Position in AVGO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$43,247,086
+$7,681,911 QoQ
Shares Held
114,486
-0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.33%
of 13F equity value
Holder Rank
#784
of 4,764 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)
Position in Semiconductors
Technology · as of Jun 30, 2026Dakota Wealth Management holds $242,685,964 across 19 Semiconductors names. AVGO ranks #2 (17.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
457,998 | $91,640,819 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
114,486 | $43,247,086 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
41,206 | $23,936,977 | |
| 4 | ADI |
Analog Devices Inc
|
57,295 | $22,755,855 | |
| 5 | MU |
Micron Technology Inc
|
18,394 | $21,232,010 | |
| 6 | MPWR |
Monolithic Power Systems, Inc.
|
8,310 | $11,487,411 | |
| 7 | QCOM |
Qualcomm Inc/De
|
31,775 | $5,871,702 | |
| 8 | ARM |
Arm Holdings PLC /Uk
|
11,728 | $4,158,396 |
All Filings in AVGO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,247,086 | 114,486 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $35,565,175 | 114,908 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $51,001,642 | 147,361 | Shares | Defined | 2026-01-13 | |
| 2025-09-30 | $37,902,700 | 114,888 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $36,958,325 | 134,077 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $39,903,926 | 238,332 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $56,882,639 | 245,353 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $45,073,560 | 261,296 | Shares | Defined | 2024-10-23 | |
| 2024-06-30 | $46,216,786 | 28,786 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $32,245,899 | 24,329 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $26,805,627 | 24,014 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $19,974,618 | 24,049 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $23,108,334 | 26,640 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $13,396,637 | 20,882 | Shares | Other | 2023-04-14 | |
| 2022-12-31 | $5,446,485 | 9,741 | Shares | Other | 2023-02-08 | |
| 2022-09-30 | $4,607,935 | 10,378 | Shares | Other | 2022-11-10 | |
| 2022-06-30 | $4,332,452 | 8,918 | Shares | Other | 2022-08-05 | |
| 2022-03-31 | $11,502,364 | 18,267 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $7,613,621 | 11,442 | Shares | Other | 2022-02-10 | |
| 2021-09-30 | $3,607,394 | 7,439 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $3,459,474 | 7,255 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $3,713,452 | 8,009 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $3,327,222 | 7,599 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,319,202 | 3,621 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $1,905,653 | 6,038 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $708,929 | 2,990 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||