Position in AVGO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$135,720,754
-$17,199,723 QoQ
Shares Held
438,502
-0.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
2.45%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 1.2702336591395251.ToString("F0")%
Shared 0.ToString("F0")%
None 98.72976634086046.ToString("F0")%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Derivatives in AVGO
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$1,052,334
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 Mar 31, 2026Allworth Financial LP holds $550,339,004 across 57 Semiconductors names. AVGO ranks #2 (24.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
1,497,681 | $261,195,566 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
438,502 | $135,720,754 | |
| 3 | TXN |
Texas Instruments Inc
|
213,078 | $41,366,962 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
127,480 | $25,933,256 | |
| 5 | QCOM |
Qualcomm Inc/De
|
162,124 | $20,878,328 | |
| 6 | MU |
Micron Technology Inc
|
58,771 | $19,855,194 | |
| 7 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
37,323 | $12,613,307 | |
| 8 | INTC |
Intel Corp
|
279,139 | $12,318,404 |
All Filings in AVGO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $50,671,329 | 315,605 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,797,255 | 13,560 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,388,168 | 12,436 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $432,482 | 5,207 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $378,545 | 4,364 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $177,385 | 2,765 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $156,612 | 2,801 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $116,197 | 2,617 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $109,258 | 2,249 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $128,580 | 2,042 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $75,191 | 1,130 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $49,511 | 1,021 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $22,602 | 474 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $22,162 | 478 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $12,960 | 296 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $10,419 | 286 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $9,026 | 286 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $5,595 | 236 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||