Position in CODA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$195
New position
Shares Held
20
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#58
of 61 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Acumen Wealth Advisors, LLC holds $4,778,498 across 15 Aerospace & Defense names. CODA ranks #15 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
16,780 | $3,183,669 | |
| 2 | LMT |
Lockheed Martin Corp
|
2,775 | $1,413,751 | |
| 3 | AADX |
Applied Aerospace & Defense, Inc.
|
1,500 | $34,170 | |
| 4 | HWM |
Howmet Aerospace Inc.
|
117 | $31,456 | |
| 5 | GE |
General Electric Co
|
84 | $31,393 | |
| 6 | BA |
Boeing Co
|
144 | $31,171 | |
| 7 | FTAI |
FTAI Aviation Ltd.
|
86 | $23,265 | |
| 8 | KTOS |
Kratos Defense & Security Solutions, Inc.
|
251 | $12,514 |
All Filings in CODA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $195 | 20 | Shares | Sole | 2026-08-03 | |
| No filing history on record for this holder in this stock. | ||||||