Position in AVGO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$35,530,819
-$2,789,026 QoQ
Shares Held
114,797
+3.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.54%
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)
Position in Semiconductors
Technology · as of Mar 31, 2026CreativeOne Wealth, LLC holds $146,280,194 across 16 Semiconductors names. AVGO ranks #2 (24.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
491,489 | $85,715,681 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
114,797 | $35,530,819 | |
| 3 | MU |
Micron Technology Inc
|
17,994 | $6,079,092 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
22,817 | $4,641,661 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
9,626 | $3,253,106 | |
| 6 | TXN |
Texas Instruments Inc
|
13,775 | $2,674,277 | |
| 7 | INTC |
Intel Corp
|
48,180 | $2,126,183 | |
| 8 | MPWR |
Monolithic Power Systems Inc
|
1,760 | $1,924,295 |
All Filings in AVGO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $35,530,819 | 114,797 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $38,319,845 | 110,719 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $37,128,730 | 112,542 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $32,031,631 | 116,204 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $18,507,712 | 110,540 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $24,639,955 | 106,280 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $18,689,512 | 108,345 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $1,998,724 | 12,449 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $861,118 | 6,497 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $414,017 | 3,709 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $299,257 | 3,603 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $538,066 | 6,203 | Shares | Other | 2023-08-16 | |
| 2023-03-31 | $524,458 | 8,175 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $467,375 | 8,359 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $355,296 | 8,002 | Shares | Other | 2022-11-15 | |
| 2022-06-30 | $335,354 | 6,903 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $345,757 | 5,491 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $306,753 | 4,610 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $203,669 | 4,200 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $185,728 | 3,895 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $140,164 | 3,023 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $121,634 | 2,778 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $70,094 | 1,924 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $55,957 | 1,773 | Shares | Other | 2020-08-13 | |
| 2020-03-31 | $34,426 | 1,452 | Shares | Other | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||