Ascent Wealth Partners, LLC

Position in AVGO — Broadcom Inc.

CIK 1546865 NEW HARTFORD, NY

Position in AVGO

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$9,523,077

+$1,845,991 QoQ

Shares Held

25,210

+1.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.26%

of 13F equity value

Holder Rank

#1,525

of 4,764 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Ascent Wealth Partners, LLC holds $37,482,313 across 7 Semiconductors names. AVGO ranks #2 (25.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	64,151	$12,835,973
2	AVGO	Broadcom Inc. This page	25,210	$9,523,077
3	QCOM	Qualcomm Inc/De	39,957	$7,383,654
4	ARM	Arm Holdings PLC /Uk	13,357	$4,735,991
5	TXN	Texas Instruments Inc	7,934	$2,364,887
6	MU	Micron Technology Inc	380	$438,630
7	TSM	Taiwan Semiconductor Manufacturing Co Ltd	419	$200,101

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,523,077	25,210	+1.6%	Shares	Sole	2026-07-31
2026-03-31	$7,677,086	24,804	+5.7%	Shares	Sole	2026-05-06
2025-12-31	$8,118,467	23,457	+2.2%	Shares	Sole	2026-02-02
2025-09-30	$7,569,125	22,943	+0.4%	Shares	Sole	2025-10-21
2025-06-30	$6,296,397	22,842	+1.0%	Shares	Sole	2025-08-12
2025-03-31	$3,788,271	22,626	-24.0%	Shares	Sole	2025-05-02
2024-12-31	$6,903,499	29,777	-0.9%	Shares	Sole	2025-02-04
2024-09-30	$5,185,695	30,062	+902.7%	Shares	Sole	2024-10-31
2024-06-30	$4,813,378	2,998	+1.1%	Shares	Sole	2024-07-31
2024-03-31	$3,928,515	2,964	+0.3%	Shares	Sole	2024-05-01
2023-12-31	$3,299,635	2,956	+1.3%	Shares	Sole	2024-01-22
2023-09-30	$2,423,632	2,918	-0.2%	Shares	Sole	2023-10-20
2023-06-30	$2,536,365	2,924	+2.1%	Shares	Sole	2023-08-04
2023-03-31	$1,838,012	2,865	+0.8%	Shares	Sole	2023-04-25
2022-12-31	$1,589,606	2,843	-0.3%	Shares	Sole	2023-02-02
2022-09-30	$1,265,872	2,851	-25.4%	Shares	Sole	2022-11-14
2022-06-30	$1,856,280	3,821	+37.8%	Shares	Sole	2022-08-10
2022-03-31	$1,745,472	2,772	+0.6%	Shares	Sole	2022-05-02
2021-12-31	$1,833,204	2,755	+2.8%	Shares	Sole	2022-01-27
2021-09-30	$1,299,612	2,680	+0.7%	Shares	Sole	2021-11-01
2021-06-30	$1,269,348	2,662	-6.3%	Shares	Sole	2021-07-30
2021-03-31	$1,316,794	2,840	+1.5%	Shares	Sole	2021-04-26
2020-12-31	$1,225,542	2,799	-3.7%	Shares	Sole	2021-02-02
2020-09-30	$1,059,078	2,907	+1.5%	Shares	Sole	2020-10-22
2020-06-30	$904,222	2,865	+3.0%	Shares	Sole	2020-07-21
2020-03-31	$659,612	2,782	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.