Dougherty Wealth Advisers LLC

Position in GD — General Dynamics Corp

CIK 1755933 WAYZATA, MN

Position in GD

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$132,131

+$4,110 QoQ

Shares Held

373

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.60%

of 13F equity value

Holder Rank

#1,908

of 2,203 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Dougherty Wealth Advisers LLC holds $571,630 across 5 Aerospace & Defense names. GD ranks #2 (23.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LMT	Lockheed Martin Corp	462	$235,370
2	GD	General Dynamics Corp This page	373	$132,131
3	BA	Boeing Co	499	$108,018
4	SPCX	Space Exploration Technologies Corp	287	$49,036
5	LHX	L3harris Technologies, Inc. /De/	162	$47,075

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$132,131	373	0.0%	Shares	Sole	2026-07-22
2026-03-31	$128,021	373	—	Shares	Sole	2026-04-21
No filing history on record for this holder in this stock.