MISSION WEALTH MANAGEMENT, LP

Position in AVGO — Broadcom Inc.

CIK 1645382 Santa Barbara, CA

Back to AVGO Full portfolio

Position in AVGO

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$34,201,783

-$5,978,004 QoQ

Shares Held

110,503

-4.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

2.33%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Common Shares in AVGO Over Time

Shares Held

Position Value (USD)

Derivatives in AVGO

reported options exposure · as of Mar 31, 2026

CallValue

CallShares

PutValue

$5,137,866

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 Mar 31, 2026

MISSION WEALTH MANAGEMENT, LP holds $208,416,662 across 11 Semiconductors names. AVGO ranks #2 (16.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	838,187	$146,179,812
2	AVGO	Broadcom Inc. This page	110,503	$34,201,783
3	AMD	Advanced Micro Devices Inc	30,603	$6,225,568
4	INTC	Intel Corp	120,196	$5,304,249
5	TXN	Texas Instruments Inc	24,699	$4,795,063
6	MU	Micron Technology Inc	12,206	$4,123,675
7	TSM	Taiwan Semiconductor Manufacturing Co Ltd	8,613	$2,910,763
8	QCOM	Qualcomm Inc/De	20,567	$2,648,618

All Filings in AVGO

Export CSV

41 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,137,866	16,600	-85.0%	Put	Sole	2026-05-15
2026-03-31	$34,201,783	110,503	-4.8%	Shares	Sole	2026-05-15
2025-12-31	$40,179,787	116,093	+582.9%	Shares	Sole	2026-02-05
2025-12-31	$5,883,700	17,000	-86.1%	Put	Sole	2026-02-05
2025-09-30	$40,310,053	122,185	+556.9%	Shares	Sole	2025-11-04
2025-09-30	$6,136,326	18,600	-84.4%	Put	Sole	2025-11-04
2025-06-30	$32,874,294	119,261	+527.7%	Shares	Sole	2025-08-05
2025-06-30	$5,237,350	19,000	-83.8%	Put	Sole	2025-08-05
2025-03-31	$19,621,623	117,193	+686.5%	Shares	Sole	2025-04-17
2025-03-31	$2,494,707	14,900	-86.2%	Put	Sole	2025-04-17
2024-12-31	$24,961,980	107,669	+415.2%	Shares	Sole	2025-02-06
2024-12-31	$4,845,456	20,900	-76.8%	Put	Sole	2025-02-06
2024-09-30	$15,527,070	90,012	+286.3%	Shares	Sole	2024-10-31
2024-09-30	$4,019,250	23,300	+140.2%	Put	Sole	2024-10-31
2024-09-30	$1,673,250	9,700	+1516.7%	Call	Sole	2024-10-31
2024-06-30	$96,331	600	-93.8%	Call	Sole	2024-08-05
2024-06-30	$1,544,680	9,621	+465.9%	Shares	Sole	2024-08-05
2024-06-30	$272,940	1,700	+13.3%	Put	Sole	2024-08-05
2024-03-31	$198,811	1,500	-85.2%	Call	Sole	2024-04-30
2024-03-31	$1,339,856	10,109	+359.5%	Shares	Sole	2024-04-30
2024-03-31	$291,590	2,200	-58.5%	Put	Sole	2024-04-30
2023-12-31	$591,612	5,300	-37.0%	Put	Sole	2024-02-05
2023-12-31	$938,543	8,408	+180.3%	Shares	Sole	2024-02-05
2023-09-30	$249,174	3,000	-53.7%	Put	Sole	2023-10-24
2023-09-30	$537,966	6,477	+107.9%	Shares	Sole	2023-10-24
2023-06-30	$270,291	3,116	+1458.0%	Shares	Sole	2023-08-04
2023-06-30	$17,348	200	-71.4%	Put	Sole	2023-08-04
2023-03-31	$44,907	700	-79.5%	Put	Sole	2023-04-07
2023-03-31	$219,150	3,416	+40.8%	Shares	Sole	2023-04-07
2022-12-31	$135,644	2,426	-1.0%	Shares	Sole	2023-02-02
2022-09-30	$108,826	2,451	+18.5%	Shares	Sole	2022-10-12
2022-06-30	$100,465	2,068	+3.2%	Shares	Sole	2022-07-27
2022-03-31	$126,124	2,003	-10.8%	Shares	Sole	2022-04-25
2021-12-31	$149,384	2,245	-48.9%	Shares	Sole	2022-02-11
2021-09-30	$213,175	4,396	+124.7%	Shares	Sole	2021-11-05
2021-06-30	$93,269	1,956	+2.0%	Shares	Sole	2021-08-10
2021-03-31	$88,883	1,917	-76.1%	Shares	Sole	2021-05-10
2020-12-31	$351,768	8,034	+2.9%	Shares	Sole	2021-01-19
2020-09-30	$284,461	7,808	-0.9%	Shares	Sole	2020-10-16
2020-06-30	$248,574	7,876	-0.0%	Shares	Sole	2020-08-03
2020-03-31	$186,787	7,878	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.