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Western Digital shares owned by Falcon Wealth Planning

Quarter-by-quarter ownership of Western Digital (WDC) shares owned by Falcon Wealth Planning from 13F filings

Historical chart of Falcon Wealth Planning investment in Western Digital

Tip: Access up to 7 years of quarterly data

All positions including Western Digital held by Falcon Wealth Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Western Digital by Falcon Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $365k 2.1k 172.27
2025-09-30 $212k 1.8k 120.06

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Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust Internatnal Val (DFIV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Pimco Etf Tr Multisector Bd (PYLD)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)

View all positions for Falcon Wealth Planning

Top funds holding Western Digital

Vanguard Group
BlackRock
FMR
State Street Corporation
Citadel Advisors
Jpmorgan Chase & Co
D. E. Shaw & Co
Geode Capital Management
Ameriprise Financial
Susquehanna International
Jane Street
WCM Investment Management
Invesco
Goldman Sachs Group
UBS Group

View all funds holding Western Digital