Position in AVGO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$9,715,730
+$2,554,288 QoQ
Shares Held
25,720
+11.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.01%
of 13F equity value
Holder Rank
#1,509
of 4,764 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Triad Wealth Partners, LLC holds $60,116,139 across 12 Semiconductors names. AVGO ranks #2 (16.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
169,599 | $33,935,063 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
25,720 | $9,715,730 | |
| 3 | MU |
Micron Technology Inc
|
3,318 | $3,829,934 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
6,082 | $3,533,094 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
4,417 | $2,109,426 | |
| 6 | INTC |
Intel Corp
|
13,263 | $1,851,912 | |
| 7 | QCOM |
Qualcomm Inc/De
|
8,896 | $1,643,891 | |
| 8 | TXN |
Texas Instruments Inc
|
4,084 | $1,217,317 |
All Filings in AVGO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,715,730 | 25,720 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $7,161,442 | 23,138 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $7,631,505 | 22,050 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $9,040,193 | 27,402 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $4,501,640 | 16,331 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $2,321,082 | 13,863 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,253,021 | 9,718 | Shares | Sole | 2025-02-06 | |
| 2024-06-30 | $1,013,089 | 631 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $724,999 | 547 | Shares | Sole | 2024-04-23 | |
| No filing history on record for this holder in this stock. | ||||||