Position in AVGO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$10,686,547
+$1,095,142 QoQ
Shares Held
28,290
-8.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
6.29%
of 13F equity value
Holder Rank
#1,458
of 4,764 holders
Holding Since
Dec 2024
7 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
$2,002,075
PutShares
5,300
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, 2026ONE WEALTH CAPITAL MANAGEMENT, LLC holds $26,556,227 across 11 Semiconductors names. AVGO ranks #1 (40.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
This page
|
28,290 | $10,686,547 | |
| 2 | NVDA |
Nvidia Corp
|
52,766 | $10,557,948 | |
| 3 | MRVL |
Marvell Technology, Inc.
|
4,265 | $1,270,500 | |
| 4 | MU |
Micron Technology Inc
|
642 | $741,054 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,510 | $721,130 | |
| 6 | QCOM |
Qualcomm Inc/De
|
3,701 | $683,907 | |
| 7 | MCHP |
Microchip Technology Inc
|
5,430 | $495,216 | |
| 8 | RMBS |
Rambus Inc
|
3,167 | $420,387 |
All Filings in AVGO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,002,075 | 5,300 | Put | Sole | 2026-07-24 | |
| 2026-06-30 | $10,686,547 | 28,290 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $9,591,405 | 30,989 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $9,067,473 | 26,199 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $5,309,571 | 16,094 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,528,871 | 12,802 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,151,642 | 12,851 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,832,852 | 12,219 | Shares | Sole | 2025-01-07 | |
| No filing history on record for this holder in this stock. | ||||||