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Falcon Wealth Planning

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

Top 5 stock holdings are KRMN, AVLV, MGK, AAPL, FBND, and represent 40.24% of Falcon Wealth Planning's stock portfolio.
Added to shares of these 10 stocks: KRMN (+$206M), AVEM (+$48M), AVMV (+$24M), AVLV (+$13M), BINC (+$7.1M), FBND (+$6.9M), PYLD (+$6.8M), VGSH (+$5.7M), MGK, GOOG.
Started 31 new stock positions in AVEM, PFE, AVMV, HON, FNDA, AXP, FFAI, STX, MRSH, BRR.
Reduced shares in these 10 stocks: DFAE (-$46M), VOE (-$22M), COST, AVDV, IWN, PYPL, , VTV, , BNDX.
Sold out of its positions in COF, EMR, PCG, PYPL, TSII, HOOD, CRM, MMM, WFC, WLDN. ACN.
Falcon Wealth Planning was a net buyer of stock by $291M.
Falcon Wealth Planning has $1.5B in assets under management (AUM), dropping by 23.63%.
Central Index Key (CIK): 0001839850

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Portfolio Holdings for Falcon Wealth Planning

Falcon Wealth Planning holds 236 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Karman Hldgs Common Stock (KRMN)	14.0	$206M	NEW	2.6M	80.05	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	10.8	$159M	+9%	2.0M	80.61	View chart
Vanguard World Mega Grwth Ind (MGK)	5.9	$86M	+6%	234k	367.44	View chart
Apple (AAPL)	4.9	$72M	+2%	282k	253.79	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	4.7	$69M	+11%	1.5M	45.62	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	4.5	$67M		1.3M	52.78	View chart
Pimco Etf Tr Multisector Bd (PYLD)	4.2	$62M	+12%	2.4M	26.20	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	4.2	$62M	+12%	1.2M	51.93	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.1	$60M	+4%	104k	577.18	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	3.9	$57M	+11%	969k	58.54	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	3.3	$48M	NEW	601k	80.58	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	3.1	$45M	+9%	938k	48.15	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	2.7	$39M	+10%	443k	88.70	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	2.0	$29M	+3%	260k	110.47	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	1.8	$27M	+11%	1.5M	17.75	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.8	$26M	-2%	263k	99.86	View chart
Ishares Tr S&P SML 600 GWT (IJT)	1.8	$26M	+6%	179k	144.71	View chart
American Centy Etf Tr Avantis Us Mid C (AVMV)	1.6	$24M	NEW	318k	74.18	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	1.3	$19M	+13%	146k	128.12	View chart
Vanguard Index Fds Value Etf (VTV)	1.3	$18M		94k	196.20	View chart
Vanguard Index Fds Growth Etf (VUG)	1.2	$18M	+6%	40k	436.78	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	1.0	$14M	-76%	416k	33.86	View chart
NVIDIA Corporation (NVDA)	0.7	$11M	+6%	61k	174.40	View chart
Costco Wholesale Corporation (COST)	0.7	$10M	-6%	10k	996.40	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$7.1M	+136%	25k	286.86	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.5	$7.1M	-75%	39k	184.28	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$5.9M	-2%	28k	211.15	View chart
Microsoft Corporation (MSFT)	0.4	$5.8M	+2%	16k	370.17	View chart
Amazon (AMZN)	0.4	$5.1M	+3%	25k	208.27	View chart
Tesla Motors (TSLA)	0.3	$5.0M		14k	371.74	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$4.2M		19k	217.25	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.3	$3.9M	-5%	111k	35.37	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.3	$3.8M	-2%	26k	145.74	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.3	$3.7M	-3%	44k	84.84	View chart
JPMorgan Chase & Co. (JPM)	0.2	$3.6M	+2%	12k	294.16	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$3.5M	+12%	12k	287.56	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$3.5M	-5%	50k	69.75	View chart
Bank of New York Mellon Corporation (BK)	0.2	$3.4M		29k	118.63	View chart
Meta Platforms Cl A (META)	0.2	$3.2M		5.6k	572.19	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$3.2M	-3%	11k	302.26	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$3.1M	+4%	9.5k	320.79	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$3.0M	+8%	56k	54.05	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.2	$3.0M	+6%	88k	33.77	View chart
Spdr Series Trust State Street Spd (RWR)	0.2	$2.9M	-6%	28k	100.97	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$2.7M		4.1k	653.22	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$2.6M		35k	75.10	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$2.6M	-6%	41k	64.08	View chart
