True Wealth Design, LLC

Position in BA — Boeing Co

CIK 1966033 AKRON, OH

Position in BA

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$206,512

+$117,546 QoQ

Shares Held

954

+113.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#338

of 412 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Industrials · as of Jun 30, 2026

True Wealth Design, LLC holds $3,102,750 across 39 Aerospace & Defense names. BA ranks #6 (6.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BWXT	BWX Technologies, Inc.	3,098	$603,025
2	GE	General Electric Co	1,578	$589,745
3	LMT	Lockheed Martin Corp	759	$386,680
4	HWM	Howmet Aerospace Inc.	1,148	$308,651
5	CW	Curtiss Wright Corp	279	$211,415
6	BA	Boeing Co This page	954	$206,512
7	GD	General Dynamics Corp	464	$164,367
8	RTX	RTX Corp	728	$138,123

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$206,512	954	+113.4%	Shares	Sole	2026-07-16
2026-03-31	$88,966	447	+50.0%	Shares	Sole	2026-04-13
2025-12-31	$64,701	298	+39.9%	Shares	Sole	2026-01-08
2025-09-30	$45,971	213	+5.4%	Shares	Sole	2025-10-21
2025-06-30	$42,325	202	+49.6%	Shares	Sole	2025-08-06
2025-03-31	$23,024	135	+31.1%	Shares	Sole	2025-05-13
2024-12-31	$18,231	103	+3.0%	Shares	Sole	2025-02-14
2024-09-30	$15,204	100	0.0%	Shares	Sole	2024-11-14
2024-06-30	$18,201	100	0.0%	Shares	Sole	2024-08-14
2024-03-31	$19,299	100	0.0%	Shares	Sole	2024-05-14
2023-12-31	$26,066	100	0.0%	Shares	Sole	2024-02-14
2023-09-30	$19,168	100	0.0%	Shares	Sole	2023-11-13
2023-06-30	$21,116	100	-42.2%	Shares	Sole	2023-08-14
2023-03-31	$36,750	173	0.0%	Shares	Sole	2023-05-12
2022-12-31	$32,954	173	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.