Beta Wealth Group, Inc.

Position in AVGO — Broadcom Inc.

CIK 1594417 SAN DIEGO, CA

Position in AVGO

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$532,627

+$96,218 QoQ

Shares Held

1,410

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.89%

of 13F equity value

Holder Rank

#3,928

of 4,764 holders

Holding Since

Mar 2021

14 quarters on record

Technology · as of Jun 30, 2026

Beta Wealth Group, Inc. holds $4,565,314 across 5 Semiconductors names. AVGO ranks #3 (11.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	8,657	$1,732,179
2	QCOM	Qualcomm Inc/De	9,178	$1,696,001
3	AVGO	Broadcom Inc. This page	1,410	$532,627
4	AMD	Advanced Micro Devices Inc	610	$354,355
5	ON	On Semiconductor Corp	2,646	$250,152

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$532,627	1,410	0.0%	Shares	Sole	2026-07-24
2026-03-31	$436,409	1,410	+24.4%	Shares	Sole	2026-05-07
2025-12-31	$392,131	1,133	-0.1%	Shares	Sole	2026-02-13
2025-09-30	$374,117	1,134	-0.4%	Shares	Sole	2025-11-07
2025-06-30	$313,689	1,138	-45.8%	Shares	Sole	2025-08-11
2025-03-31	$351,268	2,098	0.0%	Shares	Sole	2025-05-09
2024-12-31	$486,400	2,098	-57.2%	Shares	Sole	2025-01-31
2024-09-30	$845,422	4,901	+3400.7%	Shares	Other	2024-11-01
2024-03-31	$185,557	140	-32.0%	Shares	Other	2024-05-15
2023-12-31	$229,947	206	-26.4%	Shares	Other	2024-02-12
2023-06-30	$242,880	280	-20.7%	Shares	Other	2023-08-11
2023-03-31	$226,463	353	-20.3%	Shares	Other	2023-05-09
2021-06-30	$211,240	443	-3.7%	Shares	Other	2021-08-16
2021-03-31	$213,283	460	—	Shares	Other	2021-05-11
No filing history on record for this holder in this stock.