Position in WWD
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$466,707
+$72,995 QoQ
Shares Held
1,097
-0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#494
of 754 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WWD Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026IFP Advisors, Inc holds $51,855,534 across 60 Aerospace & Defense names. WWD ranks #16 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
60,470 | $11,472,973 | |
| 2 | SPCX |
Space Exploration Technologies Corp
|
52,736 | $9,010,472 | |
| 3 | GE |
General Electric Co
|
16,824 | $6,287,633 | |
| 4 | LMT |
Lockheed Martin Corp
|
10,332 | $5,263,740 | |
| 5 | GD |
General Dynamics Corp
|
9,097 | $3,222,521 | |
| 6 | BA |
Boeing Co
|
11,970 | $2,591,145 | |
| 7 | TDG |
TransDigm Group INC
|
1,781 | $2,372,363 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
4,288 | $2,183,921 |
All Filings in WWD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $466,707 | 1,097 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $393,712 | 1,100 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $341,621 | 1,130 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $264,334 | 1,046 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $243,619 | 994 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $129,020 | 707 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $10,318 | 62 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $7,889 | 46 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $5,580 | 32 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $35,755 | 232 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $3,130 | 23 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $2,857 | 23 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $2,734 | 23 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,239 | 23 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $2,801 | 29 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $7,945 | 99 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $8,601 | 93 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $3,997 | 32 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $3,502 | 32 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $2,603 | 23 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $2,826 | 23 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $2,774 | 23 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $4,132 | 34 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $1,843 | 23 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $7,755 | 100 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $37,150 | 625 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||