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Core Wealth Partners LLC

Position in AVGO — Broadcom Inc.

CIK 1965078 SANTA ROSA, CA

Position in AVGO

as of Jun 30, 2026 · filed Jul 17, 2026
Position Value
$3,279,625
+$67,221 QoQ
Shares Held
8,682
-16.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.99%
of 13F equity value
Holder Rank
#2,356
of 4,764 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in AVGO Over Time

Shares Held

Position Value (USD)

Position in Semiconductors

Technology · as of Jun 30, 2026

Core Wealth Partners LLC holds $16,252,263 across 12 Semiconductors names. AVGO ranks #2 (20.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 AVGO
Broadcom Inc.
This page
8,682 $3,279,625

All Filings in AVGO

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15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,279,625 8,682
2026-03-31 $3,212,404 10,379
2025-12-31 $3,651,355 10,550
2025-09-30 $3,471,642 10,523
2025-06-30 $2,898,459 10,515
2025-03-31 $1,544,876 9,227
2024-12-31 $2,026,977 8,743
2024-09-30 $1,409,325 8,170
2024-06-30 $1,072,494 668
2024-03-31 $831,032 627
2023-12-31 $645,192 578
2023-09-30 $418,612 504
2023-06-30 $454,533 524
2023-03-31 $336,166 524
2022-12-31 $1,567,800 2,804