Position in AVGO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,767,491
+$557,308 QoQ
Shares Held
4,679
+19.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#2,892
of 4,778 holders
Holding Since
Sep 2021
18 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, 2026WealthPLAN Partners, LLC holds $17,562,687 across 9 Semiconductors names. AVGO ranks #2 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
53,377 | $10,680,203 | |
| 2 | AVGO |
Broadcom Inc.
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|
4,679 | $1,767,491 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
2,395 | $1,391,279 | |
| 4 | MU |
Micron Technology Inc
|
1,101 | $1,270,873 | |
| 5 | TXN |
Texas Instruments Inc
|
3,487 | $1,039,369 | |
| 6 | MRVL |
Marvell Technology, Inc.
|
1,781 | $530,542 | |
| 7 | QCOM |
Qualcomm Inc/De
|
2,563 | $473,616 | |
| 8 | INTC |
Intel Corp
|
1,813 | $253,149 |
All Filings in AVGO
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,767,491 | 4,679 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,210,183 | 3,910 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $2,912,777 | 8,416 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,603,648 | 7,892 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $2,020,238 | 7,329 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $971,595 | 5,803 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,314,764 | 5,671 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $866,295 | 5,022 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $2,169,070 | 1,351 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,593,141 | 1,202 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $602,774 | 540 | Shares | Other | 2024-01-05 | |
| 2023-09-30 | $434,393 | 523 | Shares | Other | 2023-11-02 | |
| 2023-06-30 | $338,297 | 390 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $326,543 | 509 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $268,941 | 481 | Shares | Other | 2023-02-16 | |
| 2022-03-31 | $328,692 | 522 | Shares | Other | 2022-05-03 | |
| 2021-12-31 | $352,666 | 530 | Shares | Other | 2022-02-01 | |
| 2021-09-30 | $264,286 | 545 | Shares | Sole | 2021-12-09 | |
| No filing history on record for this holder in this stock. | ||||||