CIK 1839850
Falcon Wealth Planning
Institutional 13F holdings & portfolio
Holdings
216
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 216
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AVLV | AMERICAN CENTY ETF TR | 1.8M | $1M+ | SH |
| MGK | VANGUARD WORLD FD | 220K | $1M+ | SH |
| AAPL | APPLE INC | 276K | $1M+ | SH |
| FBND | FIDELITY MERRIMACK STR TR | 1.4M | $1M+ | SH |
| DFIV | DIMENSIONAL ETF TRUST | 1.2M | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 100K | $1M+ | SH |
| DFAE | DIMENSIONAL ETF TRUST | 1.8M | $1M+ | SH |
| PYLD | PIMCO ETF TR | 2.1M | $1M+ | SH |
| BINC | BLACKROCK ETF TRUST II | 1.1M | $1M+ | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 872K | $1M+ | SH |
| IHDG | WISDOMTREE TR | 861K | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 399K | $1M+ | SH |
| VOE | VANGUARD INDEX FDS | 157K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 252K | $1M+ | SH |
| AVDV | AMERICAN CENTY ETF TR | 268K | $1M+ | SH |
| FPE | FIRST TR EXCH TRADED FD III | 1.4M | $1M+ | SH |
| IJT | ISHARES TR | 168K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 38K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 95K | $1M+ | SH |
| IWP | ISHARES TR | 129K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 57K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 11K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 15K | $1M+ | SH |
| IVE | ISHARES TR | 29K | $1M+ | SH |
| TSLA | TESLA INC | 13K | $1M+ | SH |
| AMZN | AMAZON COM INC | 24K | $1M+ | SH |
| IDHQ | INVESCO EXCH TRADED FD TR II | 118K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 19K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 12K | $1M+ | SH |
| IWS | ISHARES TR | 27K | $1M+ | SH |
| AVDE | AMERICAN CENTY ETF TR | 45K | $1M+ | SH |
| META | META PLATFORMS INC | 6K | $1M+ | SH |
| IEMG | ISHARES INC | 53K | $1M+ | SH |
| GOOGL | ALPHABET INC | 11K | $1M+ | SH |
| BK | BANK NEW YORK MELLON CORP | 29K | $1M+ | SH |
| VBK | VANGUARD INDEX FDS | 11K | $1M+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 6K | $1M+ | SH |
| GOOG | ALPHABET INC | 10K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 9K | $1M+ | SH |
| RWR | SPDR SERIES TRUST | 30K | $1M+ | SH |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 83K | $1M+ | SH |
| IVV | ISHARES TR | 4K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 51K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 43K | $1M+ | SH |
| VSS | VANGUARD INTL EQUITY INDEX F | 18K | $1M+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 34K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 45K | $1M+ | SH |
| QQQM | INVESCO EXCH TRADED FD TR II | 10K | $1M+ | SH |
| IWN | ISHARES TR | 13K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 3K | $1M+ | SH |