Position in AVGO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$51,566,274
+$10,451,585 QoQ
Shares Held
136,509
+2.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.44%
of 13F equity value
Holder Rank
#721
of 4,764 holders
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 25%
Shared 0%
None 75%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Derivatives in AVGO
reported options exposure · as of Jun 30, 2026CallValue
$113,325
CallShares
300
PutValue
$0
PutShares
0
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, 2026Meridian Wealth Management, LLC holds $369,175,152 across 20 Semiconductors names. AVGO ranks #3 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
728,772 | $145,819,989 | |
| 2 | MU |
Micron Technology Inc
|
46,508 | $53,683,719 | |
| 3 | AVGO |
Broadcom Inc.
This page
|
136,509 | $51,566,274 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
77,535 | $45,040,856 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
87,014 | $41,555,275 | |
| 6 | MRVL |
Marvell Technology, Inc.
|
40,046 | $11,929,302 | |
| 7 | INTC |
Intel Corp
|
62,178 | $8,681,914 | |
| 8 | QCOM |
Qualcomm Inc/De
|
12,854 | $2,375,290 |
All Filings in AVGO
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,566,274 | 136,509 | Shares | Sole | 2026-08-05 | |
| 2026-06-30 | $113,325 | 300 | Call | Sole | 2026-08-05 | |
| 2026-03-31 | $41,114,689 | 132,838 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $45,903,243 | 132,630 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $41,417,891 | 125,543 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $30,887,685 | 112,054 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $12,796,005 | 76,426 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $16,834,597 | 72,613 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $11,270,287 | 65,335 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $10,858,199 | 6,763 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $11,461,655 | 10,268 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $4,586,462 | 5,522 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $4,759,588 | 5,487 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $4,421,493 | 6,892 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,877,007 | 6,934 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,183,995 | 7,171 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,895,913 | 5,961 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,097,532 | 1,743 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $276,810 | 416 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $200,276 | 413 | Shares | Sole | 2021-10-15 | |
| No filing history on record for this holder in this stock. | ||||||