SMART Wealth LLC

Position in BWXT — BWX Technologies, Inc.

CIK 2044723 Omaha, NE

Position in BWXT

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$298,593

-$109,978 QoQ

Shares Held

1,534

-23.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#571

of 841 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

SMART Wealth LLC holds $2,325,006 across 5 Aerospace & Defense names. BWXT ranks #4 (12.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HWM	Howmet Aerospace Inc.	4,013	$1,078,935
2	RTX	RTX Corp	1,947	$369,404
3	GE	General Electric Co	872	$325,892
4	BWXT	BWX Technologies, Inc. This page	1,534	$298,593
5	LMT	Lockheed Martin Corp	495	$252,182

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$298,593	1,534	-23.2%	Shares	Sole	2026-08-06
2026-03-31	$408,571	1,998	-5.0%	Shares	Sole	2026-04-23
2025-12-31	$363,482	2,103	—	Shares	Sole	2026-01-26
No filing history on record for this holder in this stock.