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 51–100 of 216
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TR | 3K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 4K | $1M+ | SH |
| DFUS | DIMENSIONAL ETF TRUST | 24K | $1M+ | SH |
| AVGO | BROADCOM INC | 5K | $1M+ | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 36K | $1M+ | SH |
| NULG | NUSHARES ETF TR | 18K | $1M+ | SH |
| NULV | NUSHARES ETF TR | 36K | $1M+ | SH |
| HD | HOME DEPOT INC | 5K | $1M+ | SH |
| IWF | ISHARES TR | 3K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 2K | $1M+ | SH |
| VOT | VANGUARD INDEX FDS | 6K | $1M+ | SH |
| SCZ | ISHARES TR | 19K | $1M+ | SH |
| QCJL | FIRST TR EXCHNG TRADED FD VI | 63K | $1M+ | SH |
| WMT | WALMART INC | 13K | $1M+ | SH |
| LLY | ELI LILLY & CO | 1K | $1M+ | SH |
| ESGD | ISHARES TR | 14K | $1M+ | SH |
| UPST | UPSTART HLDGS INC | 30K | $1M+ | SH |
| MUB | ISHARES TR | 12K | $1M+ | SH |
| SCHC | SCHWAB STRATEGIC TR | 29K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 23K | $1M+ | SH |
| BIL | SPDR SERIES TRUST | 14K | $1M+ | SH |
| EFV | ISHARES TR | 16K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 4K | $1M+ | SH |
| PFF | ISHARES TR | 35K | $1M+ | SH |
| XLE | SELECT SECTOR SPDR TR | 23K | $1M+ | SH |
| BGRN | ISHARES TR | 21K | $1M+ | SH |
| EAGG | ISHARES TR | 20K | $500K+ | SH |
| DJUL | FIRST TR EXCHNG TRADED FD VI | 20K | $500K+ | SH |
| AMAT | APPLIED MATLS INC | 4K | $500K+ | SH |
| IWB | ISHARES TR | 2K | $500K+ | SH |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | 12K | $500K+ | SH |
| JNJ | JOHNSON & JOHNSON | 4K | $500K+ | SH |
| XLF | SELECT SECTOR SPDR TR | 16K | $500K+ | SH |
| DFAT | DIMENSIONAL ETF TRUST | 15K | $500K+ | SH |
| QCOC | FIRST TR EXCHNG TRADED FD VI | 38K | $500K+ | SH |
| DFAW | DIMENSIONAL ETF TRUST | 11K | $500K+ | SH |
| DFUV | DIMENSIONAL ETF TRUST | 17K | $500K+ | SH |
| SPAB | SPDR SERIES TRUST | 31K | $500K+ | SH |
| DWM | WISDOMTREE TR | 12K | $500K+ | SH |
| PEP | PEPSICO INC | 5K | $500K+ | SH |
| VXUS | VANGUARD STAR FDS | 10K | $500K+ | SH |
| V | VISA INC | 2K | $500K+ | SH |
| DDEC | FIRST TR EXCHNG TRADED FD VI | 17K | $500K+ | SH |
| ITOT | ISHARES TR | 5K | $500K+ | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 9K | $500K+ | SH |
| EEMS | ISHARES INC | 11K | $500K+ | SH |
| XOM | EXXON MOBIL CORP | 6K | $500K+ | SH |
| PNC | PNC FINL SVCS GROUP INC | 3K | $500K+ | SH |
| KBH | KB HOME | 12K | $500K+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 4K | $500K+ | SH |