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Simplicity Wealth,LLC → AVGO

Simplicity Wealth,LLC AVGO Position History

Broadcom Inc.

Quarters held
5
Latest value
$28.8M
Q3 2026
Peak value
$28.8M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$9.9M
Q4 2025$11M
Q1 2026$11.3M
Q2 2026$27.3M
Q3 2026$28.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$28.8M81.9K——
Q2 2026$27.3M72.4K——
Q1 2026$11.3M36.6K——
Q4 2025$11M31.7K——
Q3 2025$9.9M30.1K——

Other funds holding AVGO

Other Simplicity Wealth,LLC positions

ETHA

ISHARES TR

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VGES

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$75.3M
AAPL

APPLE INC

$72.2M
NVDA

NVIDIA CORPORATION

$71.7M
VGES

VANGUARD INDEX FDS

$70.6M
VGES

VANGUARD INDEX FDS

$62.4M
ETHA

ISHARES TR

$60.2M
VGES

VANGUARD INDEX FDS

$59.6M