Position in WDC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,782,028
-$567,718 QoQ
Shares Held
2,790
-67.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#832
of 1,836 holders
Holding Since
Dec 2023
5 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, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $27,523,991 across 6 Computer Hardware names. WDC ranks #4 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNDK |
Sandisk Corp
|
6,829 | $15,527,302 | |
| 2 | STX |
Seagate Technology Holdings plc
|
5,983 | $5,773,595 | |
| 3 | DELL |
Dell Technologies Inc.
|
6,786 | $2,927,887 | |
| 4 | WDC |
Western Digital Corp
This page
|
2,790 | $1,782,028 | |
| 5 | ANET |
Arista Networks, Inc.
|
6,582 | $1,118,150 | |
| 6 | IONQ |
IonQ, Inc.
|
7,417 | $395,029 |
All Filings in WDC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,782,028 | 2,790 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,349,746 | 8,687 | Shares | Sole | 2026-04-28 | |
| 2024-09-30 | $299,246 | 4,382 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $710,117 | 9,372 | Shares | Sole | 2024-07-09 | |
| 2023-12-31 | $231,580 | 4,422 | Shares | Sole | 2024-01-16 | |
| No filing history on record for this holder in this stock. | ||||||