Position in AVGO
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$2,415,333
+$402,899 QoQ
Shares Held
6,394
-1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.42%
of 13F equity value
Holder Rank
#2,625
of 4,778 holders
Holding Since
Dec 2021
17 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, 2026Wealth Dimensions Group, Ltd. holds $19,438,882 across 9 Semiconductors names. AVGO ranks #3 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
49,634 | $9,931,267 | |
| 2 | MU |
Micron Technology Inc
|
2,649 | $3,057,714 | |
| 3 | AVGO |
Broadcom Inc.
This page
|
6,394 | $2,415,333 | |
| 4 | INTC |
Intel Corp
|
14,291 | $1,995,452 | |
| 5 | QCOM |
Qualcomm Inc/De
|
4,404 | $813,815 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
782 | $454,271 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
1,045 | $311,295 | |
| 8 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
532 | $254,067 |
All Filings in AVGO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,415,333 | 6,394 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $2,012,434 | 6,502 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,182,160 | 6,305 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,633,011 | 7,981 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,202,994 | 7,992 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,363,884 | 8,146 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,668,088 | 7,195 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $697,417 | 4,043 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $589,229 | 367 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $430,758 | 325 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $372,827 | 334 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $301,500 | 363 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $341,767 | 394 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $252,125 | 393 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $219,738 | 393 | Shares | Sole | 2023-02-10 | |
| 2022-03-31 | $249,353 | 396 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $260,175 | 391 | Shares | Sole | 2022-02-04 | |
| No filing history on record for this holder in this stock. | ||||||