Monograph Wealth Advisors, LLC

SEC CIK: 0001776588
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

AVGO holding history

Broadcom Inc. in every 13F filed by Monograph Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AVGO overview All 13F holders of AVGO Full Q2 2026 holdings

Shares (Q2 2026): 895
Value: $338.1K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2024

Holdings of AVGO by Monograph Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	895	$338.1K	<0.1%	−8,799−90.8%	Reduced	Holders
Q1 2026	9,694	$3.00M	0.3%	+9,694	New	Holders
Q1 2025	0	$0	0.0%	−920−100.0%	Sold out	Holders
Q4 2024	920	$213.3K	<0.1%	+920	New	Holders