Falcon Wealth Planning

Position in UPST — Upstart Holdings, Inc.

CIK 1839850 Ontario, CA

Position in UPST

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$1,065,273

+$293,080 QoQ

Shares Held

30,067

-0.1% QoQ

Ownership

0.031%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#122

of 364 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Falcon Wealth Planning holds $2,511,762 across 4 Credit Services names. UPST ranks #1 (42.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UPST	Upstart Holdings, Inc. This page	30,067	$1,065,273
2	V	Visa Inc.	2,428	$833,022
3	MA	Mastercard Inc	769	$394,958
4	AXP	American Express Co	646	$218,509

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,065,273	30,067	-0.1%	Shares	Sole	2026-07-13
2026-03-31	$772,193	30,105	-0.9%	Shares	Sole	2026-04-21
2025-12-31	$1,327,861	30,365	-3.2%	Shares	Sole	2026-02-03
2025-09-30	$1,593,138	31,361	—	Shares	Sole	2025-10-10
No filing history on record for this holder in this stock.