TCFG WEALTH MANAGEMENT, LLC

Position in BWXT — BWX Technologies, Inc.

CIK 1548059 LAGUNA NIGUEL, CA

Position in BWXT

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$273,198

-$34,975 QoQ

Shares Held

1,336

-25.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Mar 31, 2026

TCFG WEALTH MANAGEMENT, LLC holds $2,231,159 across 6 Aerospace & Defense names. BWXT ranks #5 (12.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	2,747	$529,896
2	GE	General Electric Co	1,796	$509,650
3	BA	Boeing Co	1,778	$353,875
4	LMT	Lockheed Martin Corp	549	$331,810
5	BWXT	BWX Technologies, Inc. This page	1,336	$273,198
6	AXON	Axon Enterprise, Inc.	548	$232,730

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$273,198	1,336	-25.1%	Shares	Sole	2026-04-24
2025-12-31	$308,173	1,783	-33.7%	Shares	Sole	2026-02-13
2025-09-30	$495,586	2,688	+1.9%	Shares	Sole	2025-11-21
2025-06-30	$380,030	2,638	-75.6%	Shares	Sole	2025-07-23
2025-03-31	$1,065,420	10,800	+21.1%	Shares	Sole	2025-04-17
2024-12-31	$993,598	8,920	-12.1%	Shares	Sole	2025-01-30
2024-09-30	$1,103,305	10,150	—	Shares	Sole	2024-10-15
No filing history on record for this holder in this stock.