Falcon Wealth Planning has filed its 13F form on July 16, 2024 for Q2 2024 where it was disclosed a total value porftolio of $769 Million distributed in 135 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $65.2M, Apple Inc. with a value of $56.5M, American Centy ETF Tr Avantis with a value of $55.2M, Vanguard Total International B with a value of $52.2M, and Vanguard Mega Cap Growth ETF with a value of $48.7M.
Examining the 13F form we can see an increase of $139M in the current position value, from $631M to 769M.
Below you can find more details about Falcon Wealth Planning portfolio as well as his latest detailed transactions.
Portfolio value
$769 Million
ETFs: $609 Million
Technology: $70.8 Million
Financial Services: $8.04 Million
Consumer Cyclical: $7.13 Million
Communication Services: $6.8 Million
Healthcare: $4.43 Million
Consumer Defensive: $3.34 Million
Industrials: $3.1 Million
Other: $1.02 Million
Stock Holdings Table Market Cap. of $200 Billions or more