Falcon Wealth Planning
$1.5B Assets Reported
247 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| KRMN | KARMAN HLDGS INC | 2,569,446 | $206M | 14.0% |
| AVLV | AMERICAN CENTY ETF TR | 1,970,576 | $159M | 10.8% |
| MGK | VANGUARD WORLD FD | 233,737 | $86M | 5.9% |
| AAPL | APPLE INC | 282,160 | $72M | 4.9% |
| FBND | FIDELITY MERRIMACK STR TR | 1,505,536 | $69M | 4.7% |
| DFIV | DIMENSIONAL ETF TRUST | 1,259,446 | $66M | 4.5% |
| PYLD | PIMCO ETF TR | 2,368,640 | $62M | 4.2% |
| BINC | BLACKROCK ETF TRUST II | 1,194,330 | $62M | 4.2% |
| QQQ | INVESCO QQQ TR | 104,439 | $60M | 4.1% |
| VGSH | VANGUARD SCOTTSDALE FDS | 969,208 | $57M | 3.9% |
Track Falcon Wealth Planning's 13F portfolio: $1.5B in reported holdings, 247 positions. Top holdings, AUM, and quarterly changes on SentiSense.