Falcon Wealth Planning Portfolio Holdings
Falcon Wealth Planning
- $798 Million
- Q3 2024
Falcon Wealth Planning has filed its 13F form on October 30, 2024 for Q3 2024 where it was disclosed a total value porftolio of $798 Million distributed in 151 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 $73.4M, Apple Inc. with a value of $62.8M, Vanguard Mega Cap Growth ETF with a value of $54.1M, Fidelity Merrimack Str Tr Tota with a value of $50.8M, and Dimensional ETF Tr with a value of $43.2M.
Examining the 13F form we can see an increase of $28.4M in the current position value, from $769M to 798M.
Below you can find more details about Falcon Wealth Planning portfolio as well as his latest detailed transactions.
Portfolio value
$798 Million
ETFs: $610 Million
Technology: $76.1 Million
Financial Services: $9.34 Million
Consumer Cyclical: $8.49 Million
Communication Services: $6.85 Million
Healthcare: $5.13 Million
Consumer Defensive: $3.6 Million
Industrials: $3.12 Million
Other: $1.26 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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