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SMART Wealth LLC

Position in AVGO — Broadcom Inc.

CIK 2044723 Omaha, NE

Position in AVGO

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$1,029,368
+$247,546 QoQ
Shares Held
2,725
+7.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#3,356
of 4,764 holders
Holding Since
Sep 2024
7 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

SMART Wealth LLC holds $27,214,463 across 10 Semiconductors names. AVGO ranks #4 (3.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 AVGO
Broadcom Inc.
This page
2,725 $1,029,368

All Filings in AVGO

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7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,029,368 2,725
2026-03-31 $781,822 2,526
2025-12-31 $2,617,900 7,564
2025-06-30 $793,320 2,878
2025-03-31 $1,653,706 9,877
2024-12-31 $2,763,069 11,918
2024-09-30 $662,400 3,840