Position in AVGO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$11,999,228
+$2,305,375 QoQ
Shares Held
31,765
+1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.55%
of 13F equity value
Holder Rank
#1,383
of 4,764 holders
Holding Since
Jun 2020
25 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, 2026Keebeck Wealth Management holds $69,409,983 across 17 Semiconductors names. AVGO ranks #2 (17.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
136,521 | $27,316,486 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
31,765 | $11,999,228 | |
| 3 | TXN |
Texas Instruments Inc
|
22,864 | $6,815,072 | |
| 4 | ADI |
Analog Devices Inc
|
13,415 | $5,328,035 | |
| 5 | MU |
Micron Technology Inc
|
3,528 | $4,072,335 | |
| 6 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
8,220 | $3,925,625 | |
| 7 | AMD |
Advanced Micro Devices Inc
|
4,832 | $2,806,957 | |
| 8 | INTC |
Intel Corp
|
14,308 | $1,997,826 |
All Filings in AVGO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,999,228 | 31,765 | Shares | Other | 2026-08-11 | |
| 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 | $7,032,221 | 4,380 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $6,755,614 | 5,097 | Shares | Other | 2024-05-14 | |
| 2023-12-31 | $6,422,902 | 5,754 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $4,936,967 | 5,944 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $5,080,537 | 5,857 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $4,599,841 | 7,170 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $3,740,579 | 6,690 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $2,814,579 | 6,339 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $2,750,656 | 5,662 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $2,979,016 | 4,731 | Shares | Other | 2022-05-16 | |
| 2021-12-31 | $2,726,850 | 4,098 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $1,750,597 | 3,610 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $1,440,533 | 3,021 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,346,468 | 2,904 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,246,995 | 2,848 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $810,612 | 2,225 | Shares | Other | 2020-11-02 | |
| 2020-06-30 | $394,196 | 1,249 | Shares | Other | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||