Ep Wealth Advisors, LLC / AVGO
Ep Wealth Advisors, LLC’s Broadcom Inc Position
Does Ep Wealth Advisors, LLC own Broadcom Inc (AVGO)? Yes — 811.7K shares worth $251M (+1.24% of its 13F portfolio) as of Q1 2026, down from 856.4K shares the prior filed quarter.
Position Value
$251M
Q1 2026
Shares
811.7K
% of Portfolio
+1.24%
Quarters Held
26
currently held
Position History AVGO
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 811.7K | $251M | +1.24% |
| Q4 2025 | 856.4K | $296M | +1.54% |
| Q2 2025 | 898.2K | $248M | +1.63% |
| Q1 2025 | 879.5K | $147M | +1.18% |
| Q4 2024 | 902.3K | $209M | +1.71% |
| Q3 2024 | 951.1K | $164M | +1.41% |
| Q2 2024 | 94.7K | $152M | +1.61% |
| Q1 2024 | 94.3K | $125M | +1.46% |
| Q4 2023 | 95.3K | $106M | +1.36% |
| Q3 2023 | 98.9K | $82M | +1.27% |
| Q2 2023 | 138.2K | $93M | +1.33% |
| Q4 2022 | 106.3K | $47M | +1.07% |
| Q2 2022 | 90.5K | $44M | +0.99% |
| Q1 2022 | 89.6K | $56M | +1.24% |
| Q4 2021 | 89.3K | $59M | +1.40% |
| Q3 2021 | 88.0K | $43M | +1.17% |
| Q2 2021 | 85.4K | $41M | +1.13% |
| Q1 2021 | 80.8K | $37M | +1.19% |
| Q4 2020 | 73.0K | $32M | +1.12% |
| Q3 2020 | 70.0K | $26M | +1.10% |
| Q2 2020 | 69.1K | $22M | +0.93% |
| Q1 2020 | 66.8K | $16M | +0.78% |
| Q4 2019 | 63.3K | $20M | +0.82% |
| Q3 2019 | 60.0K | $17M | +0.82% |
| Q2 2019 | 59.6K | $17M | +1.07% |
| Q1 2019 | 61.2K | $18M | +1.77% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ep Wealth Advisors, LLC’s full portfolio or all institutional holders of AVGO.