Position in AVGO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$522,103,007
+$113,815,986 QoQ
Shares Held
1,382,139
+4.8% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
1.72%
of 13F equity value
Holder Rank
#222
of 4,764 holders
Holding Since
Jun 2021
16 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Derivatives in AVGO
reported options exposure · as of Jun 30, 2026CallValue
$75,550
CallShares
200
PutValue
$3,928,600
PutShares
10,400
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 Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $3,632,009,686 across 43 Semiconductors names. AVGO ranks #3 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
7,300,993 | $1,460,855,689 | |
| 2 | MU |
Micron Technology Inc
|
623,933 | $720,199,622 | |
| 3 | AVGO |
Broadcom Inc.
This page
|
1,382,139 | $522,103,007 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
333,742 | $193,874,065 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
379,211 | $181,099,797 | |
| 6 | QCOM |
Qualcomm Inc/De
|
572,675 | $105,824,613 | |
| 7 | ADI |
Analog Devices Inc
|
261,417 | $103,826,989 | |
| 8 | TXN |
Texas Instruments Inc
|
341,697 | $101,849,624 |
All Filings in AVGO
Export CSV
31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,928,600 | 10,400 | Put | Sole | 2026-07-15 | |
| 2026-06-30 | $75,550 | 200 | Call | Sole | 2026-07-15 | |
| 2026-06-30 | $522,103,007 | 1,382,139 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $408,287,021 | 1,319,140 | Shares | Sole | 2026-04-08 | |
| 2026-03-31 | $2,352,276 | 7,600 | Put | Sole | 2026-04-08 | |
| 2025-12-31 | $2,796,311,831 | 8,079,491 | Shares | Sole | 2026-01-08 | |
| 2025-12-31 | $1,025,755 | 14,600 | Put | Sole | 2026-01-08 | |
| 2025-09-30 | $335,803,842 | 1,017,865 | Shares | Sole | 2025-10-29 | |
| 2025-09-30 | $442,601 | 13,573 | Put | Sole | 2025-10-29 | |
| 2025-06-30 | $264,815,576 | 960,695 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $144,780,906 | 864,725 | Shares | Sole | 2025-04-16 | |
| 2025-03-31 | $1,942,188 | 11,600 | Put | Sole | 2025-04-16 | |
| 2024-12-31 | $219,810 | 5,600 | Call | Sole | 2025-03-17 | |
| 2024-12-31 | $302,405,140 | 1,304,370 | Shares | Sole | 2025-03-17 | |
| 2024-12-31 | $109,270 | 10,300 | Put | Sole | 2025-03-17 | |
| 2024-09-30 | $181,047,202 | 1,049,549 | Shares | Sole | 2024-10-24 | |
| 2024-09-30 | $41,620 | 4,400 | Put | Sole | 2024-10-24 | |
| 2024-09-30 | $92,368 | 3,200 | Call | Sole | 2024-10-24 | |
| 2024-06-30 | $506,000 | 2,200 | Call | Sole | 2024-07-16 | |
| 2024-06-30 | $1,148 | 200 | Put | Sole | 2024-07-16 | |
| 2024-06-30 | $149,028,505 | 92,822 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $122,674,647 | 92,556 | Shares | Sole | 2024-04-15 | |
| 2024-03-31 | $5,640 | 300 | Put | Sole | 2024-04-15 | |
| 2024-03-31 | $65,400 | 600 | Call | Sole | 2024-04-15 | |
| 2023-12-31 | $106,064,958 | 95,019 | Shares | Sole | 2024-01-30 | |
| 2023-12-31 | $13,590 | 300 | Put | Sole | 2024-01-30 | |
| 2023-09-30 | $73,577,759 | 88,586 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $40,507,246 | 46,698 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $753,167 | 1,174 | Shares | Sole | 2023-04-25 | |
| 2021-09-30 | $1,518,800 | 3,132 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $5,667,243 | 11,885 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||