Position in AVGO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,083,009
+$169,645 QoQ
Shares Held
2,867
-2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.35%
of 13F equity value
Holder Rank
#3,319
of 4,778 holders
Holding Since
Jun 2024
9 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, 2026SilverOak Wealth Management LLC holds $13,445,055 across 9 Semiconductors names. AVGO ranks #6 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MU |
Micron Technology Inc
|
2,798 | $3,229,703 | |
| 2 | NVDA |
Nvidia Corp
|
12,012 | $2,403,481 | |
| 3 | INTC |
Intel Corp
|
14,502 | $2,024,914 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
3,465 | $2,012,853 | |
| 5 | MRVL |
Marvell Technology, Inc.
|
5,666 | $1,687,844 | |
| 6 | AVGO |
Broadcom Inc.
This page
|
2,867 | $1,083,009 | |
| 7 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,206 | $575,949 | |
| 8 | TXN |
Texas Instruments Inc
|
762 | $227,129 |
All Filings in AVGO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,083,009 | 2,867 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $913,364 | 2,951 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,005,766 | 2,906 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,005,565 | 3,048 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,043,059 | 3,784 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $237,750 | 1,420 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $329,212 | 1,420 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $244,950 | 1,420 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $227,985 | 142 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||