Position in AVGO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,178,388
+$698,285 QoQ
Shares Held
8,414
+5.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
3 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, 2026SHP Wealth Management holds $35,395,732 across 37 Semiconductors names. AVGO ranks #3 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
103,388 | $20,686,904 | |
| 2 | MU |
Micron Technology Inc
|
3,820 | $4,409,387 | |
| 3 | AVGO |
Broadcom Inc.
This page
|
8,414 | $3,178,388 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
3,501 | $2,033,765 | |
| 5 | ADI |
Analog Devices Inc
|
3,708 | $1,472,706 | |
| 6 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,864 | $890,190 | |
| 7 | INTC |
Intel Corp
|
4,167 | $581,838 | |
| 8 | QCOM |
Qualcomm Inc/De
|
2,478 | $457,909 |
All Filings in AVGO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,178,388 | 8,414 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,480,103 | 8,013 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,711,001 | 7,833 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||