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Portfolio (Quarterly) Guide ↗

Falcon Wealth Planning

· CIK 0001839850
13F Portfolio $1.5B AUM 236 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 31 New 107 Added 70 Reduced 11 Exited
Page 3 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SGOV ISHARES TR 11,963.0 $1.2M 0.08% +10K +498.8% $100.66 -0.0%
42 EQIX EQUINIX INC Real Estate 1,191.0 $1.2M 0.08% +721.0 +153.4% $980.24 +9.9%
43 JNJ JOHNSON & JOHNSON Healthcare 4,608.0 $1.1M 0.08% +323.0 +7.5% $244.48 -5.8%
44 CVX CHEVRON CORPORATION Energy 5,147.0 $1.1M 0.07% +2K +83.7% $206.89 -10.7%
45 XOM EXXON MOBIL CORP Energy 6,263.0 $1.1M 0.07% +293.0 +4.9% $169.65 -8.7%
46 EAGG ISHARES TR 21,896.0 $1.0M 0.07% +2K +7.8% $47.55 -0.6%
47 IWB ISHARES TR 2,526.0 $901K 0.06% +87.0 +3.6% $356.62 +14.8%
48 KBH KB HOME Consumer Cyclical 16,665.0 $862K 0.06% +4K +34.8% $51.75 -4.9%
49 GLD SPDR GOLD TR Financial Services 1,795.0 $772K 0.05% +523.0 +41.1% $430.29 -3.8%
50 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 12,994.0 $767K 0.05% +1K +11.3% $59.03 +11.9%
51 ITOT ISHARES TR 5,302.0 $755K 0.05% +362.0 +7.3% $142.43 +15.2%
52 PNC PNC FINL SVCS GROUP INC Financial Services 3,467.0 $721K 0.05% +29.0 +0.8% $208.09 +6.1%
53 NFLX NETFLIX INC. Communication Services 7,422.0 $714K 0.05% +698.0 +10.4% $96.15 -8.8%
54 WM WASTE MGMT INC DEL Industrials 3,090.0 $710K 0.05% +70.0 +2.3% $229.73 -5.1%
55 SCHE SCHWAB STRATEGIC TR 21,496.0 $708K 0.05% +2K +8.0% $32.95 +10.6%
56 MCD MCDONALDS CORP Consumer Cyclical 2,203.0 $684K 0.05% +249.0 +12.7% $310.71 -10.1%
57 IJH ISHARES TR 10,108.0 $683K 0.05% +62.0 +0.6% $67.53 +10.5%
58 NOC NORTHROP GRUMMAN CORP Industrials 1,000.0 $682K 0.05% +356.0 +55.3% $682.24 -18.4%
59 ASML ASML HLDG NV Technology 509.0 $672K 0.05% +148.0 +41.0% $1320.41 +23.6%
60 CAT CATERPILLAR INC Industrials 935.0 $662K 0.04% +412.0 +78.8% $708.13 +28.3%
Page 3 of 6  ·  107 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 47.1%
Technology 22.5%
Financial Services 17.4%
Communication Services 3.5%
Consumer Cyclical 3.2%
Consumer Defensive 3.1%
Healthcare 1.7%
Energy 0.7%
Utilities 0.3%
Real Estate 0.3%