SEC 13F Intelligence

Beverly Hills Private Wealth, LLC / AVGO

Beverly Hills Private Wealth, LLC’s Broadcom Inc Position

Does Beverly Hills Private Wealth, LLC own Broadcom Inc (AVGO)? Yes21.4K shares worth $7M (+1.11% of its 13F portfolio) as of Q1 2026, down from 21.9K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
21.4K
% of Portfolio
+1.11%
Quarters Held
14
currently held

Position History AVGO

Reported value by quarter
Q4 ’22: $3MQ4 ’22Q1 ’23: $4MQ2 ’23: $10MQ2 ’23Q3 ’23: $5MQ4 ’23: $6MQ4 ’23Q1 ’24: $6MQ2 ’24: $7MQ2 ’24Q3 ’24: $6MQ4 ’24: $7MQ4 ’24Q1 ’25: $5MQ2 ’25: $8MQ2 ’25Q3 ’25: $8MQ4 ’25: $8MQ4 ’25Q1 ’26: $7Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202621.4K$7M+1.11%
Q4 202521.9K$8M+1.30%
Q3 202523.5K$8M+1.37%
Q2 202527.4K$8M+1.42%
Q1 202528.6K$5M+0.95%
Q4 202430.3K$7M+1.42%
Q3 202436.1K$6M+1.26%
Q2 20244.2K$7M+1.47%
Q1 20244.6K$6M+1.41%
Q4 20235.4K$6M+1.57%
Q3 20235.9K$5M+1.47%
Q2 202311.7K$10M+1.69%
Q1 20236.8K$4M+1.36%
Q4 20225.9K$3M+1.43%

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