True Wealth Design, LLC

Position in BWXT — BWX Technologies, Inc.

CIK 1966033 AKRON, OH

Position in BWXT

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

Position Value

$603,025

-$34,370 QoQ

Shares Held

3,098

-0.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.71%

of 13F equity value

Holder Rank

#40

of 94 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. BWXT ranks #1 (19.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BWXT	BWX Technologies, Inc. This page	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	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	$603,025	3,098	-0.6%	Shares	Sole	2026-07-16
2026-03-31	$637,395	3,117	+0.8%	Shares	Sole	2026-04-13
2025-12-31	$534,594	3,093	-0.0%	Shares	Sole	2026-01-08
2025-09-30	$570,440	3,094	0.0%	Shares	Sole	2025-10-21
2025-06-30	$445,721	3,094	-0.5%	Shares	Sole	2025-08-06
2025-03-31	$306,604	3,108	+47.0%	Shares	Sole	2025-05-13
2024-12-31	$235,589	2,115	0.0%	Shares	Sole	2025-02-14
2024-09-30	$229,900	2,115	+0.7%	Shares	Sole	2024-11-14
2024-06-30	$199,500	2,100	0.0%	Shares	Sole	2024-08-14
2024-03-31	$215,502	2,100	0.0%	Shares	Sole	2024-05-14
2023-12-31	$161,133	2,100	0.0%	Shares	Sole	2024-02-14
2023-09-30	$157,458	2,100	0.0%	Shares	Sole	2023-11-13
2023-06-30	$150,297	2,100	0.0%	Shares	Sole	2023-08-14
2023-03-31	$132,384	2,100	0.0%	Shares	Sole	2023-05-12
2022-12-31	$121,968	2,100	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.