Position in AVGO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$781,187
+$317,542 QoQ
Shares Held
2,068
+38.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#3,605
of 4,764 holders
Holding Since
Dec 2023
11 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, 2026LifeSteps Financial, Inc. holds $13,075,317 across 19 Semiconductors names. AVGO ranks #2 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
50,647 | $10,133,958 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
2,068 | $781,187 | |
| 3 | MU |
Micron Technology Inc
|
592 | $683,339 | |
| 4 | QCOM |
Qualcomm Inc/De
|
3,328 | $614,981 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
556 | $322,985 | |
| 6 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
337 | $160,941 | |
| 7 | INTC |
Intel Corp
|
808 | $112,821 | |
| 8 | ADI |
Analog Devices Inc
|
197 | $78,242 |
All Filings in AVGO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $781,187 | 2,068 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $463,645 | 1,498 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $504,267 | 1,457 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $388,304 | 1,177 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $401,070 | 1,455 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $267,050 | 1,595 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $459,043 | 1,980 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $341,550 | 1,980 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $316,289 | 197 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $261,105 | 197 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $219,901 | 197 | Shares | Sole | 2024-01-19 | |
| No filing history on record for this holder in this stock. | ||||||