Heritage Family Offices, LLP
Family OfficePosition in AVGO — Broadcom Inc.
CIK 2019316
SCOTTSDALE, AZ
Position in AVGO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$3,392,572
+$508,249 QoQ
Shares Held
8,981
-3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.90%
of 13F equity value
Holder Rank
#2,319
of 4,764 holders
Holding Since
Jun 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, 2026Heritage Family Offices, LLP holds $17,659,268 across 11 Semiconductors names. AVGO ranks #2 (19.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
34,193 | $6,841,677 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
8,981 | $3,392,572 | |
| 3 | MU |
Micron Technology Inc
|
1,529 | $1,764,909 | |
| 4 | ADI |
Analog Devices Inc
|
3,473 | $1,379,371 | |
| 5 | TXN |
Texas Instruments Inc
|
4,451 | $1,326,709 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
1,984 | $1,152,525 | |
| 7 | INTC |
Intel Corp
|
5,192 | $724,958 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
1,053 | $313,678 |
All Filings in AVGO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,392,572 | 8,981 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,884,323 | 9,319 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $3,071,637 | 8,875 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $2,988,654 | 9,059 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $3,406,482 | 12,358 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $2,068,765 | 12,356 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $3,392,978 | 14,635 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $2,345,482 | 13,597 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,297,513 | 1,431 | Shares | Sole | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||