Summit Wealth Partners, LLC

Position in AVGO — Broadcom Inc.

CIK 2033312 Orlando, FL

Position in AVGO

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$2,638,583

+$469,847 QoQ

Shares Held

6,985

-0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.31%

of 13F equity value

Holder Rank

#2,551

of 4,778 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Summit Wealth Partners, LLC holds $19,462,857 across 8 Semiconductors names. AVGO ranks #2 (13.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	58,946	$11,794,505
2	AVGO	Broadcom Inc. This page	6,985	$2,638,583
3	MU	Micron Technology Inc	1,598	$1,844,555
4	AMD	Advanced Micro Devices Inc	1,792	$1,040,990
5	TSM	Taiwan Semiconductor Manufacturing Co Ltd	1,734	$828,106
6	INTC	Intel Corp	5,484	$765,730
7	TXN	Texas Instruments Inc	1,032	$307,608
8	MRVL	Marvell Technology, Inc.	815	$242,780

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,638,583	6,985	-0.3%	Shares	Sole	2026-08-03
2026-03-31	$2,168,736	7,007	+52.8%	Shares	Sole	2026-04-17
2025-12-31	$1,586,868	4,585	-29.2%	Shares	Sole	2026-01-27
2025-09-30	$2,135,507	6,473	0.0%	Shares	Sole	2025-10-21
2025-06-30	$1,784,282	6,473	0.0%	Shares	Sole	2025-08-11
2025-03-31	$1,083,774	6,473	-8.9%	Shares	Sole	2025-05-06
2024-12-31	$1,646,759	7,103	+23.1%	Shares	Sole	2025-01-27
2024-09-30	$995,325	5,770	+1056.3%	Shares	Sole	2024-10-28
2024-06-30	$801,159	499	+100.4%	Shares	Sole	2024-09-11
2024-03-31	$330,027	249	0.0%	Shares	Sole	2024-09-11
2023-12-31	$277,946	249	—	Shares	Sole	2024-09-11
No filing history on record for this holder in this stock.