Position in AVGO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$333,672,241
+$82,451,331 QoQ
Shares Held
883,315
+8.8% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
2.96%
of 13F equity value
Holder Rank
#280
of 4,764 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026EP Wealth Advisors, LLC holds $1,339,193,851 across 25 Semiconductors names. AVGO ranks #2 (24.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
3,070,726 | $614,421,565 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
883,315 | $333,672,241 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
274,074 | $159,212,327 | |
| 4 | MU |
Micron Technology Inc
|
91,513 | $105,632,540 | |
| 5 | ADI |
Analog Devices Inc
|
56,875 | $22,589,043 | |
| 6 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
45,941 | $21,940,043 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
71,092 | $21,177,595 | |
| 8 | INTC |
Intel Corp
|
138,712 | $19,368,356 |
All Filings in AVGO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $333,672,241 | 883,315 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $251,220,910 | 811,673 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $296,401,078 | 856,403 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $247,601,785 | 898,247 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $147,260,545 | 879,535 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $209,187,377 | 902,292 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $164,067,855 | 951,118 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $151,995,525 | 94,670 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $124,938,448 | 94,264 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $106,339,556 | 95,265 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $82,156,820 | 98,915 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $119,885,765 | 138,208 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $70,179,343 | 109,392 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $60,459,845 | 108,132 | Shares | Sole | 2023-06-12 | |
| 2022-09-30 | $47,199,595 | 106,303 | Shares | Sole | 2022-12-02 | |
| 2022-06-30 | $43,974,063 | 90,517 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $56,430,662 | 89,618 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $59,404,477 | 89,275 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $42,661,231 | 87,974 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $40,715,460 | 85,386 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $37,464,191 | 80,801 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $31,943,784 | 72,956 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $25,509,322 | 70,019 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $21,809,282 | 69,102 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $15,844,918 | 66,828 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||