Position in AVGO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,003,681
+$466,063 QoQ
Shares Held
2,657
+53.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#3,381
of 4,764 holders
Holding Since
Dec 2024
5 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, 2026Financial Life Planners holds $18,042,455 across 11 Semiconductors names. AVGO ranks #2 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
77,281 | $15,463,155 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
2,657 | $1,003,681 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
820 | $476,346 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
859 | $410,232 | |
| 5 | ARM |
Arm Holdings PLC /Uk
|
991 | $351,378 | |
| 6 | MU |
Micron Technology Inc
|
106 | $122,354 | |
| 7 | INTC |
Intel Corp
|
659 | $92,016 | |
| 8 | ADI |
Analog Devices Inc
|
158 | $62,752 |
All Filings in AVGO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,003,681 | 2,657 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $537,618 | 1,737 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $605,328 | 1,749 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $142,851 | 433 | Shares | Sole | 2025-11-13 | |
| 2024-12-31 | $49,845 | 215 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||