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Planning Strategies Inc.

Position in AVGO — Broadcom Inc.

CIK 2139665 LANCASTER, PA

Position in AVGO

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$316,554
New position
Shares Held
838
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
1.18%
of 13F equity value
Holder Rank
#4,307
of 4,760 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 100% Shared 0% None 0%

Position in Semiconductors

Technology · as of Jun 30, 2026

Planning Strategies Inc. holds $4,412,380 across 21 Semiconductors names. AVGO ranks #2 (7.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 AVGO
Broadcom Inc.
This page
838 $316,554

All Filings in AVGO

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $316,554 838