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Portfolio (Quarterly) Guide ↗

Falcon Wealth Planning

· CIK 0001839850
13F Portfolio $1.6B AUM 248 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 30 New 81 Added 102 Reduced 18 Exited
Page 2 of 5  ·  81 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IWS ISHARES TR 32,213.0 $5.3M 0.34% +6K +23.4% $164.60 +4.5%
22 VEA VANGUARD TAX-MANAGED FDS 53,780.0 $3.8M 0.24% +13K +32.1% $71.25 +3.0%
23 VTI VANGUARD INDEX FDS 9,725.0 $3.6M 0.23% +205.0 +2.1% $370.03 +2.2%
24 RWR SPDR SERIES TRUST 29,804.0 $3.4M 0.21% +2K +5.4% $112.97 +1.3%
25 BUFR FIRST TR EXCHNG TRADED FD VI 91,540.0 $3.3M 0.21% +3K +3.7% $36.53 +2.1%
26 QQQM INVESCO EXCH TRADED FD TR II 10,636.0 $3.2M 0.20% +1K +12.1% $302.98 -3.0%
27 IVV ISHARES TR 4,237.0 $3.2M 0.20% +92.0 +2.2% $748.93 +2.7%
28 DWM WISDOMTREE TR 40,548.0 $3.0M 0.19% +29K +248.2% $73.21 +4.7%
29 PFF ISHARES TR 90,684.0 $2.8M 0.17% +57K +168.9% $30.49 -0.1%
30 BAC BANK OF AMER CORP Financial Services 44,208.0 $2.5M 0.16% +221.0 +0.5% $56.98 +8.3%
31 SPY STATE STR SPDR S&P 500 ETF T Financial Services 3,329.0 $2.5M 0.16% +122.0 +3.8% $746.68 +2.5%
32 DFUS DIMENSIONAL ETF TRUST 25,438.0 $2.1M 0.13% +1K +5.5% $81.94 +2.1%
33 VGT VANGUARD WORLD FD 16,227.0 $1.9M 0.12% +14K +692.7% $119.52 -0.9%
34 HD HOME DEPOT INC Consumer Cyclical 5,102.0 $1.8M 0.11% +433.0 +9.3% $352.65 -4.8%
35 VOT VANGUARD INDEX FDS 5,664.0 $1.7M 0.11% +662.0 +13.2% $306.32 -0.3%
36 IWF ISHARES TR 13,276.0 $1.6M 0.10% +10K +297.6% $124.17 -1.4%
37 SPAB SPDR SERIES TRUST 60,983.0 $1.6M 0.10% +34K +123.7% $25.52 -1.7%
38 SNDK SANDISK CORP Technology 647.0 $1.5M 0.09% +39.0 +6.4% $2273.73 -29.8%
39 AMD ADVANCED MICRO DEVICES INC Technology 2,279.0 $1.3M 0.08% +112.0 +5.2% $580.87 -18.5%
40 AGG ISHARES TR 11,486.0 $1.1M 0.07% +9K +345.0% $98.98 -1.6%
Page 2 of 5  ·  81 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 33.1%
Technology 30.4%
Financial Services 23.6%
Consumer Cyclical 3.8%
Consumer Defensive 3.6%
Communication Services 2.0%
Healthcare 1.9%
Energy 0.7%
Real Estate 0.3%
Utilities 0.3%