Integrated Wealth Management

Position in AVGO — Broadcom Inc.

CIK 2113155 UNIONTOWN, OH

Position in AVGO

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$557,559

+$102,580 QoQ

Shares Held

1,476

+0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.61%

of 13F equity value

Holder Rank

#3,894

of 4,764 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Integrated Wealth Management holds $3,093,552 across 5 Semiconductors names. AVGO ranks #2 (18.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	7,548	$1,510,279
2	AVGO	Broadcom Inc. This page	1,476	$557,559
3	INTC	Intel Corp	3,558	$496,803
4	MRVL	Marvell Technology, Inc.	1,093	$325,593
5	AMD	Advanced Micro Devices Inc	350	$203,318

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$557,559	1,476	+0.4%	Shares	Sole	2026-08-11
2026-03-31	$454,979	1,470	+2.5%	Shares	Sole	2026-04-23
2025-12-31	$496,307	1,434	—	Shares	Sole	2026-03-03
No filing history on record for this holder in this stock.