SEC 13F Intelligence

Creative Planning / AVGO

Creative Planning’s Broadcom Inc Position

Does Creative Planning own Broadcom Inc (AVGO)? Yes — 1.80M shares worth $558M (+0.38% of its 13F portfolio) as of Q1 2026, up from 1.70M shares the prior filed quarter.

Position Value
$558M
Q1 2026
Shares
1.80M
% of Portfolio
+0.38%
Quarters Held
30
currently held

Position History AVGO

Reported value by quarter
Q4 ’18: $5MQ4 ’18Q1 ’19: $11MQ2 ’19: $13MQ3 ’19: $12MQ4 ’19: $14MQ4 ’19Q1 ’20: $10MQ2 ’20: $11MQ3 ’20: $13MQ4 ’20: $19MQ4 ’20Q1 ’21: $21MQ2 ’21: $20MQ3 ’21: $21MQ4 ’21: $30MQ4 ’21Q1 ’22: $33MQ2 ’22: $25MQ3 ’22: $22MQ4 ’22: $29MQ4 ’22Q1 ’23: $35MQ2 ’23: $49MQ3 ’23: $60MQ4 ’23: $76MQ4 ’23Q1 ’24: $97MQ2 ’24: $125MQ3 ’24: $133MQ4 ’24: $196MQ4 ’24Q1 ’25: $161MQ2 ’25: $298MQ3 ’25: $501MQ4 ’25: $589MQ4 ’25Q1 ’26: $558Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.80M$558M+0.38%
Q4 20251.70M$589M+0.42%
Q3 20251.52M$501M+0.38%
Q2 20251.08M$298M+0.25%
Q1 2025961.9K$161M+0.15%
Q4 2024846.2K$196M+0.19%
Q3 2024779.3K$133M+0.13%
Q2 202478.1K$125M+0.13%
Q1 202473.4K$97M+0.11%
Q4 202368.0K$76M+0.14%
Q3 202371.6K$60M+0.08%
Q2 202356.3K$49M+0.07%
Q1 202354.1K$35M+0.05%
Q4 202252.0K$29M+0.04%
Q3 202249.2K$22M+0.04%
Q2 202251.8K$25M+0.04%
Q1 202252.2K$33M+0.05%
Q4 202144.8K$30M+0.05%
Q3 202143.7K$21M+0.04%
Q2 202142.6K$20M+0.04%
Q1 202146.2K$21M+0.04%
Q4 202044.5K$19M+0.04%
Q3 202037.0K$13M+0.04%
Q2 202035.8K$11M+0.03%
Q1 202042.3K$10M+0.04%
Q4 201942.8K$14M+0.04%
Q3 201943.4K$12M+0.04%
Q2 201944.6K$13M+0.04%
Q1 201935.0K$11M+0.04%
Q4 201821.6K$5M+0.02%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Creative Planning’s full portfolio or all institutional holders of AVGO.