Position in RTX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$15,105,353
-$69,125 QoQ
Shares Held
79,615
+1.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
5.12%
of 13F equity value
Holder Rank
#519
of 3,392 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RTX Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Summit Financial Wealth Advisors, LLC holds $26,842,324 across 6 Aerospace & Defense names. RTX ranks #1 (56.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
This page
|
79,615 | $15,105,353 | |
| 2 | LMT |
Lockheed Martin Corp
|
15,347 | $7,818,682 | |
| 3 | BA |
Boeing Co
|
13,005 | $2,815,192 | |
| 4 | SPCX |
Space Exploration Technologies Corp
|
2,951 | $504,207 | |
| 5 | GD |
General Dynamics Corp
|
1,084 | $383,996 | |
| 6 | GE |
General Electric Co
|
575 | $214,894 |
All Filings in RTX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,105,353 | 79,615 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $15,174,478 | 78,665 | Shares | Sole | 2026-05-26 | |
| 2025-12-31 | $18,305,520 | 99,812 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $17,255,906 | 103,125 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $15,027,648 | 102,915 | Shares | Sole | 2025-09-29 | |
| 2025-03-31 | $14,253,490 | 107,606 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $12,459,225 | 107,667 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $13,108,906 | 108,195 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $10,839,911 | 107,978 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $10,782,526 | 110,556 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $9,214,339 | 109,512 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $7,921,737 | 110,070 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $11,186,248 | 114,192 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $11,502,172 | 117,453 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $11,889,687 | 117,813 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $9,653,995 | 117,933 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $11,223,053 | 116,773 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $11,596,638 | 117,055 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $8,995,077 | 104,521 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $8,715,828 | 101,394 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $8,638,319 | 101,258 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $336,124 | 4,350 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $330,733 | 4,625 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $283,384 | 4,925 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $297,316 | 4,825 | Shares | Sole | 2020-07-16 | |
| No filing history on record for this holder in this stock. | ||||||