Position in BWXT
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,067,265
-$11,010 QoQ
Shares Held
5,483
+4.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#394
of 841 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BWXT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $64,489,032 across 24 Aerospace & Defense names. BWXT ranks #16 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
46,852 | $8,889,229 | |
| 2 | LMT |
Lockheed Martin Corp
|
15,306 | $7,797,794 | |
| 3 | SPCX |
Space Exploration Technologies Corp
|
36,185 | $6,182,569 | |
| 4 | CW |
Curtiss Wright Corp
|
7,158 | $5,424,046 | |
| 5 | EMBJ |
Embraer S.A.
|
76,157 | $4,858,816 | |
| 6 | GE |
General Electric Co
|
12,430 | $4,645,463 | |
| 7 | GD |
General Dynamics Corp
|
11,186 | $3,962,528 | |
| 8 | FTAI |
FTAI Aviation Ltd.
|
10,272 | $2,778,884 |
All Filings in BWXT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,067,265 | 5,483 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,078,275 | 5,273 | Shares | Sole | 2026-05-01 | |
| No filing history on record for this holder in this stock. | ||||||