Falcon Wealth Planning Portfolio Holdings
Falcon Wealth Planning
- $1 Billion
- Q3 2025
Falcon Wealth Planning has filed its 13F form on October 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1 Billion distributed in 191 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 $126M, Vanguard Mega Cap Growth ETF with a value of $87.9M, Apple Inc. with a value of $69.8M, Invesco Qqq Trust, Series 1 with a value of $59.9M, and Fidelity Merrimack Str Tr Tota with a value of $58.8M.
Examining the 13F form we can see an increase of $112M in the current position value, from $889M to 1B.
Below you can find more details about Falcon Wealth Planning portfolio as well as his latest detailed transactions.
Portfolio value
$1 Billion
ETFs: $718 Million
Technology: $94.7 Million
Financial Services: $17.3 Million
Consumer Cyclical: $12.8 Million
Communication Services: $10.7 Million
Consumer Defensive: $8.66 Million
Healthcare: $6.02 Million
Industrials: $4.87 Million
Other: $1.32 Million