Capital Advisors Wealth Management, LLC
Position in BWXT — BWX Technologies, Inc.
CIK 1824700
YAKIMA, WA
Position in BWXT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$312,023
-$12,502 QoQ
Shares Held
1,603
+1.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#565
of 841 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BWXT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Capital Advisors Wealth Management, LLC holds $5,271,384 across 7 Aerospace & Defense names. BWXT ranks #6 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKLB |
Rocket Lab Corp
|
14,219 | $1,445,361 | |
| 2 | LMT |
Lockheed Martin Corp
|
1,968 | $1,002,617 | |
| 3 | GE |
General Electric Co
|
2,370 | $885,740 | |
| 4 | LHX |
L3harris Technologies, Inc. /De/
|
2,416 | $702,065 | |
| 5 | BA |
Boeing Co
|
2,901 | $627,979 | |
| 6 | BWXT |
BWX Technologies, Inc.
This page
|
1,603 | $312,023 | |
| 7 | RTX |
RTX Corp
|
1,558 | $295,599 |
All Filings in BWXT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $312,023 | 1,603 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $324,525 | 1,587 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $269,630 | 1,560 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $250,558 | 1,359 | Shares | Sole | 2025-10-16 | |
| No filing history on record for this holder in this stock. | ||||||