Broadcom Inc.
US ˙ NasdaqGS ˙ US11135F1012

SecurityAVGO / Broadcom Inc.
InstitutionWealth Alliance
Latest Disclosed Ownership25,692 shares
Latest Disclosed Value $ 7,951,911
Wealth Alliance reports 3.25% increase in ownership of AVGO / Broadcom Inc.

On May 14, 2026 - Wealth Alliance filed a 13F-HR form disclosing ownership of 25,692 shares of Broadcom Inc. (US:AVGO) valued at $7,951,931 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 24,884 shares of Broadcom Inc.. This represents a change in shares of 3.25% during the quarter. The current value of the position is $12,312,377 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F BROADCOM COM 11135F101 25,692 808 3.25 7,952 -7.68 0.7853
2026-02-13 2025-12-31 13F BROADCOM COM 11135F101 24,884 -1,375 -5.24 8,613 -0.59 0.8431
2025-11-07 2025-09-30 13F BROADCOM COM 11135F101 26,259 -500 -1.87 8,663 17.45 0.8911
2025-08-08 2025-06-30 13F BROADCOM COM 11135F101 26,759 1,607 6.39 7,376 75.16 0.8237
2025-05-05 2025-03-31 13F BROADCOM COM 11135F101 25,152 -2,606 -9.39 4,211 -34.56 0.5096
2025-02-03 2024-12-31 13F BROADCOM COM 11135F101 27,758 -3,051 -9.90 6,436 21.10 0.7695
2024-11-04 2024-09-30 13F BROADCOM COM 11135F101 30,809 27,759 910.13 5,314 8.54 0.6346
2024-08-09 2024-06-30 13F BROADCOM COM 11135F101 3,050 -315 -9.36 4,896 9.80 0.6323
2024-05-10 2024-03-31 13F BROADCOM COM 11135F101 3,365 -126 -3.61 4,460 14.45 0.5850
2024-01-30 2023-12-31 13F BROADCOM COM 11135F101 3,491 -87 -2.43 3,897 31.13 0.5464
2023-11-09 2023-09-30 13F BROADCOM COM 11135F101 3,578 -553 -13.39 2,972 -17.06 0.4687
2023-08-02 2023-06-30 13F BROADCOM COM 11135F101 4,131 -58 -1.38 3,583 33.36 0.5357
2023-05-11 2023-03-31 13F BROADCOM COM 11135F101 4,189 73 1.77 2,687 16.78 0.4353
2023-02-13 2022-12-31 13F BROADCOM INC COM Stock 11135F101 4,116 370 9.88 2,301 38.30 0.4085
2022-11-14 2022-09-30 13F BROADCOM INC COM Stock 11135F101 3,746 57 1.55 1,663 -7.20 0.3282
2022-10-11 2022-06-30 13F/A-1 BROADCOM INC COM Stock 11135F101 3,689 400 12.16 1,792 -13.47 0.3439
2022-08-15 2022-06-30 13F BROADCOM INC COM Stock 11135F101 3,689 400 1,792 0.2179
2022-05-10 2022-03-31 13F BROADCOM INC COM Stock 11135F101 3,289 48 1.48 2,071 -3.94 0.2952
2022-05-10 2022-03-31 13F BROADCOM INC COM Stock 11135F101 3,281 2,066
2022-02-14 2021-12-31 13F BROADCOM INC COM Stock 11135F101 3,241 -17 -0.52 2,156 36.46 0.4335
2021-11-12 2021-09-30 13F BROADCOM INC COM Stock 11135F101 3,258 398 13.92 1,580 15.84 0.3548
2021-08-16 2021-06-30 13F BROADCOM INC COM Stock 11135F101 2,860 734 34.52 1,364 38.34 0.3212
2021-05-18 2021-03-31 13F BROADCOM INC COM Stock 11135F101 2,126 114 5.67 986 11.92 0.2762
2021-02-11 2020-12-31 13F BROADCOM INC COM Stock 11135F101 2,012 6 0.30 881 20.52 0.2596
2020-12-01 2020-09-30 13F/A-1 BROADCOM INC COM Stock 11135F101 2,006 24 1.21 731 16.77 0.2628
2020-11-13 2020-09-30 13F BROADCOM INC COM Stock 11135F101 2,006 24 731 215,013.2802
2020-08-14 2020-06-30 13F BROADCOM INC COM Stock 11135F101 1,982 707 55.45 626 107.28 0.2473
2020-05-15 2020-03-31 13F BROADCOM INC COM Stock 11135F101 1,275 1,275 302 0.1628
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.