Intentional Wealth Strategies, LLC

Position in AVGO — Broadcom Inc.

CIK 2119881 COLORADO SPRINGS, CO

Position in AVGO

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$569,647

+$82,479 QoQ

Shares Held

1,508

-4.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

3.64%

of 13F equity value

Holder Rank

#3,894

of 4,778 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Intentional Wealth Strategies, LLC holds $1,476,612 across 4 Semiconductors names. AVGO ranks #1 (38.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AVGO	Broadcom Inc. This page	1,508	$569,647
2	MU	Micron Technology Inc	353	$407,464
3	TSM	Taiwan Semiconductor Manufacturing Co Ltd	606	$289,407
4	NVDA	Nvidia Corp	1,050	$210,094

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$569,647	1,508	-4.2%	Shares	Sole	2026-07-28
2026-03-31	$487,168	1,574	—	Shares	Sole	2026-05-06
No filing history on record for this holder in this stock.