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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 3 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EFV ISHARES TR 14,503.0 $1.1M 0.07% -331.0 -2.2% $76.55 +7.4%
42 XLE SELECT SECTOR SPDR TR 19,666.0 $1.0M 0.07% -956.0 -4.6% $53.11 +19.8%
43 WDC WESTERN DIGITAL CORP Technology 1,625.0 $1.0M 0.07% -545.0 -25.1% $638.72 -28.1%
44 EAGG ISHARES TR 18,072.0 $857K 0.05% -4K -17.5% $47.41 -1.6%
45 CSCO CISCO SYS INC Technology 7,283.0 $856K 0.05% -239.0 -3.2% $117.47 -5.5%
46 XOM EXXON MOBIL CORP Energy 6,227.0 $851K 0.05% -36.0 -0.6% $136.71 +20.8%
47 BGRN ISHARES TR 17,891.0 $849K 0.05% -2K -11.5% $47.47 -1.2%
48 PNC PNC FINL SVCS GROUP INC Financial Services 3,297.0 $812K 0.05% -170.0 -4.9% $246.22 -1.3%
49 CVX CHEVRON CORPORATION Energy 4,572.0 $758K 0.05% -575.0 -11.2% $165.76 +23.8%
50 SCHE SCHWAB STRATEGIC TR 20,881.0 $757K 0.05% -615.0 -2.9% $36.26 +2.0%
51 IJH ISHARES TR 9,780.0 $754K 0.05% -328.0 -3.2% $77.11 -0.4%
52 EEMS ISHARES INC 9,422.0 $715K 0.04% -127.0 -1.3% $75.89 -1.5%
53 PEP PEPSICO INC Consumer Defensive 4,443.0 $602K 0.04% -789.0 -15.1% $135.39 +6.0%
54 ESGE ISHARES INC 10,517.0 $575K 0.04% -3K -19.7% $54.69 -1.4%
55 MCD MCDONALDS CORP Consumer Cyclical 2,073.0 $560K 0.04% -130.0 -5.9% $270.25 +0.3%
56 GLD SPDR GOLD TR Financial Services 1,458.0 $537K 0.03% -337.0 -18.8% $368.38 +14.9%
57 NFLX NETFLIX INC. Communication Services 7,358.0 $525K 0.03% -64.0 -0.9% $71.40 +11.5%
58 MRK MERCK & CO INC Healthcare 4,045.0 $520K 0.03% -381.0 -8.6% $128.50 +18.7%
59 SPMD SPDR SERIES TRUST 7,467.0 $504K 0.03% -311.0 -4.0% $67.56 -0.4%
60 DFAW DIMENSIONAL ETF TRUST 6,075.0 $503K 0.03% -4K -37.4% $82.79 +3.1%
Page 3 of 6  ·  102 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%