Position in AVGO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$11,822,064
+$2,332,178 QoQ
Shares Held
31,296
+2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.64%
of 13F equity value
Holder Rank
#1,395
of 4,764 holders
Holding Since
Mar 2020
7 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, 2026CFM WEALTH PARTNERS LLC holds $183,096,148 across 11 Semiconductors names. AVGO ranks #3 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
532,703 | $106,588,543 | |
| 2 | AMD |
Advanced Micro Devices Inc
|
55,008 | $31,954,697 | |
| 3 | AVGO |
Broadcom Inc.
This page
|
31,296 | $11,822,064 | |
| 4 | MRVL |
Marvell Technology, Inc.
|
37,032 | $11,031,462 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
17,687 | $8,446,780 | |
| 6 | ARM |
Arm Holdings PLC /Uk
|
8,197 | $2,906,410 | |
| 7 | MU |
Micron Technology Inc
|
2,505 | $2,891,496 | |
| 8 | CRDO |
Credo Technology Group Holding Ltd
|
10,629 | $2,890,556 |
All Filings in AVGO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,822,064 | 31,296 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $9,489,886 | 30,661 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $9,269,942 | 26,784 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $7,754,864 | 23,506 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,000,392 | 7,257 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $614,133 | 3,668 | Shares | Sole | 2025-04-25 | |
| 2020-03-31 | $6,164 | 26 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||