Position in AVGO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$102,313,587
+$19,973,095 QoQ
Shares Held
270,850
+1.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.75%
of 13F equity value
Holder Rank
#512
of 4,764 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Derivatives in AVGO
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$264,425
PutShares
700
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductors
Technology · as of Jun 30, 2026HB Wealth Management, LLC holds $544,241,215 across 30 Semiconductors names. AVGO ranks #2 (18.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
1,142,468 | $228,596,422 | |
| 2 | AVGO |
Broadcom Inc.
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|
270,850 | $102,313,587 | |
| 3 | MU |
Micron Technology Inc
|
42,036 | $48,521,734 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
67,715 | $39,336,320 | |
| 5 | INTC |
Intel Corp
|
229,844 | $32,093,117 | |
| 6 | TXN |
Texas Instruments Inc
|
85,652 | $25,530,291 | |
| 7 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
50,557 | $24,144,506 | |
| 8 | QCOM |
Qualcomm Inc/De
|
46,793 | $8,646,878 |
All Filings in AVGO
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $264,425 | 700 | Put | Sole | 2026-07-29 | |
| 2026-06-30 | $102,313,587 | 270,850 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $82,340,492 | 266,035 | Shares | Sole | 2026-04-27 | |
| 2026-03-31 | $216,657 | 700 | Put | Sole | 2026-04-27 | |
| 2025-12-31 | $85,393,253 | 246,730 | Shares | Sole | 2026-01-28 | |
| 2025-12-31 | $242,270 | 700 | Put | Sole | 2026-01-28 | |
| 2025-09-30 | $76,891,463 | 233,068 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $58,693,051 | 212,926 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $32,649,184 | 195,002 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $32,743,922 | 141,235 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $21,274,770 | 123,332 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $15,949,335 | 9,934 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $10,230,839 | 7,719 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $7,840,540 | 7,024 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $5,390,464 | 6,490 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $4,482,010 | 5,167 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $3,012,030 | 4,695 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $2,433,892 | 4,353 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,399,519 | 3,152 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,431,682 | 2,947 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,510,602 | 2,399 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,386,049 | 2,083 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||