Position in AVGO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$12,845,388
+$2,520,444 QoQ
Shares Held
34,005
+1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.52%
of 13F equity value
Holder Rank
#426
of 2,064 holders
Holding Since
Dec 2020
23 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, 2026Concord Wealth Partners holds $67,193,419 across 22 Semiconductors names. AVGO ranks #2 (19.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
200,224 | $40,062,820 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
34,005 | $12,845,388 | |
| 3 | MU |
Micron Technology Inc
|
2,938 | $3,391,304 | |
| 4 | MRVL |
Marvell Technology, Inc.
|
10,201 | $3,038,775 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
4,809 | $2,793,596 | |
| 6 | INTC |
Intel Corp
|
17,185 | $2,399,541 | |
| 7 | QCOM |
Qualcomm Inc/De
|
6,561 | $1,212,407 | |
| 8 | SWKS |
Skyworks Solutions, Inc.
|
8,555 | $580,029 |
All Filings in AVGO
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,845,388 | 34,005 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $10,324,944 | 33,359 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $11,001,134 | 31,786 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $10,147,041 | 30,757 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $8,617,094 | 31,261 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $6,011,741 | 35,906 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $10,668,117 | 46,015 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $8,025,735 | 46,526 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $7,040,249 | 4,385 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $5,349,354 | 4,036 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $4,183,705 | 3,748 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $2,751,711 | 3,313 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $2,770,571 | 3,194 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,284,363 | 2,002 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $1,028,240 | 1,839 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $1,041,647 | 2,346 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,146,025 | 2,359 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,203,318 | 1,911 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $1,195,741 | 1,797 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $222,582 | 459 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $759,606 | 1,593 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $636,141 | 1,372 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $139,236 | 318 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||