StrongBox Wealth, LLC

Position in AVGO — Broadcom Inc.

CIK 1812155 Lee's Summit, MO

Position in AVGO

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$10,509,760

+$1,712,558 QoQ

Shares Held

27,822

-2.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

5.79%

of 13F equity value

Holder Rank

#1,471

of 4,764 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

StrongBox Wealth, LLC holds $18,359,546 across 7 Semiconductors names. AVGO ranks #1 (57.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AVGO	Broadcom Inc. This page	27,822	$10,509,760
2	NVDA	Nvidia Corp	35,593	$7,121,803
3	AMD	Advanced Micro Devices Inc	920	$534,437
4	MU	Micron Technology Inc	58	$66,948
5	QCOM	Qualcomm Inc/De	339	$62,643
6	TSM	Taiwan Semiconductor Manufacturing Co Ltd	94	$44,891
7	MRVL	Marvell Technology, Inc.	64	$19,064

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,509,760	27,822	-2.1%	Shares	Sole	2026-07-23
2026-03-31	$8,797,202	28,423	+2.6%	Shares	Sole	2026-05-08
2025-12-31	$9,585,931	27,697	-4.6%	Shares	Sole	2026-01-21
2025-09-30	$9,575,967	29,026	-10.1%	Shares	Sole	2025-10-07
2025-06-30	$8,903,770	32,301	+0.5%	Shares	Sole	2025-07-09
2025-03-31	$5,380,530	32,136	-0.1%	Shares	Sole	2025-05-13
2024-12-31	$7,457,365	32,166	-11.3%	Shares	Sole	2025-01-14
2024-09-30	$6,257,265	36,274	+922.7%	Shares	Sole	2024-11-12
2024-06-30	$5,694,814	3,547	+4.9%	Shares	Sole	2024-08-12
2024-03-31	$4,482,536	3,382	-11.7%	Shares	Sole	2024-05-14
2023-12-31	$4,276,353	3,831	+12.6%	Shares	Sole	2024-01-08
2023-09-30	$2,824,802	3,401	-4.2%	Shares	Sole	2023-10-10
2023-06-30	$3,080,243	3,551	+23.9%	Shares	Sole	2023-07-24
2023-03-31	$1,838,653	2,866	-2.2%	Shares	Sole	2023-04-21
2022-12-31	$1,638,810	2,931	+8.0%	Shares	Sole	2023-01-19
2022-09-30	$1,205,487	2,715	+68.4%	Shares	Sole	2022-10-14
2022-06-30	$783,125	1,612	+13.6%	Shares	Sole	2022-07-15
2022-03-31	$893,515	1,419	-3.3%	Shares	Sole	2022-04-14
2021-12-31	$976,156	1,467	+0.3%	Shares	Sole	2022-01-14
2021-09-30	$709,452	1,463	0.0%	Shares	Sole	2021-11-12
2021-06-30	$697,616	1,463	+4.5%	Shares	Sole	2021-08-10
2021-03-31	$649,124	1,400	-2.5%	Shares	Sole	2021-05-28
2020-12-31	$628,752	1,436	-2.7%	Shares	Sole	2021-02-02
2020-09-30	$537,736	1,476	-27.8%	Shares	Sole	2020-10-20
2020-06-30	$645,422	2,045	+11.7%	Shares	Sole	2020-07-30
2020-03-31	$433,893	1,830	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.