Position in AVGO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$804,985
+$408,503 QoQ
Shares Held
2,131
+66.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#3,571
of 4,764 holders
Holding Since
Mar 2026
2 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, 2026MOR Wealth Management, LLC holds $10,302,421 across 9 Semiconductors names. AVGO ranks #4 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
26,110 | $5,224,349 | |
| 2 | QCOM |
Qualcomm Inc/De
|
4,510 | $833,402 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,709 | $816,167 | |
| 4 | AVGO |
Broadcom Inc.
This page
|
2,131 | $804,985 | |
| 5 | ALAB |
Astera Labs, Inc.
|
1,618 | $781,526 | |
| 6 | NXPI |
NXP Semiconductors N.V.
|
2,059 | $578,640 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
1,705 | $507,902 | |
| 8 | SMTC |
Semtech Corp
|
2,825 | $457,226 |
All Filings in AVGO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $804,985 | 2,131 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $396,482 | 1,281 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||