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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

AVGO holding history

Broadcom Inc. in every 13F filed by True Wealth Design, 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)
1,323
Value
$499.8K
% of portfolio
0.1%
Quarters held
15
Since Q4 2022
Holdings of AVGO by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,323$499.8K0.1%−27−2.0%ReducedHolders
Q1 20261,350$417.8K0.1%+478+54.8%AddedHolders
Q4 2025872$301.9K0.1%−176−16.8%ReducedHolders
Q3 20251,048$345.6K0.1%+290+38.3%AddedHolders
Q2 2025758$209.0K0.1%−164−17.8%ReducedHolders
Q1 2025922$154.4K0.1%+210+29.5%AddedHolders
Q4 2024712$165.1K0.1%+48+7.2%AddedHolders
Q3 2024664$114.5K<0.1%+454+216.2%AddedConverted for a 10-for-1 splitHolders
Q2 202421$33.7K<0.1%−2−8.7%ReducedHolders
Q1 202423$30.5K<0.1%+5+27.8%AddedHolders
Q4 202318$20.1K<0.1%+11+157.1%AddedHolders
Q3 20237$5.82K<0.1%+1+16.7%AddedHolders
Q2 20236$5.21K<0.1%−1,351−99.6%ReducedHolders
Q1 20231,357$870.6K0.4%+1,351+22,516.7%AddedHolders
Q4 20226$3.35K<0.1%–No prior filingHolders