Position in AVGO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,944,279
+$555,818 QoQ
Shares Held
5,147
+14.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#2,799
of 4,764 holders
Holding Since
Jun 2025
5 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, 2026PLANNING ALTERNATIVES LTD /ADV holds $12,010,777 across 9 Semiconductors names. AVGO ranks #2 (16.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
28,742 | $5,750,986 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
5,147 | $1,944,279 | |
| 3 | MU |
Micron Technology Inc
|
931 | $1,074,643 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
1,553 | $902,153 | |
| 5 | INTC |
Intel Corp
|
5,063 | $706,946 | |
| 6 | TXN |
Texas Instruments Inc
|
2,206 | $657,542 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
1,345 | $400,662 | |
| 8 | ADI |
Analog Devices Inc
|
784 | $311,381 |
All Filings in AVGO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,944,279 | 5,147 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,388,461 | 4,486 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,085,715 | 3,137 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $715,244 | 2,168 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $589,339 | 2,138 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||