Position in AVGO
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$19,591,626
+$5,984,019 QoQ
Shares Held
51,864
+18.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.47%
of 13F equity value
Holder Rank
#1,107
of 4,778 holders
Holding Since
Dec 2021
19 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, 2026Confluence Wealth Services, Inc. holds $95,067,896 across 13 Semiconductors names. AVGO ranks #2 (20.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
214,544 | $42,928,108 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
51,864 | $19,591,626 | |
| 3 | ADI |
Analog Devices Inc
|
14,864 | $5,903,534 | |
| 4 | MU |
Micron Technology Inc
|
4,307 | $4,971,527 | |
| 5 | INTC |
Intel Corp
|
29,821 | $4,163,906 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
7,143 | $4,149,440 | |
| 7 | QCOM |
Qualcomm Inc/De
|
17,757 | $3,281,316 | |
| 8 | MPWR |
Monolithic Power Systems, Inc.
|
1,947 | $2,691,454 |
All Filings in AVGO
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,591,626 | 51,864 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $13,607,607 | 43,965 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $14,898,566 | 43,047 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $14,614,023 | 44,297 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $12,449,456 | 45,164 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $7,579,388 | 45,269 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $9,540,216 | 41,150 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $7,100,617 | 41,163 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $6,537,718 | 4,072 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $5,048,486 | 3,809 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $4,377,932 | 3,922 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $3,329,795 | 4,009 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $3,217,297 | 3,709 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $2,230,634 | 3,477 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,505,737 | 2,693 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,314,269 | 2,960 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,570,623 | 3,233 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,943,822 | 3,087 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $1,769,990 | 2,660 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||