Position in VVX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,460
+$748 QoQ
Shares Held
33
+32.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#291
of 326 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VVX Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026True Wealth Design, LLC holds $3,102,750 across 39 Aerospace & Defense names. VVX ranks #25 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BWXT |
BWX Technologies, Inc.
|
3,098 | $603,025 | |
| 2 | GE |
General Electric Co
|
1,578 | $589,745 | |
| 3 | LMT |
Lockheed Martin Corp
|
759 | $386,680 | |
| 4 | HWM |
Howmet Aerospace Inc.
|
1,148 | $308,651 | |
| 5 | CW |
Curtiss Wright Corp
|
279 | $211,415 | |
| 6 | BA |
Boeing Co
|
954 | $206,512 | |
| 7 | GD |
General Dynamics Corp
|
464 | $164,367 | |
| 8 | RTX |
RTX Corp
|
728 | $138,123 |
All Filings in VVX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,460 | 33 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,712 | 25 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,363 | 25 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $871 | 15 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $728 | 15 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,716 | 35 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||