Total Wealth Planning & Management, Inc.
Position in RKLB — Rocket Lab Corp
CIK 2058383
Ponte Vedra Beach, FL
Position in RKLB
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$391,250
New position
Shares Held
3,849
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#683
of 1,116 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Total Wealth Planning & Management, Inc. holds $6,724,874 across 10 Aerospace & Defense names. RKLB ranks #7 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
3,690 | $1,379,063 | |
| 2 | HEI |
Heico Corp
|
3,572 | $1,272,310 | |
| 3 | RTX |
RTX Corp
|
5,065 | $960,982 | |
| 4 | LMT |
Lockheed Martin Corp
|
1,440 | $733,622 | |
| 5 | GD |
General Dynamics Corp
|
1,840 | $651,801 | |
| 6 | HII |
Huntington Ingalls Industries, Inc.
|
2,135 | $597,565 | |
| 7 | RKLB |
Rocket Lab Corp
This page
|
3,849 | $391,250 | |
| 8 | PL |
Planet Labs PBC
|
8,920 | $295,519 |
All Filings in RKLB
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $391,250 | 3,849 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||