Falcon Wealth Planning

Position in AVGO — Broadcom Inc.

CIK 1839850 Ontario, CA

Position in AVGO

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$2,170,173

+$310,328 QoQ

Shares Held

5,745

-4.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.52%

of 13F equity value

Holder Rank

#2,727

of 4,778 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 29% Shared 0% None 71%

Technology · as of Jun 30, 2026

Falcon Wealth Planning holds $24,955,550 across 10 Semiconductors names. AVGO ranks #3 (8.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	63,931	$12,791,953
2	MU	Micron Technology Inc	3,742	$4,319,353
3	AVGO	Broadcom Inc. This page	5,745	$2,170,173
4	INTC	Intel Corp	13,655	$1,906,647
5	AMD	Advanced Micro Devices Inc	2,279	$1,323,893
6	QCOM	Qualcomm Inc/De	3,741	$691,299
7	MCHP	Microchip Technology Inc	7,327	$668,222
8	TSM	Taiwan Semiconductor Manufacturing Co Ltd	1,218	$581,680

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,170,173	5,745	-4.4%	Shares	Sole	2026-07-13
2026-03-31	$1,859,845	6,009	+18.3%	Shares	Sole	2026-04-21
2025-12-31	$1,757,841	5,079	+22.5%	Shares	Sole	2026-02-03
2025-09-30	$1,367,806	4,146	+9.5%	Shares	Sole	2025-10-10
2025-06-30	$1,044,162	3,788	+16.4%	Shares	Sole	2025-07-16
2025-03-31	$544,817	3,254	+14.5%	Shares	Sole	2025-04-24
2024-12-31	$659,121	2,843	+0.4%	Shares	Sole	2025-01-22
2024-09-30	$488,520	2,832	+945.0%	Shares	Sole	2024-10-30
2024-06-30	$435,098	271	+8.4%	Shares	Sole	2024-07-16
2024-03-31	$331,352	250	+11.1%	Shares	Sole	2024-04-15
2023-12-31	$251,156	225	—	Shares	Sole	2024-01-10
No filing history on record for this holder in this stock.