Position in AVGO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$116,147,544
+$28,341,728 QoQ
Shares Held
307,472
+8.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
2.09%
of 13F equity value
Holder Rank
#79
of 1,898 holders
Holding Since
Dec 2021
19 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
$188,875
CallShares
500
PutValue
$22,778,325
PutShares
60,300
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, 2026Merit Financial Group, LLC holds $608,149,734 across 35 Semiconductors names. AVGO ranks #2 (19.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
1,301,989 | $260,514,975 | |
| 2 | AVGO |
Broadcom Inc.
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|
307,472 | $116,147,544 | |
| 3 | MU |
Micron Technology Inc
|
54,879 | $63,346,275 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
68,850 | $39,995,648 | |
| 5 | INTC |
Intel Corp
|
192,070 | $26,818,729 | |
| 6 | TXN |
Texas Instruments Inc
|
74,295 | $22,145,105 | |
| 7 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
44,535 | $21,268,577 | |
| 8 | ADI |
Analog Devices Inc
|
34,131 | $13,555,804 |
All Filings in AVGO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,778,325 | 60,300 | Put | Sole | 2026-07-20 | |
| 2026-06-30 | $188,875 | 500 | Call | Sole | 2026-07-20 | |
| 2026-06-30 | $116,147,544 | 307,472 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $87,805,816 | 283,693 | Shares | Other | 2026-04-15 | |
| 2026-03-31 | $18,570,600 | 60,000 | Put | Other | 2026-04-15 | |
| 2025-12-31 | $20,766,000 | 60,000 | Put | Other | 2026-01-26 | |
| 2025-12-31 | $87,220,312 | 252,009 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $19,794,600 | 60,000 | Put | Other | 2025-11-07 | |
| 2025-09-30 | $69,170,247 | 209,664 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $56,736,763 | 205,829 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $21,525,470 | 128,564 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $25,789,417 | 111,238 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $10,704,487 | 62,055 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $13,841,274 | 8,621 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $8,140,668 | 6,142 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $3,512,838 | 3,147 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $4,682,810 | 5,638 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $4,962,567 | 5,721 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $2,158,782 | 3,365 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1,610,853 | 2,881 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $1,687,682 | 3,801 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $2,863,364 | 5,894 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,437,559 | 2,283 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $768,548 | 1,155 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||