Position in AVGO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,967,034
+$492,758 QoQ
Shares Held
13,149
-9.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.61%
of 13F equity value
Holder Rank
#2,039
of 4,764 holders
Holding Since
Dec 2021
18 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 EFFECTS LLC holds $71,696,768 across 10 Semiconductors names. AVGO ranks #4 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
157,193 | $31,452,747 | |
| 2 | MU |
Micron Technology Inc
|
19,433 | $22,431,317 | |
| 3 | ALAB |
Astera Labs, Inc.
|
14,490 | $6,998,959 | |
| 4 | AVGO |
Broadcom Inc.
This page
|
13,149 | $4,967,034 | |
| 5 | INTC |
Intel Corp
|
18,705 | $2,611,779 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
2,366 | $1,374,433 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
4,173 | $1,243,094 | |
| 8 | LSCC |
Lattice Semiconductor Corp
|
1,833 | $280,375 |
All Filings in AVGO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,967,034 | 13,149 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $4,474,276 | 14,456 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $4,899,391 | 14,156 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $4,768,189 | 14,453 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $3,979,007 | 14,435 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $2,376,166 | 14,192 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $3,361,448 | 14,499 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,253,195 | 13,062 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,263,552 | 787 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,036,470 | 782 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $744,538 | 667 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $469,277 | 565 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $433,715 | 500 | Shares | Sole | 2023-07-18 | |
| 2022-12-31 | $337,714 | 604 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $296,154 | 667 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $423,626 | 872 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $348,842 | 554 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $361,317 | 543 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||