Simplicity Wealth,LLC

Position in BA — Boeing Co

CIK 1913243 SUMMIT, NJ

Position in BA

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$2,299,560

+$379,120 QoQ

Shares Held

10,623

+10.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#832

of 2,609 holders

Holding Since

Mar 2022

16 quarters on record

Industrials · as of Jun 30, 2026

Simplicity Wealth,LLC holds $37,999,008 across 13 Aerospace & Defense names. BA ranks #5 (6.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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 This page	10,623	$2,299,560
6	AVAV	AeroVironment Inc	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

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,299,560	10,623	+10.1%	Shares	Sole	2026-08-06
2026-03-31	$1,920,440	9,649	+10.5%	Shares	Sole	2026-04-30
2025-12-31	$1,895,674	8,731	-14.1%	Shares	Sole	2026-01-30
2025-09-30	$2,194,991	10,170	-19.6%	Shares	Sole	2025-10-30
2025-06-30	$2,651,392	12,654	+72.0%	Shares	Sole	2025-07-22
2025-03-31	$1,254,736	7,357	+99.5%	Shares	Sole	2025-04-15
2024-12-31	$652,599	3,687	-44.8%	Shares	Sole	2025-02-07
2024-09-30	$1,015,779	6,681	-69.2%	Shares	Sole	2024-10-10
2024-06-30	$3,947,978	21,691	+4.1%	Shares	Sole	2024-07-10
2024-03-31	$4,022,876	20,845	+1378.4%	Shares	Sole	2024-04-24
2023-12-31	$367,530	1,410	+22.4%	Shares	Sole	2024-01-29
2023-09-30	$220,815	1,152	-7.4%	Shares	Sole	2023-10-19
2023-06-30	$262,683	1,244	-5.4%	Shares	Sole	2023-07-26
2023-03-31	$279,345	1,315	-0.8%	Shares	Sole	2023-04-27
2022-12-31	$252,399	1,325	-16.3%	Shares	Sole	2023-02-15
2022-03-31	$303,144	1,583	—	Shares	Sole	2022-05-20
No filing history on record for this holder in this stock.