Position in AVGO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$576,068
+$110,875 QoQ
Shares Held
1,525
+1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#3,876
of 4,764 holders
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026HERITAGE OAK WEALTH ADVISORS LLC holds $12,604,242 across 8 Semiconductors names. AVGO ranks #5 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMD |
Advanced Micro Devices Inc
|
8,406 | $4,883,129 | |
| 2 | MU |
Micron Technology Inc
|
3,651 | $4,214,312 | |
| 3 | NVDA |
Nvidia Corp
|
6,860 | $1,372,617 | |
| 4 | ARM |
Arm Holdings PLC /Uk
|
2,019 | $715,876 | |
| 5 | AVGO |
Broadcom Inc.
This page
|
1,525 | $576,068 | |
| 6 | MRVL |
Marvell Technology, Inc.
|
1,192 | $355,084 | |
| 7 | ALAB |
Astera Labs, Inc.
|
518 | $250,204 | |
| 8 | INTC |
Intel Corp
|
1,697 | $236,952 |
All Filings in AVGO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $576,068 | 1,525 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $465,193 | 1,503 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $273,419 | 790 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $276,134 | 837 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $221,071 | 802 | Shares | Sole | 2025-07-15 | |
| 2024-09-30 | $421,245 | 2,442 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||