ELEVATION WEALTH PARTNERS, LLC

Position in RTX — RTX Corp

CIK 1976256 WALNUT CREEK, CA

Position in RTX

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$354,415

+$32,080 QoQ

Shares Held

1,868

+11.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#2,631

of 3,386 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

ELEVATION WEALTH PARTNERS, LLC holds $1,160,850 across 23 Aerospace & Defense names. RTX ranks #1 (30.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp This page	1,868	$354,415
2	BA	Boeing Co	1,249	$270,371
3	GE	General Electric Co	264	$98,664
4	LMT	Lockheed Martin Corp	193	$98,325
5	HWM	Howmet Aerospace Inc.	236	$63,450
6	GD	General Dynamics Corp	146	$51,719
7	CW	Curtiss Wright Corp	54	$40,919
8	WWD	Woodward, Inc.	91	$38,715

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$354,415	1,868	+11.8%	Shares	Sole	2026-07-08
2026-03-31	$322,335	1,671	+1.0%	Shares	Sole	2026-04-14
2025-12-31	$303,343	1,654	+0.6%	Shares	Sole	2026-01-09
2025-09-30	$275,090	1,644	+6.2%	Shares	Sole	2025-10-14
2025-06-30	$226,038	1,548	+0.2%	Shares	Sole	2025-07-08
2025-03-31	$204,650	1,545	-2.4%	Shares	Sole	2025-04-09
2024-12-31	$183,184	1,583	-0.9%	Shares	Sole	2025-01-29
2024-09-30	$193,492	1,597	+0.1%	Shares	Sole	2024-10-04
2024-06-30	$160,122	1,595	-0.8%	Shares	Sole	2024-07-09
2024-03-31	$156,828	1,608	-10.0%	Shares	Sole	2024-04-19
2023-12-31	$150,358	1,787	+12.2%	Shares	Sole	2024-01-17
2023-09-30	$114,576	1,592	+0.3%	Shares	Sole	2023-10-10
2023-06-30	$155,462	1,587	+0.3%	Shares	Sole	2023-07-06
2023-03-31	$155,023	1,583	—	Shares	Sole	2023-05-04
No filing history on record for this holder in this stock.