Position in AVGO
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$8,887,324
+$2,879,426 QoQ
Shares Held
23,527
+21.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.07%
of 13F equity value
Holder Rank
#1,578
of 4,778 holders
Holding Since
Mar 2025
6 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, 2026Caliber Wealth Management, LLC / KS holds $25,443,363 across 8 Semiconductors names. AVGO ranks #1 (34.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
This page
|
23,527 | $8,887,324 | |
| 2 | ADI |
Analog Devices Inc
|
12,047 | $4,784,706 | |
| 3 | NVDA |
Nvidia Corp
|
23,594 | $4,720,923 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
5,671 | $3,294,339 | |
| 5 | NXPI |
NXP Semiconductors N.V.
|
7,225 | $2,030,441 | |
| 6 | MRVL |
Marvell Technology, Inc.
|
2,431 | $724,170 | |
| 7 | MU |
Micron Technology Inc
|
522 | $602,538 | |
| 8 | INTC |
Intel Corp
|
2,857 | $398,922 |
All Filings in AVGO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,887,324 | 23,527 | Shares | Defined | 2026-07-22 | |
| 2026-03-31 | $6,007,898 | 19,411 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $6,475,184 | 18,709 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $8,098,630 | 24,548 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $8,213,818 | 29,798 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $4,985,897 | 29,779 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||