Position in WWD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$504,997
+$277,002 QoQ
Shares Held
1,187
+86.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#488
of 754 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WWD 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. WWD ranks #16 (0.8% 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 WWD
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $504,997 | 1,187 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $227,995 | 637 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $379,109 | 1,254 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||