SUMMIT WEALTH GROUP LLC / CO

Position in WDC — Western Digital Corp

CIK 2081278 COLORADO SPRINGS, CO

Position in WDC

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$714,727

+$339,828 QoQ

Shares Held

1,119

-19.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#1,100

of 1,836 holders

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Technology · as of Jun 30, 2026

SUMMIT WEALTH GROUP LLC / CO holds $2,111,556 across 5 Computer Hardware names. WDC ranks #1 (33.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WDC	Western Digital Corp This page	1,119	$714,727
2	STX	Seagate Technology Holdings plc	541	$522,065
3	SNDK	Sandisk Corp	144	$327,417
4	ANET	Arista Networks, Inc.	1,660	$282,000
5	DELL	Dell Technologies Inc.	615	$265,347

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$714,727	1,119	-19.3%	Shares	Sole	2026-07-28
2026-03-31	$374,899	1,386	-62.2%	Shares	Sole	2026-04-23
2025-09-30	$439,899	3,664	—	Shares	Sole	2026-02-05
No filing history on record for this holder in this stock.