Position in AVGO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$12,297,273
+$2,708,035 QoQ
Shares Held
32,554
+5.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
4.13%
of 13F equity value
Holder Rank
#1,361
of 4,764 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Root Financial Partners, LLC holds $73,803,227 across 10 Semiconductors names. AVGO ranks #2 (16.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
234,709 | $46,962,923 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
32,554 | $12,297,273 | |
| 3 | MU |
Micron Technology Inc
|
3,918 | $4,522,508 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
6,595 | $3,831,101 | |
| 5 | QCOM |
Qualcomm Inc/De
|
14,197 | $2,623,463 | |
| 6 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
2,611 | $1,246,935 | |
| 7 | INTC |
Intel Corp
|
7,888 | $1,101,401 | |
| 8 | TXN |
Texas Instruments Inc
|
1,458 | $434,586 |
All Filings in AVGO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,297,273 | 32,554 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $9,589,238 | 30,982 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $11,523,399 | 33,295 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $7,020,154 | 21,279 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $5,671,774 | 20,576 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $912,326 | 5,449 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,815,075 | 7,829 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $787,290 | 4,564 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $584,412 | 364 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $311,471 | 235 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $242,226 | 217 | Shares | Sole | 2024-01-30 | |
| No filing history on record for this holder in this stock. | ||||||