Position in CW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,591,296
+$72,399 QoQ
Shares Held
2,100
-5.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#389
of 944 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CW Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $63,781,340 across 19 Aerospace & Defense names. CW ranks #14 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPCX |
Space Exploration Technologies Corp
|
61,973 | $10,588,706 | |
| 2 | RTX |
RTX Corp
|
53,023 | $10,060,053 | |
| 3 | GE |
General Electric Co
|
23,393 | $8,742,665 | |
| 4 | HWM |
Howmet Aerospace Inc.
|
23,668 | $6,363,378 | |
| 5 | GD |
General Dynamics Corp
|
12,347 | $4,373,801 | |
| 6 | BA |
Boeing Co
|
18,535 | $4,012,271 | |
| 7 | FTAI |
FTAI Aviation Ltd.
|
12,917 | $3,494,436 | |
| 8 | HONA |
Honeywell Aerospace Inc.
|
13,754 | $3,040,734 |
All Filings in CW
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,591,296 | 2,100 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,518,897 | 2,230 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $574,423 | 1,042 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $598,319 | 1,102 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $981,496 | 2,009 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $761,765 | 2,401 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $1,011,024 | 2,849 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $948,928 | 2,887 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||