Position in TDG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,160,206
+$132,209 QoQ
Shares Held
871
-1.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#563
of 1,139 holders
Holding Since
Sep 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TDG Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $63,781,340 across 19 Aerospace & Defense names. TDG ranks #15 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPCX |
Space Exploration Technologies Corp
|
61,973 | $10,588,706 | |
| 2 | RTX |
RTX Corp
|
53,023 | $10,060,053 | |
| 3 | GE |
General Electric Co
|
23,393 | $8,742,665 | |
| 4 | HWM |
Howmet Aerospace Inc.
|
23,668 | $6,363,378 | |
| 5 | GD |
General Dynamics Corp
|
12,347 | $4,373,801 | |
| 6 | BA |
Boeing Co
|
18,535 | $4,012,271 | |
| 7 | FTAI |
FTAI Aviation Ltd.
|
12,917 | $3,494,436 | |
| 8 | HONA |
Honeywell Aerospace Inc.
|
13,754 | $3,040,734 |
All Filings in TDG
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,160,206 | 871 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,027,997 | 887 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $917,596 | 690 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,041,235 | 790 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,082 | 4 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $439,556 | 308 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $868,774 | 680 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $862,120 | 700 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $967,089 | 956 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $810,247 | 961 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,503,099 | 1,681 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,233,821 | 1,674 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,242,929 | 1,974 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $615,089 | 1,172 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $623,610 | 1,162 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $642,418 | 986 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $597,466 | 939 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $795,702 | 1,274 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,054,435 | 1,629 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $844,253 | 1,436 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $675,784 | 1,092 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $281,271 | 592 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||