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 151–200 of 216
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| WDC | WESTERN DIGITAL CORP | 2K | $100K–$500K | SH |
| RIVN | RIVIAN AUTOMOTIVE INC | 18K | $100K–$500K | SH |
| UBER | UBER TECHNOLOGIES INC | 4K | $100K–$500K | SH |
| EQIX | EQUINIX INC | 470 | $100K–$500K | SH |
| DNOV | FIRST TR EXCHNG TRADED FD VI | 7K | $100K–$500K | SH |
| SPTM | SPDR SERIES TRUST | 4K | $100K–$500K | SH |
| NUMV | NUSHARES ETF TR | 9K | $100K–$500K | SH |
| ROST | ROSS STORES INC | 2K | $100K–$500K | SH |
| CB | CHUBB LIMITED | 1K | $100K–$500K | SH |
| GBIL | GOLDMAN SACHS ETF TR | 3K | $100K–$500K | SH |
| SCHX | SCHWAB STRATEGIC TR | 12K | $100K–$500K | SH |
| RTX | RTX CORPORATION | 2K | $100K–$500K | SH |
| QGRW | WISDOMTREE TR | 5K | $100K–$500K | SH |
| WLDN | WILLDAN GROUP INC | 3K | $100K–$500K | SH |
| PGR | PROGRESSIVE CORP | 1K | $100K–$500K | SH |
| CAT | CATERPILLAR INC | 523 | $100K–$500K | SH |
| CW | CURTISS WRIGHT CORP | 541 | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 1K | $100K–$500K | SH |
| CMF | ISHARES TR | 5K | $100K–$500K | SH |
| SPYG | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| PH | PARKER-HANNIFIN CORP | 323 | $100K–$500K | SH |
| VTEB | VANGUARD MUN BD FDS | 6K | $100K–$500K | SH |
| GNLX | GENELUX CORPORATION | 63K | $100K–$500K | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 5K | $100K–$500K | SH |
| QUAL | ISHARES TR | 1K | $100K–$500K | SH |
| CDNS | CADENCE DESIGN SYSTEM INC | 863 | $100K–$500K | SH |
| COP | CONOCOPHILLIPS | 3K | $100K–$500K | SH |
| ABT | ABBOTT LABS | 2K | $100K–$500K | SH |
| MS | MORGAN STANLEY | 1K | $100K–$500K | SH |
| SPLV | INVESCO EXCH TRADED FD TR II | 4K | $100K–$500K | SH |
| GE | GE AEROSPACE | 843 | $100K–$500K | SH |
| NUMG | NUSHARES ETF TR | 5K | $100K–$500K | SH |
| ACN | ACCENTURE PLC IRELAND | 940 | $100K–$500K | SH |
| IWD | ISHARES TR | 1K | $100K–$500K | SH |
| IUSG | ISHARES TR | 1K | $100K–$500K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 780 | $100K–$500K | SH |
| IUSV | ISHARES TR | 2K | $100K–$500K | SH |
| APH | AMPHENOL CORP NEW | 2K | $100K–$500K | SH |
| IJR | ISHARES TR | 2K | $100K–$500K | SH |
| SCHB | SCHWAB STRATEGIC TR | 9K | $100K–$500K | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 906 | $100K–$500K | SH |
| ROK | ROCKWELL AUTOMATION INC | 591 | $100K–$500K | SH |
| RCL | ROYAL CARIBBEAN GROUP | 820 | $100K–$500K | SH |
| GD | GENERAL DYNAMICS CORP | 675 | $100K–$500K | SH |
| TJX | TJX COS INC NEW | 1K | $100K–$500K | SH |
| T | AT&T INC | 9K | $100K–$500K | SH |
| PSX | PHILLIPS 66 | 2K | $100K–$500K | SH |
| WFC | WELLS FARGO CO NEW | 2K | $100K–$500K | SH |
| ANET | ARISTA NETWORKS INC | 2K | $100K–$500K | SH |
| TT | TRANE TECHNOLOGIES PLC | 564 | $100K–$500K | SH |