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Consilium Wealth Advisory, LLC

SEC CIK
0001904906
Latest filing
Aug 10, 2026

AVGO holding history

Broadcom Inc. in every 13F filed by Consilium Wealth Advisory, LLC, 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)
12,713
Value
$4.80M
% of portfolio
1.4%
Quarters held
13
Since Q2 2023
Holdings of AVGO by Consilium Wealth Advisory, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,713$4.80M1.4%−1,543−10.8%ReducedHolders
Q1 202614,256$4.41M1.5%+1,906+15.4%AddedHolders
Q4 202512,350$4.27M1.6%−40−0.3%ReducedHolders
Q3 202512,390$4.09M1.6%−539−4.2%ReducedHolders
Q2 202512,929$3.56M1.5%+497+4.0%AddedHolders
Q1 202512,432$2.08M1.0%−4,800−27.9%ReducedHolders
Q4 202417,232$4.00M1.9%−63−0.4%ReducedHolders
Q3 202417,295$2.98M1.6%+1,245+7.8%AddedConverted for a 10-for-1 splitHolders
Q2 20241,605$2.58M1.4%−52−3.1%ReducedHolders
Q1 20241,657$2.20M1.2%+755+83.7%AddedHolders
Q4 2023902$1.01M0.6%+433+92.3%AddedHolders
Q3 2023469$389.5K0.3%+49+11.7%AddedHolders
Q2 2023420$364.3K0.3%+420NewHolders