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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 5 of 12  ·  236 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CVX CHEVRON CORPORATION Energy 5,147.0 $1.1M 0.07% +2K +83.7% $206.89 -10.7%
82 XOM EXXON MOBIL CORP Energy 6,263.0 $1.1M 0.07% +293.0 +4.9% $169.65 -8.7%
83 CDE COEUR MNG INC Basic Materials 56,501.0 $1.1M 0.07% NEW $18.77 -2.1%
84 EAGG ISHARES TR 21,896.0 $1.0M 0.07% +2K +7.8% $47.55 -0.6%
85 PFF ISHARES TR 33,726.0 $1.0M 0.07% -2K -4.3% $30.32 +3.4%
86 DJAN FIRST TR EXCHNG TRADED FD VI 23,386.0 $995K 0.07% NEW $42.53 +6.6%
87 FIRST TR EXCHNG TRADED FD VI 45,845.0 $988K 0.07% NEW $21.54
88 BGRN ISHARES TR 20,212.0 $959K 0.07% -1K -4.7% $47.47 -0.1%
89 DJUL FIRST TR EXCHNG TRADED FD VI 20,373.0 $952K 0.07% $46.74 +6.5%
90 DFAT DIMENSIONAL ETF TRUST 14,516.0 $907K 0.06% $62.45 +8.2%
91 IWB ISHARES TR 2,526.0 $901K 0.06% +87.0 +3.6% $356.62 +14.8%
92 KBH KB HOME Consumer Cyclical 16,665.0 $862K 0.06% +4K +34.8% $51.75 -4.9%
93 DFUV DIMENSIONAL ETF TRUST 17,426.0 $844K 0.06% $48.46 +10.8%
94 FIRST TR EXCHNG TRADED FD VI 37,840.0 $832K 0.06% $21.99
95 LRCX LAM RESEARCH CORP Technology 3,858.0 $824K 0.06% $213.66 +51.0%
96 DWM WISDOMTREE TR 11,646.0 $814K 0.06% $69.89 +6.6%
97 PEP PEPSICO INC Consumer Defensive 5,232.0 $813K 0.06% -177.0 -3.3% $155.30 -6.2%
98 VXUS VANGUARD STAR FDS 10,216.0 $788K 0.05% $77.11 +11.7%
99 XLF SELECT SECTOR SPDR TR 15,872.0 $784K 0.05% $49.37 +5.1%
100 GLD SPDR GOLD TR Financial Services 1,795.0 $772K 0.05% +523.0 +41.1% $430.29 -3.8%
Page 5 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%