Position in AVGO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$105,662,341
+$71,460,558 QoQ
Shares Held
279,715
+153.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
3.61%
of 13F equity value
Holder Rank
#502
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)
Derivatives in AVGO
reported options exposure · as of Jun 30, 2026CallValue
$75,550
CallShares
200
PutValue
$6,270,650
PutShares
16,600
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, 2026MISSION WEALTH MANAGEMENT, LP holds $544,402,009 across 16 Semiconductors names. AVGO ranks #2 (19.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
1,633,087 | $326,764,377 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
279,715 | $105,662,341 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
49,458 | $28,730,646 | |
| 4 | MU |
Micron Technology Inc
|
21,887 | $25,263,945 | |
| 5 | INTC |
Intel Corp
|
144,658 | $20,198,596 | |
| 6 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
29,855 | $14,257,852 | |
| 7 | TXN |
Texas Instruments Inc
|
40,275 | $12,004,769 | |
| 8 | QCOM |
Qualcomm Inc/De
|
21,304 | $3,936,766 |
All Filings in AVGO
Export CSV
44 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $75,550 | 200 | Call | Sole | 2026-07-20 | |
| 2026-06-30 | $105,662,341 | 279,715 | Shares | Sole | 2026-07-20 | |
| 2026-06-30 | $6,270,650 | 16,600 | Put | Sole | 2026-07-20 | |
| 2026-03-31 | $5,137,866 | 16,600 | Put | Sole | 2026-05-15 | |
| 2026-03-31 | $34,201,783 | 110,503 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $40,179,787 | 116,093 | Shares | Sole | 2026-02-05 | |
| 2025-12-31 | $5,883,700 | 17,000 | Put | Sole | 2026-02-05 | |
| 2025-09-30 | $40,310,053 | 122,185 | Shares | Sole | 2025-11-04 | |
| 2025-09-30 | $6,136,326 | 18,600 | Put | Sole | 2025-11-04 | |
| 2025-06-30 | $32,874,294 | 119,261 | Shares | Sole | 2025-08-05 | |
| 2025-06-30 | $5,237,350 | 19,000 | Put | Sole | 2025-08-05 | |
| 2025-03-31 | $19,621,623 | 117,193 | Shares | Sole | 2025-04-17 | |
| 2025-03-31 | $2,494,707 | 14,900 | Put | Sole | 2025-04-17 | |
| 2024-12-31 | $24,961,980 | 107,669 | Shares | Sole | 2025-02-06 | |
| 2024-12-31 | $4,845,456 | 20,900 | Put | Sole | 2025-02-06 | |
| 2024-09-30 | $15,527,070 | 90,012 | Shares | Sole | 2024-10-31 | |
| 2024-09-30 | $4,019,250 | 23,300 | Put | Sole | 2024-10-31 | |
| 2024-09-30 | $1,673,250 | 9,700 | Call | Sole | 2024-10-31 | |
| 2024-06-30 | $963,318 | 600 | Call | Sole | 2024-08-05 | |
| 2024-06-30 | $15,446,804 | 9,621 | Shares | Sole | 2024-08-05 | |
| 2024-06-30 | $2,729,401 | 1,700 | Put | Sole | 2024-08-05 | |
| 2024-03-31 | $1,988,115 | 1,500 | Call | Sole | 2024-04-30 | |
| 2024-03-31 | $13,398,569 | 10,109 | Shares | Sole | 2024-04-30 | |
| 2024-03-31 | $2,915,902 | 2,200 | Put | Sole | 2024-04-30 | |
| 2023-12-31 | $5,916,125 | 5,300 | Put | Sole | 2024-02-05 | |
| 2023-12-31 | $9,385,430 | 8,408 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $2,491,740 | 3,000 | Put | Sole | 2023-10-24 | |
| 2023-09-30 | $5,379,666 | 6,477 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $2,702,911 | 3,116 | Shares | Sole | 2023-08-04 | |
| 2023-06-30 | $173,486 | 200 | Put | Sole | 2023-08-04 | |
| 2023-03-31 | $449,078 | 700 | Put | Sole | 2023-04-07 | |
| 2023-03-31 | $2,191,500 | 3,416 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $1,356,449 | 2,426 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,088,268 | 2,451 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,004,655 | 2,068 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,261,249 | 2,003 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,493,845 | 2,245 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,131,752 | 4,396 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $932,699 | 1,956 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $888,836 | 1,917 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $3,517,686 | 8,034 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $2,844,610 | 7,808 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $2,485,744 | 7,876 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $1,867,873 | 7,878 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||