Manager × security

EVEXIA WEALTH LLC AVGO holdings history

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BROADCOM INC · CUSIP 11135F101 · CIK 1975710

This is the oldest quarter open without an account, so changes against the quarter before it are withheld. Sign in to see them.
Citable facts

As of 2026-06-30, EVEXIA WEALTH LLC reported 55.80K AVGO (shares), valued at $21.89M, or 5.92% of its reported non-derivative portfolio. Filed 2026-08-07.

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Portfolio weight and quantity history
Reported portfolio weight
5.92%
Shares
55.80K
55,796
Reported value
$21.89M
USD

Shares decreased 2.12%; reported value increased 1.09%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.

Left: % · Right: Shares · Independently scaled axes

Exact data and methodology

Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.

QuarterWeightQuantitySource
Q2 20265.92%55,796SEC filing ↗Filed Aug 7, 2026
Q1 20265.95%57,006SEC filing ↗Filed Apr 16, 2026
Q4 20254.67%49,214SEC filing ↗Filed Jan 16, 2026
Q3 20255.42%50,734SEC filing ↗Filed Nov 12, 2025
Q2 20255.57%62,558SEC filing ↗Filed Jul 23, 2025
Q1 20254.14%61,492SEC filing ↗Filed Apr 11, 2025
Q4 20244.71%61,849SEC filing ↗Filed Feb 13, 2025
Q3 20243.99%64,286SEC filing ↗Filed Oct 10, 2024
Q2 20244.08%67,511SEC filing ↗Filed Jul 31, 2024
Q1 20243.81%6,887SEC filing ↗Filed May 3, 2024
Q4 20233.12%6,024SEC filing ↗Filed Feb 6, 2024
Q3 20232.57%5,978SEC filing ↗Filed Oct 30, 2023

History & evidence by quarter

QuarterWeightQuantityValueChange explainedSource
Q3 20232.57%5,978$5.08MThe prior quarter is outside the free window. Sign in for the comparison.SEC filing ↗
Filed Oct 30, 2023
Q4 20233.12%6,024$7.38MShares increased 0.77%; reported value increased 45.22%, and weight changed +0.55 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Feb 6, 2024
Q1 20243.81%6,887$9.26MShares increased 14.33%; reported value increased 25.49%, and weight changed +0.69 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 3, 2024
Q2 20244.08%67,511$10.87MShares increased 880.27%; reported value increased 17.47%, and weight changed +0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 31, 2024
Q3 20243.99%64,286$11.26MShares decreased 4.78%; reported value increased 3.51%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Oct 10, 2024
Q4 20244.71%61,849$13.91MShares decreased 3.79%; reported value increased 23.57%, and weight changed +0.72 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Feb 13, 2025
Q1 20254.14%61,492$11.39MShares decreased 0.58%; reported value decreased 18.14%, and weight changed -0.57 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 11, 2025
Q2 20255.57%62,558$17.73MShares increased 1.73%; reported value increased 55.69%, and weight changed +1.43 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 23, 2025
Q3 20255.42%50,734$18.10MShares decreased 18.90%; reported value increased 2.10%, and weight changed -0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Nov 12, 2025
Q4 20254.67%49,214$16.73MShares decreased 3.00%; reported value decreased 7.57%, and weight changed -0.75 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jan 16, 2026
Q1 20265.95%57,006$21.65MShares increased 15.83%; reported value increased 29.42%, and weight changed +1.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 16, 2026
Q2 20265.92%55,796$21.89MShares decreased 2.12%; reported value increased 1.09%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Aug 7, 2026
EVEXIA WEALTH LLC · BROADCOM INC

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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.

13F reports quarter-end long positions in securities traded on US exchanges, filed by managers holding at least $100 million of such securities; it is not the manager's full portfolio, not assets under management, and value changes are not returns. Weights use the reported total value as denominator. Option rows show notional value, not premium or net exposure. Amendments are merged into the quarter when Akkru could match them.