Position in RKLB
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,445,361
+$586,483 QoQ
Shares Held
14,219
+6.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#420
of 1,116 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RKLB Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Capital Advisors Wealth Management, LLC holds $5,271,384 across 7 Aerospace & Defense names. RKLB ranks #1 (27.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKLB |
Rocket Lab Corp
This page
|
14,219 | $1,445,361 | |
| 2 | LMT |
Lockheed Martin Corp
|
1,968 | $1,002,617 | |
| 3 | GE |
General Electric Co
|
2,370 | $885,740 | |
| 4 | LHX |
L3harris Technologies, Inc. /De/
|
2,416 | $702,065 | |
| 5 | BA |
Boeing Co
|
2,901 | $627,979 | |
| 6 | BWXT |
BWX Technologies, Inc.
|
1,603 | $312,023 | |
| 7 | RTX |
RTX Corp
|
1,558 | $295,599 |
All Filings in RKLB
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,445,361 | 14,219 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $858,878 | 13,374 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $939,388 | 13,466 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $638,640 | 13,330 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $403,664 | 11,285 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||