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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 4 of 13  ·  248 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VGT VANGUARD WORLD FD 16,227.0 $1.9M 0.12% +14K +692.7% $119.52 -0.9%
62 NULG NUSHARES ETF TR 16,443.0 $1.9M 0.12% -2K -9.6% $117.06 -2.1%
63 INTC INTEL CORP Technology 13,655.0 $1.9M 0.12% -126.0 -0.9% $139.63 -35.5%
64 WMT WALMART INC Consumer Defensive 15,975.0 $1.8M 0.11% -1K -6.3% $113.26 -8.4%
65 HD HOME DEPOT INC Consumer Cyclical 5,102.0 $1.8M 0.11% +433.0 +9.3% $352.65 -4.8%
66 VOT VANGUARD INDEX FDS 5,664.0 $1.7M 0.11% +662.0 +13.2% $306.32 -0.3%
67 IWF ISHARES TR 13,276.0 $1.6M 0.10% +10K +297.6% $124.17 -1.4%
68 NULV NUSHARES ETF TR 32,406.0 $1.6M 0.10% -1K -3.3% $49.99 +6.8%
69 FIRST TR EXCHNG TRADED FD VI 62,451.0 $1.6M 0.10% $25.05
70 SPAB SPDR SERIES TRUST 60,983.0 $1.6M 0.10% +34K +123.7% $25.52 -1.7%
71 SCZ ISHARES TR 18,809.0 $1.5M 0.10% $82.27 +5.3%
72 LLY ELI LILLY & CO Healthcare 1,288.0 $1.5M 0.10% -36.0 -2.7% $1199.72 +4.6%
73 SNDK SANDISK CORP Technology 647.0 $1.5M 0.09% +39.0 +6.4% $2273.73 -29.8%
74 LRCX LAM RESEARCH CORP Technology 3,363.0 $1.5M 0.09% -495.0 -12.8% $433.33 -27.5%
75 BERKSHIRE HATHAWAY INC DEL 2,870.0 $1.4M 0.09% -1K -31.5% $500.38
76 BNDX VANGUARD CHARLOTTE FDS 29,573.0 $1.4M 0.09% -2K -5.5% $48.43 -1.6%
77 SCHC SCHWAB STRATEGIC TR 28,510.0 $1.4M 0.09% -785.0 -2.7% $48.12 +6.5%
78 GOOG PUT ALPHABET INC 3,800.0 $1.3M 0.09% NEW $353.33
79 AMD ADVANCED MICRO DEVICES INC Technology 2,279.0 $1.3M 0.08% +112.0 +5.2% $580.87 -18.5%
80 BIL SPDR SERIES TRUST 14,440.0 $1.3M 0.08% -385.0 -2.6% $91.64 -0.0%
Page 4 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%