SEC 13F Intelligence

Sun Group Wealth Partners / AVGO

Sun Group Wealth Partners’s Broadcom Inc Position

Does Sun Group Wealth Partners own Broadcom Inc (AVGO)? Yes22.8K shares worth $7M (+5.54% of its 13F portfolio) as of Q1 2026, up from 21.4K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
22.8K
% of Portfolio
+5.54%
Quarters Held
2
currently held

Position History AVGO

Reported value by quarter
Q4 ’25: $7MQ4 ’25Q1 ’26: $7MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202622.8K$7M+5.54%
Q4 202521.4K$7M+5.93%

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