Position in AVGO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$4,051,368
+$756,843 QoQ
Shares Held
10,725
+12.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.81%
of 13F equity value
Holder Rank
#2,188
of 4,764 holders
Holding Since
Dec 2023
9 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, 2026Worth Financial Advisory Group, LLC holds $12,572,349 across 6 Semiconductors names. AVGO ranks #2 (32.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
33,339 | $6,670,800 | |
| 2 | AVGO |
Broadcom Inc.
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|
10,725 | $4,051,368 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,308 | $624,661 | |
| 4 | MU |
Micron Technology Inc
|
446 | $514,813 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
665 | $386,305 | |
| 6 | MRVL |
Marvell Technology, Inc.
|
1,089 | $324,402 |
All Filings in AVGO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,051,368 | 10,725 | Shares | Sole | 2026-07-31 | |
| 2025-12-31 | $3,294,525 | 9,519 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $2,900,238 | 8,791 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,381,064 | 8,638 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $292,332 | 1,746 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $335,008 | 1,445 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $238,912 | 1,385 | Shares | Sole | 2024-10-25 | |
| 2024-03-31 | $348,582 | 263 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $281,295 | 252 | Shares | Sole | 2024-01-19 | |
| No filing history on record for this holder in this stock. | ||||||