Position in AVGO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$167,343
New position
Shares Held
443
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#4,612
of 4,764 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Derivatives in AVGO
reported options exposure · as of Jun 30, 2026CallValue
$944,375
CallShares
2,500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductors
Technology · as of Jun 30, 2026Alpha Financial Advisors, LLC holds $875,862 across 8 Semiconductors names. AVGO ranks #3 (19.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
1,469 | $293,932 | |
| 2 | MU |
Micron Technology Inc
|
188 | $217,006 | |
| 3 | AVGO |
Broadcom Inc.
This page
|
443 | $167,343 | |
| 4 | INTC |
Intel Corp
|
454 | $63,392 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
98 | $56,929 | |
| 6 | QCOM |
Qualcomm Inc/De
|
176 | $32,523 | |
| 7 | ALAB |
Astera Labs, Inc.
|
55 | $26,566 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
61 | $18,171 |
All Filings in AVGO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $167,343 | 443 | Shares | Sole | 2026-08-13 | |
| 2026-06-30 | $944,375 | 2,500 | Call | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||