Falcon Wealth Planning
$1.6B 13F equity value
263 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Falcon Wealth Planning covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AVLV | AMERICAN CENTY ETF TR | 2,077,645 | $190M | 12.0% |
| KRMN | KARMAN HLDGS INC | 2,569,437 | $128M | 8.1% |
| MGK | VANGUARD WORLD FD | 1,198,494 | $105M | 6.7% |
| AAPL | APPLE INC | 280,453 | $81M | 5.1% |
| QQQ | INVESCO QQQ TR | 104,118 | $77M | 4.9% |
| FBND | FIDELITY MERRIMACK STR TR | 1,634,738 | $74M | 4.7% |
| DFIV | DIMENSIONAL ETF TRUST | 1,291,418 | $70M | 4.4% |
| PYLD | PIMCO ETF TR | 2,529,761 | $67M | 4.2% |
| BINC | BLACKROCK ETF TRUST II | 1,272,693 | $67M | 4.2% |
| AVEM | AMERICAN CENTY ETF TR | 632,978 | $61M | 3.9% |
Track Falcon Wealth Planning's 13F portfolio: $1.6B in reported holdings, 263 positions. Top holdings and quarterly changes on SentiSense.
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