BSW Wealth Partners

Position in RTX — RTX Corp

CIK 1512601 BOULDER, CO

Position in RTX

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

Position Value

$387,428

-$3,966 QoQ

Shares Held

2,042

+0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#413

of 573 holders

Holding Since

Dec 2021

16 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. RTX ranks #4 (15.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKLB	Rocket Lab Corp	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 This page	2,042	$387,428
5	HONA	Honeywell Aerospace Inc.	1,302	$287,481
6	GD	General Dynamics Corp	664	$235,215

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$387,428	2,042	+0.6%	Shares	Sole	2026-07-15
2026-03-31	$391,394	2,029	-22.6%	Shares	Sole	2026-04-14
2025-12-31	$480,691	2,621	+0.6%	Shares	Sole	2026-01-23
2025-09-30	$436,061	2,606	-3.2%	Shares	Sole	2025-10-15
2025-06-30	$392,939	2,691	-20.1%	Shares	Sole	2025-07-18
2025-03-31	$446,390	3,370	-0.9%	Shares	Sole	2025-04-24
2024-12-31	$393,332	3,399	+43.8%	Shares	Sole	2025-01-22
2024-09-30	$286,422	2,364	+0.6%	Shares	Sole	2024-10-29
2024-06-30	$235,916	2,350	0.0%	Shares	Sole	2024-07-16
2024-03-31	$229,195	2,350	0.0%	Shares	Sole	2024-04-23
2023-06-30	$230,206	2,350	-3.5%	Shares	Sole	2023-08-11
2023-03-31	$238,557	2,436	+3.7%	Shares	Sole	2023-05-15
2022-12-31	$237,162	2,350	-1.4%	Shares	Sole	2023-02-14
2022-06-30	$229,126	2,384	-1.9%	Shares	Sole	2022-08-15
2022-03-31	$240,740	2,430	+1.9%	Shares	Sole	2022-05-16
2021-12-31	$205,167	2,384	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.