 500 Value Etf worth $10.9 billion and the next is Vanguard Total Bond Market Etf worth $9.92 billion, with 136,565 shares owned.

Currently, Broadview Management's portfolio is worth at least $137 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Broadview Management

The Broadview Management office and employees reside in Wauwatosa, Wisconsin. According to the last 13-F report filed with the SEC, Angie Pingel serves as the Angie Pingel at Broadview Management.

Recent trades

In the most recent 13F filing, Broadview Management revealed that it had opened a new position in Vanguard Extended Market Etf and bought 1,172 shares worth $205 million.

The investment fund also strengthened its position in Ishares Core Msci Eafe by buying 83 additional shares. This makes their stake in Ishares Core Msci Eafe total 265,324 shares worth $19.7 billion.

On the other hand, Angie Pingel disclosed a decreased stake in Ishares S&p 500 Index by approximately 0.1%. This leaves the value of the investment at $14.4 billion and 27,333 shares.

One of the smallest hedge funds

The two most similar investment funds to Broadview Management are Destiny Capital Corp/co and Aspen Wealth Strategies. They manage $137 billion and $138 billion respectively.

Angie Pingel investment strategy

Broadview Management’s portfolio is diversified across 2 sectors. Currently, their heaviest sector is Miscellaneous — making up 2.5% of the total portfolio value. The fund focuses on investments in the Unknown as 100.0% of the portfolio companies are based in the Unknown.

The majority of the companies in the fund’s portfolio are small-cap stocks. Stocks with a size of more than $100 million in market cap make up 5% of the total holdings value. On the other hand, large-cap stocks make up only approximately 0.1% of the portfolio. The average market cap of the portfolio companies is close to $0.

The complete list of Broadview Management trades based on 13F SEC filings

These positions were updated on May 10th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.

Security	Shares Owned	Value	Allocation
Ishares Core Msci Eafe	0.03% 265,324	$19,692,316,000	14.34%
Ishares S&p 500 Index	2.36% 27,333	$14,369,604,000	10.46%
Ishares S&p 500 Value Etf	0.17% 58,417	$10,912,876,000	7.95%
Vanguard Total Bond Market Etf	0.00% 136,565	$9,918,683,000	7.22%
Ishares S&p Mid-cap 400 Growth Etf	1.12% 105,774	$9,651,841,000	7.03%
Ishares S&p 500 Growth Etf	0.49% 107,133	$9,046,302,000	6.59%
Ishares Core Msci Emerging Mkts	0.32% 129,475	$6,680,907,000	4.87%
Vanguard Ftse Developed Markets Etf	3.16% 116,742	$5,856,930,000	4.27%
Ishares S&p Midcap 400 Value Etf	1.65% 45,869	$5,425,817,000	3.95%
Ishares Russell 1000 Value Etf	1.41% 25,770	$4,615,607,000	3.36%
Ishares S&p Smallcap 600 Value Etf	0.33% 34,574	$3,552,782,000	2.59%
Schwab U.s. Large-cap Growth Etf	8.19% 34,584	$3,206,659,000	2.34%
Schwab U.s. Large-cap Etf	5.66% 47,834	$2,968,551,000	2.16%
iShares S&P Small-Cap 600 Growth ETF	1.10% 21,347	$2,790,749,000	2.03%
Vanguard Reit Index Etf	0.17% 30,746	$2,658,951,000	1.94%
Ishares Core S&p Mid Cap Etf	388.48% 40,910	$2,484,860,000	1.81%
Schwab U.s. Large-cap Value Etf	0.08% 31,955	$2,427,938,000	1.77%
Ishares Us Real Estate Etf	17.52% 23,044	$2,071,647,000	1.51%
Ishares Russell 1000 Etf	1.25% 6,702	$1,930,484,000	1.41%
Vanguard Total International Bond Etf	3.05% 37,155	$1,827,638,000	1.33%
Ishares Russell 1000 Growth Etf	4.51% 4,865	$1,639,753,000	1.19%
Ishares Russell Midcap Value Index	5.13% 12,594	$1,578,445,000	1.15%
Spdr S&p 400 Mid Cap Growth Etf	2.15% 17,145	$1,496,592,000	1.09%
Ishares S&p Smallcap 600 Etf	5.57% 12,116	$1,339,074,000	0.98%
Fidelity Enhanced Large Cap Core Etf	6.76% 32,422	$956,436,000	0.70%
Ishares Trust Core Msci Total Intl Stk Etf	No change 13,662	$927,134,000	0.68%
Ishares Russell 2000 Etf	0.88% 4,385	$922,138,000	0.67%
Schwab Emerging Markets Equity Etf	0.62% 32,017	$808,437,000	0.59%
Vanguard S&p 500 Etf	5.82% 1,602	$769,991,000	0.56%
Spdr Portfolio Emerging Markets Etf	0.32% 19,435	$703,342,000	0.51%
Spdr S&p 400 Mid Cap Value Etf	2.74% 9,081	$690,170,000	0.50%
SPDR S&P MIDCAP 400 ETF Trust	3.41% 1,105	$614,976,000	0.45%
Schwab International Equity Etf	No change 15,202	$593,195,000	0.43%
Ishares Russell 2000 Value	0.19% 3,130	$497,012,000	0.36%
Ishares Tr Russell Midcap Index Fd	1.27% 4,832	$406,327,000	0.30%
Schwab U.s. Broad Market Etf	0.30% 5,012	$305,976,000	0.22%
Powershares Qqq Tr	No change 613	$272,306,000	0.20%
Spdr Bloomberg High Yield Bond Etf	1.46% 2,711	$258,046,000	0.19%
Fidelity Msci Materials Index Etf	0.19% 4,684	$245,311,000	0.18%
Vanguard Extended Market Etf	Opened 1,172	$205,454,000	0.15%
No transactions found
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