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Broadcom shares owned by Monograph Wealth Advisors

Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Monograph Wealth Advisors from 13F filings

Historical chart of Monograph Wealth Advisors investment in Broadcom

Tip: Access up to 7 years of quarterly data

All positions including Broadcom held by Monograph Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broadcom by Monograph Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.0M 9.7k 309.51
2024-12-31 $213k 920 231.84

More positions owned by Monograph Wealth Advisors

DFA US Core Equity 2 ETF Etf (DFAC)
DFA World ex US Core Equity 2 ETF Etf (DFAX)
DFA US Marketwide Value ETF Etf (DFUV)
DFA US Targeted Value ETF Etf (DFAT)
DFA US Core Equity 1 ETF Etf (DCOR)
DFA International Small Cap Value ETF Etf (DISV)
iShares Core S&P 500 Etf (IVV)
iShares 1-5 Year Investment Grade Corporate Bond ETF Etf (IGSB)
Apple (AAPL)
DFA Emerging Markets Core Equity 2 ETF Etf (DFEM)
NVIDIA Corporation (NVDA)
DFA US Small Cap ETF Etf (DFAS)
Dimensional International Core Equity Market ETF Etf (DFAI)
Alphabet Inc Class A cs (GOOGL)
Vanguard Total Market Index ETF Etf (VTI)

View all positions for Monograph Wealth Advisors

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
Capital Research and Management Company - Division 3
Morgan Stanley
Bank of America Corporation
Northern Trust
Wellington Management Company
Ubs Global Asset Management Americas

View all funds holding Broadcom