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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 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GLW CORNING INC Technology 939.0 $240K 0.01% NEW $255.43 -41.4%
22 VIG VANGUARD SPECIALIZED FUNDS 992.0 $235K 0.01% NEW $236.62 +3.1%
23 NVII REX ETF TR 9,700.0 $232K 0.01% NEW $23.87 +0.4%
24 ARTY ISHARES TR 2,885.0 $220K 0.01% NEW $76.16 -2.6%
25 WFC WELLS FARGO & CO Financial Services 2,571.0 $212K 0.01% NEW $82.63 +1.5%
26 SPEM SPDR INDEX SHS FDS 4,080.0 $211K 0.01% NEW $51.78 +1.2%
27 HLAL LISTED FDS TR 2,950.0 $211K 0.01% NEW $71.39 +1.3%
28 UNP UNION PAC CORP Industrials 751.0 $204K 0.01% NEW $272.07 +13.2%
29 CL COLGATE PALMOLIVE CO Consumer Defensive 2,228.0 $204K 0.01% NEW $91.68 -0.7%
30 MSFT CALL MICROSOFT CORP Technology 300.0 $112K 0.01% NEW $373.02 +29.5%
Page 2 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%