Precision Wealth Strategies »

Willdan shares owned by Precision Wealth Strategies

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

Historical chart of Precision Wealth Strategies investment in Willdan

Tip: Access up to 7 years of quarterly data

All positions including Willdan held by Precision Wealth Strategies 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 Precision Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.7M 16k 103.66

More positions owned by Precision Wealth Strategies

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Belpointe Prep Unit Rp Ltd Lb A (OZ)
Pimco Etf Tr Multisector Bd (PYLD)
Spdr Series Trust State Street Spd (BIL)
Ge Aerospace Com New (GE)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core Msci Eafe (IEFA)
Netflix (NFLX)
Meta Platforms Cl A (META)
Marriott Intl Cl A (MAR)
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)
Angel Oak Funds Trust Oak Ultrashort (UYLD)
NVIDIA Corporation (NVDA)
Ishares Tr Hdg Msci Eafe (HEFA)
Spdr Series Trust State Street Spd (SHM)

View all positions for Precision Wealth Strategies

Top funds holding Willdan

BlackRock
Vanguard Group
Geode Capital Management
State Street Corporation
Two Sigma Investments
Divisadero Street Capital Management
Dimensional Fund Advisors
Daniel D. Thurber
Citadel Advisors
First Trust Advisors
Wells Fargo & Company
Handelsbanken Fonder AB
Rbf Capital
Allspring Global Investments Holdings
Summit Creek Advisors

View all funds holding Willdan