Position in AVGO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,383,980
+$566,538 QoQ
Shares Held
6,311
+7.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#2,634
of 4,778 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Retirement Planning Group, LLC holds $24,138,084 across 10 Semiconductors names. AVGO ranks #2 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
72,509 | $14,508,325 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
6,311 | $2,383,980 | |
| 3 | MU |
Micron Technology Inc
|
2,057 | $2,374,374 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
3,479 | $2,020,985 | |
| 5 | QCOM |
Qualcomm Inc/De
|
4,217 | $779,259 | |
| 6 | INTC |
Intel Corp
|
5,320 | $742,831 | |
| 7 | TXN |
Texas Instruments Inc
|
1,672 | $498,373 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
1,043 | $310,699 |
All Filings in AVGO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,383,980 | 6,311 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,817,442 | 5,872 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,127,476 | 6,147 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,887,745 | 5,722 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,095,157 | 3,973 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $642,596 | 3,838 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $519,321 | 2,240 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $368,460 | 2,136 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $382,116 | 238 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $312,796 | 236 | Shares | Sole | 2024-04-12 | |
| No filing history on record for this holder in this stock. | ||||||