Foundations Investment Advisors, LLC
EndowmentPosition in AVGO — Broadcom Inc.
CIK 1743404
PHOENIX, AZ
Position in AVGO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$24,520,884
+$5,772,008 QoQ
Shares Held
64,913
+7.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#991
of 4,764 holders
Holding Since
Sep 2022
16 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, 2026Foundations Investment Advisors, LLC holds $300,894,377 across 16 Semiconductors names. AVGO ranks #3 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
900,603 | $180,201,650 | |
| 2 | CBRS |
Cerebras Systems Inc.
|
152,080 | $33,609,680 | |
| 3 | AVGO |
Broadcom Inc.
This page
|
64,913 | $24,520,884 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
36,193 | $17,284,689 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
26,029 | $15,120,505 | |
| 6 | MU |
Micron Technology Inc
|
12,701 | $14,660,636 | |
| 7 | INTC |
Intel Corp
|
35,607 | $4,971,804 | |
| 8 | QCOM |
Qualcomm Inc/De
|
14,358 | $2,653,214 |
All Filings in AVGO
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,520,884 | 64,913 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $18,748,876 | 60,576 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $19,505,156 | 56,357 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $16,350,669 | 49,561 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $11,800,024 | 42,808 | Shares | Other | 2025-08-08 | |
| 2025-03-31 | $6,321,653 | 37,757 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $8,645,081 | 37,289 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $4,468,957 | 25,907 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $3,620,470 | 2,255 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $3,397,025 | 2,563 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,985,968 | 2,675 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,914,486 | 2,305 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $1,712,306 | 1,974 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,172,093 | 1,827 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $819,684 | 1,466 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $421,809 | 950 | Shares | Sole | 2022-10-19 | |
| No filing history on record for this holder in this stock. | ||||||