Capital Wealth Planning, LLC AVGO — BROADCOM INC

Ownership history in Capital Wealth Planning, LLC  ·  21 quarters on record

AI Ownership Summary

Capital Wealth Planning, LLC reported BROADCOM INC (AVGO) in 21 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.41% in 2023 Q4. The latest visible filing shows AVGO at 0.19% 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 Capital Wealth Planning, LLC's position in BROADCOM INC, 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 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.41% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 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.

AVGO stock page Capital Wealth Planning, LLC fund profile Capital Wealth Planning, LLC full holdings
How Capital Wealth Planning, LLC held AVGO — position size vs. price
% of Fund (quarterly)    AVGO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 85,118 +36,225 +74.1% 0.19% $29.5M 2026-02-14 (Est.) $324.49
2025 Q3 ADDED — — — 48,893 +32,722 +202.3% 0.11% $16.1M 2025-11-13 $338.62
2025 Q2 ADDED — — — 16,171 +10,451 +182.7% 0.04% $4.5M 2025-08-07 $302.03
2025 Q1 ADDED — — — 5,720 +2,290 +66.8% 0.01% $958K 2025-05-12 $219.80
2024 Q4 REDUCED 33.3% -27.6% ✅ 3,430 -1,716 -33.3% 0.01% $795K 2025-02-05 $229.44
2024 Q3 ADDED — — — 5,146 +4,757 +1222.9% 0.01% $888K 2024-11-12 $173.81
2024 Q2 REDUCED 99.4% +7.8% ❌ 389 -68,484 -99.4% 0.01% $625K 2024-08-09 $145.75
2024 Q1 REDUCED 74.2% +24.2% ❌ 68,873 -197,892 -74.2% 0.98% $91.3M 2024-05-07 $127.70
2023 Q4 ADDED — — — 266,765 +266,024 +35900.7% 3.41% $297.8M 2024-02-08 $124.39
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AVGO

As of 2026 Q1 — sorted by position size

ASK CAPITAL MANAGEMENT, LLC 92.39% Haven Capital Group, Inc. 21.38% Integrated Financial Solutions, Inc. 16.44% Investment Insight Wealth Management, LLC 14.74% M & L Capital Management Ltd 13.2% FUKOKU MUTUAL LIFE INSURANCE CO 3Y 7Y 12.76% Carmel Capital Management L.L.C. 3Y 12.54% Berry Wealth Group, LP 12.0% Broad Peak Investment Advisers Pte Ltd 11.62% Glass Wealth Management Co LLC 11.04%

FAQ About Capital Wealth Planning, 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 Capital Wealth Planning, LLC reported owning AVGO?

Capital Wealth Planning, LLC reported AVGO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AVGO position in Capital Wealth Planning, LLC's portfolio?

The largest reported portfolio weight for AVGO was 3.41% in 2023 Q4.

What is the latest reported AVGO position on this page?

The most recent filing on this page is 2025 Q4, when Capital Wealth Planning, LLC reported 85,118 shares, equal to 0.19% of portfolio, with an estimated market value of $29.5M.

What does the chart on this AVGO ownership page compare?

The chart compares Capital Wealth Planning, 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.

How well did Capital Wealth Planning, LLC time their AVGO position?

Based on 13F filing dates vs. subsequent AVGO price moves, Capital Wealth Planning, LLC correctly timed 13 out of 20 reported position changes (65%). The annualised alpha on AVGO relative to SPY over the holding period was +27.8%.

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