Falcon Wealth Planning
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationontario, CA
- CIK0001839850
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
163 | $899.77 M | AVLV, MGK, AAPL, FBND | 13F-HR | Apr 24, 2025 | 000166773125000517 | ||
161 | $897.05 M | AVLV, MGK, AAPL, FBND | 13F-HR | Jan 22, 2025 | 000166773125000090 | ||
151 | $851.51 M | AVLV, AAPL, MGK, FBND | 13F-HR | Oct 30, 2024 | 000183985024000004 | ||
135 | $769.93 M | DFIV, AAPL, AVLV, BNDX | 13F-HR | Jul 16, 2024 | 000183985024000003 | ||
133 | $631.01 M | AAPL, DFIV, AVLV, DFAE | 13F-HR | Apr 15, 2024 | 000183985024000002 | ||
132 | $571.78 M | AAPL, VTV, DFAE, VUG | 13F-HR | Jan 10, 2024 | 000183985024000001 | ||
110 | $461.13 M | VTV, AAPL, VUG, DFAE | 13F-HR | Oct 5, 2023 | 000183985023000004 | ||
106 | $448.95 M | AAPL, VTV, VUG, VOE | 13F-HR | Jul 13, 2023 | 000183985023000003 | ||
98 | $400.74 M | AAPL, VTV, VUG, VOE | 13F-HR | May 15, 2023 | 000183985023000002 | ||
96 | $348.85 M | VTV, AAPL, VUG, VOE | 13F-HR | Jan 20, 2023 | 000183985023000001 | ||
88 | $301.92 M | AAPL, VTV, VUG, VWO | 13F-HR | Nov 10, 2022 | 000183985022000004 | ||
80 | $294.21 M | AAPL, VTV, VUG, VWO | 13F-HR | Jul 20, 2022 | 000183985022000003 | ||
76 | $319.56 M | AAPL, VTV, VUG, VWO | 13F-HR | May 5, 2022 | 000183985022000002 | ||
78 | $305.63 M | AAPL, VTV, VUG, VWO | 13F-HR | Jan 24, 2022 | 000183985022000001 | ||
72 | $263.06 M | AAPL, VTV, VUG, VWO | 13F-HR | Oct 19, 2021 | 000183985021000006 | ||
60 | $234.09 M | AAPL, VTV, VUG, VWO | 13F-HR | Aug 10, 2021 | 000183985021000004 | ||
56 | $204.72 M | AAPL, VTV, VUG, VWO | 13F-HR | Apr 20, 2021 | 000183985021000003 | ||
51 | $178.41 M | AAPL, VTV, VUG, VWO | 13F-HR | Feb 1, 2021 | 000183985021000002 |