Foundations Investment Advisors, LLC
EndowmentPosition in RKLB — Rocket Lab Corp
CIK 1743404
PHOENIX, AZ
Position in RKLB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,560,384
+$3,331,495 QoQ
Shares Held
94,052
-3.0% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#196
of 1,116 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RKLB Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Foundations Investment Advisors, LLC holds $75,602,817 across 16 Aerospace & Defense names. RKLB ranks #2 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
228,910 | $43,431,093 | |
| 2 | RKLB |
Rocket Lab Corp
This page
|
94,052 | $9,560,384 | |
| 3 | GE |
General Electric Co
|
14,156 | $5,290,521 | |
| 4 | LMT |
Lockheed Martin Corp
|
10,205 | $5,199,038 | |
| 5 | BA |
Boeing Co
|
15,611 | $3,379,312 | |
| 6 | AXON |
Axon Enterprise, Inc.
|
2,641 | $1,480,571 | |
| 7 | GD |
General Dynamics Corp
|
3,609 | $1,278,451 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
2,208 | $1,124,556 |
All Filings in RKLB
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,560,384 | 94,052 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $6,228,889 | 96,993 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $6,360,367 | 91,175 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $3,615,096 | 75,456 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,553,441 | 71,385 | Shares | Other | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||