SEC 13F Intelligence

Grant Private Wealth Management Inc / AVGO

Grant Private Wealth Management Inc’s Broadcom Inc Position

Does Grant Private Wealth Management Inc own Broadcom Inc (AVGO)? Yes — 32.0K shares worth $12M (+5.10% of its 13F portfolio) as of Q2 2026, up from 28.8K shares the prior filed quarter.

Position Value
$12M
Q2 2026
Shares
32.0K
% of Portfolio
+5.10%
Quarters Held
7
currently held

Position History AVGO

Reported value by quarter
Q4 ’24: $2MQ4 ’24Q1 ’25: $1MQ1 ’25Q2 ’25: $233,023Q2 ’25Q3 ’25: $8MQ3 ’25Q4 ’25: $8MQ4 ’25Q1 ’26: $9MQ1 ’26Q2 ’26: $12MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202632.0K$12M+5.10%
Q1 202628.8K$9M+4.73%
Q4 202524.2K$8M+5.06%
Q3 202523.4K$8M+4.77%
Q2 2025845$233,023+0.13%
Q1 20258.5K$1M+1.53%
Q4 20248.1K$2M+2.02%

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