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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 10 of 13  ·  248 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SCHX SCHWAB STRATEGIC TR 11,585.0 $341K 0.02% -4K -25.1% $29.43 +2.4%
182 CMF ISHARES TR 5,675.0 $327K 0.02% -431.0 -7.1% $57.64 -2.0%
183 QQQI NEOS ETF TRUST 5,700.0 $324K 0.02% NEW $56.79 -5.1%
184 SPYG SPDR SERIES TRUST 2,705.0 $322K 0.02% +63.0 +2.4% $118.99 +0.5%
185 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 330.0 $318K 0.02% -250.0 -43.1% $965.00 -17.2%
186 CB CHUBB LIMITED Financial Services 931.0 $317K 0.02% -134.0 -12.6% $340.82 +1.4%
187 BANX ARROWMARK FINANCIAL CORP Financial Services 16,179.0 $316K 0.02% $19.55 +5.6%
188 ANET ARISTA NETWORKS INC Technology 1,826.0 $310K 0.02% -314.0 -14.7% $169.90 +10.6%
189 VTEB VANGUARD MUN BD FDS 6,130.0 $310K 0.02% +614.0 +11.1% $50.58 -2.1%
190 SCHF SCHWAB STRATEGIC TR 11,174.0 $310K 0.02% -2K -12.8% $27.70 +2.3%
191 CIEN CIENA CORP Technology 626.0 $307K 0.02% -47.0 -7.0% $490.56 -23.7%
192 PGR PROGRESSIVE CORP Financial Services 1,385.0 $302K 0.02% -124.0 -8.2% $218.40 +2.2%
193 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 17,405.0 $302K 0.02% -250.0 -1.4% $17.35 -3.5%
194 TT TRANE TECHNOLOGIES PLC Industrials 593.0 $291K 0.02% -3.0 -0.5% $491.08 -8.4%
195 MAZE MAZE THERAPEUTICS INC Healthcare 9,630.0 $287K 0.02% $29.84 -0.4%
196 IJR ISHARES TR 1,930.0 $286K 0.02% $148.28 -1.0%
197 FE FIRSTENERGY CORP Utilities 6,004.0 $285K 0.02% -55.0 -0.9% $47.54 -2.1%
198 IUSG ISHARES TR 1,517.0 $285K 0.02% $188.09 +0.4%
199 IWD ISHARES TR 1,160.0 $281K 0.02% -44.0 -3.6% $242.37 +6.5%
200 ROK ROCKWELL AUTOMATION INC Industrials 564.0 $279K 0.02% -30.0 -5.0% $494.68 -13.3%
Page 10 of 13  ·  248 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%