Position in AVGO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$61,457,280
+$10,120,714 QoQ
Shares Held
162,693
-1.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.97%
of 13F equity value
Holder Rank
#662
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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $305,610,948 across 26 Semiconductors names. AVGO ranks #2 (20.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
527,328 | $105,513,059 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
162,693 | $61,457,280 | |
| 3 | MU |
Micron Technology Inc
|
35,098 | $40,513,270 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
51,370 | $24,532,770 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
24,086 | $13,991,798 | |
| 6 | INTC |
Intel Corp
|
92,657 | $12,937,696 | |
| 7 | ADI |
Analog Devices Inc
|
24,110 | $9,575,768 | |
| 8 | QCOM |
Qualcomm Inc/De
|
35,925 | $6,638,580 |
All Filings in AVGO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,457,280 | 162,693 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $51,336,566 | 165,864 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $27,319,057 | 78,934 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $25,204,464 | 76,398 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,468,519 | 30,722 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $5,142,947 | 30,717 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $8,425,297 | 36,341 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $6,705,765 | 38,874 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $3,771,389 | 2,349 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $3,143,872 | 2,372 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $2,600,862 | 2,330 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,715,147 | 2,065 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,926,562 | 2,221 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $862,229 | 1,344 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $366,230 | 655 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $419,145 | 944 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $286,142 | 589 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $377,178 | 599 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $469,114 | 705 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $341,875 | 705 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $337,602 | 708 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $316,679 | 683 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $271,029 | 619 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $241,908 | 664 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $863,193 | 2,735 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $717,938 | 3,028 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||