Position in AVGO
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$9,693,853
-$702,991 QoQ
Shares Held
31,320
+4.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.63%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026Keebeck Wealth Management holds $45,338,526 across 14 Semiconductors names. AVGO ranks #2 (21.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
122,955 | $21,443,352 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
31,320 | $9,693,853 | |
| 3 | ADI |
Analog Devices Inc
|
12,868 | $4,093,825 | |
| 4 | TXN |
Texas Instruments Inc
|
20,876 | $4,052,866 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
4,151 | $1,402,830 | |
| 6 | MU |
Micron Technology Inc
|
2,713 | $916,559 | |
| 7 | AMD |
Advanced Micro Devices Inc
|
3,509 | $713,835 | |
| 8 | RMBS |
Rambus Inc
|
7,439 | $639,977 |
All Filings in AVGO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,693,853 | 31,320 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $10,396,844 | 30,040 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $9,816,472 | 29,755 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $8,961,105 | 32,509 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $5,437,624 | 32,477 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $9,774,374 | 42,160 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $7,349,362 | 42,605 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $703,222 | 4,380 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $675,561 | 5,097 | Shares | Other | 2024-05-14 | |
| 2023-12-31 | $642,290 | 5,754 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $493,696 | 5,944 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $508,053 | 5,857 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $459,984 | 7,170 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $374,057 | 6,690 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $281,457 | 6,339 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $275,065 | 5,662 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $297,901 | 4,731 | Shares | Other | 2022-05-16 | |
| 2021-12-31 | $272,685 | 4,098 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $175,059 | 3,610 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $144,053 | 3,021 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $134,645 | 2,904 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $124,699 | 2,848 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $81,061 | 2,225 | Shares | Other | 2020-11-02 | |
| 2020-06-30 | $39,419 | 1,249 | Shares | Other | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||