AVGO β€” BROADCOM INC COM

Ownership history in Boulder Wealth Advisors, LLC  Β·  6 quarters on record

AI Ownership Summary

Boulder Wealth Advisors, LLC reported BROADCOM INC COM (AVGO) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 1.05% in 2025 Q3. The latest visible filing shows AVGO at 1.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AVGO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Boulder Wealth Advisors, LLC's position in BROADCOM INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

AVGO was reported at 1.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.05% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Boulder Wealth Advisors, LLC held AVGO β€” position size vs. price
% of Fund (quarterly)    AVGO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 7,075 +244 +3.6% 1.03% $2.4M 2026-02-14 (Est.) $324.49
2025 Q3 ADDED 6,831 +1,021 +17.6% 1.05% $2.3M 2025-11-13 $338.62
2025 Q1 ADDED 5,810 +67 +1.2% 0.57% $973K 2025-04-28 $190.92
2024 Q4 REDUCED 5,743 -87 -1.5% 0.69% $1.3M 2025-02-06 $228.81
2024 Q3 ADDED 5,830 +5,269 +939.2% 0.55% $1.0M 2024-12-03 $165.85
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding AVGO

As of 2026 Q1 β€” sorted by position size

NEVILLE RODIE & SHAW INC 3Y 7Y 1.07% Financial Insights, Inc. 3Y 7Y 0.43% Hamrick Investment Counsel, llc 0.01%

FAQ About Boulder Wealth Advisors, LLC and AVGO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Boulder Wealth Advisors, LLC reported owning AVGO?

Boulder Wealth Advisors, LLC reported AVGO across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported AVGO position in Boulder Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for AVGO was 1.05% in 2025 Q3.

What is the latest reported AVGO position on this page?

The most recent filing on this page is 2025 Q4, when Boulder Wealth Advisors, LLC reported 7,075 shares, equal to 1.03% of portfolio, with an estimated market value of $2.4M.

What does the chart on this AVGO ownership page compare?

The chart compares Boulder Wealth Advisors, LLC's quarterly AVGO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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