Falcon Wealth Planning Portfolio Holdings
Falcon Wealth Planning
- $806 Million
- Q1 2025
Falcon Wealth Planning has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $806 Million distributed in 163 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 $93.9M, Vanguard Mega Cap Growth ETF with a value of $62.1M, Apple Inc. with a value of $60.6M, Fidelity Merrimack Str Tr Tota with a value of $52.1M, and Dimensional ETF Tr with a value of $47.3M.
Examining the 13F form we can see an decrease of $3.69M in the current position value, from $810M to 806M.
Below you can find more details about Falcon Wealth Planning portfolio as well as his latest detailed transactions.
Portfolio value
$806 Million
ETFs: $591 Million
Technology: $72.9 Million
Financial Services: $11.5 Million
Consumer Cyclical: $9.42 Million
Consumer Defensive: $8.11 Million
Communication Services: $7.41 Million
Healthcare: $6.07 Million
Industrials: $3.83 Million
Other: $1.52 Million