Position in AVGO
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$44,844,284
-$2,940,357 QoQ
Shares Held
144,888
+4.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.57%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Derivatives in AVGO
reported options exposure · as of Sep 30, 2025CallValue
$0
CallShares
0
PutValue
$32,991
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 Mar 31, 2026Arkadios Wealth Advisors holds $269,245,394 across 21 Semiconductors names. AVGO ranks #2 (16.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
844,995 | $147,367,128 | |
| 2 | AVGO |
Broadcom Inc.
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|
144,888 | $44,844,284 | |
| 3 | MU |
Micron Technology Inc
|
53,964 | $18,231,197 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
43,804 | $14,803,561 | |
| 5 | QCOM |
Qualcomm Inc/De
|
97,161 | $12,512,392 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
49,152 | $9,998,990 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
47,725 | $4,727,160 | |
| 8 | TXN |
Texas Instruments Inc
|
20,048 | $3,892,118 |
All Filings in AVGO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $44,844,284 | 144,888 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $47,784,641 | 138,066 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $32,991 | 100 | Put | Sole | 2025-10-29 | |
| 2025-09-30 | $40,514,266 | 122,804 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $29,762,481 | 107,972 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $19,154,828 | 114,405 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $12,495,480 | 53,897 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $9,951,870 | 57,692 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $5,227,605 | 3,256 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $2,949,037 | 2,225 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,672,302 | 2,394 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $2,162,830 | 2,604 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $4,492,419 | 5,179 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $3,445,711 | 5,371 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,745,328 | 4,910 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $1,885,266 | 4,246 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,636,693 | 3,369 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $1,861,963 | 2,957 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,258,290 | 1,891 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $765,704 | 1,579 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $813,012 | 1,705 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $296,742 | 640 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $166,383 | 380 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $173,780 | 477 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $149,914 | 475 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $78,243 | 330 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||