Position in HWM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,061,728
+$418,745 QoQ
Shares Held
3,949
+41.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.02%
of 13F equity value
Holder Rank
#765
of 1,603 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HWM Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Financial Life Planners holds $2,385,324 across 12 Aerospace & Defense names. HWM ranks #1 (44.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HWM |
Howmet Aerospace Inc.
This page
|
3,949 | $1,061,728 | |
| 2 | RTX |
RTX Corp
|
3,426 | $650,014 | |
| 3 | GE |
General Electric Co
|
881 | $329,256 | |
| 4 | AXON |
Axon Enterprise, Inc.
|
219 | $122,773 | |
| 5 | BA |
Boeing Co
|
367 | $79,444 | |
| 6 | TDG |
TransDigm Group INC
|
30 | $39,961 | |
| 7 | GD |
General Dynamics Corp
|
97 | $34,361 | |
| 8 | SPCX |
Space Exploration Technologies Corp
|
180 | $30,754 |
All Filings in HWM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,061,728 | 3,949 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $642,983 | 2,790 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $558,269 | 2,723 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $514,711 | 2,623 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $377,843 | 2,030 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $143,611 | 1,107 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $85,746 | 784 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||