Position in GD
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,381,948
+$89,982 QoQ
Shares Held
12,370
-1.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#511
of 2,204 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GD Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $37,167,031 across 17 Aerospace & Defense names. GD ranks #4 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
34,452 | $6,536,577 | |
| 2 | BA |
Boeing Co
|
25,316 | $5,480,154 | |
| 3 | LMT |
Lockheed Martin Corp
|
9,074 | $4,622,840 | |
| 4 | GD |
General Dynamics Corp
This page
|
12,370 | $4,381,948 | |
| 5 | GE |
General Electric Co
|
11,539 | $4,312,470 | |
| 6 | SPCX |
Space Exploration Technologies Corp
|
21,029 | $3,593,014 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
7,318 | $2,126,537 | |
| 8 | HONA |
Honeywell Aerospace Inc.
|
7,948 | $1,754,918 |
All Filings in GD
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,381,948 | 12,370 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $4,291,966 | 12,505 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $4,122,738 | 12,246 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $3,787,146 | 11,106 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,236,842 | 11,098 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $3,094,600 | 11,353 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $3,256,209 | 12,358 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $3,758,762 | 12,438 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $3,354,018 | 11,560 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $1,737,595 | 6,151 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $2,799,242 | 10,780 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,829,631 | 8,280 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $2,126,542 | 9,884 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||