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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 3 of 13  ·  248 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VBK VANGUARD INDEX FDS 10,437.0 $3.8M 0.24% -175.0 -1.6% $365.71 -1.9%
42 VTI VANGUARD INDEX FDS 9,725.0 $3.6M 0.23% +205.0 +2.1% $370.03 +2.2%
43 RWR SPDR SERIES TRUST 29,804.0 $3.4M 0.21% +2K +5.4% $112.97 +1.3%
44 BUFR FIRST TR EXCHNG TRADED FD VI 91,540.0 $3.3M 0.21% +3K +3.7% $36.53 +2.1%
45 VWO VANGUARD INTL EQUITY INDEX F 54,943.0 $3.3M 0.21% -618.0 -1.1% $59.69 +1.3%
46 QQQM INVESCO EXCH TRADED FD TR II 10,636.0 $3.2M 0.20% +1K +12.1% $302.98 -3.0%
47 IVV ISHARES TR 4,237.0 $3.2M 0.20% +92.0 +2.2% $748.93 +2.7%
48 META META PLATFORMS INC Communication Services 5,355.0 $3.0M 0.19% -271.0 -4.8% $563.26 -2.4%
49 DWM WISDOMTREE TR 40,548.0 $3.0M 0.19% +29K +248.2% $73.21 +4.7%
50 VOO VANGUARD INDEX FDS 4,223.0 $2.9M 0.18% -72.0 -1.7% $686.78 +2.5%
51 PFF ISHARES TR 90,684.0 $2.8M 0.17% +57K +168.9% $30.49 -0.1%
52 VEU VANGUARD INTL EQUITY INDEX F 32,906.0 $2.8M 0.17% -2K -5.5% $83.75 +2.3%
53 AMAT APPLIED MATLS INC Technology 3,807.0 $2.8M 0.17% -34.0 -0.9% $722.93 -31.9%
54 VSS VANGUARD INTL EQUITY INDEX F 17,498.0 $2.7M 0.17% -385.0 -2.1% $154.29 +3.7%
55 BAC BANK OF AMER CORP Financial Services 44,208.0 $2.5M 0.16% +221.0 +0.5% $56.98 +8.3%
56 SPY STATE STR SPDR S&P 500 ETF T Financial Services 3,329.0 $2.5M 0.16% +122.0 +3.8% $746.68 +2.5%
57 IWN ISHARES TR 10,575.0 $2.3M 0.15% -83.0 -0.8% $221.20 +1.6%
58 ISRG INTUITIVE SURGICAL INC Healthcare 5,560.0 $2.2M 0.14% -98.0 -1.7% $397.68 -4.7%
59 AVGO BROADCOM INC Technology 5,745.0 $2.2M 0.14% -264.0 -4.4% $377.74 -2.5%
60 DFUS DIMENSIONAL ETF TRUST 25,438.0 $2.1M 0.13% +1K +5.5% $81.94 +2.1%
Page 3 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%