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 201–216 of 216
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CMCSA | COMCAST CORP NEW | 7K | $100K–$500K | SH |
| SPDW | SPDR INDEX SHS FDS | 5K | $100K–$500K | SH |
| AGG | ISHARES TR | 2K | $100K–$500K | SH |
| MMM | 3M CO | 1K | $100K–$500K | SH |
| HOOD | ROBINHOOD MKTS INC | 2K | $100K–$500K | SH |
| COF | CAPITAL ONE FINL CORP | 842 | $100K–$500K | SH |
| TSII | REX ETF TR | 8K | $100K–$500K | SH |
| SPYV | SPDR SERIES TRUST | 4K | $100K–$500K | SH |
| EWX | SPDR INDEX SHS FDS | 3K | $100K–$500K | SH |
| CRM | SALESFORCE INC | 761 | $100K–$500K | SH |
| SGOV | ISHARES TR | 2K | $100K–$500K | SH |
| EIX | EDISON INTL | 3K | $100K–$500K | SH |
| EMR | EMERSON ELEC CO | 2K | $100K–$500K | SH |
| PCG | PG&E CORP | 11K | $100K–$500K | SH |
| PNBK | PATRIOT NATL BANCORP INC | 85K | $100K–$500K | SH |
| BYND | BEYOND MEAT INC | 18K | $1K–$15K | SH |