Falcon Wealth Planning - Portfolio overview

Falcon Wealth Planning has 241 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Industrials and Technology.

Largest reported holdings by portfolio allocation

1. KRMN - KARMAN HLDGS INC, 14.00%
2. AVLV - AMERICAN CENTY ETF TR, 10.81%
3. MGK - VANGUARD WORLD FD, 5.85%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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