Intuitive Surgical Com New (ISRG)	0.2	$2.6M	-2%	5.7k	460.99	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.2	$2.6M	-2%	18k	145.79	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$2.6M	+24%	4.3k	597.57	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$2.3M		9.5k	237.63	View chart
Bank of America Corporation (BAC)	0.1	$2.1M	-3%	44k	48.75	View chart
Wal-Mart Stores (WMT)	0.1	$2.1M	+34%	17k	124.28	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$2.1M	+2%	3.2k	650.33	View chart
Micron Technology (MU)	0.1	$2.0M	+54%	6.0k	337.85	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$2.0M	-17%	11k	189.59	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$2.0M	+16%	4.2k	479.19	View chart
Broadcom (AVGO)	0.1	$1.9M	+18%	6.0k	309.52	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$1.7M		24k	70.91	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$1.7M	+2%	18k	90.94	View chart
Home Depot (HD)	0.1	$1.5M		4.7k	328.92	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.1	$1.5M	-8%	34k	45.50	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$1.5M	-13%	31k	48.05	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$1.5M	-2%	19k	78.41	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCJL)	0.1	$1.5M		62k	23.40	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$1.4M	-2%	2.0k	697.88	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$1.4M		3.3k	426.41	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$1.4M	+4%	13k	106.15	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$1.4M	+2%	29k	46.74	View chart
Spdr Series Trust State Street Spd (BIL)	0.1	$1.4M	+9%	15k	91.64	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$1.3M		14k	95.62	View chart
Applied Materials (AMAT)	0.1	$1.3M	+6%	3.8k	341.79	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$1.3M	-9%	5.0k	257.35	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$1.3M	-12%	21k	61.26	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$1.3M		22k	56.68	View chart
Eli Lilly & Co. (LLY)	0.1	$1.2M	+5%	1.3k	919.98	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$1.2M	+498%	12k	100.66	View chart
Equinix (EQIX)	0.1	$1.2M	+153%	1.2k	980.24	View chart
Johnson & Johnson (JNJ)	0.1	$1.1M	+7%	4.6k	244.48	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$1.1M	-9%	15k	74.35	View chart
Chevron Corporation (CVX)	0.1	$1.1M	+83%	5.1k	206.89	View chart
Exxon Mobil Corporation (XOM)	0.1	$1.1M	+4%	6.3k	169.65	View chart
Coeur Mng Com New (CDE)	0.1	$1.1M	NEW	57k	18.77	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$1.0M	+7%	22k	47.55	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$1.0M	-4%	34k	30.32	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)	0.1	$995k	NEW	23k	42.53	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCJA)	0.1	$988k	NEW	46k	21.54	View chart
Ishares Tr Usd Grn Bond Etf (BGRN)	0.1	$960k	-4%	20k	47.47	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL)	0.1	$952k		20k	46.74	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$907k		15k	62.45	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$901k	+3%	2.5k	356.62	View chart
KB Home (KBH)	0.1	$862k	+34%	17k	51.75	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$845k		17k	48.46	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCOC)	0.1	$832k		38k	21.99	View chart
Lam Research Corp Com New (LRCX)	0.1	$824k		3.9k	213.66	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	0.1	$814k		12k	69.89	View chart
Pepsi (PEP)	0.1	$813k	-3%	5.2k	155.30	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$788k		10k	77.11	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$784k		16k	49.37	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$772k	+41%	1.8k	430.29	View chart
Upstart Hldgs (UPST)	0.1	$772k		30k	25.65	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$767k	+11%	13k	59.03	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$755k	+7%	5.3k	142.43	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC)	0.1	$735k		17k	44.28	View chart
PNC Financial Services (PNC)	0.0	$721k		3.5k	208.09	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.0	$716k	-14%	9.7k	73.78	View chart
Netflix (NFLX)	0.0	$714k	+10%	7.4k	96.15	View chart
Waste Management (WM)	0.0	$710k	+2%	3.1k	229.73	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$708k	+8%	22k	32.95	View chart
