Position in AVGO
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$5,330,430
-$105,803 QoQ
Shares Held
14,111
-19.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.87%
of 13F equity value
Holder Rank
#1,985
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, 2026Vertrix Wealth Management, LLC holds $17,626,624 across 7 Semiconductors names. AVGO ranks #2 (30.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
27,485 | $5,499,473 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
14,111 | $5,330,430 | |
| 3 | INTC |
Intel Corp
|
21,174 | $2,956,525 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
3,645 | $1,740,742 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
2,613 | $1,517,917 | |
| 6 | ARM |
Arm Holdings PLC /Uk
|
823 | $291,811 | |
| 7 | MU |
Micron Technology Inc
|
251 | $289,726 |
All Filings in AVGO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,330,430 | 14,111 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $5,436,233 | 17,564 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||