Position in AVGO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$37,119,603
+$3,627,837 QoQ
Shares Held
98,265
-9.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.42%
of 13F equity value
Holder Rank
#842
of 4,764 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Spire Wealth Management holds $241,847,876 across 34 Semiconductors names. AVGO ranks #2 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
581,448 | $116,341,930 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
98,265 | $37,119,603 | |
| 3 | MU |
Micron Technology Inc
|
20,380 | $23,524,429 | |
| 4 | INTC |
Intel Corp
|
126,386 | $17,647,276 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
24,458 | $14,207,896 | |
| 6 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
28,494 | $13,607,878 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
33,035 | $9,840,795 | |
| 8 | ADI |
Analog Devices Inc
|
9,330 | $3,705,595 |
All Filings in AVGO
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,119,603 | 98,265 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $33,491,766 | 108,209 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $37,979,975 | 109,737 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $33,209,069 | 100,661 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $18,797,950 | 68,195 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $11,907,119 | 71,117 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $16,646,575 | 71,802 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $10,548,892 | 61,153 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $8,441,876 | 5,258 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $6,747,662 | 5,091 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $5,779,942 | 5,178 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $4,227,652 | 5,090 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,447,313 | 5,127 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $3,704,893 | 5,775 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,080,522 | 3,721 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $2,209,393 | 4,976 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $10,002,827 | 20,590 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $7,256,432 | 11,524 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $7,771,988 | 11,680 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $5,249,367 | 10,825 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $5,075,008 | 10,643 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $5,355,273 | 11,550 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||