Regent Peak Wealth Advisors LLC

Position in AVGO — Broadcom Inc.

CIK 1803329 ATLANTA, GA

Position in AVGO

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$6,109,728

+$1,127,856 QoQ

Shares Held

16,174

+0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.46%

of 13F equity value

Holder Rank

#1,870

of 4,778 holders

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Regent Peak Wealth Advisors LLC holds $35,403,095 across 10 Semiconductors names. AVGO ranks #2 (17.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	90,648	$18,137,758
2	AVGO	Broadcom Inc. This page	16,174	$6,109,728
3	AMD	Advanced Micro Devices Inc	5,938	$3,449,443
4	MU	Micron Technology Inc	2,748	$3,171,988
5	INTC	Intel Corp	12,498	$1,745,095
6	TXN	Texas Instruments Inc	2,853	$850,393
7	MRVL	Marvell Technology, Inc.	2,136	$636,293
8	TSM	Taiwan Semiconductor Manufacturing Co Ltd	968	$462,287

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,109,728	16,174	+0.5%	Shares	Sole	2026-07-10
2026-03-31	$4,981,872	16,096	+5.1%	Shares	Sole	2026-04-14
2025-12-31	$5,298,098	15,308	+1.3%	Shares	Sole	2026-01-08
2025-09-30	$4,983,290	15,105	+16.7%	Shares	Sole	2025-10-16
2025-03-31	$2,166,879	12,942	-2.8%	Shares	Sole	2025-04-14
2024-12-31	$3,085,558	13,309	+3.0%	Shares	Sole	2025-01-07
2024-09-30	$2,229,217	12,923	+889.5%	Shares	Sole	2024-10-16
2024-06-30	$2,096,822	1,306	+4.0%	Shares	Sole	2024-08-14
2024-03-31	$1,664,714	1,256	+1.0%	Shares	Sole	2024-05-01
2023-12-31	$1,388,615	1,244	+0.3%	Shares	Sole	2024-01-23
2023-09-30	$1,029,919	1,240	+1.9%	Shares	Sole	2023-11-03
2023-06-30	$1,055,662	1,217	0.0%	Shares	Sole	2023-07-19
2023-03-31	$780,754	1,217	-1.5%	Shares	Sole	2023-04-24
2022-12-31	$691,084	1,236	-1.0%	Shares	Sole	2023-02-08
2022-09-30	$554,124	1,248	-1.3%	Shares	Sole	2022-11-14
2022-06-30	$614,549	1,265	+3.0%	Shares	Sole	2022-08-11
2022-03-31	$773,247	1,228	+0.2%	Shares	Sole	2022-05-03
2021-12-31	$815,792	1,226	-1.7%	Shares	Sole	2022-02-11
2021-09-30	$604,707	1,247	+1.3%	Shares	Sole	2021-11-08
2021-06-30	$586,990	1,231	-6.0%	Shares	Sole	2021-08-16
2021-03-31	$606,930	1,309	+5.0%	Shares	Sole	2021-04-28
2020-12-31	$545,998	1,247	+13.7%	Shares	Sole	2021-02-12
2020-09-30	$399,659	1,097	+7.2%	Shares	Sole	2020-11-04
2020-06-30	$322,869	1,023	—	Shares	Sole	2020-08-05
No filing history on record for this holder in this stock.