Position in AVGO
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$224,273,388
+$10,489,524 QoQ
Shares Held
724,608
+17.3% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
2.56%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026AE Wealth Management LLC holds $1,107,088,940 across 20 Semiconductors names. AVGO ranks #2 (20.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
3,604,413 | $628,609,601 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
724,608 | $224,273,388 | |
| 3 | MU |
Micron Technology Inc
|
276,532 | $93,423,534 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
378,911 | $77,081,829 | |
| 5 | SWKS |
Skyworks Solutions, Inc.
|
311,880 | $16,701,144 | |
| 6 | INTC |
Intel Corp
|
349,326 | $15,415,722 | |
| 7 | ADI |
Analog Devices Inc
|
42,879 | $13,641,495 | |
| 8 | TXN |
Texas Instruments Inc
|
68,708 | $13,338,942 |
All Filings in AVGO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $224,273,388 | 724,608 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $213,783,864 | 617,694 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $195,223,555 | 591,748 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $156,015,944 | 565,993 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $85,580,818 | 511,144 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $111,349,255 | 480,285 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $74,460,136 | 431,653 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $751,540 | 4,681 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $514,781 | 3,884 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $5,720,222 | 51,245 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $3,256,039 | 39,202 | Shares | Other | 2023-10-11 | |
| 2023-06-30 | $3,083,886 | 35,552 | Shares | Other | 2023-07-10 | |
| 2023-03-31 | $1,623,673 | 25,309 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,785,637 | 31,936 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,272,799 | 28,666 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $1,073,640 | 22,100 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,029,400 | 16,348 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,367,550 | 20,552 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $817,931 | 16,867 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $767,617 | 16,098 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $759,660 | 16,384 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $663,999 | 15,165 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $481,594 | 13,219 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $421,213 | 13,346 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $157,647 | 6,649 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||