Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Falcon Wealth Planning

Latest statistics and disclosures from Falcon Wealth Planning's latest quarterly 13F-HR filing:

Top 5 stock holdings are AVLV, MGK, AAPL, FBND, DFIV, and represent 36.00% of Falcon Wealth Planning's stock portfolio.
Added to shares of these 10 stocks: AVLV, BINC, PYLD, COST, FBND, VGSH, VNQ, AMZN, IHDG, FPE.
Started 30 new stock positions in CAT, ANET, MMM, IBIT, SPYV, QCOC, TJX, DNOV, BYND, DDEC.
Reduced shares in these 10 stocks: BK, AMAT, JPM, VUG, GOOG, QQQI, SPY, MSTR, VTV, DE.
Sold out of its positions in DE, HON, MSTR, QQQI, Senseonics Hldgs.
Falcon Wealth Planning was a net buyer of stock by $49M.
Falcon Wealth Planning has $1.2B in assets under management (AUM), dropping by 6.76%.
Central Index Key (CIK): 0001839850

Tip: Access up to 7 years of quarterly data

Positions held by Falcon Wealth Planning consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Falcon Wealth Planning

Falcon Wealth Planning holds 216 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
American Centy Etf Tr Us Large Cap Vlu (AVLV)	11.5	$137M	+3%	1.8M	75.77	View chart
Vanguard World Mega Grwth Ind (MGK)	7.7	$91M		221k	412.77	View chart
Apple (AAPL)	6.3	$75M		276k	271.86	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	5.3	$62M	+6%	1.4M	46.04	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	5.2	$62M		1.2M	49.90	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	5.2	$62M		100k	614.31	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	4.9	$58M		1.8M	32.57	View chart
Pimco Etf Tr Multisector Bd (PYLD)	4.7	$56M	+7%	2.1M	26.68	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	4.7	$56M	+7%	1.1M	52.77	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	4.3	$51M	+6%	872k	58.73	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	3.5	$42M	+4%	861k	48.66	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	3.0	$35M	+7%	399k	88.49	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	2.3	$28M	+3%	157k	177.37	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	2.2	$26M	+2%	252k	101.98	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	2.1	$25M		268k	93.97	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	2.1	$25M	+6%	1.4M	18.22	View chart
Ishares Tr S&P SML 600 GWT (IJT)	2.0	$24M	+3%	168k	141.16	View chart
Vanguard Index Fds Growth Etf (VUG)	1.6	$18M	-2%	38k	487.86	View chart
Vanguard Index Fds Value Etf (VTV)	1.5	$18M		95k	190.99	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	1.5	$18M	+3%	129k	136.94	View chart
NVIDIA Corporation (NVDA)	0.9	$11M	+9%	57k	186.50	View chart
Costco Wholesale Corporation (COST)	0.8	$9.3M	+72%	11k	862.31	View chart
Microsoft Corporation (MSFT)	0.6	$7.4M	+15%	15k	483.63	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.5	$6.1M		29k	212.07	View chart
Tesla Motors (TSLA)	0.5	$6.0M	+6%	13k	449.72	View chart
Amazon (AMZN)	0.5	$5.5M	+49%	24k	230.82	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.3	$4.1M	-2%	118k	35.15	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$4.1M		20k	211.79	View chart
JPMorgan Chase & Co. (JPM)	0.3	$3.8M	-13%	12k	322.22	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.3	$3.8M	-3%	27k	141.05	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.3	$3.7M		45k	82.32	View chart
Meta Platforms Cl A (META)	0.3	$3.7M	+10%	5.5k	660.09	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$3.5M		53k	67.22	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$3.4M	+10%	11k	312.99	View chart
Bank of New York Mellon Corporation (BK)	0.3	$3.3M	-17%	29k	116.09	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.3	$3.3M		11k	302.12	View chart
Intuitive Surgical Com New (ISRG)	0.3	$3.3M		5.8k	566.36	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$3.3M	-11%	11k	313.81	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$3.1M	-3%	9.2k	335.27	View chart
Spdr Series Trust State Street Spd (RWR)	0.2	$3.0M	-4%	30k	98.23	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.2	$2.8M		83k	34.26	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$2.8M		4.1k	684.93	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$2.8M		51k	53.76	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$2.7M	-3%	43k	62.47	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.2	$2.6M	-3%	18k	143.33	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$2.5M		35k	73.56	View chart
Bank of America Corporation (BAC)	0.2	$2.5M	+4%	45k	55.00	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$2.4M		9.5k	252.92	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$2.3M	-2%	13k	181.21	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$2.2M	+2%	3.5k	627.21	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$2.1M	-13%	3.1k	682.00	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$1.8M	+12%	3.6k	502.62	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.2	$1.8M		24k	74.17	View chart
Broadcom (AVGO)	0.1	$1.8M	+22%	5.1k	346.08	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$1.8M	-4%	36k	48.32	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$1.7M		18k	97.80	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.1	$1.6M		36k	45.05	View chart
