Position in AVGO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$82,484,734
+$15,800,805 QoQ
Shares Held
218,358
+1.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
2.51%
of 13F equity value
Holder Rank
#182
of 2,759 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)
Derivatives in AVGO
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$226,650,000
PutShares
600,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductors
Technology · as of Jun 30, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $646,883,319 across 22 Semiconductors names. AVGO ranks #2 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
1,231,450 | $246,400,830 | |
| 2 | AVGO |
Broadcom Inc.
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|
218,358 | $82,484,734 | |
| 3 | MU |
Micron Technology Inc
|
67,768 | $78,223,924 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
114,575 | $66,557,763 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
109,964 | $52,515,507 | |
| 6 | MRVL |
Marvell Technology, Inc.
|
155,255 | $46,248,911 | |
| 7 | ARM |
Arm Holdings PLC /Uk
|
52,208 | $18,511,390 | |
| 8 | CRDO |
Credo Technology Group Holding Ltd
|
52,881 | $14,380,987 |
All Filings in AVGO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $82,484,734 | 218,358 | Shares | Sole | 2026-07-30 | |
| 2026-06-30 | $226,650,000 | 600,000 | Put | Sole | 2026-07-30 | |
| 2026-03-31 | $66,683,929 | 215,450 | Shares | Sole | 2026-05-01 | |
| 2026-03-31 | $2,432,700 | 600,000 | Put | Sole | 2026-05-01 | |
| 2025-12-31 | $13,959,251 | 40,333 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $14,004,019 | 42,448 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,802,723 | 39,190 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,365,018 | 38,016 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $8,346,240 | 36,000 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $4,692,690 | 27,204 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $3,470,210 | 24,424 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||