Position in AVGO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,515,533
+$270,684 QoQ
Shares Held
4,012
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.18%
of 13F equity value
Holder Rank
#3,027
of 4,764 holders
Holding Since
Jun 2024
9 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, 2026TOBIAS FINANCIAL ADVISORS, INC. holds $8,778,313 across 6 Semiconductors names. AVGO ranks #2 (17.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
29,786 | $5,959,880 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
4,012 | $1,515,533 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
760 | $362,953 | |
| 4 | MU |
Micron Technology Inc
|
302 | $348,595 | |
| 5 | INTC |
Intel Corp
|
2,426 | $338,742 | |
| 6 | MRVL |
Marvell Technology, Inc.
|
848 | $252,610 |
All Filings in AVGO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,515,533 | 4,012 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,244,849 | 4,022 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,447,736 | 4,183 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $904,283 | 2,741 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $536,414 | 1,946 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $294,174 | 1,757 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $402,242 | 1,735 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $238,050 | 1,380 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $202,296 | 126 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||