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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 8 of 12  ·  236 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 QCOM QUALCOMM INC Technology 3,391.0 $437K 0.03% -422.0 -11.1% $128.76 +93.2%
142 PSX PHILLIPS 66 Energy 2,365.0 $431K 0.03% +644.0 +37.4% $182.18 -4.6%
143 ROST ROSS STORES INC Consumer Cyclical 1,972.0 $427K 0.03% +26.0 +1.3% $216.63 +8.3%
144 GBIL GOLDMAN SACHS ETF TR 4,221.0 $423K 0.03% +789.0 +23.0% $100.19 -0.1%
145 PG PROCTER & GAMBLE CO Consumer Defensive 2,894.0 $418K 0.03% -512.0 -15.0% $144.44 -1.0%
146 SCHG SCHWAB STRATEGIC TR 14,305.0 $417K 0.03% +1K +8.1% $29.13 +18.7%
147 DFAX DIMENSIONAL ETF TRUST 12,178.0 $414K 0.03% -456.0 -3.6% $33.97 +11.5%
148 UNH UNITEDHEALTH GROUP INC Healthcare 1,528.0 $413K 0.03% $270.59 +39.3%
149 SCHM SCHWAB STRATEGIC TR 13,284.0 $411K 0.03% +120.0 +0.9% $30.96 +13.7%
150 SCHX SCHWAB STRATEGIC TR 15,463.0 $396K 0.03% +4K +30.5% $25.64 +15.2%
151 URI UNITED RENTALS INC Industrials 542.0 $395K 0.03% -31.0 -5.4% $729.16 +32.1%
152 SANDISK CORP 608.0 $386K 0.03% NEW $635.34
153 CTAS CINTAS CORP Industrials 2,266.0 $383K 0.03% -185.0 -7.5% $169.14 +1.2%
154 VO VANGUARD INDEX FDS 1,329.0 $382K 0.03% +58.0 +4.6% $287.27 -72.7%
155 C CITIGROUP INC Financial Services 3,258.0 $370K 0.03% +58.0 +1.8% $113.43 +11.8%
156 CW CURTISS WRIGHT CORP Industrials 541.0 $368K 0.03% $681.12 +10.2%
157 MDYV SPDR SERIES TRUST 4,244.0 $361K 0.03% -241.0 -5.4% $85.14 +7.5%
158 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,068.0 $361K 0.03% +288.0 +36.9% $337.84 +22.0%
159 GE GE AEROSPACE Industrials 1,260.0 $357K 0.02% +417.0 +49.5% $283.70 +10.9%
160 RTX RTX CORPORATION Industrials 1,838.0 $355K 0.02% +137.0 +8.1% $192.90 -7.2%
Page 8 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%