Position in AVGO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,769,945
+$751,604 QoQ
Shares Held
9,980
+2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.39%
of 13F equity value
Holder Rank
#2,245
of 4,778 holders
Holding Since
Mar 2020
26 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, 2026Center for Financial Planning, Inc. holds $9,244,965 across 10 Semiconductors names. AVGO ranks #1 (40.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
This page
|
9,980 | $3,769,945 | |
| 2 | NVDA |
Nvidia Corp
|
10,024 | $2,005,702 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
2,963 | $1,721,236 | |
| 4 | ADI |
Analog Devices Inc
|
2,093 | $831,276 | |
| 5 | NXPI |
NXP Semiconductors N.V.
|
1,784 | $501,357 | |
| 6 | INTC |
Intel Corp
|
1,249 | $174,397 | |
| 7 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
265 | $126,556 | |
| 8 | QCOM |
Qualcomm Inc/De
|
443 | $81,861 |
All Filings in AVGO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,769,945 | 9,980 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $3,018,341 | 9,752 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,264,069 | 9,431 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,273,037 | 9,921 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,635,765 | 9,562 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,521,101 | 9,085 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,989,882 | 8,583 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,466,077 | 8,499 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,412,866 | 880 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,363,846 | 1,029 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,128,528 | 1,011 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $875,431 | 1,054 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $916,006 | 1,056 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $657,578 | 1,025 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $567,516 | 1,015 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $673,563 | 1,517 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $725,314 | 1,493 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $896,664 | 1,424 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $487,080 | 732 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $339,451 | 700 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $331,403 | 695 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $323,634 | 698 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $305,619 | 698 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $249,923 | 686 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $215,877 | 684 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $41,255 | 174 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||