Position in AVGO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,243,643
+$1,198,994 QoQ
Shares Held
11,234
+14.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#2,156
of 4,764 holders
Holding Since
Mar 2024
10 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, 2026Rothschild Wealth LLC holds $27,738,759 across 13 Semiconductors names. AVGO ranks #2 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
56,837 | $11,372,515 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
11,234 | $4,243,643 | |
| 3 | MU |
Micron Technology Inc
|
3,200 | $3,693,728 | |
| 4 | INTC |
Intel Corp
|
14,385 | $2,008,577 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
3,099 | $1,800,240 | |
| 6 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
2,343 | $1,118,946 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
3,128 | $931,799 | |
| 8 | TXN |
Texas Instruments Inc
|
2,493 | $743,088 |
All Filings in AVGO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,243,643 | 11,234 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,044,649 | 9,837 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,972,423 | 5,699 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,622,497 | 4,918 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,232,155 | 4,470 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $676,417 | 4,040 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $825,582 | 3,561 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $568,905 | 3,298 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $364,455 | 227 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $284,963 | 215 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||