SEC 13F Intelligence

Orca Wealth Management, LLC / AVGO

Orca Wealth Management, LLC’s Broadcom Inc Position

Does Orca Wealth Management, LLC own Broadcom Inc (AVGO)? Yes — 16.2K shares worth $5M (+3.57% of its 13F portfolio) as of Q1 2026, down from 16.4K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
16.2K
% of Portfolio
+3.57%
Quarters Held
6
currently held

Position History AVGO

Reported value by quarter
Q4 ’24: $4MQ4 ’24Q1 ’25: $3MQ1 ’25Q2 ’25: $5MQ2 ’25Q3 ’25: $5MQ3 ’25Q4 ’25: $5MQ4 ’25Q1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202616.2K$5M+3.57%
Q4 202516.4K$5M+3.75%
Q3 202516.5K$5M+4.13%
Q2 202516.8K$5M+3.90%
Q1 202517.1K$3M+2.56%
Q4 202417.1K$4M+3.57%

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