Home Depot (HD)	0.1	$1.6M		4.7k	344.13	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$1.6M		3.4k	473.37	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$1.6M	+2%	2.1k	753.95	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$1.5M	-2%	5.5k	279.14	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$1.5M	-2%	19k	77.53	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCJL)	0.1	$1.5M		63k	23.73	View chart
Wal-Mart Stores (WMT)	0.1	$1.4M	+23%	13k	111.41	View chart
Eli Lilly & Co. (LLY)	0.1	$1.3M	+15%	1.3k	1074.51	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$1.3M		14k	95.09	View chart
Upstart Hldgs (UPST)	0.1	$1.3M	-3%	30k	43.73	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$1.3M	+34%	12k	107.11	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$1.3M		29k	45.53	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$1.3M	+30%	23k	57.24	View chart
Spdr Series Trust State Street Spd (BIL)	0.1	$1.2M	-6%	14k	91.38	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$1.2M	-9%	16k	71.41	View chart
Micron Technology (MU)	0.1	$1.1M	+19%	3.9k	285.43	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$1.1M	-7%	35k	30.96	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$1.0M	+85%	24k	44.71	View chart
Ishares Tr Usd Grn Bond Etf (BGRN)	0.1	$1.0M		21k	47.94	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$972k		20k	47.85	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL)	0.1	$969k		20k	47.57	View chart
Applied Materials (AMAT)	0.1	$926k	-40%	3.6k	256.99	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$911k		2.4k	373.44	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$890k	+6%	12k	76.23	View chart
Johnson & Johnson (JNJ)	0.1	$887k	+16%	4.3k	206.95	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$866k		16k	54.77	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$864k		15k	59.54	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCOC)	0.1	$849k	NEW	38k	22.45	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.1	$838k	-3%	11k	73.98	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$812k		17k	46.59	View chart
Spdr Series Trust State Street Spd (SPAB)	0.1	$800k		31k	25.75	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	0.1	$798k		12k	68.76	View chart
Pepsi (PEP)	0.1	$776k	+17%	5.4k	143.52	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$773k		10k	75.44	View chart
Visa Com Cl A (V)	0.1	$772k	+12%	2.2k	350.67	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC)	0.1	$749k	NEW	17k	45.09	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$735k		4.9k	148.69	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$728k		8.7k	83.75	View chart
Ishares Em Mkt Sm-cp Etf (EEMS)	0.1	$723k	-5%	11k	67.48	View chart
Exxon Mobil Corporation (XOM)	0.1	$718k	+20%	6.0k	120.33	View chart
PNC Financial Services (PNC)	0.1	$718k	+20%	3.4k	208.73	View chart
KB Home (KBH)	0.1	$697k		12k	56.41	View chart
Palantir Technologies Cl A (PLTR)	0.1	$690k	+61%	3.9k	177.76	View chart
Abbvie (ABBV)	0.1	$675k	+5%	3.0k	228.47	View chart
Waste Management (WM)	0.1	$663k	+7%	3.0k	219.68	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$663k	+3%	10k	66.00	View chart
Lam Research Corp Com New (LRCX)	0.1	$661k		3.9k	171.18	View chart
Oracle Corporation (ORCL)	0.1	$655k	+18%	3.4k	194.94	View chart
Qualcomm (QCOM)	0.1	$652k	+7%	3.8k	171.04	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$652k		20k	32.75	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$637k		8.0k	79.84	View chart
Netflix (NFLX)	0.1	$630k	+773%	6.7k	93.76	View chart
McDonald's Corporation (MCD)	0.1	$597k	+6%	2.0k	305.69	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$571k		7.7k	74.07	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$570k	-2%	13k	44.17	View chart
Goldman Sachs (GS)	0.0	$556k	+12%	632.00	878.97	View chart
UnitedHealth (UNH)	0.0	$507k	+15%	1.5k	330.12	View chart
Adobe Systems Incorporated (ADBE)	0.0	$507k	+13%	1.4k	350.07	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$504k	+31%	1.3k	396.31	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.0	$501k		11k	44.65	View chart
Cisco Systems (CSCO)	0.0	$500k	+13%	6.5k	77.02	View chart
Intel Corporation (INTC)	0.0	$497k	+27%	14k	36.90	View chart
Boeing Company (BA)	0.0	$494k	+2%	2.3k	217.09	View chart
Procter & Gamble Company (PG)	0.0	$488k	+20%	3.4k	143.31	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$475k		21k	23.02	View chart
Spdr Series Trust State Street Spd (SPMD)	0.0	$464k		8.0k	57.91	View chart
United Rentals (URI)	0.0	$464k		573.00	809.96	View chart
Cintas Corporation (CTAS)	0.0	$461k	-7%	2.5k	188.07	View chart
Merck & Co (MRK)	0.0	$459k	+37%	4.4k	105.26	View chart
Lockheed Martin Corporation (LMT)	0.0	$453k	+33%	937.00	483.46	View chart
FedEx Corporation (FDX)	0.0	$451k	+26%	1.6k	288.85	View chart
Mastercard Incorporated Cl A (MA)	0.0	$450k	+26%	788.00	571.01	View chart
Walt Disney Company (DIS)	0.0	$442k	+12%	3.9k	113.77	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$432k		13k	32.62	View chart
Celsius Hldgs Com New (CELH)	0.0	$427k	+19%	9.3k	45.74	View chart
Chevron Corporation (CVX)	0.0	$427k	+7%	2.8k	152.40	View chart
Advanced Micro Devices (AMD)	0.0	$418k	+7%	2.0k	214.14	View chart
Maze Therapeatics (MAZE)	0.0	$416k	NEW	10k	41.43	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.0	$414k		13k	32.73	View chart
Paypal Holdings (PYPL)	0.0	$408k	+10%	7.0k	58.38	View chart
