Position in CW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$249,303
+$25,215 QoQ
Shares Held
329
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#744
of 945 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CW Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Beacon Financial Advisory LLC holds $4,536,923 across 9 Aerospace & Defense names. CW ranks #6 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
3,055 | $1,141,745 | |
| 2 | NOC |
Northrop Grumman Corp /De/
|
2,064 | $1,051,215 | |
| 3 | LMT |
Lockheed Martin Corp
|
1,041 | $530,347 | |
| 4 | BWXT |
BWX Technologies, Inc.
|
2,487 | $484,094 | |
| 5 | SPCX |
Space Exploration Technologies Corp
|
2,467 | $421,511 | |
| 6 | CW |
Curtiss Wright Corp
This page
|
329 | $249,303 | |
| 7 | HWM |
Howmet Aerospace Inc.
|
871 | $234,177 | |
| 8 | RKLB |
Rocket Lab Corp
|
2,199 | $223,528 |
All Filings in CW
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $249,303 | 329 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $224,088 | 329 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||