Broadcom Inc.
DE ˙ XTRA ˙ US11135F1012
338,15 € ↓ -26,35 (-7,23%)
2026-06-05
DEL PRIS
SecurityDE:1YD / Broadcom Inc.
InstitutionTruWealth Advisors, LLC
Latest Disclosed Ownership94,899 shares
Latest Disclosed Value $ 29,407,033
TruWealth Advisors, LLC reports 3.77% increase in ownership of 1YD / Broadcom Inc.

On April 9, 2026 - TruWealth Advisors, LLC filed a 13F-HR form disclosing ownership of 94,899 shares of Broadcom Inc. (DE:1YD) valued at $25,043,846 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 91,452 shares of Broadcom Inc.. This represents a change in shares of 3.77% during the quarter. The current value of the position is $32,090,097 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-09 2026-03-31 13F BROADCOM COM 11135F101 94,899 3,447 3.77 29,407 -7.19 1.4129
2026-01-07 2025-12-31 13F BROADCOM COM 11135F101 91,452 -55,336 -37.70 31,686 -34.62 1.5496
2025-10-06 2025-09-30 13F BROADCOM COM 11135F101 146,788 -9,199 -5.90 48,461 12.61 2.4492
2025-07-07 2025-06-30 13F BROADCOM COM 11135F101 155,987 313 0.20 43,034 64.86 2.3699
2025-04-10 2025-03-31 13F BROADCOM COM 11135F101 155,674 -1,773 -1.13 26,103 -28.56 1.5756
2025-01-15 2024-12-31 13F BROADCOM COM 11135F101 157,447 -16,863 -9.67 36,539 21.37 2.2032
2024-10-16 2024-09-30 13F BROADCOM COM 11135F101 174,310 156,682 888.82 30,107 6.38 1.8444
2024-07-16 2024-06-30 13F BROADCOM COM 11135F101 17,628 3,117 21.48 28,302 47.16 1.8817
2024-04-15 2024-03-31 13F BROADCOM COM 11135F101 14,511 -330 -2.22 19,233 16.09 1.3415
2024-01-10 2023-12-31 13F BROADCOM COM 11135F101 14,841 197 1.35 16,566 36.21 1.2647
2023-10-10 2023-09-30 13F BROADCOM COM 11135F101 14,644 -1,201 -7.58 12,163 -11.51 1.0456
2023-08-04 2023-06-30 13F BROADCOM COM 11135F101 15,845 4,310 37.36 13,745 85.75 1.1799
2023-04-25 2023-03-31 13F BROADCOM COM 11135F101 11,535 366 3.28 7,400 18.48 0.6782
2023-01-27 2022-12-31 13F BROADCOM COM 11135F101 11,169 621 5.89 6,245 33.35 0.6096
2022-10-24 2022-09-30 13F BROADCOM COM 11135F101 10,548 888 9.19 4,683 -0.21 0.4956
2022-07-22 2022-06-30 13F BROADCOM COM 11135F101 9,660 1,047 12.16 4,693 -13.46 0.5029
2022-04-27 2022-03-31 13F BROADCOM COM 11135F101 8,613 -875 -9.22 5,423 -14.10 0.5638
2022-01-19 2021-12-31 13F BROADCOM COM 11135F101 9,488 6,174 186.30 6,313 292.84 0.6392
2021-10-29 2021-09-30 13F BROADCOM COM 11135F101 3,314 172 5.47 1,607 7.28 0.1793
2021-07-29 2021-06-30 13F BROADCOM COM 11135F101 3,142 272 9.48 1,498 12.55 0.1757
2021-05-10 2021-03-31 13F BROADCOM COM 11135F101 2,870 68 2.43 1,331 8.48 0.1807
2021-01-26 2020-12-31 13F BROADCOM COM 11135F101 2,802 2,802 1,227 0.1831
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.