Bristol Myers Squibb (BMY)	0.0	$402k	+28%	7.4k	53.94	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$396k		13k	30.07	View chart
Spdr Series Trust State Street Spd (SPTS)	0.0	$390k	-2%	13k	29.28	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.0	$389k	NEW	5.9k	65.51	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$386k		361.00	1069.38	View chart
Coca-Cola Company (KO)	0.0	$385k	+30%	5.5k	69.91	View chart
Stonecastle Finl (BANX)	0.0	$383k	-6%	18k	21.82	View chart
Spdr Series Trust State Street Spd (MDYV)	0.0	$380k		4.5k	84.65	View chart
Spdr Series Trust State Street Spd (SLYG)	0.0	$379k		4.0k	94.20	View chart
Citigroup Com New (C)	0.0	$373k	+27%	3.2k	116.67	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$372k	-2%	1.2k	323.01	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$369k		1.3k	290.32	View chart
Northrop Grumman Corporation (NOC)	0.0	$367k		644.00	570.21	View chart
Western Digital (WDC)	0.0	$365k	+19%	2.1k	172.27	View chart
Rivian Automotive Com Cl A (RIVN)	0.0	$363k	NEW	18k	19.71	View chart
Uber Technologies (UBER)	0.0	$360k	+9%	4.4k	81.71	View chart
Equinix (EQIX)	0.0	$360k		470.00	766.16	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV)	0.0	$356k	NEW	7.3k	48.84	View chart
Spdr Series Trust State Street Spd (SPTM)	0.0	$353k		4.3k	82.50	View chart
Nushares Etf Tr Nuveen Esg Midvl (NUMV)	0.0	$353k		9.0k	39.10	View chart
Ross Stores (ROST)	0.0	$351k	+10%	1.9k	180.14	View chart
Chubb (CB)	0.0	$343k	NEW	1.1k	312.18	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.0	$343k	+54%	3.4k	99.94	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$319k		12k	26.91	View chart
Raytheon Technologies Corp (RTX)	0.0	$312k	+41%	1.7k	183.43	View chart
Wisdomtree Tr Us Quality Grow (QGRW)	0.0	$309k		5.3k	58.67	View chart
Willdan (WLDN)	0.0	$309k	-5%	3.0k	103.66	View chart
Progressive Corporation (PGR)	0.0	$309k	+31%	1.4k	227.66	View chart
Caterpillar (CAT)	0.0	$300k	NEW	523.00	572.78	View chart
Curtiss-Wright (CW)	0.0	$298k	NEW	541.00	551.27	View chart
International Business Machines (IBM)	0.0	$298k	+20%	1.0k	296.16	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.0	$294k	-2%	5.1k	57.46	View chart
Spdr Series Trust State Street Spd (SPYG)	0.0	$293k	+6%	2.7k	106.70	View chart
Parker-Hannifin Corporation (PH)	0.0	$284k		323.00	879.99	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$277k		5.5k	50.29	View chart
Genelux Corporation (GNLX)	0.0	$276k	+187%	63k	4.36	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$272k	NEW	5.5k	49.65	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$271k	+2%	1.4k	198.62	View chart
Cadence Design Systems (CDNS)	0.0	$270k		863.00	312.58	View chart
ConocoPhillips (COP)	0.0	$268k	NEW	2.9k	93.60	View chart
Abbott Laboratories (ABT)	0.0	$267k	-4%	2.1k	125.29	View chart
Morgan Stanley Com New (MS)	0.0	$266k	+18%	1.5k	177.58	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$262k		3.7k	71.42	View chart
Ge Aerospace Com New (GE)	0.0	$260k	NEW	843.00	307.91	View chart
Nushares Etf Tr Nuveen Esg Midcp (NUMG)	0.0	$253k		5.3k	47.75	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$252k	NEW	940.00	268.30	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$244k		1.2k	210.31	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$242k		1.4k	167.94	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$237k	+4%	780.00	303.87	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$236k	-2%	2.3k	102.54	View chart
Amphenol Corp Cl A (APH)	0.0	$234k	NEW	1.7k	135.11	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$234k	+11%	1.9k	120.15	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$234k		8.9k	26.23	View chart
Automatic Data Processing (ADP)	0.0	$233k	+6%	906.00	257.33	View chart
Rockwell Automation (ROK)	0.0	$230k	NEW	591.00	388.77	View chart
Royal Caribbean Cruises (RCL)	0.0	$229k		820.00	278.92	View chart
General Dynamics Corporation (GD)	0.0	$227k	NEW	675.00	336.51	View chart
TJX Companies (TJX)	0.0	$225k	NEW	1.5k	153.58	View chart
At&t (T)	0.0	$224k	+10%	9.0k	24.84	View chart
Phillips 66 (PSX)	0.0	$222k	NEW	1.7k	129.04	View chart
Wells Fargo & Company (WFC)	0.0	$221k	NEW	2.4k	93.20	View chart
Arista Networks Com Shs (ANET)	0.0	$220k	NEW	1.7k	131.07	View chart
Trane Technologies SHS (TT)	0.0	$220k		564.00	389.13	View chart
Comcast Corp Cl A (CMCSA)	0.0	$219k		7.3k	29.89	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.0	$213k		4.8k	44.41	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$208k		2.1k	99.88	View chart
3M Company (MMM)	0.0	$206k	NEW	1.3k	160.14	View chart
Robinhood Mkts Com Cl A (HOOD)	0.0	$205k	NEW	1.8k	113.11	View chart
Capital One Financial (COF)	0.0	$204k	NEW	842.00	242.46	View chart
Rex Etf Tr Tsla Growth & In (TSII)	0.0	$203k	NEW	8.0k	25.50	View chart
Spdr Series Trust State Street Spd (SPYV)	0.0	$202k	NEW	3.6k	56.81	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.0	$202k	-3%	3.1k	65.66	View chart
salesforce (CRM)	0.0	$202k	NEW	761.00	264.91	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.0	$201k		2.0k	100.38	View chart
Edison International (EIX)	0.0	$200k	NEW	3.3k	60.02	View chart
Emerson Electric (EMR)	0.0	$200k	NEW	1.5k	132.72	View chart
PG&E Corporation (PCG)	0.0	$179k	NEW	11k	16.07	View chart
Patriot Natl Bancorp Com New (PNBK)	0.0	$155k	-19%	85k	1.82	View chart
Beyond Meat (BYND)	0.0	$15k	NEW	18k	0.82	View chart

