True Wealth Design, LLC

Position in AVGO — Broadcom Inc.

CIK 1966033 AKRON, OH

Position in AVGO

as of Mar 31, 2026 · filed Apr 13, 2026 Compact

Position Value

$417,838

+$116,039 QoQ

Shares Held

1,350

+54.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.62%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Technology · as of Mar 31, 2026

True Wealth Design, LLC holds $3,163,443 across 40 Semiconductors names. AVGO ranks #2 (13.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	7,644	$1,333,113
2	AVGO	Broadcom Inc. This page	1,350	$417,838
3	MU	Micron Technology Inc	896	$302,704
4	INTC	Intel Corp	5,632	$248,540
5	TSM	Taiwan Semiconductor Manufacturing Co Ltd	455	$153,767
6	ADI	Analog Devices Inc	332	$105,622
7	CRUS	Cirrus Logic, Inc.	578	$83,590
8	MRVL	Marvell Technology, Inc.	575	$56,953

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$417,838	1,350	+54.8%	Shares	Sole	2026-04-13
2025-12-31	$301,799	872	-16.8%	Shares	Sole	2026-01-08
2025-09-30	$345,745	1,048	+38.3%	Shares	Sole	2025-10-21
2025-06-30	$208,942	758	-17.8%	Shares	Sole	2025-08-06
2025-03-31	$154,370	922	+29.5%	Shares	Sole	2025-05-13
2024-12-31	$165,070	712	+7.2%	Shares	Sole	2025-02-14
2024-09-30	$114,540	664	+3061.9%	Shares	Sole	2024-11-14
2024-06-30	$3,371	21	-8.7%	Shares	Sole	2024-08-14
2024-03-31	$3,048	23	+27.8%	Shares	Sole	2024-05-14
2023-12-31	$2,009	18	+157.1%	Shares	Sole	2024-02-14
2023-09-30	$581	7	+16.7%	Shares	Sole	2023-11-13
2023-06-30	$520	6	-99.6%	Shares	Sole	2023-08-14
2023-03-31	$87,056	1,357	+22516.7%	Shares	Sole	2023-05-12
2022-12-31	$335	6	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.