Spdr Series Trust State Street Spd (SPAB)	0.0	$699k	-12%	27k	25.62	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$698k	-2%	8.4k	82.75	View chart
McDonald's Corporation (MCD)	0.0	$685k	+12%	2.2k	310.71	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$683k		10k	67.53	View chart
Northrop Grumman Corporation (NOC)	0.0	$682k	+55%	1.0k	682.24	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$672k	+40%	509.00	1320.41	View chart
Caterpillar (CAT)	0.0	$662k	+78%	935.00	708.13	View chart
Visa Com Cl A (V)	0.0	$661k		2.2k	302.24	View chart
Ishares Em Mkt Sm-cp Etf (EEMS)	0.0	$661k	-10%	9.5k	69.18	View chart
Abbvie (ABBV)	0.0	$655k		3.0k	217.49	View chart
Goldman Sachs (GS)	0.0	$653k	+22%	772.00	845.49	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.0	$617k		7.8k	78.77	View chart
Intel Corporation (INTC)	0.0	$608k	+2%	14k	44.13	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$595k		13k	45.47	View chart
Western Digital (WDC)	0.0	$587k	+2%	2.2k	270.49	View chart
Cisco Systems (CSCO)	0.0	$584k	+15%	7.5k	77.59	View chart
Lockheed Martin Corporation (LMT)	0.0	$573k		949.00	604.15	View chart
Palantir Technologies Cl A (PLTR)	0.0	$558k		3.8k	146.29	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$539k	-5%	7.3k	73.64	View chart
Merck & Co (MRK)	0.0	$533k		4.4k	120.31	View chart
Boeing Company (BA)	0.0	$528k	+16%	2.7k	199.01	View chart
FedEx Corporation (FDX)	0.0	$514k	-7%	1.4k	356.21	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$501k	+5%	22k	22.91	View chart
Oracle Corporation (ORCL)	0.0	$484k		3.3k	147.12	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.0	$477k	-5%	11k	45.06	View chart
Spdr Series Trust State Street Spd (SPMD)	0.0	$461k	-3%	7.8k	59.22	View chart
Coca-Cola Company (KO)	0.0	$456k	+8%	6.0k	76.05	View chart
Microchip Technology (MCHP)	0.0	$452k	NEW	7.0k	64.61	View chart
Walt Disney Company (DIS)	0.0	$446k	+19%	4.6k	96.39	View chart
ConocoPhillips (COP)	0.0	$442k	+17%	3.4k	132.00	View chart
Advanced Micro Devices (AMD)	0.0	$441k	+11%	2.2k	203.41	View chart
Qualcomm (QCOM)	0.0	$437k	-11%	3.4k	128.76	View chart
Phillips 66 (PSX)	0.0	$431k	+37%	2.4k	182.18	View chart
Ross Stores (ROST)	0.0	$427k		2.0k	216.63	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.0	$423k	+22%	4.2k	100.19	View chart
Procter & Gamble Company (PG)	0.0	$418k	-15%	2.9k	144.44	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$417k	+8%	14k	29.13	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.0	$414k	-3%	12k	33.97	View chart
UnitedHealth (UNH)	0.0	$414k		1.5k	270.59	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$411k		13k	30.96	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$397k	+30%	16k	25.64	View chart
United Rentals (URI)	0.0	$395k	-5%	542.00	729.16	View chart
Sandisk Corp (SNDK)	0.0	$386k	NEW	608.00	635.34	View chart
Cintas Corporation (CTAS)	0.0	$383k	-7%	2.3k	169.14	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$382k	+4%	1.3k	287.27	View chart
Citigroup Com New (C)	0.0	$370k		3.3k	113.43	View chart
Curtiss-Wright (CW)	0.0	$369k		541.00	681.12	View chart
Spdr Series Trust State Street Spd (MDYV)	0.0	$361k	-5%	4.2k	85.14	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$361k	+36%	1.1k	337.84	View chart
Ge Aerospace Com New (GE)	0.0	$358k	+49%	1.3k	283.70	View chart
Raytheon Technologies Corp (RTX)	0.0	$355k	+8%	1.8k	192.90	View chart
Spdr Series Trust State Street Spd (SPTM)	0.0	$352k	+3%	4.5k	79.06	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV)	0.0	$349k		7.3k	47.91	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.0	$347k	+19%	6.1k	56.86	View chart
Chubb (CB)	0.0	$347k	-3%	1.1k	326.00	View chart
Spdr Series Trust State Street Spd (SPTS)	0.0	$346k	-10%	12k	29.18	View chart
Spdr Series Trust State Street Spd (SLYG)	0.0	$346k	-10%	3.6k	96.62	View chart
Nushares Etf Tr Nuveen Esg Midvl (NUMV)	0.0	$342k	-2%	8.8k	38.77	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$331k	+57%	8.6k	38.42	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$324k	-10%	1.0k	313.81	View chart
Ge Vernova (GEV)	0.0	$322k	NEW	369.00	872.50	View chart
Celsius Hldgs Com New (CELH)	0.0	$322k	-2%	9.1k	35.48	View chart
International Business Machines (IBM)	0.0	$319k	+30%	1.3k	242.31	View chart
Nextera Energy (NEE)	0.0	$318k	NEW	3.4k	92.85	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$317k	NEW	13k	24.75	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.0	$314k		5.9k	52.85	View chart
