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Broadcom shares owned by White Wing Wealth Management

Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by White Wing Wealth Management from 13F filings

Historical chart of White Wing Wealth Management investment in Broadcom

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All positions including Broadcom held by White Wing Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broadcom by White Wing Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $300k 867 346.10
2025-09-30 $268k 805 333.39
2025-06-30 $200k 726 275.65
2024-12-31 $215k 926 231.84

More positions owned by White Wing Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Small Cp Etf (VB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr International Sl (ISCF)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Apple (AAPL)
Tesla Motors (TSLA)
NVIDIA Corporation (NVDA)
Advanced Micro Devices (AMD)

View all positions for White Wing Wealth Management

Top funds holding Broadcom

Vanguard Group
BlackRock
State Street Corporation
Capital Research and Management Company - Division 3
Capital World Investors
FMR
Geode Capital Management
Jpmorgan Chase & Co
Capital Research Global Investors
Norges Bank Investment Management
Northern Trust
Wellington Management Company
Nuveen
Goldman Sachs Group
Invesco

View all funds holding Broadcom