Position in AVGO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$11,018,589
+$3,320,458 QoQ
Shares Held
29,169
+17.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.83%
of 13F equity value
Holder Rank
#1,439
of 4,764 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Acumen Wealth Advisors, LLC holds $52,233,691 across 18 Semiconductors names. AVGO ranks #2 (21.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
109,033 | $21,816,412 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
29,169 | $11,018,589 | |
| 3 | MU |
Micron Technology Inc
|
8,831 | $10,193,534 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
15,251 | $7,283,420 | |
| 5 | TXN |
Texas Instruments Inc
|
4,381 | $1,305,844 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
288 | $167,302 | |
| 7 | QCOM |
Qualcomm Inc/De
|
767 | $141,733 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
169 | $50,343 |
All Filings in AVGO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,018,589 | 29,169 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $7,698,131 | 24,872 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $7,535,288 | 21,772 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||