Uber Technologies (UBER)	0.0	$313k		4.3k	71.92	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$310k	+18%	1.6k	191.81	View chart
Stonecastle Finl (BANX)	0.0	$308k	-7%	16k	19.06	View chart
Parker-Hannifin Corporation (PH)	0.0	$307k	+6%	343.00	896.23	View chart
FirstEnergy (FE)	0.0	$307k	NEW	6.1k	50.66	View chart
At&t (T)	0.0	$306k	+17%	11k	28.99	View chart
Amgen (AMGN)	0.0	$304k	NEW	864.00	352.02	View chart
Wisdomtree Tr Us Quality Grow (QGRW)	0.0	$303k	+7%	5.7k	53.43	View chart
Mastercard Incorporated Cl A (MA)	0.0	$302k	-23%	604.00	499.82	View chart
Progressive Corporation (PGR)	0.0	$299k	+11%	1.5k	198.20	View chart
Honeywell International (HON)	0.0	$292k	NEW	1.3k	225.92	View chart
Maze Therapeatics (MAZE)	0.0	$288k	-3%	9.6k	29.85	View chart
Adobe Systems Incorporated (ADBE)	0.0	$283k	-19%	1.2k	243.15	View chart
Bristol Myers Squibb (BMY)	0.0	$277k	-38%	4.6k	60.65	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$275k		5.5k	49.89	View chart
Morgan Stanley Com New (MS)	0.0	$273k	+10%	1.7k	164.56	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$266k		3.6k	73.14	View chart
Rivian Automotive Com Cl A (RIVN)	0.0	$266k	-4%	18k	15.05	View chart
American Express Company (AXP)	0.0	$264k	NEW	872.00	302.37	View chart
Arista Networks Com Shs (ANET)	0.0	$263k	+27%	2.1k	122.81	View chart
Ciena Corp Com New (CIEN)	0.0	$261k	NEW	673.00	388.23	View chart
Spdr Series Trust State Street Spd (SPYG)	0.0	$259k	-3%	2.6k	97.91	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$257k	+3%	1.2k	213.73	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$256k	+24%	2.6k	99.28	View chart
Deere & Company (DE)	0.0	$255k	NEW	453.00	563.30	View chart
Comcast Corp Cl A (CMCSA)	0.0	$250k	+18%	8.7k	28.71	View chart
Trane Technologies SHS (TT)	0.0	$248k	+5%	596.00	416.67	View chart
Royal Caribbean Cruises (RCL)	0.0	$242k	+7%	881.00	275.18	View chart
Verizon Communications (VZ)	0.0	$242k	NEW	4.8k	50.20	View chart
Cadence Design Systems (CDNS)	0.0	$242k		869.00	277.87	View chart
TJX Companies (TJX)	0.0	$241k	+3%	1.5k	159.66	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$240k		1.9k	124.28	View chart
Edison International (EIX)	0.0	$237k	-2%	3.2k	73.18	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$236k		2.3k	102.25	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$235k	+5%	1.5k	155.11	View chart
Nushares Etf Tr Nuveen Esg Midcp (NUMG)	0.0	$234k	+7%	5.7k	41.08	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$232k	NEW	7.6k	30.68	View chart
Automatic Data Processing (ADP)	0.0	$231k	+25%	1.1k	203.17	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.0	$227k	NEW	580.00	391.76	View chart
Servicenow (NOW)	0.0	$224k	NEW	2.1k	104.55	View chart
Comfort Systems USA (FIX)	0.0	$224k	NEW	162.00	1381.57	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$223k		8.9k	25.10	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$223k	NEW	3.3k	68.14	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.0	$222k	NEW	6.8k	32.43	View chart
Amphenol Corp Cl A (APH)	0.0	$219k		1.7k	126.32	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.0	$219k		4.8k	45.65	View chart
Pfizer (PFE)	0.0	$215k	NEW	7.7k	28.08	View chart
Abbott Laboratories (ABT)	0.0	$214k	-2%	2.1k	102.65	View chart
Rockwell Automation (ROK)	0.0	$213k		594.00	358.60	View chart
Marsh & McLennan Companies (MRSH)	0.0	$212k	NEW	1.2k	173.45	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$209k	NEW	2.4k	86.64	View chart
Spdr Index Shs Fds State Street Spd (EWX)	0.0	$203k		3.1k	66.12	View chart
General Dynamics Corporation (GD)	0.0	$202k	-12%	588.00	343.04	View chart
Spdr Series Trust State Street Spd (SPYV)	0.0	$201k		3.6k	56.58	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$201k	NEW	1.8k	113.10	View chart
Genelux Corporation (GNLX)	0.0	$153k		63k	2.42	View chart
Patriot Natl Bancorp Com New (PNBK)	0.0	$110k		85k	1.29	View chart
Coursera (COUR)	0.0	$60k	NEW	10k	5.82	View chart
Procap Finl Com Shs (BRR)	0.0	$21k	NEW	10k	2.11	View chart
Beyond Meat (BYND)	0.0	$13k		18k	0.70	View chart
Faraday Future Intlgt Elec I Com New Cl A (FFAI)	0.0	$5.5k	NEW	20k	0.27	View chart

Past Filings by Falcon Wealth Planning

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

Falcon Wealth Planning 2026 Q1 filed April 21, 2026
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

View all past filings

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