Position in AVGO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,911,697
+$397,238 QoQ
Shares Held
7,708
-5.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#2,455
of 4,764 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, 2026LAUREL OAK WEALTH MANAGEMENT, LLC holds $43,359,382 across 10 Semiconductors names. AVGO ranks #3 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
141,376 | $28,287,923 | |
| 2 | MU |
Micron Technology Inc
|
2,646 | $3,054,251 | |
| 3 | AVGO |
Broadcom Inc.
This page
|
7,708 | $2,911,697 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
4,913 | $2,854,010 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
5,357 | $2,558,342 | |
| 6 | INTC |
Intel Corp
|
9,623 | $1,343,659 | |
| 7 | LASR |
Nlight, Inc.
|
15,587 | $1,085,166 | |
| 8 | ARM |
Arm Holdings PLC /Uk
|
1,421 | $503,843 |
All Filings in AVGO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,911,697 | 7,708 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,514,459 | 8,124 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,428,583 | 7,017 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||