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SMART Wealth LLC

SEC CIK
0002044723
Latest filing
Aug 5, 2026

AVGO holding history

Broadcom Inc. in every 13F filed by SMART Wealth 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)
2,725
Value
$1.03M
% of portfolio
0.2%
Quarters held
7
Since Q3 2024
Holdings of AVGO by SMART Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,725$1.03M0.2%+199+7.9%AddedHolders
Q1 20262,526$781.8K0.2%−5,038−66.6%ReducedHolders
Q4 20257,564$2.62M0.8%+7,564NewHolders
Q3 20250$00.0%−2,878−100.0%Sold outHolders
Q2 20252,878$793.4K0.2%−6,999−70.9%ReducedHolders
Q1 20259,877$1.65M0.6%−2,041−17.1%ReducedHolders
Q4 202411,918$2.76M1.0%+8,078+210.4%AddedHolders
Q3 20243,840$662.4K0.3%+3,840NewHolders