Falcon Wealth Planning »

Willdan shares owned by Falcon Wealth Planning

Quarter-by-quarter ownership of Willdan (WLDN) shares owned by Falcon Wealth Planning from 13F filings

Historical chart of Falcon Wealth Planning investment in Willdan

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Willdan by Falcon Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $305k 3.2k 96.69

More positions owned by Falcon Wealth Planning

American Centy Etf Tr Us Large Cap Vlu (AVLV)
Vanguard World Mega Grwth Ind (MGK)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust Internatnal Val (DFIV)
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 Willdan

BlackRock
Vanguard Group
Geode Capital Management
Two Sigma Investments
State Street Corporation
Dimensional Fund Advisors
Citadel Advisors
Divisadero Street Capital Management
Susquehanna International
Qube Research & Technologies
Wells Fargo & Company
Morgan Stanley
Trexquant Investment
Rbf Capital
Summit Creek Advisors

View all funds holding Willdan