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Portfolio (Quarterly) Guide ↗

Falcon Wealth Planning

· CIK 0001839850
13F Portfolio $1.2B AUM Filed Feb 3, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 216 New
Page 7 of 11  ·  216 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PG PROCTER AND GAMBLE CO Consumer Defensive 3,406.0 $488K 0.04% NEW $143.31 +3.0%
122 GOVT ISHARES TR 20,618.0 $475K 0.04% NEW $23.02 -1.3%
123 SPMD SPDR SERIES TRUST 8,019.0 $464K 0.04% NEW $57.91 +12.7%
124 URI UNITED RENTALS INC Industrials 573.0 $464K 0.04% NEW $809.96 +21.7%
125 CTAS CINTAS CORP Industrials 2,451.0 $461K 0.04% NEW $188.07 -9.7%
126 MRK MERCK & CO INC Healthcare 4,361.0 $459K 0.04% NEW $105.26 +14.8%
127 LMT LOCKHEED MARTIN CORP Industrials 937.0 $453K 0.04% NEW $483.46 +10.2%
128 FDX FEDEX CORP Industrials 1,560.0 $451K 0.04% NEW $288.85 +42.4%
129 MA MASTERCARD INCORPORATED Financial Services 788.0 $450K 0.04% NEW $571.01 -13.3%
130 DIS DISNEY WALT CO Communication Services 3,884.0 $442K 0.04% NEW $113.77 -9.0%
131 SCHG SCHWAB STRATEGIC TR 13,236.0 $432K 0.04% NEW $32.62 +5.9%
132 CELH CELSIUS HLDGS INC Consumer Defensive 9,336.0 $427K 0.04% NEW $45.74 -30.5%
133 CVX CHEVRON CORP NEW Energy 2,802.0 $427K 0.04% NEW $152.40 +20.1%
134 AMD ADVANCED MICRO DEVICES INC Technology 1,952.0 $418K 0.04% NEW $214.14 +130.1%
135 MAZE MAZE THERAPEUTICS INC Healthcare 10,030.0 $416K 0.04% NEW $41.43 -37.2%
136 DFAX DIMENSIONAL ETF TRUST 12,634.0 $414K 0.04% NEW $32.73 +14.8%
137 PYPL PAYPAL HLDGS INC Financial Services 6,985.0 $408K 0.03% NEW $58.38 -25.0%
138 BMY BRISTOL-MYERS SQUIBB CO Healthcare 7,448.0 $402K 0.03% NEW $53.94 +7.5%
139 SCHM SCHWAB STRATEGIC TR 13,164.0 $396K 0.03% NEW $30.07 +17.0%
140 SPTS SPDR SERIES TRUST 13,307.0 $390K 0.03% NEW $29.28 -0.8%
Page 7 of 11  ·  216 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
Technology 42.9%
Financial Services 33.6%
Consumer Cyclical 6.4%
Consumer Defensive 5.3%
Communication Services 4.9%
Healthcare 3.4%
Industrials 2.6%
Energy 0.7%
Utilities 0.2%
Real Estate 0.1%