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Western Digital shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of Western Digital (WDC) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co investment in Western Digital

Tip: Access up to 7 years of quarterly data

All positions including Western Digital held by Summit Wealth Group Llc / Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Western Digital by Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2026-03-31 $375k 1.4k 270.55
2025-09-30 $932k 3.7k 254.28

More positions owned by Summit Wealth Group Llc / Co

Sei Exchange Traded Funds Enhanced Us Lrg (SEIV)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM)
Sei Exchange Traded Funds Select Intl Equi (SEIE)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIQ)
Sei Exchange Traded Funds Select Small Cap (SEIS)
Sei Exchange Traded Funds Select Emerging (SEEM)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
NVIDIA Corporation (NVDA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Summit Wealth Group Llc / Co

Top funds holding Western Digital

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

View all funds holding Western Digital