Falcon Wealth Planning’s Wahed FTSE USA Shariah ETF HLAL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$211K	Buy	+2,950	New	+$202K	0.01%	240

Other funds holding HLAL

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CPWA

Cerro Pacific Wealth Advisors San Luis Obispo, California $442M AUM 28.96% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Falcon Wealth Planning opened a new position in Wahed FTSE USA Shariah ETF (HLAL) in Q2 2026: 2,950 shares worth $211K. The stake represents 0.01% of the portfolio and ranks #240 among its holdings.

61 funds tracked by Wall St. Rank hold HLAL as of Q2 2026.

Falcon Wealth Planning held 2,950 shares of Wahed FTSE USA Shariah ETF worth $211K as of Q2 2026.
Wahed FTSE USA Shariah ETF was a new Falcon Wealth Planning position in Q2 2026.
Wahed FTSE USA Shariah ETF made up 0.01% of Falcon Wealth Planning's portfolio in Q2 2026, its #240 holding.
61 funds tracked by Wall St. Rank held Wahed FTSE USA Shariah ETF as of Q2 2026.

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