Position in AVGO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$9,136,639
+$1,715,828 QoQ
Shares Held
24,187
+0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#1,552
of 4,764 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Forvis Mazars Wealth Advisors, LLC holds $74,931,069 across 11 Semiconductors names. AVGO ranks #2 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
255,649 | $51,152,808 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
24,187 | $9,136,639 | |
| 3 | MCHP |
Microchip Technology Inc
|
33,004 | $3,009,964 | |
| 4 | INTC |
Intel Corp
|
20,801 | $2,904,443 | |
| 5 | TXN |
Texas Instruments Inc
|
9,715 | $2,895,750 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
2,517 | $1,462,150 | |
| 7 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
2,966 | $1,416,472 | |
| 8 | MU |
Micron Technology Inc
|
1,189 | $1,372,450 |
All Filings in AVGO
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,136,639 | 24,187 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $7,420,811 | 23,976 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $8,080,050 | 23,346 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $7,720,553 | 23,402 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $6,426,779 | 23,315 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $3,281,125 | 19,597 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,645,684 | 15,725 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,785,702 | 16,149 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,390,634 | 1,489 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,251,187 | 944 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $755,701 | 677 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $519,943 | 626 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $634,091 | 731 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $412,510 | 643 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $367,907 | 658 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $303,258 | 683 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $336,666 | 693 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $224,166 | 356 | Shares | Sole | 2022-05-10 | |
| 2020-12-31 | $580,151 | 1,325 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $443,741 | 1,218 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $429,860 | 1,362 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $262,232 | 1,106 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||