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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 11 of 12  ·  236 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CMCSA COMCAST CORP NEW Communication Services 8,698.0 $250K 0.02% +1K +18.9% $28.71 -12.4%
202 TT TRANE TECHNOLOGIES PLC Industrials 596.0 $248K 0.02% +32.0 +5.7% $416.67 +10.7%
203 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 881.0 $242K 0.02% +61.0 +7.4% $275.18 -2.7%
204 VZ VERIZON COMMUNICATIONS INC Communication Services 4,811.0 $241K 0.02% NEW $50.20 -3.7%
205 CDNS CADENCE DESIGN SYSTEM INC Technology 869.0 $241K 0.02% +6.0 +0.7% $277.87 +37.4%
206 TJX TJX COS INC NEW Consumer Cyclical 1,508.0 $241K 0.02% +44.0 +3.0% $159.66 -0.4%
207 IJR ISHARES TR 1,930.0 $240K 0.02% -14.0 -0.7% $124.28 +12.3%
208 EIX EDISON INTL Utilities 3,240.0 $237K 0.02% -96.0 -2.9% $73.18 -2.7%
209 IUSV ISHARES TR 2,305.0 $236K 0.02% $102.25 +7.9%
210 IUSG ISHARES TR 1,517.0 $235K 0.02% +78.0 +5.4% $155.11 +21.9%
211 NUMG NUSHARES ETF TR 5,688.0 $234K 0.02% +394.0 +7.4% $41.08 +12.6%
212 SCHD SCHWAB STRATEGIC TR 7,573.0 $232K 0.02% NEW $30.68 +6.5%
213 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,137.0 $231K 0.02% +231.0 +25.5% $203.17 +7.5%
214 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 580.0 $227K 0.01% NEW $391.76 +115.9%
215 NOW SERVICENOW INC Technology 2,145.0 $224K 0.01% NEW $104.55 -4.4%
216 FIX COMFORT SYS USA INC Industrials 162.0 $224K 0.01% NEW $1381.57 +36.4%
217 SCHB SCHWAB STRATEGIC TR 8,902.0 $223K 0.01% $25.10 +15.3%
218 SLV ISHARES SILVER TR Financial Services 3,273.0 $223K 0.01% NEW $68.14 +2.3%
219 FNDA SCHWAB STRATEGIC TR 6,833.0 $222K 0.01% NEW $32.43 +11.7%
220 APH AMPHENOL CORP Technology 1,737.0 $219K 0.01% $126.32 +10.5%
Page 11 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%