Position in AVGO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,151,382
+$341,395 QoQ
Shares Held
3,048
+16.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
#3,282
of 4,778 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Financial Planning Hawaii, Inc. holds $5,196,444 across 7 Semiconductors names. AVGO ranks #2 (22.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
11,211 | $2,243,208 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
3,048 | $1,151,382 | |
| 3 | QCOM |
Qualcomm Inc/De
|
3,140 | $580,240 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
717 | $342,417 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
572 | $332,280 | |
| 6 | MRVL |
Marvell Technology, Inc.
|
937 | $279,122 | |
| 7 | MU |
Micron Technology Inc
|
232 | $267,795 |
All Filings in AVGO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,151,382 | 3,048 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $809,987 | 2,617 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $904,013 | 2,612 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||