Falcon Wealth Planning Portfolio Holdings
Falcon Wealth Planning
- $889 Million
- Q2 2025
Falcon Wealth Planning has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $889 Million distributed in 176 stocks.
Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $111M, Vanguard Mega Cap Growth ETF with a value of $78.5M, Apple Inc. with a value of $55.4M, Fidelity Merrimack Str Tr Tota with a value of $54.5M, and Invesco Qqq Trust, Series 1 with a value of $53.7M.
Examining the 13F form we can see an increase of $83M in the current position value, from $806M to 889M.
Below you can find more details about Falcon Wealth Planning portfolio as well as his latest detailed transactions.
Portfolio value
$889 Million
ETFs: $651 Million
Technology: $74.6 Million
Financial Services: $13.5 Million
Consumer Cyclical: $10.7 Million
Communication Services: $9.08 Million
Consumer Defensive: $8.36 Million
Healthcare: $5.84 Million
Industrials: $4.3 Million
Other: $1.1 Million