Position in TDG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$277,064
+$31,365 QoQ
Shares Held
208
-1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#837
of 1,139 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in TDG Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Spire Wealth Management holds $23,867,412 across 36 Aerospace & Defense names. TDG ranks #12 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BWXT |
BWX Technologies, Inc.
|
25,433 | $4,950,533 | |
| 2 | LMT |
Lockheed Martin Corp
|
7,122 | $3,628,373 | |
| 3 | HWM |
Howmet Aerospace Inc.
|
13,362 | $3,592,506 | |
| 4 | GE |
General Electric Co
|
9,469 | $3,538,849 | |
| 5 | BA |
Boeing Co
|
9,662 | $2,091,533 | |
| 6 | RTX |
RTX Corp
|
10,351 | $1,963,895 | |
| 7 | CW |
Curtiss Wright Corp
|
936 | $709,263 | |
| 8 | GD |
General Dynamics Corp
|
1,915 | $678,369 |
All Filings in TDG
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $277,064 | 208 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $245,699 | 212 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $720,778 | 542 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $818,490 | 621 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $5,769,308 | 3,794 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $7,717,374 | 5,579 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $7,065,086 | 5,575 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $7,894,883 | 5,532 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $284,907 | 223 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $480,324 | 390 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $352,036 | 348 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $169,469 | 201 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $148,432 | 166 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $114,242 | 155 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $88,780 | 141 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $73,999 | 141 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $75,670 | 141 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $153,763 | 236 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $190,247 | 299 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $147,398 | 236 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $144,992 | 224 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $166,381 | 283 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||