SEC 13F Intelligence

Nicholson Wealth Management Group, LLC / AVGO

Nicholson Wealth Management Group, LLC’s Broadcom Inc Position

Does Nicholson Wealth Management Group, LLC own Broadcom Inc (AVGO)? Yes — 6.3K shares worth $2M (+1.13% of its 13F portfolio) as of Q1 2026, down from 6.4K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
6.3K
% of Portfolio
+1.13%
Quarters Held
7
currently held

Position History AVGO

Reported value by quarter
Q3 ’24: $333,270Q3 ’24Q4 ’24: $2MQ4 ’24Q1 ’25: $1MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20266.3K$2M+1.13%
Q4 20256.4K$2M+1.30%
Q3 20257.5K$2M+1.45%
Q2 20258.3K$2M+1.42%
Q1 20258.2K$1M+0.90%
Q4 20248.3K$2M+1.29%
Q3 20241.9K$333,270+0.27%

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