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Broadcom shares owned by Financial Plan

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

Historical chart of Financial Plan investment in Broadcom

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

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Quarterly reported holdings in Broadcom by Financial Plan

Quarter filed Position value Share count Share price at filing
2026-03-31 $431k 1.4k 309.51
2025-12-31 $430k 1.2k 346.10

More positions owned by Financial Plan

American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
Vanguard Malvern Fds Strm Infproidx (VTIP)
American Centy Etf Tr Real Estate Etf (AVRE)
Spdr Series Trust State Street Spd (SPMB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Core Fixed Incom (DFCF)

View all positions for Financial Plan

Top funds holding Broadcom

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
FMR
Capital World Investors
Capital Research Global Investors
Geode Capital Management
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
Northern Trust
Wellington Management Company
Ubs Global Asset Management Americas
Goldman Sachs Group

View all funds holding Broadcom