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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 6 of 13  ·  248 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DFUV DIMENSIONAL ETF TRUST 17,426.0 $959K 0.06% $55.01 +4.2%
102 VXUS VANGUARD STAR FDS 11,044.0 $944K 0.06% +828.0 +8.1% $85.49 +2.0%
103 CDE COEUR MNG INC Basic Materials 56,421.0 $921K 0.06% $16.32 +26.9%
104 FIRST TR EXCHNG TRADED FD VI 37,840.0 $905K 0.06% $23.92
105 ITOT ISHARES TR 5,313.0 $873K 0.06% $164.27 +2.0%
106 XLF SELECT SECTOR SPDR TR 15,987.0 $857K 0.05% +115.0 +0.7% $53.61 +8.4%
107 EAGG ISHARES TR 18,072.0 $857K 0.05% -4K -17.5% $47.41 -1.4%
108 CSCO CISCO SYS INC Technology 7,283.0 $856K 0.05% -239.0 -3.2% $117.47 -5.5%
109 XOM EXXON MOBIL CORP Energy 6,227.0 $851K 0.05% -36.0 -0.6% $136.71 +19.8%
110 BGRN ISHARES TR 17,891.0 $849K 0.05% -2K -11.5% $47.47 -0.9%
111 V VISA INC Financial Services 2,428.0 $833K 0.05% +241.0 +11.0% $343.09 +10.9%
112 PNC PNC FINL SVCS GROUP INC Financial Services 3,297.0 $812K 0.05% -170.0 -4.9% $246.22 -1.1%
113 ABBV ABBVIE INC Healthcare 3,190.0 $803K 0.05% +179.0 +5.9% $251.64 +5.2%
114 GS GOLDMAN SACHS GROUP INC Financial Services 782.0 $790K 0.05% +10.0 +1.3% $1010.77 +2.3%
115 DDEC FIRST TR EXCHNG TRADED FD VI 16,603.0 $787K 0.05% $47.38 +1.9%
116 IMCG ISHARES TR 7,831.0 $770K 0.05% $98.30 -0.8%
117 CVX CHEVRON CORPORATION Energy 4,572.0 $758K 0.05% -575.0 -11.2% $165.76 +22.5%
118 SCHE SCHWAB STRATEGIC TR 20,881.0 $757K 0.05% -615.0 -2.9% $36.26 +1.1%
119 IJH ISHARES TR 9,780.0 $754K 0.05% -328.0 -3.2% $77.11 -1.3%
120 PSX PHILLIPS 66 Energy 4,347.0 $735K 0.05% +2K +83.8% $169.05 +42.2%
Page 6 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%