Shira Ridge Wealth Management

Position in AVGO — Broadcom Inc.

CIK 1961210 LARKSPUR, CA

Position in AVGO

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$559,447

+$116,848 QoQ

Shares Held

1,481

+3.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.88%

of 13F equity value

Holder Rank

#3,891

of 4,764 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Shira Ridge Wealth Management holds $3,512,128 across 5 Semiconductors names. AVGO ranks #3 (15.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	6,892	$1,379,020
2	MRVL	Marvell Technology, Inc.	3,103	$924,352
3	AVGO	Broadcom Inc. This page	1,481	$559,447
4	AMD	Advanced Micro Devices Inc	619	$359,583
5	MU	Micron Technology Inc	251	$289,726

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$559,447	1,481	+3.6%	Shares	Sole	2026-07-09
2026-03-31	$442,599	1,430	+1.1%	Shares	Sole	2026-04-13
2025-12-31	$489,385	1,414	-2.2%	Shares	Sole	2026-01-12
2025-09-30	$477,049	1,446	-9.8%	Shares	Sole	2025-10-20
2025-06-30	$441,866	1,603	-1.4%	Shares	Sole	2025-07-10
2025-03-31	$272,073	1,625	-6.3%	Shares	Sole	2025-04-15
2024-12-31	$402,010	1,734	+0.5%	Shares	Sole	2025-01-14
2024-09-30	$297,735	1,726	+915.3%	Shares	Sole	2024-10-10
2024-06-30	$272,940	170	+6.2%	Shares	Sole	2024-07-12
2024-03-31	$212,065	160	-11.1%	Shares	Sole	2024-04-18
2023-12-31	$200,925	180	—	Shares	Sole	2024-01-10
No filing history on record for this holder in this stock.