Position in AVGO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$4,693,543
+$1,158,011 QoQ
Shares Held
12,425
+8.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
#2,084
of 4,764 holders
Holding Since
Sep 2024
8 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, 2026MINDSET WEALTH MANAGEMENT, LLC holds $263,342,693 across 14 Semiconductors names. AVGO ranks #4 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
1,184,129 | $236,932,371 | |
| 2 | AMD |
Advanced Micro Devices Inc
|
11,030 | $6,407,437 | |
| 3 | MU |
Micron Technology Inc
|
4,482 | $5,173,527 | |
| 4 | AVGO |
Broadcom Inc.
This page
|
12,425 | $4,693,543 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
5,063 | $2,417,936 | |
| 6 | MCHP |
Microchip Technology Inc
|
14,163 | $1,291,665 | |
| 7 | INTC |
Intel Corp
|
9,047 | $1,263,232 | |
| 8 | TXN |
Texas Instruments Inc
|
4,112 | $1,225,663 |
All Filings in AVGO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,693,543 | 12,425 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $3,535,532 | 11,423 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $3,954,884 | 11,427 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,727,653 | 11,299 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,115,120 | 11,301 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,867,849 | 11,156 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,543,748 | 10,972 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,828,155 | 10,598 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||