Horizon Family Wealth, Inc.

Position in AVGO — Broadcom Inc.

CIK 1910660 CHICAGO, IL

Position in AVGO

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,053,544

+$209,202 QoQ

Shares Held

2,789

+2.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.41%

of 13F equity value

Holder Rank

#3,344

of 4,778 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Horizon Family Wealth, Inc. holds $4,663,395 across 4 Semiconductors names. AVGO ranks #3 (22.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	9,597	$1,920,263
2	TSM	Taiwan Semiconductor Manufacturing Co Ltd	2,475	$1,181,985
3	AVGO	Broadcom Inc. This page	2,789	$1,053,544
4	MRVL	Marvell Technology, Inc.	1,704	$507,603

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,053,544	2,789	+2.2%	Shares	Other	2026-08-11
2026-03-31	$844,342	2,728	+2.7%	Shares	Sole	2026-05-08
2025-12-31	$919,587	2,657	-14.3%	Shares	Other	2026-02-09
2025-09-30	$1,023,050	3,101	-29.4%	Shares	Sole	2025-11-07
2025-06-30	$1,210,103	4,390	-9.6%	Shares	Other	2025-08-08
2025-03-31	$813,374	4,858	+5.1%	Shares	Other	2025-05-09
2024-12-31	$1,071,332	4,621	-12.7%	Shares	Other	2025-02-11
2024-09-30	$912,697	5,291	+913.6%	Shares	Other	2024-11-14
2024-06-30	$838,085	522	+0.6%	Shares	Sole	2024-08-08
2024-03-31	$687,887	519	-18.9%	Shares	Sole	2024-05-09
2023-12-31	$714,399	640	+1.3%	Shares	Sole	2024-02-08
2023-09-30	$524,925	632	+6.8%	Shares	Sole	2023-11-15
2023-06-30	$513,518	592	-5.6%	Shares	Sole	2023-08-11
2023-03-31	$402,244	627	-5.9%	Shares	Other	2023-05-08
2022-12-31	$372,380	666	+4.6%	Shares	Sole	2023-02-07
2022-09-30	$282,834	637	-0.6%	Shares	Sole	2022-10-31
2022-06-30	$311,404	641	-1.8%	Shares	Sole	2022-08-05
2022-03-31	$411,181	653	+100.9%	Shares	Sole	2022-05-06
2021-12-31	$216,258	325	—	Shares	Sole	2022-02-11
No filing history on record for this holder in this stock.