HWM
DFNS

Heirloom Wealth Management’s T3 Defense Inc DFNS Stock Holding History

Heirloom Wealth Management’s Portfolio DFNS Stock Details DFNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.28K Buy
+247
New +$12.9K ﹤0.01% 61

Other funds holding DFNS

YDMI
Y.D. More Investments Ramat Gan, Israel $3.21B AUM 117.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CWM
Clearview Wealth Management Irvine, California $156M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AA
ACT Advisors Asheville, North Carolina $301M AUM 23.36% 1-Year Est. Return
CFC
Coyle Financial Counsel Glenview, Illinois $548M AUM 25.77% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

Heirloom Wealth Management's DFNS Position: Q2 2026 in Review

Heirloom Wealth Management opened a new position in T3 Defense Inc (DFNS) in Q2 2026: 247 shares worth $5.28K. The stake represents ﹤0.01% of the portfolio and ranks #61 among its holdings.

13 funds tracked by Wall St. Rank hold DFNS as of Q2 2026.

  • Heirloom Wealth Management held 247 shares of T3 Defense Inc worth $5.28K as of Q2 2026.
  • T3 Defense Inc was a new Heirloom Wealth Management position in Q2 2026.
  • T3 Defense Inc made up ﹤0.01% of Heirloom Wealth Management's portfolio in Q2 2026, its #61 holding.
  • 13 funds tracked by Wall St. Rank held T3 Defense Inc as of Q2 2026.

Based on Heirloom Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.