Position in BA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$481,212
+$144,852 QoQ
Shares Held
2,223
+31.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,570
of 2,609 holders
Holding Since
Jun 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Triad Wealth Partners, LLC holds $9,643,232 across 11 Aerospace & Defense names. BA ranks #6 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPCX |
Space Exploration Technologies Corp
|
18,603 | $3,178,508 | |
| 2 | GE |
General Electric Co
|
4,242 | $1,585,362 | |
| 3 | LMT |
Lockheed Martin Corp
|
2,255 | $1,148,832 | |
| 4 | RTX |
RTX Corp
|
4,809 | $912,411 | |
| 5 | LHX |
L3harris Technologies, Inc. /De/
|
2,790 | $810,746 | |
| 6 | BA |
Boeing Co
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|
2,223 | $481,212 | |
| 7 | HONA |
Honeywell Aerospace Inc.
|
1,754 | $387,774 | |
| 8 | HWM |
Howmet Aerospace Inc.
|
1,418 | $381,243 |
All Filings in BA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $481,212 | 2,223 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $336,360 | 1,690 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $337,838 | 1,556 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $302,162 | 1,400 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $274,693 | 1,311 | Shares | Sole | 2025-07-21 | |
| 2024-06-30 | $20,385 | 112 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||