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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 9 of 11  ·  216 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SCHX SCHWAB STRATEGIC TR 11,852.0 $319K 0.03% NEW $26.91 +9.6%
162 RTX RTX CORPORATION Industrials 1,701.0 $312K 0.03% NEW $183.43 -3.8%
163 QGRW WISDOMTREE TR 5,274.0 $309K 0.03% NEW $58.67 +12.9%
164 WLDN WILLDAN GROUP INC Industrials 2,981.0 $309K 0.03% NEW $103.66 -10.9%
165 PGR PROGRESSIVE CORP Financial Services 1,357.0 $309K 0.03% NEW $227.66 -11.1%
166 CAT CATERPILLAR INC Industrials 523.0 $300K 0.03% NEW $572.78 +55.7%
167 CW CURTISS WRIGHT CORP Industrials 541.0 $298K 0.03% NEW $551.27 +34.7%
168 IBM INTERNATIONAL BUSINESS MACHS Technology 1,007.0 $298K 0.03% NEW $296.16 -14.2%
169 CMF ISHARES TR 5,116.0 $294K 0.03% NEW $57.46 -0.6%
170 SPYG SPDR SERIES TRUST 2,748.0 $293K 0.03% NEW $106.70 +11.8%
171 PH PARKER-HANNIFIN CORP Industrials 323.0 $284K 0.02% NEW $879.99 -1.9%
172 VTEB VANGUARD MUN BD FDS 5,505.0 $277K 0.02% NEW $50.29 -0.4%
173 GENELUX CORPORATION 63,185.0 $275K 0.02% NEW $4.36
174 IBIT ISHARES BITCOIN TRUST ETF Financial Services 5,472.0 $272K 0.02% NEW $49.65 -14.7%
175 QUAL ISHARES TR 1,366.0 $271K 0.02% NEW $198.62 +8.5%
176 CDNS CADENCE DESIGN SYSTEM INC Technology 863.0 $270K 0.02% NEW $312.58 +21.1%
177 COP CONOCOPHILLIPS Energy 2,861.0 $268K 0.02% NEW $93.60 +23.3%
178 ABT ABBOTT LABS Healthcare 2,128.0 $267K 0.02% NEW $125.29 -31.1%
179 MS MORGAN STANLEY Financial Services 1,495.0 $265K 0.02% NEW $177.58 +11.3%
180 SPLV INVESCO EXCH TRADED FD TR II 3,667.0 $262K 0.02% NEW $71.42 +3.8%
Page 9 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%