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Arkadios Wealth Advisors

SEC CIK
0001800798
Latest filing
Aug 10, 2026

AVGO holding history

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

AVGO overviewAll 13F holders of AVGOFull Q2 2026 holdings

Shares (Q2 2026)
141,370
Value
$53.4M
% of portfolio
0.8%
Quarters held
22
Since Q1 2021
Holdings of AVGO by Arkadios Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026141,370$53.4M0.8%−3,518−2.4%ReducedHolders
Q1 2026144,888$44.8M0.7%+6,822+4.9%AddedHolders
Q4 2025138,066$47.8M0.9%+15,262+12.4%AddedHolders
Q3 2025122,804$40.5M1.0%+14,832+13.7%AddedHolders
Q2 2025107,972$29.8M0.9%−6,433−5.6%ReducedHolders
Q1 2025114,405$19.2M0.7%+60,508+112.3%AddedHolders
Q4 202453,897$12.5M0.7%−3,795−6.6%ReducedHolders
Q3 202457,692$9.95M0.6%+25,132+77.2%AddedConverted for a 10-for-1 splitHolders
Q2 20243,256$5.23M0.4%+1,031+46.3%AddedHolders
Q1 20242,225$2.95M0.2%−169−7.1%ReducedHolders
Q4 20232,394$2.67M0.2%−210−8.1%ReducedHolders
Q3 20232,604$2.16M0.2%−2,575−49.7%ReducedHolders
Q2 20235,179$4.49M0.5%−192−3.6%ReducedHolders
Q1 20235,371$3.45M0.4%+461+9.4%AddedHolders
Q4 20224,910$2.75M0.4%+664+15.6%AddedHolders
Q3 20224,246$1.89M0.3%+877+26.0%AddedHolders
Q2 20223,369$1.64M0.2%+412+13.9%AddedHolders
Q1 20222,957$1.86M0.2%+1,066+56.4%AddedHolders
Q4 20211,891$1.26M0.2%+312+19.8%AddedHolders
Q3 20211,579$766.0K0.1%−126−7.4%ReducedHolders
Q2 20211,705$813.0K0.1%+1,065+166.4%AddedHolders
Q1 2021640$297.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.