WealthPlan Investment Management, LLC

Position in AVGO — Broadcom Inc.

CIK 1929986 OMAHA, NE

Position in AVGO

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$13,530,249

+$3,134,428 QoQ

Shares Held

35,818

+6.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.64%

of 13F equity value

Holder Rank

#1,294

of 4,764 holders

Holding Since

Mar 2022

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

WealthPlan Investment Management, LLC holds $118,557,814 across 10 Semiconductors names. AVGO ranks #3 (11.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	262,484	$52,520,423
2	INTC	Intel Corp	102,069	$14,251,894
3	AVGO	Broadcom Inc. This page	35,818	$13,530,249
4	MU	Micron Technology Inc	9,983	$11,523,276
5	AMD	Advanced Micro Devices Inc	18,847	$10,948,410
6	TXN	Texas Instruments Inc	17,878	$5,328,895
7	MRVL	Marvell Technology, Inc.	10,564	$3,146,909
8	QCOM	Qualcomm Inc/De	16,873	$3,117,960

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,530,249	35,818	+6.6%	Shares	Other	2026-07-28
2026-03-31	$10,395,821	33,588	+49.5%	Shares	Sole	2026-04-29
2025-12-31	$7,774,444	22,463	+76.6%	Shares	Sole	2026-02-05
2025-09-30	$4,195,795	12,718	-24.1%	Shares	Sole	2025-10-27
2025-06-30	$4,619,067	16,757	+28.4%	Shares	Sole	2025-07-28
2025-03-31	$2,185,798	13,055	+46.1%	Shares	Sole	2025-05-12
2024-12-31	$2,071,258	8,934	-45.2%	Shares	Sole	2025-01-30
2024-09-30	$2,810,025	16,290	+3286.7%	Shares	Sole	2024-11-05
2022-12-31	$268,941	481	-6.4%	Shares	Other	2023-02-15
2022-09-30	$228,220	514	-1.5%	Shares	Other	2022-12-12
2022-03-31	$328,692	522	—	Shares	Other	2022-09-07
No filing history on record for this holder in this stock.