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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 4 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NOC NORTHROP GRUMMAN CORP Industrials 987.0 $503K 0.03% -13.0 -1.3% $509.31 +8.2%
62 NUSC NUSHARES ETF TR 9,283.0 $484K 0.03% -1K -12.3% $52.12 -0.3%
63 SCHM SCHWAB STRATEGIC TR 12,660.0 $467K 0.03% -624.0 -4.7% $36.87 -1.9%
64 VCIT VANGUARD SCOTTSDALE FDS 5,500.0 $455K 0.03% -3K -34.8% $82.65 -1.9%
65 SCHG SCHWAB STRATEGIC TR 13,336.0 $451K 0.03% -969.0 -6.8% $33.84 +4.4%
66 GOVT ISHARES TR 19,252.0 $439K 0.03% -3K -11.9% $22.78 -1.4%
67 LMT LOCKHEED MARTIN CORP Industrials 840.0 $428K 0.03% -109.0 -11.5% $509.46 +10.6%
68 CW CURTISS WRIGHT CORP Industrials 534.0 $405K 0.03% -7.0 -1.3% $757.76 -16.2%
69 ROST ROSS STORES INC Consumer Cyclical 1,899.0 $404K 0.03% -73.0 -3.7% $212.85 +12.3%
70 IWO ISHARES TR 1,025.0 $404K 0.03% -7.0 -0.7% $393.96 -1.7%
71 SLYG SPDR SERIES TRUST 3,383.0 $403K 0.03% -199.0 -5.6% $119.13 -2.6%
72 FDX FEDEX CORP Industrials 1,277.0 $400K 0.03% -167.0 -11.6% $313.18 +3.8%
73 C CITIGROUP INC Financial Services 2,788.0 $390K 0.03% -470.0 -14.4% $139.97 -5.9%
74 QGRW WISDOMTREE TR 5,614.0 $371K 0.02% -64.0 -1.1% $66.03 +1.3%
75 DIS DISNEY WALT CO Communication Services 3,793.0 $365K 0.02% -831.0 -18.0% $96.26 +12.0%
76 GE GE AEROSPACE Industrials 966.0 $361K 0.02% -294.0 -23.3% $373.60 -6.8%
77 GEV GE VERNOVA INC Utilities 302.0 $355K 0.02% -67.0 -18.2% $1174.20 -18.5%
78 NUMV NUSHARES ETF TR 7,959.0 $346K 0.02% -869.0 -9.8% $43.49 +3.8%
79 SCHX SCHWAB STRATEGIC TR 11,585.0 $341K 0.02% -4K -25.1% $29.43 +2.7%
80 CMF ISHARES TR 5,675.0 $327K 0.02% -431.0 -7.1% $57.64 -2.0%
Page 4 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%