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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 5 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VO VANGUARD INDEX FDS 1,329.0 $382K 0.03% +58.0 +4.6% $287.27 -72.7%
82 C CITIGROUP INC Financial Services 3,258.0 $370K 0.03% +58.0 +1.8% $113.43 +11.8%
83 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,068.0 $361K 0.03% +288.0 +36.9% $337.84 +22.0%
84 GE GE AEROSPACE Industrials 1,260.0 $357K 0.02% +417.0 +49.5% $283.70 +10.9%
85 RTX RTX CORPORATION Industrials 1,838.0 $355K 0.02% +137.0 +8.1% $192.90 -7.2%
86 SPTM SPDR SERIES TRUST 4,453.0 $352K 0.02% +169.0 +3.9% $79.06 +15.0%
87 CMF ISHARES TR 6,106.0 $347K 0.02% +990.0 +19.4% $56.86 +0.4%
88 IBIT ISHARES BITCOIN TRUST ETF Financial Services 8,616.0 $331K 0.02% +3K +57.5% $38.42 +11.9%
89 IBM INTERNATIONAL BUSINESS MACHS Technology 1,317.0 $319K 0.02% +310.0 +30.8% $242.31 +3.5%
90 QUAL ISHARES TR 1,614.0 $310K 0.02% +248.0 +18.2% $191.81 +12.5%
91 PH PARKER-HANNIFIN CORP Industrials 343.0 $307K 0.02% +20.0 +6.2% $896.23 -3.1%
92 T AT&T INC Communication Services 10,553.0 $306K 0.02% +2K +17.1% $28.99 -13.7%
93 QGRW WISDOMTREE TR 5,678.0 $303K 0.02% +404.0 +7.7% $53.43 +24.2%
94 PGR PROGRESSIVE CORP Financial Services 1,509.0 $299K 0.02% +152.0 +11.2% $198.20 +0.3%
95 MS MORGAN STANLEY Financial Services 1,659.0 $273K 0.02% +164.0 +11.0% $164.56 +22.6%
96 ANET ARISTA NETWORKS INC Technology 2,140.0 $263K 0.02% +465.0 +27.8% $122.81 +28.7%
97 IWD ISHARES TR 1,204.0 $257K 0.02% +45.0 +3.9% $213.73 +11.5%
98 AGG ISHARES TR 2,581.0 $256K 0.02% +500.0 +24.0% $99.28 -0.6%
99 CMCSA COMCAST CORP NEW Communication Services 8,698.0 $250K 0.02% +1K +18.9% $28.71 -12.4%
100 TT TRANE TECHNOLOGIES PLC Industrials 596.0 $248K 0.02% +32.0 +5.7% $416.67 +10.7%
Page 5 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%