SEC 13F Intelligence

Mosaic Financial Group, LLC / AVGO

Mosaic Financial Group, LLC’s Broadcom Inc Position

Does Mosaic Financial Group, LLC own Broadcom Inc (AVGO)? Yes — 5.9K shares worth $2M (+1.29% of its 13F portfolio) as of Q1 2026, down from 6.0K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
5.9K
% of Portfolio
+1.29%
Quarters Held
9
currently held

Position History AVGO

Reported value by quarter
Q1 ’24: $1MQ1 ’24Q2 ’24: $1MQ3 ’24: $1MQ3 ’24Q4 ’24: $2MQ1 ’25: $1MQ1 ’25Q2 ’25: $2MQ3 ’25: $2MQ3 ’25Q4 ’25: $2MQ1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20265.9K$2M+1.29%
Q4 20256.0K$2M+1.43%
Q3 20256.9K$2M+1.61%
Q2 20257.4K$2M+1.55%
Q1 20257.5K$1M+1.02%
Q4 20247.7K$2M+1.27%
Q3 20247.8K$1M+0.95%
Q2 2024747$1M+0.86%
Q1 2024774$1M+0.82%

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