Position in AVGO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$5,264,324
+$887,853 QoQ
Shares Held
13,936
-1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.66%
of 13F equity value
Holder Rank
#1,999
of 4,778 holders
Holding Since
Sep 2020
24 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, 2026BSW Wealth Partners holds $37,191,648 across 12 Semiconductors names. AVGO ranks #2 (14.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
63,196 | $12,644,887 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
13,936 | $5,264,324 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
10,045 | $4,797,190 | |
| 4 | INTC |
Intel Corp
|
25,222 | $3,521,747 | |
| 5 | MU |
Micron Technology Inc
|
3,017 | $3,482,492 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
4,788 | $2,781,397 | |
| 7 | ASX |
ASE Technology Holding Co., Ltd.
|
37,193 | $1,678,148 | |
| 8 | UMC |
United Microelectronics Corp
|
36,773 | $1,000,593 |
All Filings in AVGO
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,264,324 | 13,936 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $4,376,471 | 14,140 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $4,848,861 | 14,010 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $4,892,565 | 14,830 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $4,021,182 | 14,588 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $2,456,532 | 14,672 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $3,490,351 | 15,055 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,522,295 | 14,622 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $2,254,164 | 1,404 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,688,572 | 1,274 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,491,310 | 1,336 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,103,840 | 1,329 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $1,288,133 | 1,485 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $966,159 | 1,506 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $793,405 | 1,419 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $630,938 | 1,421 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $714,626 | 1,471 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $918,703 | 1,459 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $994,122 | 1,494 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $591,129 | 1,219 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $565,055 | 1,185 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $429,812 | 927 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $333,641 | 762 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $268,139 | 736 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||