SEC 13F Intelligence

Frg Family Wealth Advisors LLC / AVGO

Frg Family Wealth Advisors LLC’s Broadcom Inc Position

Does Frg Family Wealth Advisors LLC own Broadcom Inc (AVGO)? Yes87.6K shares worth $27M (+4.44% of its 13F portfolio) as of Q1 2026, down from 88.8K shares the prior filed quarter.

Position Value
$27M
Q1 2026
Shares
87.6K
% of Portfolio
+4.44%
Quarters Held
18
currently held

Position History AVGO

Reported value by quarter
Q4 ’21: $7MQ4 ’21Q1 ’22: $6MQ2 ’22: $5MQ3 ’22: $4MQ3 ’22Q4 ’22: $6MQ1 ’23: $6MQ2 ’23: $8MQ2 ’23Q3 ’23: $8MQ4 ’23: $11MQ1 ’24: $13MQ1 ’24Q2 ’24: $15MQ3 ’24: $18MQ4 ’24: $23MQ4 ’24Q1 ’25: $16MQ2 ’25: $27MQ3 ’25: $31MQ3 ’25Q4 ’25: $31MQ1 ’26: $27Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202687.6K$27M+4.44%
Q4 202588.8K$31M+4.77%
Q3 202594.6K$31M+5.02%
Q2 202596.2K$27M+4.61%
Q1 202595.2K$16M+3.08%
Q4 202497.7K$23M+4.11%
Q3 2024101.8K$18M+3.14%
Q2 2024101.8K$15M+2.84%
Q1 202410.1K$13M+2.57%
Q4 20239.8K$11M+2.22%
Q3 20239.8K$8M+1.83%
Q2 20239.7K$8M+1.84%
Q1 20239.7K$6M+1.43%
Q4 20229.9K$6M+1.31%
Q3 202210.1K$4M+1.10%
Q2 202210.0K$5M+1.12%
Q1 202210.0K$6M+1.22%
Q4 202110.0K$7M+1.24%

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