Position in AVGO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,249,974
+$262,019 QoQ
Shares Held
3,309
+3.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#1,374
of 2,190 holders
Holding Since
Jun 2025
5 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, 2026Lodestone Wealth Management LLC holds $17,205,531 across 20 Semiconductors names. AVGO ranks #7 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
25,488 | $5,099,893 | |
| 2 | MU |
Micron Technology Inc
|
1,669 | $1,926,510 | |
| 3 | INTC |
Intel Corp
|
12,345 | $1,723,732 | |
| 4 | QCOM |
Qualcomm Inc/De
|
9,121 | $1,685,469 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
2,747 | $1,595,759 | |
| 6 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
3,231 | $1,543,028 | |
| 7 | AVGO |
Broadcom Inc.
This page
|
3,309 | $1,249,974 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
3,763 | $1,120,960 |
All Filings in AVGO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,249,974 | 3,309 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $987,955 | 3,192 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $670,395 | 1,937 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $417,666 | 1,266 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $262,418 | 952 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||