Position in AVGO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,300,971
+$30,123 QoQ
Shares Held
3,444
-16.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.73%
of 13F equity value
Holder Rank
#3,172
of 4,764 holders
Holding Since
Dec 2021
15 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, 2026Morton Brown Family Wealth, LLC holds $2,560,487 across 10 Semiconductors names. AVGO ranks #1 (50.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
This page
|
3,444 | $1,300,971 | |
| 2 | NVDA |
Nvidia Corp
|
3,559 | $712,120 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
371 | $215,517 | |
| 4 | QCOM |
Qualcomm Inc/De
|
1,154 | $213,247 | |
| 5 | MU |
Micron Technology Inc
|
86 | $99,268 | |
| 6 | MRVL |
Marvell Technology, Inc.
|
25 | $7,447 | |
| 7 | TXN |
Texas Instruments Inc
|
15 | $4,471 | |
| 8 | ADI |
Analog Devices Inc
|
9 | $3,574 |
All Filings in AVGO
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,300,971 | 3,444 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,270,848 | 4,106 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,530,108 | 4,421 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,536,060 | 4,656 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,484,926 | 5,387 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,058,492 | 6,322 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,525,970 | 6,582 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,268,220 | 7,352 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,407,760 | 8,770 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,276,369 | 963 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $982,300 | 880 | Shares | Sole | 2024-01-29 | |
| 2022-12-31 | $0 | 0 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $7,548 | 17 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $8,258 | 17 | Shares | Sole | 2022-07-21 | |
| 2021-12-31 | $2,661 | 4 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||