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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 7 of 12  ·  236 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IMCG ISHARES TR 7,831.0 $617K 0.04% -150.0 -1.9% $78.77 +17.7%
122 INTC INTEL CORP Technology 13,781.0 $608K 0.04% +320.0 +2.4% $44.13 +179.9%
123 ESGE ISHARES INC 13,092.0 $595K 0.04% +178.0 +1.4% $45.47 +20.0%
124 WDC WESTERN DIGITAL CORP Technology 2,170.0 $587K 0.04% +54.0 +2.5% $270.49 +79.0%
125 CSCO CISCO SYS INC Technology 7,522.0 $584K 0.04% +1K +15.9% $77.59 +52.5%
126 LMT LOCKHEED MARTIN CORP Industrials 949.0 $573K 0.04% +12.0 +1.3% $604.15 -11.8%
127 PLTR PALANTIR TECHNOLOGIES INC Technology 3,816.0 $558K 0.04% -64.0 -1.6% $146.29 -6.6%
128 BND VANGUARD BD INDEX FDS 7,317.0 $539K 0.04% -393.0 -5.1% $73.64 -0.6%
129 MRK MERCK & CO INC Healthcare 4,426.0 $533K 0.04% +65.0 +1.5% $120.31 -0.5%
130 BA BOEING CO Industrials 2,652.0 $528K 0.04% +377.0 +16.6% $199.01 +10.0%
131 FDX FEDEX CORP Industrials 1,444.0 $514K 0.04% -116.0 -7.4% $356.21 +12.3%
132 GOVT ISHARES TR 21,848.0 $501K 0.03% +1K +6.0% $22.91 -0.9%
133 ORCL ORACLE CORP Technology 3,291.0 $484K 0.03% -67.0 -2.0% $147.12 +31.2%
134 NUSC NUSHARES ETF TR 10,589.0 $477K 0.03% -642.0 -5.7% $45.06 +10.9%
135 SPMD SPDR SERIES TRUST 7,778.0 $461K 0.03% -241.0 -3.0% $59.22 +10.5%
136 KO COCA COLA CO Consumer Defensive 5,998.0 $456K 0.03% +491.0 +8.9% $76.05 +5.8%
137 MCHP MICROCHIP TECHNOLOGY INC. Technology 7,000.0 $452K 0.03% NEW $64.61 +51.8%
138 DIS DISNEY WALT CO Communication Services 4,624.0 $446K 0.03% +740.0 +19.1% $96.39 +7.2%
139 COP CONOCOPHILLIPS Energy 3,350.0 $442K 0.03% +489.0 +17.1% $132.00 -11.7%
140 AMD ADVANCED MICRO DEVICES INC Technology 2,167.0 $441K 0.03% +215.0 +11.0% $203.41 +147.7%
Page 7 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%