Past Filings by Falcon Wealth Planning

SEC 13F filings are viewable for Falcon Wealth Planning going back to 2020

Falcon Wealth Planning 2025 Q4 filed Feb. 3, 2026
Falcon Wealth Planning 2025 Q3 filed Oct. 10, 2025
Falcon Wealth Planning 2025 Q2 filed July 16, 2025
Falcon Wealth Planning 2025 Q1 filed April 24, 2025
Falcon Wealth Planning 2024 Q4 filed Jan. 22, 2025
Falcon Wealth Planning 2024 Q3 filed Oct. 30, 2024
Falcon Wealth Planning 2024 Q2 filed July 16, 2024
Falcon Wealth Planning 2024 Q1 filed April 15, 2024
Falcon Wealth Planning 2023 Q4 filed Jan. 10, 2024
Falcon Wealth Planning 2023 Q3 filed Oct. 5, 2023
Falcon Wealth Planning 2023 Q2 filed July 13, 2023
Falcon Wealth Planning 2023 Q1 filed May 15, 2023
Falcon Wealth Planning 2022 Q4 filed Jan. 20, 2023
Falcon Wealth Planning 2022 Q3 filed Nov. 10, 2022
Falcon Wealth Planning 2022 Q2 filed July 20, 2022
Falcon Wealth Planning 2022 Q1 filed May 5, 2022

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z