Jeppson Wealth Management, LLC / AVGO
Jeppson Wealth Management, LLC’s Broadcom Inc Position
Does Jeppson Wealth Management, LLC own Broadcom Inc (AVGO)? Yes — 12.8K shares worth $4M (+1.25% of its 13F portfolio) as of Q1 2026, down from 13.2K shares the prior filed quarter.
Position Value
$4M
Q1 2026
Shares
12.8K
% of Portfolio
+1.25%
Quarters Held
16
currently held
Position History AVGO
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 12.8K | $4M | +1.25% |
| Q4 2025 | 13.2K | $5M | +1.44% |
| Q3 2025 | 13.2K | $4M | +1.39% |
| Q2 2025 | 13.3K | $4M | +1.27% |
| Q1 2025 | 13.2K | $2M | +0.81% |
| Q4 2024 | 12.6K | $3M | +1.06% |
| Q3 2024 | 12.8K | $2M | +0.79% |
| Q2 2024 | 1.3K | $2M | +0.77% |
| Q1 2024 | 1.3K | $2M | +0.65% |
| Q4 2023 | 1.3K | $1M | +0.59% |
| Q3 2023 | 1.2K | $983,407 | +0.45% |
| Q2 2023 | 1.2K | $1M | +0.45% |
| Q1 2023 | 1.2K | $794,868 | +0.35% |
| Q4 2022 | 1.3K | $701,149 | +0.29% |
| Q3 2022 | 849 | $377,000 | +0.17% |
| Q3 2020 | 63 | $23,000 | +0.02% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Jeppson Wealth Management, LLC’s full portfolio or all institutional holders of AVGO.