Position in BA
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$732,967
+$205,140 QoQ
Shares Held
3,386
+27.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#110
of 288 holders
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 49.49793266391022.ToString("F0")%
Shared 0.ToString("F0")%
None 50.50206733608979.ToString("F0")%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Falcon Wealth Planning holds $131,065,156 across 7 Aerospace & Defense names. BA ranks #2 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KRMN |
Karman Holdings Inc.
|
2,569,437 | $128,266,295 | |
| 2 | BA |
Boeing Co
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|
3,386 | $732,967 | |
| 3 | NOC |
Northrop Grumman Corp /De/
|
987 | $502,688 | |
| 4 | LMT |
Lockheed Martin Corp
|
840 | $427,946 | |
| 5 | CW |
Curtiss Wright Corp
|
534 | $404,643 | |
| 6 | RTX |
RTX Corp
|
1,948 | $369,594 | |
| 7 | GE |
General Electric Co
|
966 | $361,023 |
All Filings in BA
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $732,967 | 3,386 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $527,827 | 2,652 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $493,948 | 2,275 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $480,869 | 2,228 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $460,966 | 2,200 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $380,497 | 2,231 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $386,568 | 2,184 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $296,478 | 1,950 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $360,197 | 1,979 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $374,014 | 1,938 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $517,670 | 1,986 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $251,100 | 1,310 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $284,010 | 1,345 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $263,625 | 1,241 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $216,777 | 1,138 | Shares | Sole | 2023-01-20 | |
| 2022-03-31 | $203,181 | 1,061 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $1,375,216 | 6,831 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $1,480,416 | 6,731 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $1,559,296 | 6,509 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,607,283 | 6,310 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $1,303,625 | 6,090 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||