SEC 13F Intelligence

Challenger Wealth Management / AVGO

Challenger Wealth Management’s Broadcom Inc Position

Does Challenger Wealth Management own Broadcom Inc (AVGO)? Yes — 7.1K shares worth $2M (+1.76% of its 13F portfolio) as of Q1 2026, up from 7.0K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
7.1K
% of Portfolio
+1.76%
Quarters Held
6
currently held

Position History AVGO

Reported value by quarter
Q4 ’24: $801,861Q4 ’24Q1 ’25: $586,601Q1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20267.1K$2M+1.76%
Q4 20257.0K$2M+1.86%
Q3 20256.5K$2M+1.68%
Q2 20258.3K$2M+1.58%
Q1 20253.5K$586,601+0.46%
Q4 20243.5K$801,861+0.69%

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