Position in AVGO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$458,966
+$89,721 QoQ
Shares Held
1,215
+1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,718
of 2,064 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Live Oak Private Wealth LLC holds $30,768,069 across 6 Semiconductors names. AVGO ranks #6 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADI |
Analog Devices Inc
|
28,928 | $11,489,333 | |
| 2 | VSH |
Vishay Intertechnology Inc
|
173,415 | $9,326,258 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
14,900 | $7,115,793 | |
| 4 | NVDA |
Nvidia Corp
|
7,961 | $1,592,916 | |
| 5 | QCOM |
Qualcomm Inc/De
|
4,247 | $784,803 | |
| 6 | AVGO |
Broadcom Inc.
This page
|
1,215 | $458,966 |
All Filings in AVGO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $458,966 | 1,215 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $369,245 | 1,193 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $405,975 | 1,173 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $397,541 | 1,205 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $336,017 | 1,219 | Shares | Sole | 2025-08-04 | |
| No filing history on record for this holder in this stock. | ||||||