Position in RTX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,731,542
-$41,781 QoQ
Shares Held
14,397
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,207
of 3,392 holders
Holding Since
Mar 2022
12 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, 2026Wellspring Financial Advisors, LLC holds $9,172,670 across 7 Aerospace & Defense names. RTX ranks #2 (29.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
|
14,938 | $3,233,628 | |
| 2 | RTX |
RTX Corp
This page
|
14,397 | $2,731,542 | |
| 3 | HWM |
Howmet Aerospace Inc.
|
4,269 | $1,147,763 | |
| 4 | GE |
General Electric Co
|
2,166 | $809,499 | |
| 5 | NOC |
Northrop Grumman Corp /De/
|
1,293 | $658,537 | |
| 6 | GD |
General Dynamics Corp
|
890 | $315,273 | |
| 7 | SARO |
StandardAero, Inc.
|
9,242 | $276,428 |
All Filings in RTX
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,731,542 | 14,397 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,773,323 | 14,377 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $953,863 | 5,201 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $420,165 | 2,511 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $373,081 | 2,555 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $323,599 | 2,443 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $282,588 | 2,442 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $337,188 | 2,783 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $227,684 | 2,268 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $209,006 | 2,143 | Shares | Sole | 2024-05-01 | |
| 2022-12-31 | $315,072 | 3,122 | Shares | Sole | 2023-02-14 | |
| 2022-03-31 | $184,765 | 1,865 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||