Position in AVGO
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,374,632
+$227,279 QoQ
Shares Held
3,639
-1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#3,114
of 4,764 holders
Holding Since
Jun 2022
17 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, 2026Quantum Financial Advisors, LLC holds $17,959,318 across 12 Semiconductors names. AVGO ranks #4 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
39,217 | $7,846,929 | |
| 2 | MU |
Micron Technology Inc
|
2,474 | $2,855,713 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
2,396 | $1,391,860 | |
| 4 | AVGO |
Broadcom Inc.
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|
3,639 | $1,374,632 | |
| 5 | MCHP |
Microchip Technology Inc
|
12,893 | $1,175,841 | |
| 6 | INTC |
Intel Corp
|
7,709 | $1,076,407 | |
| 7 | QCOM |
Qualcomm Inc/De
|
3,305 | $610,730 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
1,338 | $398,576 |
All Filings in AVGO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,374,632 | 3,639 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,147,353 | 3,707 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,282,646 | 3,706 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $2,423,848 | 7,347 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $2,025,200 | 7,347 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $1,226,759 | 7,327 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,698,691 | 7,327 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,382,070 | 8,012 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $1,353,461 | 843 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,448,673 | 1,093 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $940,998 | 843 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $864,633 | 1,041 | Shares | Sole | 2023-11-29 | |
| 2023-06-30 | $704,353 | 812 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $520,930 | 812 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $454,013 | 812 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $356,984 | 804 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $388,162 | 799 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||