Position in AVGO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$16,730,547
+$2,890,808 QoQ
Shares Held
44,290
-1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
6.60%
of 13F equity value
Holder Rank
#1,194
of 4,778 holders
Holding Since
Sep 2023
12 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, 2026Westwood Wealth Management holds $145,742,739 across 4 Semiconductors names. AVGO ranks #2 (11.5% of the industry book) .
All Filings in AVGO
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,730,547 | 44,290 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $13,839,739 | 44,715 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $202,814 | 586 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $13,188,152 | 39,975 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $16,366,718 | 59,375 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $10,029,057 | 59,900 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $13,620,600 | 58,750 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $10,263,750 | 59,500 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $8,790,276 | 5,475 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $7,256,619 | 5,475 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $5,358,000 | 4,800 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $3,613,023 | 4,350 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||