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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 11 of 13  ·  248 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 AKRE PROFESIONALLY MANAGED PORTFO 5,133.0 $273K 0.02% -810.0 -13.6% $53.19 +13.8%
202 SPLV INVESCO EXCH TRADED FD TR II 3,639.0 $273K 0.02% $74.90 +0.5%
203 CDNS CADENCE DESIGN SYSTEM INC Technology 724.0 $272K 0.02% -145.0 -16.7% $375.32 -15.0%
204 VZ VERIZON COMMUNICATIONS INC Communication Services 6,351.0 $269K 0.02% +2K +32.0% $42.34 +16.8%
205 BN BROOKFIELD CORP Financial Services 6,124.0 $261K 0.02% NEW $42.59 -2.1%
206 NEE NEXTERA ENERGY INC Utilities 2,969.0 $261K 0.02% -459.0 -13.4% $87.78 -4.7%
207 ALLW SSGA ACTIVE TR 8,875.0 $260K 0.02% NEW $29.27 +3.2%
208 SCHB SCHWAB STRATEGIC TR 8,902.0 $258K 0.02% $28.96 +2.2%
209 NUMG NUSHARES ETF TR 5,488.0 $258K 0.02% -200.0 -3.5% $46.96 +3.2%
210 MRVL MARVELL TECHNOLOGY INC Technology 865.0 $258K 0.02% NEW $297.89 -20.4%
211 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 810.0 $257K 0.02% -71.0 -8.1% $317.53 -8.0%
212 CRWD CROWDSTRIKE HLDGS INC Technology 337.0 $257K 0.02% NEW $190.78 +0.6%
213 GRID FIRST TR EXCHANGE-TRADED FD 1,337.0 $256K 0.02% NEW $191.75 -5.6%
214 SCHD SCHWAB STRATEGIC TR 8,035.0 $255K 0.02% +462.0 +6.1% $31.71 +10.7%
215 IUSV ISHARES TR 2,305.0 $254K 0.02% $110.15 +4.3%
216 IVW ISHARES TR 1,830.0 $252K 0.02% +55.0 +3.1% $137.56 +0.9%
217 PM PHILIP MORRIS INTL INC Consumer Defensive 1,386.0 $251K 0.02% NEW $180.85 +4.1%
218 SO SOUTHERN CO Utilities 2,608.0 $250K 0.02% NEW $95.70 -7.1%
219 SPDW SPDR INDEX SHS FDS 4,941.0 $249K 0.02% +142.0 +3.0% $50.39 +3.2%
220 DELL DELL TECHNOLOGIES INC Technology 575.0 $248K 0.02% NEW $431.46 +2.4%
Page 11 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%