Position in AVGO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$14,111,606
+$1,967,054 QoQ
Shares Held
37,357
-4.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
5.94%
of 13F equity value
Holder Rank
#1,273
of 4,742 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026JPL Wealth Management, LLC holds $22,405,194 across 33 Semiconductors names. AVGO ranks #1 (63.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
This page
|
37,357 | $14,111,606 | |
| 2 | NVDA |
Nvidia Corp
|
27,047 | $5,411,834 | |
| 3 | TXN |
Texas Instruments Inc
|
2,565 | $764,549 | |
| 4 | MU |
Micron Technology Inc
|
624 | $720,276 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
752 | $436,843 | |
| 6 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
659 | $314,718 | |
| 7 | INTC |
Intel Corp
|
1,670 | $233,181 | |
| 8 | ADI |
Analog Devices Inc
|
353 | $140,200 |
All Filings in AVGO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,111,606 | 37,357 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $12,144,552 | 39,238 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $14,560,773 | 42,071 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $15,178,828 | 46,009 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $13,055,885 | 47,364 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $8,334,162 | 49,777 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $13,470,366 | 58,102 | Shares | Sole | 2025-02-10 | |
| 2024-06-30 | $7,406,309 | 4,613 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $5,370,561 | 4,052 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,940,362 | 3,530 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||