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Destination Wealth Management

Position in AVGO — Broadcom Inc.

CIK 1278573 WALNUT CREEK, CA

Position in AVGO

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$14,795,334
+$4,386,823 QoQ
Shares Held
39,167
+16.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#1,257
of 4,778 holders
Holding Since
Mar 2021
12 quarters on record
Voting authority Sole 81% Shared 0% None 19%

Common Shares in AVGO Over Time

Shares Held

Position Value (USD)

Derivatives in AVGO

reported options exposure · as of Jun 30, 2026
CallValue
$75,550
CallShares
200
PutValue
$4,390
PutShares
3,500

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Semiconductors

Technology · as of Jun 30, 2026

Destination Wealth Management holds $133,082,631 across 10 Semiconductors names. AVGO ranks #4 (11.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 AVGO
Broadcom Inc.
This page
39,167 $14,795,334

All Filings in AVGO

Export CSV
25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $75,550 200
2026-06-30 $4,390 3,500
2026-06-30 $14,795,334 39,167
2026-03-31 $61,902 200
2026-03-31 $10,408,511 33,629
2026-03-31 $15,795 3,500
2025-12-31 $12,122,498 35,026
2025-12-31 $17,360 4,500
2025-12-31 $69,220 200
2025-09-30 $8,410,065 25,492
2025-09-30 $22,324 4,500
2025-09-30 $65,982 200
2025-06-30 $6,883,807 24,973
2025-06-30 $25,281 4,000
2025-06-30 $55,130 200
2025-03-31 $4,783,307 28,569
2025-03-31 $203,580 3,000
2024-12-31 $4,423,507 19,080
2024-12-31 $15,975 2,000
2024-09-30 $11,485 1,000
2024-09-30 $3,251,107 18,847
2024-06-30 $463,998 289
2024-03-31 $376,416 284
2023-12-31 $375,060 336
2021-03-31 $259,649 560