Position in AVGO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$108,433,515
+$10,338,035 QoQ
Shares Held
287,051
-9.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
3.37%
of 13F equity value
Holder Rank
#496
of 4,778 holders
Holding Since
Mar 2022
18 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, 2026Modera Wealth Management, LLC holds $279,873,378 across 14 Semiconductors names. AVGO ranks #2 (38.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
242,019 | $115,581,013 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
287,051 | $108,433,515 | |
| 3 | NVDA |
Nvidia Corp
|
115,076 | $23,025,556 | |
| 4 | STM |
STMicroelectronics N.V.
|
136,838 | $10,247,797 | |
| 5 | INTC |
Intel Corp
|
72,570 | $10,132,949 | |
| 6 | MU |
Micron Technology Inc
|
4,043 | $4,666,794 | |
| 7 | QCOM |
Qualcomm Inc/De
|
15,617 | $2,885,865 | |
| 8 | AMD |
Advanced Micro Devices Inc
|
4,243 | $2,464,801 |
All Filings in AVGO
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $108,433,515 | 287,051 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $98,095,480 | 316,938 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $117,231,338 | 338,721 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $121,678,395 | 368,823 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $108,668,396 | 394,226 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $68,015,758 | 406,234 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $99,262,991 | 428,153 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $76,000,395 | 440,582 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $74,263,790 | 46,255 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $64,926,534 | 48,986 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $56,689,872 | 50,786 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $44,734,208 | 53,859 | Shares | Sole | 2023-11-30 | |
| 2023-06-30 | $48,665,425 | 56,103 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $481,155 | 750 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $366,230 | 655 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $297,486 | 670 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $339,095 | 698 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $406,773 | 646 | Shares | Sole | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||