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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 1 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GOOG PUT ALPHABET INC 3,800.0 $1.3M 0.09% NEW $353.33
2 SNDK PUT SANDISK CORP Technology 500.0 $1.1M 0.07% NEW $2273.73 -29.8%
3 DE PUT DEERE & CO Industrials 1,000.0 $634K 0.04% NEW $634.33 +2.1%
4 WLDN WILLDAN GROUP INC Industrials 6,580.0 $520K 0.03% NEW $79.10 +8.2%
5 SPACE EXPLORATION TECHN CORP 2,935.0 $501K 0.03% NEW $170.86
6 KLAC KLA CORP Technology 1,274.0 $384K 0.02% NEW $301.69 -39.0%
7 AIPI ETF OPPORTUNITIES TRUST 9,650.0 $359K 0.02% NEW $37.18 -1.5%
8 QQQI NEOS ETF TRUST 5,700.0 $324K 0.02% NEW $56.79 -4.5%
9 BN BROOKFIELD CORP Financial Services 6,124.0 $261K 0.02% NEW $42.59 -2.1%
10 ALLW SSGA ACTIVE TR 8,875.0 $260K 0.02% NEW $29.27 +3.2%
11 MRVL MARVELL TECHNOLOGY INC Technology 865.0 $258K 0.02% NEW $297.89 -20.4%
12 CRWD CROWDSTRIKE HLDGS INC Technology 337.0 $257K 0.02% NEW $190.78 +0.6%
13 GRID FIRST TR EXCHANGE-TRADED FD 1,337.0 $256K 0.02% NEW $191.75 -5.6%
14 PM PHILIP MORRIS INTL INC Consumer Defensive 1,386.0 $251K 0.02% NEW $180.85 +4.1%
15 SO SOUTHERN CO Utilities 2,608.0 $250K 0.02% NEW $95.70 -7.1%
16 DELL DELL TECHNOLOGIES INC Technology 575.0 $248K 0.02% NEW $431.46 +2.4%
17 PANW PALO ALTO NETWORKS INC Technology 722.0 $246K 0.02% NEW $341.24 +4.9%
18 ADI ANALOG DEVICES INC Technology 616.0 $245K 0.01% NEW $397.17 -6.1%
19 SPMO INVESCO EXCH TRADED FD TR II 1,500.0 $242K 0.01% NEW $161.54 -7.9%
20 SOXX ISHARES TR 375.0 $240K 0.01% NEW $640.78 -18.8%
Page 1 of 2  ·  30 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%