Facet Wealth, Inc.

Position in AVGO — Broadcom Inc.

CIK 1748271 WEST PALM BEACH, FL

Position in AVGO

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$8,020,388

+$3,300,671 QoQ

Shares Held

21,232

+39.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.75%

of 13F equity value

Holder Rank

#1,653

of 4,764 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Facet Wealth, Inc. holds $47,317,610 across 12 Semiconductors names. AVGO ranks #2 (17.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	131,486	$26,309,033
2	AVGO	Broadcom Inc. This page	21,232	$8,020,388
3	MU	Micron Technology Inc	2,632	$3,038,091
4	AMD	Advanced Micro Devices Inc	5,167	$3,001,561
5	INTC	Intel Corp	14,189	$1,981,210
6	TSM	Taiwan Semiconductor Manufacturing Co Ltd	4,002	$1,911,235
7	MRVL	Marvell Technology, Inc.	2,857	$851,071
8	TXN	Texas Instruments Inc	1,989	$592,861

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,020,388	21,232	+39.2%	Shares	Sole	2026-07-27
2026-03-31	$4,719,717	15,249	+9.3%	Shares	Sole	2026-05-07
2025-12-31	$4,829,133	13,953	+91.5%	Shares	Sole	2026-01-29
2025-09-30	$2,403,724	7,286	+22.9%	Shares	Sole	2025-10-30
2025-06-30	$1,633,501	5,926	+55.8%	Shares	Sole	2025-08-01
2025-03-31	$636,736	3,803	+6.3%	Shares	Sole	2025-05-07
2024-12-31	$829,755	3,579	-3.2%	Shares	Sole	2025-02-10
2024-09-30	$637,905	3,698	+74.9%	Shares	Sole	2024-11-04
2024-06-30	$303,401	2,114	+957.0%	Shares	Sole	2024-07-31
2024-03-31	$265,082	200	+19.8%	Shares	Sole	2024-05-07
2023-12-31	$186,413	167	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.