Evexia Wealth LLC Trims Broadcom Stake

Wealth management firm reduces holdings in semiconductor giant by 3%

Apr. 8, 2026 at 7:50am

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An extreme close-up of the intricate, metallic circuitry and components of a semiconductor chip, rendered in a high-contrast, industrial style that emphasizes the complexity and power of modern microprocessor technology.The delicate, interconnected components of a semiconductor chip, a technological marvel powering the digital age.Irvine Today

Evexia Wealth LLC, a financial advisory firm, lowered its position in shares of Broadcom Inc. (NASDAQ:AVGO) by 3% during the fourth quarter, according to a recent SEC filing. The firm now owns 49,214 shares of the semiconductor manufacturer's stock, valued at around $16.7 million.

Why it matters

Broadcom is a major player in the semiconductor industry, providing components and solutions for a wide range of markets. Tracking institutional investor activity in the stock can provide insights into market sentiment and potential trends in the broader tech sector.

The details

According to the 13F filing, Evexia Wealth sold 1,520 shares of Broadcom during the fourth quarter. The firm now holds a 4.8% stake in the company, making Broadcom its third-largest holding. Other large investors have also been active in Broadcom, with some increasing their positions while others, like Evexia Wealth, have trimmed their stakes.

  • Evexia Wealth LLC filed its 13F report for the fourth quarter of 2025.

The players

Evexia Wealth LLC

A financial advisory firm that manages investments for its clients.

Broadcom Inc.

A global technology company that designs, develops, and supplies semiconductor and infrastructure software solutions.

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The takeaway

The reduction in Evexia Wealth's Broadcom position, while relatively small, could signal a broader shift in investor sentiment towards the semiconductor sector. However, Broadcom remains a significant holding for the firm, indicating its continued confidence in the company's long-term prospects.