NerdWallet Wealth Partners, LLC

SEC CIK: 0002079593
Latest filing: Jul 7, 2026

SEC filings (opens in a new tab)

AVGO holding history

Broadcom Inc. in every 13F filed by NerdWallet Wealth Partners, 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): 1,057
Value: $399.3K
% of portfolio: 0.1%
Quarters held: 4; Since Q3 2025

Holdings of AVGO by NerdWallet Wealth Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1,057	$399.3K	0.1%	+27+2.6%	Added	Holders
Q1 2026	1,030	$318.8K	0.1%	+70+7.3%	Added	Holders
Q4 2025	960	$332.3K	0.2%	−3−0.3%	Reduced	Holders
Q3 2025	963	$317.7K	0.2%	–	No prior filing	Holders