ELEVATION WEALTH PARTNERS, LLC

Position in AVGO — Broadcom Inc.

CIK 1976256 WALNUT CREEK, CA

Position in AVGO

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$927,754

+$229,809 QoQ

Shares Held

2,456

+8.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.04%

of 13F equity value

Holder Rank

#3,454

of 4,764 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

ELEVATION WEALTH PARTNERS, LLC holds $7,787,202 across 25 Semiconductors names. AVGO ranks #2 (11.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	19,767	$3,955,179
2	AVGO	Broadcom Inc. This page	2,456	$927,754
3	INTC	Intel Corp	5,295	$739,340
4	AMD	Advanced Micro Devices Inc	844	$490,288
5	MU	Micron Technology Inc	414	$477,876
6	MRVL	Marvell Technology, Inc.	1,156	$344,360
7	TSM	Taiwan Semiconductor Manufacturing Co Ltd	470	$224,457
8	ADI	Analog Devices Inc	521	$206,925

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$927,754	2,456	+8.9%	Shares	Sole	2026-07-08
2026-03-31	$697,945	2,255	+4.6%	Shares	Sole	2026-04-14
2025-12-31	$746,191	2,156	+96.9%	Shares	Sole	2026-01-09
2025-06-30	$301,836	1,095	0.0%	Shares	Sole	2025-07-08
2025-03-31	$183,335	1,095	0.0%	Shares	Sole	2025-04-09
2024-12-31	$253,864	1,095	+5.3%	Shares	Sole	2025-01-29
2024-09-30	$179,400	1,040	+900.0%	Shares	Sole	2024-10-04
2024-06-30	$166,975	104	0.0%	Shares	Sole	2024-07-09
2024-03-31	$137,842	104	-18.8%	Shares	Sole	2024-04-19
2023-12-31	$142,880	128	+64.1%	Shares	Sole	2024-01-17
2023-09-30	$64,785	78	0.0%	Shares	Sole	2023-10-10
2023-06-30	$67,659	78	0.0%	Shares	Sole	2023-07-06
2023-03-31	$50,040	78	—	Shares	Sole	2023-05-04
No filing history on record for this holder in this stock.