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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 13 of 13  ·  248 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 UNP UNION PAC CORP Industrials 751.0 $204K 0.01% NEW $272.07 +13.2%
242 CL COLGATE PALMOLIVE CO Consumer Defensive 2,228.0 $204K 0.01% NEW $91.68 -0.7%
243 GENELUX CORPORATION 63,185.0 $190K 0.01% $3.01
244 MSFT CALL MICROSOFT CORP Technology 300.0 $112K 0.01% NEW $373.02 +29.5%
245 PNBK PATRIOT NATL BANCORP INC Financial Services 85,000.0 $81K 0.01% $0.96 +7.6%
246 PROCAP FINL INC 10,000.0 $15K 0.00% $1.54
247 BYND BEYOND MEAT INC Consumer Defensive 18,032.0 $14K 0.00% $0.75 +1869.3%
248 FFAI FARADAY FUTURE INTLGT ELEC I Consumer Cyclical 29,615.0 $7K +10K +48.1% $0.23 +1288.3%
Page 13 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%