Position in AVGO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,573,233
+$428,020 QoQ
Shares Held
6,812
-1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.28%
of 13F equity value
Holder Rank
#2,570
of 4,784 holders
Holding Since
Dec 2021
17 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, 2026Beacon Financial Advisory LLC holds $17,030,253 across 9 Semiconductors names. AVGO ranks #2 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
33,755 | $6,754,037 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
6,812 | $2,573,233 | |
| 3 | MU |
Micron Technology Inc
|
2,222 | $2,564,832 | |
| 4 | QCOM |
Qualcomm Inc/De
|
9,970 | $1,842,356 | |
| 5 | INTC |
Intel Corp
|
8,486 | $1,184,900 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
1,445 | $839,414 | |
| 7 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,107 | $528,669 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
1,531 | $456,069 |
All Filings in AVGO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,573,233 | 6,812 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,145,213 | 6,931 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,310,909 | 6,677 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,168,828 | 6,574 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,164,345 | 4,224 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $693,495 | 4,142 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $824,886 | 3,558 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $538,717 | 3,123 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $489,686 | 305 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $402,924 | 304 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $426,407 | 382 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $313,959 | 378 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $320,949 | 370 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $236,086 | 368 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $204,641 | 366 | Shares | Sole | 2023-01-20 | |
| 2022-03-31 | $215,980 | 343 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $225,573 | 339 | Shares | Sole | 2022-01-21 | |
| No filing history on record for this holder in this stock. | ||||||