SEC 13F Intelligence

Empirical Financial Services, LLC D.b.a. Empirical Wealth Management / AVGO

Empirical Financial Services, LLC D.b.a. Empirical Wealth Management’s Broadcom Inc Position

Does Empirical Financial Services, LLC D.b.a. Empirical Wealth Management own Broadcom Inc (AVGO)? Yes — 98.8K shares worth $31M (+0.53% of its 13F portfolio) as of Q1 2026, up from 94.3K shares the prior filed quarter.

Position Value
$31M
Q1 2026
Shares
98.8K
% of Portfolio
+0.53%
Quarters Held
16
currently held

Position History AVGO

Reported value by quarter
Q4 ’21: $377,000Q4 ’21Q3 ’22: $252,000Q4 ’22: $4MQ4 ’22Q1 ’23: $5MQ2 ’23: $6MQ2 ’23Q3 ’23: $6MQ4 ’23: $3MQ4 ’23Q1 ’24: $4MQ2 ’24: $9MQ2 ’24Q3 ’24: $6MQ4 ’24: $8MQ4 ’24Q1 ’25: $11MQ2 ’25: $22MQ2 ’25Q3 ’25: $29MQ4 ’25: $33MQ4 ’25Q1 ’26: $31Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202698.8K$31M+0.53%
Q4 202594.3K$33M+0.58%
Q3 202587.8K$29M+0.58%
Q2 202581.0K$22M+0.50%
Q1 202566.1K$11M+0.28%
Q4 202436.3K$8M+0.23%
Q3 202435.6K$6M+0.17%
Q2 20245.4K$9M+0.26%
Q1 20242.9K$4M+0.12%
Q4 20232.9K$3M+0.11%
Q3 20237.1K$6M+0.23%
Q2 20237.0K$6M+0.24%
Q1 20237.7K$5M+0.21%
Q4 20228.0K$4M+0.21%
Q3 2022567$252,000+0.01%
Q4 2021566$377,000+0.02%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Empirical Financial Services, LLC D.b.a. Empirical Wealth Management’s full portfolio or all institutional holders of AVGO.