SEC 13F Intelligence

Altus Wealth Group LLC / AVGO

Altus Wealth Group LLC’s Broadcom Inc Position

Does Altus Wealth Group LLC own Broadcom Inc (AVGO)? Yes12.8K shares worth $4M (+1.62% of its 13F portfolio) as of Q1 2026, down from 13.3K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
12.8K
% of Portfolio
+1.62%
Quarters Held
22
currently held

Position History AVGO

Reported value by quarter
Q4 ’20: $454,000Q4 ’20Q1 ’21: $475,000Q2 ’21: $511,000Q3 ’21: $574,000Q3 ’21Q4 ’21: $779,000Q1 ’22: $716,000Q2 ’22: $574,000Q2 ’22Q3 ’22: $574,000Q4 ’22: $857,705Q1 ’23: $979,632Q1 ’23Q2 ’23: $1MQ3 ’23: $1MQ4 ’23: $2MQ4 ’23Q1 ’24: $2MQ2 ’24: $2MQ3 ’24: $3MQ3 ’24Q4 ’24: $4MQ1 ’25: $3MQ2 ’25: $4MQ2 ’25Q3 ’25: $5MQ4 ’25: $5MQ1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202612.8K$4M+1.62%
Q4 202513.3K$5M+1.85%
Q3 202514.5K$5M+1.97%
Q2 202514.6K$4M+1.77%
Q1 202515.8K$3M+1.24%
Q4 202415.2K$4M+1.56%
Q3 202415.2K$3M+1.12%
Q2 20241.4K$2M+1.13%
Q1 20241.5K$2M+1.02%
Q4 20231.6K$2M+0.97%
Q3 20231.6K$1M+0.82%
Q2 20231.6K$1M+0.84%
Q1 20231.5K$979,632+0.66%
Q4 20221.5K$857,705+0.65%
Q3 20221.2K$574,000+0.57%
Q2 20221.2K$574,000+0.57%
Q1 20221.1K$716,000+0.59%
Q4 20211.2K$779,000+0.64%
Q3 20211.2K$574,000+0.57%
Q2 20211.1K$511,000+0.50%
Q1 20211.1K$475,000+0.47%
Q4 20201.0K$454,000+0.43%

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