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 101–150 of 216
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ABBV | ABBVIE INC | 3K | $500K+ | SH |
| WM | WASTE MGMT INC DEL | 3K | $500K+ | SH |
| IJH | ISHARES TR | 10K | $500K+ | SH |
| LRCX | LAM RESEARCH CORP | 4K | $500K+ | SH |
| ORCL | ORACLE CORP | 3K | $500K+ | SH |
| QCOM | QUALCOMM INC | 4K | $500K+ | SH |
| SCHE | SCHWAB STRATEGIC TR | 20K | $500K+ | SH |
| IMCG | ISHARES TR | 8K | $500K+ | SH |
| NFLX | NETFLIX INC | 7K | $500K+ | SH |
| MCD | MCDONALDS CORP | 2K | $500K+ | SH |
| BND | VANGUARD BD INDEX FDS | 8K | $500K+ | SH |
| ESGE | ISHARES INC | 13K | $500K+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 632 | $500K+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 2K | $500K+ | SH |
| ADBE | ADOBE INC | 1K | $500K+ | SH |
| GLD | SPDR GOLD TR | 1K | $500K+ | SH |
| NUSC | NUSHARES ETF TR | 11K | $500K+ | SH |
| CSCO | CISCO SYS INC | 6K | $100K–$500K | SH |
| INTC | INTEL CORP | 13K | $100K–$500K | SH |
| BA | BOEING CO | 2K | $100K–$500K | SH |
| PG | PROCTER AND GAMBLE CO | 3K | $100K–$500K | SH |
| GOVT | ISHARES TR | 21K | $100K–$500K | SH |
| SPMD | SPDR SERIES TRUST | 8K | $100K–$500K | SH |
| URI | UNITED RENTALS INC | 573 | $100K–$500K | SH |
| CTAS | CINTAS CORP | 2K | $100K–$500K | SH |
| MRK | MERCK & CO INC | 4K | $100K–$500K | SH |
| LMT | LOCKHEED MARTIN CORP | 937 | $100K–$500K | SH |
| FDX | FEDEX CORP | 2K | $100K–$500K | SH |
| MA | MASTERCARD INCORPORATED | 788 | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 4K | $100K–$500K | SH |
| SCHG | SCHWAB STRATEGIC TR | 13K | $100K–$500K | SH |
| CELH | CELSIUS HLDGS INC | 9K | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 3K | $100K–$500K | SH |
| AMD | ADVANCED MICRO DEVICES INC | 2K | $100K–$500K | SH |
| MAZE | MAZE THERAPEUTICS INC | 10K | $100K–$500K | SH |
| DFAX | DIMENSIONAL ETF TRUST | 13K | $100K–$500K | SH |
| PYPL | PAYPAL HLDGS INC | 7K | $100K–$500K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 7K | $100K–$500K | SH |
| SCHM | SCHWAB STRATEGIC TR | 13K | $100K–$500K | SH |
| SPTS | SPDR SERIES TRUST | 13K | $100K–$500K | SH |
| AKRE | PROFESIONALLY MANAGED PORTFO | 6K | $100K–$500K | SH |
| ASML | ASML HOLDING N V | 361 | $100K–$500K | SH |
| KO | COCA COLA CO | 6K | $100K–$500K | SH |
| BANX | ARROWMARK FINANCIAL CORP | 18K | $100K–$500K | SH |
| MDYV | SPDR SERIES TRUST | 4K | $100K–$500K | SH |
| SLYG | SPDR SERIES TRUST | 4K | $100K–$500K | SH |
| C | CITIGROUP INC | 3K | $100K–$500K | SH |
| IWO | ISHARES TR | 1K | $100K–$500K | SH |
| VO | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| NOC | NORTHROP GRUMMAN CORP | 644 | $100K–$500K | SH |