Position in AVGO
as of Jun 30, 2026
· filed Aug 21, 2026
Position Value
$185,097
-$59,415 QoQ
Shares Held
490
-38.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#4,599
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)
Position in Semiconductors
Technology · as of Jun 30, 2026Bernard Wealth Management Corp. holds $44,421,275 across 10 Semiconductors names. AVGO ranks #4 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
202,231 | $40,464,400 | |
| 2 | MU |
Micron Technology Inc
|
2,033 | $2,346,671 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
1,594 | $925,970 | |
| 4 | AVGO |
Broadcom Inc.
This page
|
490 | $185,097 | |
| 5 | ALAB |
Astera Labs, Inc.
|
300 | $144,906 | |
| 6 | CRDO |
Credo Technology Group Holding Ltd
|
500 | $135,975 | |
| 7 | SITM |
SITIME Corp
|
141 | $105,123 | |
| 8 | SWKS |
Skyworks Solutions, Inc.
|
1,231 | $83,461 |
All Filings in AVGO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $185,097 | 490 | Shares | Sole | 2026-08-21 | |
| 2026-03-31 | $244,512 | 790 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $290,724 | 840 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $277,124 | 840 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $231,546 | 840 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $243,108 | 1,452 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $49,381 | 213 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||