Position in AVGO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$5,597,121
+$991,613 QoQ
Shares Held
14,817
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,944
of 4,764 holders
Holding Since
Dec 2023
11 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, 2026Wellspring Financial Advisors, LLC holds $36,094,555 across 11 Semiconductors names. AVGO ranks #2 (15.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
92,274 | $18,463,104 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
14,817 | $5,597,121 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
4,896 | $2,844,135 | |
| 4 | INTC |
Intel Corp
|
18,549 | $2,589,996 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
4,847 | $2,314,781 | |
| 6 | MU |
Micron Technology Inc
|
1,708 | $1,971,527 | |
| 7 | STM |
STMicroelectronics N.V.
|
9,231 | $691,309 | |
| 8 | QCOM |
Qualcomm Inc/De
|
2,764 | $510,759 |
All Filings in AVGO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,597,121 | 14,817 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $4,605,508 | 14,880 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,948,537 | 14,298 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,921,725 | 5,825 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,815,155 | 6,585 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $735,519 | 4,393 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $975,119 | 4,206 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,707,577 | 9,899 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $566,752 | 353 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $433,409 | 327 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $250,040 | 224 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||