Position in AVGO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,838,035
+$638,967 QoQ
Shares Held
7,513
+5.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.64%
of 13F equity value
Holder Rank
#2,473
of 4,764 holders
Holding Since
Dec 2025
3 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, 2026Elevation Wealth Management LLC holds $14,823,650 across 8 Semiconductors names. AVGO ranks #2 (19.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
33,074 | $6,617,775 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
7,513 | $2,838,035 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
3,305 | $1,919,906 | |
| 4 | MU |
Micron Technology Inc
|
1,368 | $1,579,068 | |
| 5 | MRVL |
Marvell Technology, Inc.
|
2,051 | $610,972 | |
| 6 | TXN |
Texas Instruments Inc
|
1,703 | $507,612 | |
| 7 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,018 | $486,165 | |
| 8 | ADI |
Analog Devices Inc
|
665 | $264,117 |
All Filings in AVGO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,838,035 | 7,513 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,199,068 | 7,105 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,282,183 | 6,594 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||