Position in RKLB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,339,434
+$2,495,963 QoQ
Shares Held
72,203
-4.3% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#222
of 1,116 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 26%
Shared 0%
None 74%
Common Shares in RKLB Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Capital Wealth Planning, LLC holds $622,907,136 across 7 Aerospace & Defense names. RKLB ranks #3 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
3,145,615 | $596,817,533 | |
| 2 | EMBJ |
Embraer S.A.
|
147,423 | $9,405,587 | |
| 3 | RKLB |
Rocket Lab Corp
This page
|
72,203 | $7,339,434 | |
| 4 | ESLT |
Elbit Systems Ltd
|
8,791 | $6,669,907 | |
| 5 | SPCX |
Space Exploration Technologies Corp
|
6,983 | $1,193,115 | |
| 6 | LMT |
Lockheed Martin Corp
|
1,617 | $823,796 | |
| 7 | GE |
General Electric Co
|
1,760 | $657,764 |
All Filings in RKLB
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,339,434 | 72,203 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $4,843,471 | 75,420 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,166,834 | 59,731 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $285,208 | 5,953 | Shares | Other | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||