SEC 13F Intelligence

Ibex Wealth Advisors / AVGO

Ibex Wealth Advisors’s Broadcom Inc Position

Does Ibex Wealth Advisors own Broadcom Inc (AVGO)? Yes146.3K shares worth $45M (+4.21% of its 13F portfolio) as of Q1 2026, down from 168.3K shares the prior filed quarter.

Position Value
$45M
Q1 2026
Shares
146.3K
% of Portfolio
+4.21%
Quarters Held
23
currently held

Position History AVGO

Reported value by quarter
Q2 ’19: $53,000Q2 ’19Q2 ’20: $4MQ3 ’20: $4MQ4 ’20: $6MQ4 ’20Q1 ’21: $6MQ2 ’21: $6MQ3 ’21: $7MQ3 ’21Q4 ’21: $9MQ1 ’22: $11MQ2 ’22: $7MQ2 ’22Q3 ’22: $7MQ4 ’22: $10,097Q1 ’23: $11,664Q1 ’23Q3 ’23: $15,095Q4 ’23: $20,461Q1 ’24: $10,097Q1 ’24Q2 ’24: $34MQ4 ’24: $39MQ1 ’25: $25MQ1 ’25Q2 ’25: $47MQ3 ’25: $57MQ4 ’25: $58MQ4 ’25Q1 ’26: $45Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026146.3K$45M+4.21%
Q4 2025168.3K$58M+5.70%
Q3 2025171.4K$57M+5.42%
Q2 2025169.3K$47M+4.98%
Q1 2025151.9K$25M+3.36%
Q4 2024170.2K$39M+4.65%
Q2 202421.1K$34M+5.29%
Q1 202418.1K$10,097+2.74%
Q4 202318$20,461+4.45%
Q3 202318.2K$15,095+3.84%
Q1 202318.2K$11,664+3.02%
Q4 202218.1K$10,097+2.28%
Q3 202214.7K$7M+1.70%
Q2 202214.9K$7M+1.66%
Q1 202217.6K$11M+2.12%
Q4 202114.0K$9M+1.65%
Q3 202113.7K$7M+1.28%
Q2 202113.5K$6M+1.29%
Q1 202113.1K$6M+1.50%
Q4 202012.7K$6M+1.45%
Q3 202012.3K$4M+1.30%
Q2 202012.0K$4M+1.22%
Q2 2019184$53,000+0.02%

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