Position in AVGO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$68,620,931
+$13,815,996 QoQ
Shares Held
181,657
+2.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
3.17%
of 13F equity value
Holder Rank
#630
of 4,764 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $253,634,862 across 16 Semiconductors names. AVGO ranks #2 (27.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
539,701 | $107,988,773 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
181,657 | $68,620,931 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
34,822 | $20,228,448 | |
| 4 | MU |
Micron Technology Inc
|
13,809 | $15,939,590 | |
| 5 | INTC |
Intel Corp
|
77,389 | $10,805,826 | |
| 6 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
15,998 | $7,640,164 | |
| 7 | ADI |
Analog Devices Inc
|
13,089 | $5,198,558 | |
| 8 | QCOM |
Qualcomm Inc/De
|
28,119 | $5,196,110 |
All Filings in AVGO
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,620,931 | 181,657 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $54,804,935 | 177,070 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $63,492,737 | 183,452 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $61,300,247 | 185,809 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $52,402,718 | 190,106 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $31,969,586 | 190,943 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $42,181,896 | 181,944 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $31,884,900 | 184,840 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $28,787,152 | 17,930 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $25,666,564 | 19,365 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $20,931,920 | 18,752 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $15,660,585 | 18,855 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $13,369,698 | 15,413 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $10,872,819 | 16,948 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $9,338,030 | 16,701 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $5,915,545 | 13,323 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,322,331 | 13,014 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $8,416,302 | 13,366 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $8,164,580 | 12,270 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||