Position in AVGO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$12,065,332
+$4,004,457 QoQ
Shares Held
31,940
+22.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#1,377
of 4,764 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Modern Wealth Management, LLC holds $170,655,493 across 15 Semiconductors names. AVGO ranks #4 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
296,826 | $59,391,910 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
80,462 | $38,426,234 | |
| 3 | MU |
Micron Technology Inc
|
19,318 | $22,298,571 | |
| 4 | AVGO |
Broadcom Inc.
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|
31,940 | $12,065,332 | |
| 5 | INTC |
Intel Corp
|
71,006 | $9,914,565 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
16,163 | $9,389,246 | |
| 7 | TXN |
Texas Instruments Inc
|
27,156 | $8,094,386 | |
| 8 | MPWR |
Monolithic Power Systems, Inc.
|
3,132 | $4,329,548 |
All Filings in AVGO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,065,332 | 31,940 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $8,060,875 | 26,044 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $7,744,677 | 22,377 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $7,071,948 | 21,436 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $5,669,290 | 20,567 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $3,539,300 | 21,139 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $5,073,585 | 21,884 | Shares | Other | 2025-05-30 | |
| 2024-09-30 | $3,614,046 | 20,951 | Shares | Other | 2025-05-30 | |
| 2024-06-30 | $3,108,303 | 1,936 | Shares | Other | 2025-05-29 | |
| 2024-03-31 | $1,911,238 | 1,442 | Shares | Other | 2025-05-29 | |
| 2023-12-31 | $208,737 | 187 | Shares | Other | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||