Position in AVGO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$4,676,545
+$3,939,293 QoQ
Shares Held
12,380
+419.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
#2,089
of 4,764 holders
Holding Since
Mar 2024
10 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, 2026MOSAIC FAMILY WEALTH PARTNERS, LLC holds $41,721,938 across 11 Semiconductors names. AVGO ranks #3 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
65,224 | $13,050,670 | |
| 2 | MU |
Micron Technology Inc
|
10,629 | $12,268,948 | |
| 3 | AVGO |
Broadcom Inc.
This page
|
12,380 | $4,676,545 | |
| 4 | MRVL |
Marvell Technology, Inc.
|
8,539 | $2,543,682 | |
| 5 | QCOM |
Qualcomm Inc/De
|
11,404 | $2,107,345 | |
| 6 | ADI |
Analog Devices Inc
|
5,291 | $2,101,426 | |
| 7 | AMD |
Advanced Micro Devices Inc
|
3,436 | $1,996,006 | |
| 8 | INTC |
Intel Corp
|
11,041 | $1,541,654 |
All Filings in AVGO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,676,545 | 12,380 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $737,252 | 2,382 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $732,001 | 2,115 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $589,549 | 1,787 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $514,362 | 1,866 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $303,718 | 1,814 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $414,298 | 1,787 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $346,725 | 2,010 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $252,068 | 157 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $213,391 | 161 | Shares | Sole | 2024-06-13 | |
| No filing history on record for this holder in this stock. | ||||||