Roberts Wealth Advisors, LLC

Position in AVGO — Broadcom Inc.

CIK 1885319 PALO ALTO, CA

Position in AVGO

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

Position Value

$639,530

+$121,720 QoQ

Shares Held

1,693

+1.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#3,784

of 4,764 holders

Holding Since

Dec 2021

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Roberts Wealth Advisors, LLC holds $8,017,165 across 5 Semiconductors names. AVGO ranks #3 (8.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	QCOM	Qualcomm Inc/De	23,853	$4,407,795
2	NVDA	Nvidia Corp	11,343	$2,269,620
3	AVGO	Broadcom Inc. This page	1,693	$639,530
4	ADI	Analog Devices Inc	1,139	$452,376
5	ARM	Arm Holdings PLC /Uk	699	$247,844

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$639,530	1,693	+1.2%	Shares	Sole	2026-07-30
2026-03-31	$517,810	1,673	-12.2%	Shares	Sole	2026-04-08
2025-12-31	$659,666	1,906	-0.5%	Shares	Sole	2026-01-13
2025-09-30	$631,777	1,915	-2.5%	Shares	Sole	2025-10-21
2025-06-30	$541,652	1,965	-7.1%	Shares	Sole	2025-07-23
2025-03-31	$354,114	2,115	0.0%	Shares	Sole	2025-04-21
2024-12-31	$490,341	2,115	-12.6%	Shares	Sole	2025-01-17
2024-09-30	$417,450	2,420	+796.3%	Shares	Sole	2024-10-15
2024-06-30	$433,493	270	0.0%	Shares	Sole	2024-08-13
2024-03-31	$357,860	270	-15.9%	Shares	Sole	2024-04-18
2023-09-30	$266,616	321	+1.6%	Shares	Sole	2023-10-17
2023-06-30	$274,107	316	0.0%	Shares	Sole	2023-07-12
2023-03-31	$202,726	316	-12.2%	Shares	Sole	2023-04-11
2022-03-31	$226,684	360	0.0%	Shares	Sole	2022-04-12
2021-12-31	$239,547	360	—	Shares	Sole	2022-01-12
No filing history on record for this holder in this stock.