Position in WDC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$4,411,000
+$4,399,860 QoQ
Shares Held
6,906
-38.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#621
of 1,836 holders
Holding Since
Dec 2020
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WDC Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Jun 30, 2026SOA Wealth Advisors, LLC. holds $10,622,778 across 11 Computer Hardware names. WDC ranks #2 (41.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DELL |
Dell Technologies Inc.
|
13,019 | $5,617,177 | |
| 2 | WDC |
Western Digital Corp
This page
|
6,906 | $4,411,000 | |
| 3 | ANET |
Arista Networks, Inc.
|
1,659 | $281,830 | |
| 4 | SMCI |
Super Micro Computer, Inc.
|
4,385 | $128,612 | |
| 5 | SNDK |
Sandisk Corp
|
50 | $113,686 | |
| 6 | QBTS |
D-Wave Quantum Inc.
|
1,463 | $35,097 | |
| 7 | IONQ |
IonQ, Inc.
|
484 | $25,777 | |
| 8 | RGTI |
Rigetti Computing, Inc.
|
301 | $5,815 |
All Filings in WDC
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,411,000 | 6,906 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $11,140 | 11,140 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $11,140 | 11,140 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $11,140 | 11,140 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $11,140 | 11,140 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $9,168 | 9,168 | Shares | Sole | 2025-04-14 | |
| 2024-09-30 | $37,559 | 550 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $41,673 | 550 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $30,707 | 450 | Shares | Sole | 2024-04-10 | |
| 2021-06-30 | $71 | 1 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $133 | 2 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $55 | 1 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||