Falcon Wealth Planning: summary

Falcon Wealth Planning reported 264 positions with a reported value of $1.62B in its 13F for Q3 2026. Compared with Q2 2026: 30 new positions, 14 exited.

Top positions

• AMERICAN CENTY ETF TR
• VANGUARD MORNINGSTAR MEGA CAP GROWTH ETF
• APPLE INC COM
• KARMAN HLDGS INC
• DIMENSIONAL INTERNATIONAL VALUE ETF
• FIDELITY MERRIMACK STR TR
• ISHARES FLEXIBLE INCOME ACTIVE ETF
• PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
• AMERICAN CENTY ETF TR
• VANGUARD SHORT-TERM TREASURY ETF