Falcon Wealth Planning — 13F holdings

Falcon Wealth Planning reported 248 holdings worth $1.58B in its 13F filing for Q2 2026, filed July 13, 2026.

Largest positions

  1. AVLV AMERICAN CENTY ETF TR — $190M (12.0%)
  2. KRMN KARMAN HLDGS INC — $128M (8.1%)
  3. MGK VANGUARD WORLD FD — $105M (6.7%)
  4. AAPL APPLE INC — $81.2M (5.1%)
  5. QQQ Invesco Qqq Tr — $76.7M (4.8%)
  6. FBND FIDELITY MERRIMACK STR TR — $74.4M (4.7%)
  7. DFIV DIMENSIONAL ETF TRUST — $69.8M (4.4%)
  8. PYLD PIMCO ETF TR — $67.1M (4.2%)
  9. BINC BLACKROCK ETF TRUST II — $66.6M (4.2%)
  10. AVEM AMERICAN CENTY ETF TR — $61.1M (3.9%)