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Broadcom shares owned by Action Point Financial Planning

Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Action Point Financial Planning from 13F filings

Historical chart of Action Point Financial Planning investment in Broadcom

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All positions including Broadcom held by Action Point Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broadcom by Action Point Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $8.0M 21k 377.74

More positions owned by Action Point Financial Planning

Spdr Series Trust St Str P500etf (SPYM)
Alphabet Cap Stk Cl C (GOOG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Small Cap Etf (DFSV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Pimco Etf Tr Multisector Bd (PYLD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Dimensional Etf Trust Us High Prof Etf (DUHP)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Action Point Financial Planning

Top funds holding Broadcom

BlackRock
Vanguard Capital Management
State Street Corporation
FMR
Vanguard Portfolio Management
Geode Capital Management
Capital World Investors
Capital Research Global Investors
Jpmorgan Chase & Co
T. Rowe Price Associates
Capital Research and Management Company - Division 3
Morgan Stanley
Invesco
Norges Bank Investment Management
Bank of America Corporation

View all funds holding Broadcom