Position in AVAV
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,586,487
New position
Shares Held
9,611
first reported quarter
Ownership
0.019%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#195
of 610 holders
Holding Since
Jun 2026
1 quarter on record
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Simplicity Wealth,LLC holds $37,999,008 across 13 Aerospace & Defense names. AVAV ranks #6 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
93,099 | $17,663,673 | |
| 2 | GD |
General Dynamics Corp
|
17,930 | $6,351,523 | |
| 3 | LMT |
Lockheed Martin Corp
|
6,666 | $3,396,060 | |
| 4 | GE |
General Electric Co
|
6,901 | $2,579,110 | |
| 5 | BA |
Boeing Co
|
10,623 | $2,299,560 | |
| 6 | AVAV |
AeroVironment Inc
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|
9,611 | $1,586,487 | |
| 7 | SPCX |
Space Exploration Technologies Corp
|
6,411 | $1,095,383 | |
| 8 | HWM |
Howmet Aerospace Inc.
|
3,861 | $1,038,068 |
All Filings in AVAV
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,586,487 | 9,611 | Shares | Sole | 2026-08-06 | |
| No filing history on record for this holder in this stock. | ||||||