Falcon Wealth Planning’s State Street Bridgewater All Weather ETF ALLW Stock Holding History

Falcon Wealth Planning’s Portfolio ALLW Stock Details ALLW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$260K	Buy	+8,875	New	+$263K	0.02%	207

Other funds holding ALLW

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

CPW

Catalyst Private Wealth San Mateo, California $207M AUM 11.77% 1-Year Est. Return

PWM

Pinnacle Wealth Management Roseville, California $161M AUM 27.7% 1-Year Est. Return

MFGM

Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return

CWA

Crusonia Wealth Advisors Denver, Colorado $609M AUM

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Falcon Wealth Planning's ALLW Position: Q2 2026 in Review

Falcon Wealth Planning opened a new position in State Street Bridgewater All Weather ETF (ALLW) in Q2 2026: 8,875 shares worth $260K. The stake represents 0.02% of the portfolio and ranks #207 among its holdings.

161 funds tracked by Wall St. Rank hold ALLW as of Q2 2026.

Falcon Wealth Planning held 8,875 shares of State Street Bridgewater All Weather ETF worth $260K as of Q2 2026.
State Street Bridgewater All Weather ETF was a new Falcon Wealth Planning position in Q2 2026.
State Street Bridgewater All Weather ETF made up 0.02% of Falcon Wealth Planning's portfolio in Q2 2026, its #207 holding.
161 funds tracked by Wall St. Rank held State Street Bridgewater All Weather ETF as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.