Position in CW
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$709,263
+$203,872 QoQ
Shares Held
936
+26.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#526
of 944 holders
Holding Since
Mar 2021
9 quarters on record
Common Shares in CW Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Spire Wealth Management holds $23,867,412 across 36 Aerospace & Defense names. CW ranks #7 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BWXT |
BWX Technologies, Inc.
|
25,433 | $4,950,533 | |
| 2 | LMT |
Lockheed Martin Corp
|
7,122 | $3,628,373 | |
| 3 | HWM |
Howmet Aerospace Inc.
|
13,362 | $3,592,506 | |
| 4 | GE |
General Electric Co
|
9,469 | $3,538,849 | |
| 5 | BA |
Boeing Co
|
9,662 | $2,091,533 | |
| 6 | RTX |
RTX Corp
|
10,351 | $1,963,895 | |
| 7 | CW |
Curtiss Wright Corp
This page
|
936 | $709,263 | |
| 8 | GD |
General Dynamics Corp
|
1,915 | $678,369 |
All Filings in CW
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $709,263 | 936 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $505,391 | 742 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $378,171 | 686 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $325,221 | 599 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $268,213 | 549 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $143,406 | 452 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $102,202 | 288 | Shares | Sole | 2025-01-24 | |
| 2021-12-31 | $42,849 | 309 | Shares | Sole | 2022-01-14 | |
| 2021-03-31 | $36,647 | 309 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||