Robertson Stephens Wealth Management, LLC
Position in AVGO — Broadcom Inc.
CIK 1767307
San Francisco, CA
Position in AVGO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$7,718,188
-$5,333,539 QoQ
Shares Held
20,432
-51.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#1,688
of 4,764 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Derivatives in AVGO
reported options exposure · as of Jun 30, 2025CallValue
$0
CallShares
0
PutValue
$27,565
PutShares
100
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductors
Technology · as of Jun 30, 2026Robertson Stephens Wealth Management, LLC holds $99,387,804 across 12 Semiconductors names. AVGO ranks #3 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
332,607 | $66,551,334 | |
| 2 | QCOM |
Qualcomm Inc/De
|
51,975 | $9,604,460 | |
| 3 | AVGO |
Broadcom Inc.
This page
|
20,432 | $7,718,188 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
6,837 | $3,971,681 | |
| 5 | MU |
Micron Technology Inc
|
3,422 | $3,949,980 | |
| 6 | INTC |
Intel Corp
|
25,985 | $3,628,285 | |
| 7 | ADI |
Analog Devices Inc
|
2,697 | $1,071,167 | |
| 8 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,662 | $793,721 |
All Filings in AVGO
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,718,188 | 20,432 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $13,051,727 | 42,169 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $12,170,260 | 35,164 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $9,439,055 | 28,611 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $27,565 | 100 | Put | Sole | 2025-07-24 | |
| 2025-06-30 | $8,227,876 | 29,849 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $4,166,328 | 24,884 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $5,859,060 | 25,272 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $5,113,072 | 29,641 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,904,894 | 3,055 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,884,776 | 2,931 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,011,482 | 1,802 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,225,936 | 1,476 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $905,596 | 1,044 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $417,642 | 651 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $262,791 | 470 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $208,684 | 470 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $439,172 | 904 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $874,625 | 1,389 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,275,590 | 1,917 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||