Smallwood Wealth Investment Management, LLC

Position in AVGO — Broadcom Inc.

CIK 1921304 RED BANK, NJ

Position in AVGO

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$625,176

+$24,418 QoQ

Shares Held

1,655

-14.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.01%

of 13F equity value

Holder Rank

#3,823

of 4,778 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Smallwood Wealth Investment Management, LLC holds $4,742,432 across 12 Semiconductors names. AVGO ranks #2 (13.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	13,744	$2,750,036
2	AVGO	Broadcom Inc. This page	1,655	$625,176
3	MRVL	Marvell Technology, Inc.	1,690	$503,434
4	MU	Micron Technology Inc	432	$498,653
5	INTC	Intel Corp	953	$133,067
6	AMD	Advanced Micro Devices Inc	213	$123,733
7	ALAB	Astera Labs, Inc.	125	$60,377
8	TSM	Taiwan Semiconductor Manufacturing Co Ltd	50	$23,878

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$625,176	1,655	-14.7%	Shares	Sole	2026-07-23
2026-03-31	$600,758	1,941	+0.3%	Shares	Sole	2026-04-22
2025-12-31	$670,049	1,936	+0.6%	Shares	Sole	2026-01-23
2025-09-30	$635,076	1,925	+0.5%	Shares	Sole	2025-10-17
2025-06-30	$527,869	1,915	+0.5%	Shares	Sole	2025-10-03
2025-03-31	$318,954	1,905	0.0%	Shares	Sole	2025-04-25
2024-12-31	$441,655	1,905	+0.8%	Shares	Sole	2025-01-17
2024-09-30	$326,025	1,890	+900.0%	Shares	Sole	2024-10-16
2024-06-30	$303,445	189	0.0%	Shares	Sole	2024-07-26
2024-03-31	$250,502	189	—	Shares	Sole	2024-04-25
No filing history on record for this holder in this stock.