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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 9 of 13  ·  248 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 IWO ISHARES TR 1,025.0 $404K 0.03% -7.0 -0.7% $393.96 -2.7%
162 SLYG SPDR SERIES TRUST 3,383.0 $403K 0.03% -199.0 -5.6% $119.13 -3.0%
163 FDX FEDEX CORP Industrials 1,277.0 $400K 0.03% -167.0 -11.6% $313.18 +5.1%
164 MA MASTERCARD INCORPORATED Financial Services 769.0 $395K 0.03% +165.0 +27.3% $513.73 +16.1%
165 C CITIGROUP INC Financial Services 2,788.0 $390K 0.03% -470.0 -14.4% $139.97 -5.7%
166 APH AMPHENOL CORP Technology 2,194.0 $387K 0.02% +457.0 +26.3% $176.29 -11.8%
167 KLAC KLA CORP Technology 1,274.0 $384K 0.02% NEW $301.69 -39.7%
168 DNOV FIRST TR EXCHNG TRADED FD VI 7,284.0 $374K 0.02% $51.35 +1.7%
169 QGRW WISDOMTREE TR 5,614.0 $371K 0.02% -64.0 -1.1% $66.03 +0.9%
170 RTX RTX CORPORATION Industrials 1,948.0 $370K 0.02% +110.0 +6.0% $189.73 +10.4%
171 SPTS SPDR SERIES TRUST 12,717.0 $369K 0.02% +847.0 +7.1% $29.01 -0.2%
172 DIS DISNEY WALT CO Communication Services 3,793.0 $365K 0.02% -831.0 -18.0% $96.26 +14.6%
173 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,620.0 $363K 0.02% +483.0 +42.5% $223.94 +26.3%
174 MS MORGAN STANLEY Financial Services 1,730.0 $362K 0.02% +71.0 +4.3% $209.08 +2.4%
175 GE GE AEROSPACE Industrials 966.0 $361K 0.02% -294.0 -23.3% $373.60 -8.7%
176 AIPI ETF OPPORTUNITIES TRUST 9,650.0 $359K 0.02% NEW $37.18 -2.5%
177 GEV GE VERNOVA INC Utilities 302.0 $355K 0.02% -67.0 -18.2% $1174.20 -19.9%
178 QUAL ISHARES TR 1,614.0 $354K 0.02% $219.43 +1.9%
179 NUMV NUSHARES ETF TR 7,959.0 $346K 0.02% -869.0 -9.8% $43.49 +3.8%
180 AMGN AMGEN INC Healthcare 942.0 $341K 0.02% +78.0 +9.0% $362.28 +22.1%
Page 9 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%