SEC 13F Intelligence

Independent Advisor Alliance / AVGO

Independent Advisor Alliance’s Broadcom Inc Position

Does Independent Advisor Alliance own Broadcom Inc (AVGO)? Yes202.6K shares worth $63M (+0.67% of its 13F portfolio) as of Q1 2026, down from 205.4K shares the prior filed quarter.

Position Value
$63M
Q1 2026
Shares
202.6K
% of Portfolio
+0.67%
Quarters Held
30
currently held

Position History AVGO

Reported value by quarter
Q4 ’18: $1MQ4 ’18Q1 ’19: $2MQ2 ’19: $1MQ3 ’19: $1MQ4 ’19: $2MQ4 ’19Q1 ’20: $1MQ2 ’20: $2MQ3 ’20: $2MQ4 ’20: $3MQ4 ’20Q1 ’21: $3MQ2 ’21: $3MQ3 ’21: $4MQ4 ’21: $5MQ4 ’21Q1 ’22: $6MQ2 ’22: $5MQ3 ’22: $5MQ4 ’22: $311,018Q4 ’22Q1 ’23: $7MQ2 ’23: $11MQ3 ’23: $13MQ4 ’23: $19MQ4 ’23Q1 ’24: $23MQ2 ’24: $29MQ3 ’24: $32MQ4 ’24: $48MQ4 ’24Q1 ’25: $34MQ2 ’25: $56MQ3 ’25: $70MQ4 ’25: $71MQ4 ’25Q1 ’26: $63Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026202.6K$63M+0.67%
Q4 2025205.4K$71M+1.73%
Q3 2025211.1K$70M+1.81%
Q2 2025204.8K$56M+1.63%
Q1 2025205.1K$34M+1.13%
Q4 2024207.4K$48M+0.64%
Q3 2024187.6K$32M+1.18%
Q2 202418.2K$29M+1.00%
Q1 202417.1K$23M+0.82%
Q4 202317.2K$19M+0.69%
Q3 202315.9K$13M+0.60%
Q2 202313.0K$11M+0.50%
Q1 202311.5K$7M+0.35%
Q4 202211.4K$311,018+0.11%
Q3 202211.0K$5M+0.29%
Q2 202210.3K$5M+0.28%
Q1 20229.7K$6M+0.29%
Q4 20217.8K$5M+0.25%
Q3 20217.5K$4M+0.20%
Q2 20216.8K$3M+0.18%
Q1 20216.5K$3M+0.18%
Q4 20206.2K$3M+0.18%
Q3 20206.1K$2M+0.17%
Q2 20206.2K$2M+0.21%
Q1 20205.8K$1M+0.20%
Q4 20194.9K$2M+0.07%
Q3 20194.6K$1M+0.16%
Q2 20194.6K$1M+0.19%
Q1 20195.8K$2M+0.25%
Q4 20184.0K$1M+0.18%

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