Bernardo Wealth Planning LLC

Position in AVGO — Broadcom Inc.

CIK 1765595 HARLEYSVILLE, PA

Position in AVGO

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

Position Value

$1,179,713

+$266,659 QoQ

Shares Held

3,123

+5.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.86%

of 13F equity value

Holder Rank

#3,253

of 4,764 holders

Holding Since

Jun 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Bernardo Wealth Planning LLC holds $7,488,756 across 7 Semiconductors names. AVGO ranks #2 (15.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	14,798	$2,960,931
2	AVGO	Broadcom Inc. This page	3,123	$1,179,713
3	AMD	Advanced Micro Devices Inc	1,913	$1,111,280
4	TSM	Taiwan Semiconductor Manufacturing Co Ltd	1,837	$877,296
5	MU	Micron Technology Inc	640	$738,745
6	MRVL	Marvell Technology, Inc.	1,259	$375,043
7	INTC	Intel Corp	1,760	$245,748

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,179,713	3,123	+5.9%	Shares	Sole	2026-07-27
2026-03-31	$913,054	2,950	+4.2%	Shares	Sole	2026-04-15
2025-12-31	$979,463	2,830	+143.3%	Shares	Sole	2026-01-26
2025-09-30	$383,685	1,163	+6.6%	Shares	Sole	2025-10-22
2025-06-30	$300,734	1,091	-69.0%	Shares	Sole	2025-08-13
2025-03-31	$589,018	3,518	+51.5%	Shares	Sole	2025-04-30
2024-12-31	$538,332	2,322	-10.0%	Shares	Sole	2025-01-16
2024-09-30	$445,050	2,580	+1667.1%	Shares	Sole	2024-10-18
2024-06-30	$234,407	146	-42.1%	Shares	Sole	2024-07-10
2024-03-31	$334,003	252	-55.1%	Shares	Sole	2024-05-07
2020-12-31	$245,633	561	-11.1%	Shares	Sole	2021-02-01
2020-09-30	$229,885	631	-4.8%	Shares	Sole	2020-10-23
2020-06-30	$209,249	663	—	Shares	Sole	2020-08-03
No filing history on record for this holder in this stock.