Institutions / Falcon Wealth Planning
Falcon Wealth Planning
CIK 1839850 · Institution · as of Dec 31, 2025
Portfolio value
$1.19B
Positions
216
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 216 →
| Company | Value | % of portfolio |
|---|---|---|
| American Centy ETF Tr | $136.69M | 11.5% |
| Vanguard World Fd | $91.01M | 7.7% |
| Apple Inc. | $75.08M | 6.3% |
| Fidelity Merrimack Str Tr | $62.37M | 5.3% |
| Dimensional ETF Trust | $62.32M | 5.2% |
| Invesco Qqq Tr | $61.55M | 5.2% |
| Dimensional ETF Trust | $57.71M | 4.9% |
| PIMCO ETF Tr | $56.28M | 4.7% |
| BlackRock ETF Trust II | $55.82M | 4.7% |
| Vanguard Scottsdale Fds | $51.19M | 4.3% |
| WisdomTree Tr | $41.87M | 3.5% |
| Vanguard Index Fds | $35.31M | 3.0% |
| Vanguard Index Fds | $27.84M | 2.3% |
| American Centy ETF Tr | $25.69M | 2.2% |
| American Centy ETF Tr | $25.20M | 2.1% |
| First Tr Exch Traded Fd III | $24.81M | 2.1% |
| iShares Tr | $23.72M | 2.0% |
| Vanguard Index Fds | $18.45M | 1.6% |
| Vanguard Index Fds | $18.13M | 1.5% |
| iShares Tr | $17.60M | 1.5% |
| NVIDIA Corp | $10.69M | 0.9% |
| Costco Wholesale Corp /New | $9.30M | 0.8% |
| Microsoft Corp | $7.36M | 0.6% |
| iShares Tr | $6.13M | 0.5% |
| Tesla Inc | $5.98M | 0.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.