Position in AVGO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$126,626,333
-$9,094,421 QoQ
Shares Held
335,212
-23.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
2.18%
of 13F equity value
Holder Rank
#458
of 4,778 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Derivatives in AVGO
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$1,284,350
PutShares
3,400
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductors
Technology · as of Jun 30, 2026Allworth Financial LP holds $713,651,448 across 56 Semiconductors names. AVGO ranks #2 (17.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
1,469,798 | $294,091,881 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
335,212 | $126,626,333 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
95,614 | $55,543,128 | |
| 4 | MU |
Micron Technology Inc
|
47,578 | $54,918,809 | |
| 5 | TXN |
Texas Instruments Inc
|
182,224 | $54,315,507 | |
| 6 | INTC |
Intel Corp
|
371,823 | $51,917,645 | |
| 7 | QCOM |
Qualcomm Inc/De
|
113,992 | $21,064,581 | |
| 8 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
37,508 | $17,912,694 |
All Filings in AVGO
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $126,626,333 | 335,212 | Shares | Sole | 2026-08-11 | |
| 2026-06-30 | $1,284,350 | 3,400 | Put | Sole | 2026-08-11 | |
| 2026-03-31 | $1,052,334 | 3,400 | Put | Sole | 2026-05-15 | |
| 2026-03-31 | $135,720,754 | 438,502 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $152,920,477 | 441,839 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $118,627,718 | 359,576 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $102,221,219 | 370,837 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $53,722,929 | 320,868 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $73,747,840 | 318,098 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $54,435,307 | 315,567 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $49,660,384 | 315,605 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $17,972,559 | 13,560 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $13,881,684 | 12,436 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $4,324,829 | 5,207 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $3,785,463 | 4,364 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,773,857 | 2,765 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,566,122 | 2,801 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $1,161,974 | 2,617 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,092,586 | 2,249 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $1,285,806 | 2,042 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $751,913 | 1,130 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $495,113 | 1,021 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $226,022 | 474 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $221,629 | 478 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $129,603 | 296 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $104,195 | 286 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $90,264 | 286 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $55,955 | 236 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||