Position in AVGO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$4,844,643
+$869,297 QoQ
Shares Held
12,825
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.61%
of 13F equity value
Holder Rank
#2,058
of 4,764 holders
Holding Since
Sep 2020
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026JEPPSON WEALTH MANAGEMENT, LLC holds $31,385,044 across 10 Semiconductors names. AVGO ranks #2 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
78,312 | $15,669,448 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
12,825 | $4,844,643 | |
| 3 | QCOM |
Qualcomm Inc/De
|
17,101 | $3,160,093 | |
| 4 | INTC |
Intel Corp
|
20,059 | $2,800,838 | |
| 5 | MU |
Micron Technology Inc
|
1,806 | $2,084,647 | |
| 6 | MRVL |
Marvell Technology, Inc.
|
3,923 | $1,168,622 | |
| 7 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,283 | $612,722 | |
| 8 | TXN |
Texas Instruments Inc
|
1,318 | $392,856 |
All Filings in AVGO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,844,643 | 12,825 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $3,975,346 | 12,844 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $4,558,829 | 13,172 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $4,343,265 | 13,165 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $3,663,112 | 13,289 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $2,216,940 | 13,241 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $2,930,921 | 12,642 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,203,515 | 12,774 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $2,029,389 | 1,264 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,677,969 | 1,266 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $1,432,148 | 1,283 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $983,406 | 1,184 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,033,109 | 1,191 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $794,868 | 1,239 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $701,149 | 1,254 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $376,964 | 849 | Shares | Sole | 2022-10-20 | |
| 2020-09-30 | $22,952 | 63 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||