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Independent Solutions Wealth Management, LLC → AVGO

Independent Solutions Wealth Management, LLC AVGO Position History

Broadcom Inc.

Quarters held
4
Latest value
$15.8M
Q3 2026
Peak value
$17.2M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$16.2M
Q1 2026$14.3M
Q2 2026$17.2M
Q3 2026$15.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$15.8M45.1K——
Q2 2026$17.2M45.5K——
Q1 2026$14.3M46.2K——
Q4 2025$16.2M46.7K——

Other funds holding AVGO

Other Independent Solutions Wealth Management, LLC positions

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$21.6M
NVDA

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$20.5M
ETHA

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$20.1M
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$19M