Capstone Wealth Management Group LLC

Position in AVGO — Broadcom Inc.

CIK 2059649 Bend, OR

Position in AVGO

as of Mar 31, 2026 · filed Apr 16, 2026 Compact

Position Value

$954,219

-$17,975 QoQ

Shares Held

3,083

+9.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Mar 31, 2026

Capstone Wealth Management Group LLC holds $6,460,222 across 4 Semiconductors names. AVGO ranks #3 (14.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	22,296	$3,888,422
2	LASR	Nlight, Inc.	21,778	$1,241,781
3	AVGO	Broadcom Inc. This page	3,083	$954,219
4	TSM	Taiwan Semiconductor Manufacturing Co Ltd	1,112	$375,800

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$954,219	3,083	+9.8%	Shares	Sole	2026-04-16
2025-12-31	$972,194	2,809	+18.2%	Shares	Sole	2026-01-09
2025-09-30	$784,196	2,377	-1.0%	Shares	Sole	2025-11-14
2025-06-30	$662,111	2,402	-8.3%	Shares	Sole	2025-07-15
2025-03-31	$438,666	2,620	-24.0%	Shares	Sole	2025-05-13
2024-12-31	$799,152	3,447	—	Shares	Sole	2025-05-12
No filing history on record for this holder in this stock.