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Portfolio (Quarterly) Guide ↗

Falcon Wealth Planning

· CIK 0001839850
13F Portfolio $1.5B AUM 236 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 31 New 107 Added 70 Reduced 11 Exited
Page 2 of 12  ·  236 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VUG VANGUARD INDEX FDS 40,439.0 $17.7M 1.20% +3K +7.0% $436.78 -79.8%
22 DFAE DIMENSIONAL ETF TRUST 415,746.0 $14.1M 0.96% -1.4M -76.5% $33.86 +19.6%
23 NVDA NVIDIA CORPORATION Technology 60,852.0 $10.6M 0.72% +4K +6.2% $174.40 +23.2%
24 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 10,039.0 $10.0M 0.68% -747.0 -6.9% $996.40 +0.7%
25 GOOG ALPHABET INC Communication Services 24,773.0 $7.1M 0.48% +14K +136.4% $286.86 +34.2%
26 VOE VANGUARD INDEX FDS 38,542.0 $7.1M 0.48% -118K -75.4% $184.28 +5.9%
27 IVE ISHARES TR 28,099.0 $5.9M 0.40% -802.0 -2.8% $211.15 +7.9%
28 MSFT MICROSOFT CORP Technology 15,590.0 $5.8M 0.39% +375.0 +2.5% $370.17 +12.4%
29 AMZN AMAZON COM INC Consumer Cyclical 24,679.0 $5.1M 0.35% +765.0 +3.2% $208.27 +27.4%
30 TSLA TESLA INC Consumer Cyclical 13,454.0 $5.0M 0.34% +150.0 +1.1% $371.74 +16.6%
31 VBR VANGUARD INDEX FDS 19,149.0 $4.2M 0.28% -330.0 -1.7% $217.25 +8.3%
32 IDHQ INVESCO EXCH TRADED FD TR II 111,369.0 $3.9M 0.27% -7K -5.7% $35.37 +17.0%
33 IWS ISHARES TR 26,096.0 $3.8M 0.26% -585.0 -2.2% $145.74 +9.9%
34 AVDE AMERICAN CENTY ETF TR 43,599.0 $3.7M 0.25% -2K -3.4% $84.84 +8.4%
35 JPM JPMORGAN CHASE & CO Financial Services 12,097.0 $3.6M 0.24% +250.0 +2.1% $294.16 +4.3%
36 GOOGL ALPHABET INC Communication Services 12,103.0 $3.5M 0.24% +1K +12.7% $287.56 +35.2%
37 IEMG ISHARES INC 49,694.0 $3.5M 0.24% -3K -5.4% $69.75 +19.9%
38 BK BANK NEW YORK MELLON CORP Financial Services 28,814.0 $3.4M 0.23% $118.63 +18.9%
39 META META PLATFORMS INC Communication Services 5,626.0 $3.2M 0.22% +89.0 +1.6% $572.19 +7.0%
40 VBK VANGUARD INDEX FDS 10,612.0 $3.2M 0.22% -364.0 -3.3% $302.26 +16.7%
Page 2 of 12  ·  236 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 47.1%
Technology 22.5%
Financial Services 17.4%
Communication Services 3.5%
Consumer Cyclical 3.2%
Consumer Defensive 3.1%
Healthcare 1.7%
Energy 0.7%
Utilities 0.3%
Real Estate 0.3%