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Regent Peak Wealth Advisors LLC → AVGO

Regent Peak Wealth Advisors LLC AVGO Position History

Broadcom Inc.

Quarters held
5
Latest value
$5.8M
Q3 2026
Peak value
$6.1M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$5M
Q4 2025$5.3M
Q1 2026$5M
Q2 2026$6.1M
Q3 2026$5.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5.8M16.5K——
Q2 2026$6.1M16.2K——
Q1 2026$5M16.1K——
Q4 2025$5.3M15.3K——
Q3 2025$5M15.1K——

Other funds holding AVGO

Other Regent Peak Wealth Advisors LLC positions

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VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF

$95.7M
VGES

VANGUARD TOTAL STOCK MARKET ETF

$91.1M
VGES

VANGUARD TOTAL STOCK MARKET ETF

$85.7M
VGES

VANGUARD TOTAL STOCK MARKET ETF

$83.9M
VGES

VANGUARD TOTAL STOCK MARKET ETF

$78.4M
ETHA

ISHARES CORE MSCI EAFE ETF

$39.9M
ETHA

ISHARES CORE MSCI EAFE ETF

$39.2M
AAPL

APPLE INC COM

$35.9M