Position in WWD
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$211,018
New position
Shares Held
496
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#610
of 754 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Legacy Financial Advisors, Inc. holds $10,265,836 across 12 Aerospace & Defense names. WWD ranks #11 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
8,132 | $3,039,172 | |
| 2 | BA |
Boeing Co
|
10,610 | $2,296,746 | |
| 3 | RTX |
RTX Corp
|
8,793 | $1,668,295 | |
| 4 | GD |
General Dynamics Corp
|
1,915 | $678,369 | |
| 5 | LMT |
Lockheed Martin Corp
|
1,077 | $548,688 | |
| 6 | HONA |
Honeywell Aerospace Inc.
|
1,858 | $410,766 | |
| 7 | HWM |
Howmet Aerospace Inc.
|
1,517 | $407,860 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
643 | $327,486 |
All Filings in WWD
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,018 | 496 | Shares | Sole | 2026-08-05 | |
| No filing history on record for this holder in this stock. | ||||||