Position in AVGO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$43,651,278
+$8,120,459 QoQ
Shares Held
115,556
+0.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.25%
of 13F equity value
Holder Rank
#778
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)
Position in Semiconductors
Technology · as of Jun 30, 2026CreativeOne Wealth, LLC holds $211,025,736 across 18 Semiconductors names. AVGO ranks #2 (20.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
484,553 | $96,954,208 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
115,556 | $43,651,278 | |
| 3 | MU |
Micron Technology Inc
|
18,248 | $21,063,482 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
27,494 | $15,971,539 | |
| 5 | INTC |
Intel Corp
|
46,462 | $6,487,488 | |
| 6 | MRVL |
Marvell Technology, Inc.
|
19,717 | $5,873,496 | |
| 7 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
12,038 | $5,748,987 | |
| 8 | TXN |
Texas Instruments Inc
|
17,377 | $5,179,562 |
All Filings in AVGO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,651,278 | 115,556 | Shares | Other | 2026-08-13 | |
| 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 | $19,987,241 | 12,449 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $8,611,188 | 6,497 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,140,171 | 3,709 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,992,578 | 3,603 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $3,629 | 5,686 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $5,244,589 | 8,175 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $4,673,767 | 8,359 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $3,552,967 | 8,002 | Shares | Other | 2022-11-15 | |
| 2022-06-30 | $3,353,545 | 6,903 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $3,457,572 | 5,491 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $3,067,539 | 4,610 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $2,036,705 | 4,200 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $1,857,290 | 3,895 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,401,643 | 3,023 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $1,216,347 | 2,778 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $700,950 | 1,924 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $559,576 | 1,773 | Shares | Other | 2020-08-13 | |
| 2020-03-31 | $344,268 | 1,452 | Shares | Other | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||