Position in AVGO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$637,423
-$2,403,203 QoQ
Shares Held
11,063
+12.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#3,800
of 4,778 holders
Holding Since
Mar 2023
14 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, 2026Fi3 FINANCIAL ADVISORS, LLC holds $8,265,932 across 8 Semiconductors names. AVGO ranks #5 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TXN |
Texas Instruments Inc
|
7,098 | $2,115,700 | |
| 2 | ADI |
Analog Devices Inc
|
3,746 | $1,487,798 | |
| 3 | QCOM |
Qualcomm Inc/De
|
7,599 | $1,404,219 | |
| 4 | NVDA |
Nvidia Corp
|
5,449 | $1,090,290 | |
| 5 | AVGO |
Broadcom Inc.
This page
|
11,063 | $637,423 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
979 | $568,710 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
1,710 | $509,391 | |
| 8 | INTC |
Intel Corp
|
3,240 | $452,401 |
All Filings in AVGO
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $637,423 | 11,063 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,040,626 | 9,824 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,578,791 | 7,451 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,204,788 | 6,683 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,865,323 | 6,767 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,041,916 | 6,223 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,959,743 | 8,453 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,439,857 | 8,347 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $777,076 | 484 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $645,474 | 487 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $458,778 | 411 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $328,079 | 395 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $282,782 | 326 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $210,425 | 328 | Shares | Sole | 2023-05-04 | |
| No filing history on record for this holder in this stock. | ||||||