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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 12 of 13  ·  248 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 PANW PALO ALTO NETWORKS INC Technology 722.0 $246K 0.02% NEW $341.24 +4.9%
222 FIX COMFORT SYS USA INC Industrials 124.0 $246K 0.02% -38.0 -23.5% $1986.79 -16.7%
223 ADI ANALOG DEVICES INC Technology 616.0 $245K 0.01% NEW $397.17 -6.1%
224 SPMO INVESCO EXCH TRADED FD TR II 1,500.0 $242K 0.01% NEW $161.54 -7.9%
225 SOXX ISHARES TR 375.0 $240K 0.01% NEW $640.78 -18.8%
226 GLW CORNING INC Technology 939.0 $240K 0.01% NEW $255.43 -41.4%
227 VIG VANGUARD SPECIALIZED FUNDS 992.0 $235K 0.01% NEW $236.62 +3.1%
228 NVII REX ETF TR 9,700.0 $232K 0.01% NEW $23.87 +0.4%
229 EWX SPDR INDEX SHS FDS 3,071.0 $228K 0.01% $74.31 -2.8%
230 IXUS ISHARES TR 2,384.0 $228K 0.01% -26.0 -1.1% $95.44 +2.6%
231 ABT ABBOTT LABORATORIES Healthcare 2,486.0 $226K 0.01% +406.0 +19.5% $90.73 +28.6%
232 BMY BRISTOL-MYERS SQUIBB CO Healthcare 3,907.0 $225K 0.01% -659.0 -14.4% $57.62 +16.3%
233 ARTY ISHARES TR 2,885.0 $220K 0.01% NEW $76.16 -2.6%
234 AXP AMERICAN EXPRESS CO Financial Services 646.0 $218K 0.01% -226.0 -25.9% $338.09 -0.6%
235 IBIT ISHARES BITCOIN TRUST ETF Financial Services 6,544.0 $218K 0.01% -2K -24.1% $33.29 +31.2%
236 SPYV SPDR SERIES TRUST 3,558.0 $216K 0.01% $60.79 +4.5%
237 TJX TJX COS INC NEW Consumer Cyclical 1,415.0 $214K 0.01% -93.0 -6.2% $151.46 -7.2%
238 WFC WELLS FARGO & CO Financial Services 2,571.0 $212K 0.01% NEW $82.63 +1.5%
239 SPEM SPDR INDEX SHS FDS 4,080.0 $211K 0.01% NEW $51.78 +1.2%
240 HLAL LISTED FDS TR 2,950.0 $211K 0.01% NEW $71.39 +1.3%
Page 12 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%