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Plan A Wealth LLC

Position in AVGO — Broadcom Inc.

CIK 2093645 LINCOLN, NE

Position in AVGO

as of Jun 30, 2026 · filed Jul 14, 2026
Position Value
$1,501,556
+$364,107 QoQ
Shares Held
3,975
+8.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.92%
of 13F equity value
Holder Rank
#3,037
of 4,764 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in AVGO Over Time

Shares Held

Position Value (USD)

Position in Semiconductors

Technology · as of Jun 30, 2026

Plan A Wealth LLC holds $10,480,351 across 7 Semiconductors names. AVGO ranks #2 (14.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 AVGO
Broadcom Inc.
This page
3,975 $1,501,556

All Filings in AVGO

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6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,501,556 3,975
2026-03-31 $1,137,449 3,675
2025-12-31 $1,055,605 3,050
2025-09-30 $980,492 2,972
2025-06-30 $776,506 2,817
2025-03-31 $242,606 1,449