Position in AVGO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$7,979,213
+$1,576,690 QoQ
Shares Held
21,123
+2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,663
of 4,778 holders
Holding Since
Dec 2021
17 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, 2026Circle Wealth Management, LLC holds $70,898,999 across 16 Semiconductors names. AVGO ranks #4 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
101,098 | $20,228,698 | |
| 2 | INTC |
Intel Corp
|
63,361 | $8,847,096 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
13,978 | $8,119,959 | |
| 4 | AVGO |
Broadcom Inc.
This page
|
21,123 | $7,979,213 | |
| 5 | MU |
Micron Technology Inc
|
3,953 | $4,562,908 | |
| 6 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
8,895 | $4,247,985 | |
| 7 | TXN |
Texas Instruments Inc
|
12,131 | $3,615,887 | |
| 8 | ON |
On Semiconductor Corp
|
26,178 | $2,474,868 |
All Filings in AVGO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,979,213 | 21,123 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $6,402,523 | 20,686 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,898,928 | 17,044 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,751,321 | 17,433 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,335,698 | 15,729 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,641,877 | 15,779 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,500,014 | 19,410 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,556,967 | 14,823 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,839,937 | 1,146 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $723,673 | 546 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $623,983 | 559 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $593,864 | 715 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $329,623 | 380 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $243,143 | 379 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $211,351 | 378 | Shares | Sole | 2023-02-13 | |
| 2022-03-31 | $246,204 | 391 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $252,855 | 380 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||