BSW Wealth Partners

Position in RKLB — Rocket Lab Corp

CIK 1512601 BOULDER, CO

Position in RKLB

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$709,517

+$284,959 QoQ

Shares Held

6,980

+5.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#41

of 137 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Industrials · as of Jun 30, 2026

BSW Wealth Partners holds $2,508,576 across 6 Aerospace & Defense names. RKLB ranks #1 (28.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKLB	Rocket Lab Corp This page	6,980	$709,517
2	GE	General Electric Co	1,318	$492,576
3	LMT	Lockheed Martin Corp	778	$396,359
4	RTX	RTX Corp	2,042	$387,428
5	HONA	Honeywell Aerospace Inc.	1,302	$287,481
6	GD	General Dynamics Corp	664	$235,215

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$709,517	6,980	+5.6%	Shares	Sole	2026-07-15
2026-03-31	$424,558	6,611	+97.8%	Shares	Sole	2026-04-14
2025-12-31	$233,207	3,343	—	Shares	Sole	2026-01-23
No filing history on record for this holder in this stock.