Position in AVGO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$36,127,863
+$6,668,524 QoQ
Shares Held
116,726
+37.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 25%
Shared 0%
None 75%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026Capital Wealth Planning, LLC holds $234,917,302 across 7 Semiconductors names. AVGO ranks #3 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
581,100 | $101,343,839 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
125,558 | $42,432,326 | |
| 3 | AVGO |
Broadcom Inc.
This page
|
116,726 | $36,127,863 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
91,404 | $18,594,315 | |
| 5 | MU |
Micron Technology Inc
|
49,752 | $16,808,215 | |
| 6 | ASX |
ASE Technology Holding Co., Ltd.
|
532,562 | $11,545,944 | |
| 7 | INTC |
Intel Corp
|
182,751 | $8,064,800 |
All Filings in AVGO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $36,127,863 | 116,726 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $29,459,339 | 85,118 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $16,130,289 | 48,893 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,457,535 | 16,171 | Shares | Other | 2025-08-07 | |
| 2025-03-31 | $957,699 | 5,720 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $795,211 | 3,430 | Shares | Other | 2025-02-05 | |
| 2024-09-30 | $887,685 | 5,146 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $624,551 | 389 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $91,284,962 | 68,873 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $297,776,430 | 266,765 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $615,459 | 741 | Shares | Sole | 2023-11-06 | |
| 2022-12-31 | $296,898 | 531 | Shares | Sole | 2023-02-03 | |
| 2022-03-31 | $201,497 | 320 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $829,100 | 1,246 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $491,234 | 1,013 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $505,450 | 1,060 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $360,263 | 777 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $220,676 | 504 | Shares | Sole | 2021-01-25 | |
| 2020-03-31 | $326,723 | 1,378 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||