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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 3 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BND VANGUARD BD INDEX FDS 7,317.0 $539K 0.04% -393.0 -5.1% $73.64 -0.6%
42 FDX FEDEX CORP Industrials 1,444.0 $514K 0.04% -116.0 -7.4% $356.21 +12.3%
43 ORCL ORACLE CORP Technology 3,291.0 $484K 0.03% -67.0 -2.0% $147.12 +31.2%
44 NUSC NUSHARES ETF TR 10,589.0 $477K 0.03% -642.0 -5.7% $45.06 +10.9%
45 SPMD SPDR SERIES TRUST 7,778.0 $461K 0.03% -241.0 -3.0% $59.22 +10.5%
46 QCOM QUALCOMM INC Technology 3,391.0 $437K 0.03% -422.0 -11.1% $128.76 +93.2%
47 PG PROCTER & GAMBLE CO Consumer Defensive 2,894.0 $418K 0.03% -512.0 -15.0% $144.44 -1.0%
48 DFAX DIMENSIONAL ETF TRUST 12,178.0 $414K 0.03% -456.0 -3.6% $33.97 +11.5%
49 URI UNITED RENTALS INC Industrials 542.0 $395K 0.03% -31.0 -5.4% $729.16 +32.1%
50 CTAS CINTAS CORP Industrials 2,266.0 $383K 0.03% -185.0 -7.5% $169.14 +1.2%
51 MDYV SPDR SERIES TRUST 4,244.0 $361K 0.03% -241.0 -5.4% $85.14 +7.5%
52 CB CHUBB LTD SWITZ Financial Services 1,065.0 $347K 0.02% -34.0 -3.1% $326.00 -0.2%
53 SPTS SPDR SERIES TRUST 11,870.0 $346K 0.02% -1K -10.8% $29.18 -0.5%
54 SLYG SPDR SERIES TRUST 3,582.0 $346K 0.02% -441.0 -11.0% $96.62 +14.0%
55 NUMV NUSHARES ETF TR 8,828.0 $342K 0.02% -201.0 -2.2% $38.77 +9.3%
56 IWO ISHARES TR 1,032.0 $324K 0.02% -118.0 -10.3% $313.81 +21.0%
57 CELH CELSIUS HLDGS INC Consumer Defensive 9,065.0 $322K 0.02% -271.0 -2.9% $35.48 -16.4%
58 UBER UBER TECHNOLOGIES INC Technology 4,349.0 $313K 0.02% -60.0 -1.4% $71.92 -2.5%
59 BANX ARROWMARK FINANCIAL CORP Financial Services 16,179.0 $308K 0.02% -1K -7.9% $19.06 +4.8%
60 MA MASTERCARD INCORPORATED Financial Services 604.0 $302K 0.02% -184.0 -23.4% $499.82 -1.4%
Page 3 of 4  ·  70 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%