Position in AVGO
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$3,181,410
-$692,107 QoQ
Shares Held
8,422
-32.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.15%
of 13F equity value
Holder Rank
#2,392
of 4,778 holders
Holding Since
Mar 2021
22 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, 2026Octavia Wealth Advisors, LLC holds $54,031,139 across 9 Semiconductors names. AVGO ranks #4 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
133,717 | $26,755,434 | |
| 2 | MU |
Micron Technology Inc
|
12,006 | $13,858,405 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
6,148 | $3,571,434 | |
| 4 | AVGO |
Broadcom Inc.
This page
|
8,422 | $3,181,410 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
5,867 | $2,801,903 | |
| 6 | MRVL |
Marvell Technology, Inc.
|
6,116 | $1,821,895 | |
| 7 | QCOM |
Qualcomm Inc/De
|
6,258 | $1,156,415 | |
| 8 | NXPI |
NXP Semiconductors N.V.
|
1,717 | $482,528 |
All Filings in AVGO
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,181,410 | 8,422 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $3,873,517 | 12,515 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $4,366,743 | 12,617 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,977,767 | 9,026 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $2,522,473 | 9,151 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,539,183 | 9,193 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $2,222,881 | 9,588 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,640,475 | 9,510 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,528,464 | 952 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,251,187 | 944 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,185,457 | 1,062 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $666,955 | 803 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $683,534 | 788 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $523,496 | 816 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $431,648 | 772 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $341,443 | 769 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $378,931 | 780 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $596,936 | 948 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $574,914 | 864 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $404,916 | 835 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $383,856 | 805 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $201,228 | 434 | Shares | Sole | 2021-05-10 | |
| No filing history on record for this holder in this stock. | ||||||