Position in AVGO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$68,420,346
+$14,603,676 QoQ
Shares Held
181,126
+4.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.30%
of 13F equity value
Holder Rank
#632
of 4,764 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Performance Wealth Partners, LLC holds $372,320,962 across 10 Semiconductors names. AVGO ranks #2 (18.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
1,425,507 | $285,229,695 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
181,126 | $68,420,346 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
17,670 | $10,264,679 | |
| 4 | MU |
Micron Technology Inc
|
2,632 | $3,038,091 | |
| 5 | TXN |
Texas Instruments Inc
|
5,492 | $1,637,000 | |
| 6 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
3,333 | $1,591,740 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
3,515 | $1,047,083 | |
| 8 | QCOM |
Qualcomm Inc/De
|
3,465 | $640,297 |
All Filings in AVGO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,420,346 | 181,126 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $53,816,670 | 173,877 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $58,752,551 | 169,756 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $53,507,772 | 162,189 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $42,439,349 | 153,961 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $26,610,654 | 158,936 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $31,745,619 | 136,929 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $24,422,205 | 141,578 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $364,455 | 227 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $340,630 | 257 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $277,946 | 249 | Shares | Sole | 2024-01-22 | |
| No filing history on record for this holder in this stock. | ||||||