Position in CW
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$616,058
+$62,308 QoQ
Shares Held
813
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#557
of 944 holders
Holding Since
Jun 2025
5 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, 2026Arista Wealth Management, LLC holds $12,452,269 across 11 Aerospace & Defense names. CW ranks #7 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
21,694 | $4,116,002 | |
| 2 | NOC |
Northrop Grumman Corp /De/
|
4,345 | $2,212,951 | |
| 3 | LMT |
Lockheed Martin Corp
|
4,311 | $2,196,282 | |
| 4 | VSEC |
Vse Corp
|
3,464 | $791,524 | |
| 5 | GD |
General Dynamics Corp
|
1,968 | $697,144 | |
| 6 | AXON |
Axon Enterprise, Inc.
|
1,101 | $617,231 | |
| 7 | CW |
Curtiss Wright Corp
This page
|
813 | $616,058 | |
| 8 | FTAI |
FTAI Aviation Ltd.
|
1,530 | $413,910 |
All Filings in CW
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $616,058 | 813 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $553,750 | 813 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $448,182 | 813 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $441,410 | 813 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $397,191 | 813 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||