SEC 13F Intelligence

Precedent Wealth Partners, LLC / AVGO

Precedent Wealth Partners, LLC’s Broadcom Inc Position

Does Precedent Wealth Partners, LLC own Broadcom Inc (AVGO)? Yes — 19.1K shares worth $6M (+1.18% of its 13F portfolio) as of Q1 2026, up from 19.0K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
19.1K
% of Portfolio
+1.18%
Quarters Held
10
currently held

Position History AVGO

Reported value by quarter
Q4 ’23: $2MQ4 ’23Q1 ’24: $2MQ2 ’24: $3MQ2 ’24Q3 ’24: $3MQ4 ’24: $4MQ4 ’24Q1 ’25: $3MQ2 ’25: $5MQ2 ’25Q3 ’25: $7MQ4 ’25: $7MQ4 ’25Q1 ’26: $6Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202619.1K$6M+1.18%
Q4 202519.0K$7M+1.38%
Q3 202519.9K$7M+1.45%
Q2 202519.7K$5M+1.33%
Q1 202518.1K$3M+0.84%
Q4 202417.4K$4M+1.32%
Q3 202417.2K$3M+0.98%
Q2 20241.6K$3M+1.05%
Q1 20241.6K$2M+0.90%
Q4 20231.5K$2M+0.85%

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