Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Falcon Wealth Planning (CIK 1839850) reported $1.47B across 235 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: KRMN ($205.7M, 14.01%), AVLV ($158.8M, 10.82%), MGK ($85.9M, 5.85%), AAPL ($71.6M, 4.88%), FBND ($68.7M, 4.68%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | KRMN | KARMAN HLDGS INC | $205.7M | 14.01% | 2.6M | New |
| 2 | AVLV | AMERICAN CENTY ETF TR | $158.8M | 10.82% | 2.0M | Added |
| 3 | MGK | VANGUARD WORLD FD | $85.9M | 5.85% | 233,737 | Added |
| 4 | AAPL | APPLE INC | $71.6M | 4.88% | 282,160 | Added |
| 5 | FBND | FIDELITY MERRIMACK STR TR | $68.7M | 4.68% | 1.5M | Added |
| 6 | DFIV | DIMENSIONAL ETF TRUST | $66.5M | 4.53% | 1.3M | Added |
| 7 | BINC | BLACKROCK ETF TRUST II | $62.0M | 4.23% | 1.2M | Added |
| 8 | PYLD | PIMCO ETF TR | $62.1M | 4.23% | 2.4M | Added |
| 9 | QQQ | INVESCO QQQ TR | $60.3M | 4.11% | 104,439 | Added |
| 10 | VGSH | VANGUARD SCOTTSDALE FDS | $56.7M | 3.87% | 969,208 | Added |
| 11 | AVEM | AMERICAN CENTY ETF TR | $48.4M | 3.30% | 600,510 | New |
| 12 | IHDG | WISDOMTREE TR | $45.2M | 3.08% | 938,291 | Added |
| 13 | VNQ | VANGUARD INDEX FDS | $39.3M | 2.67% | 442,545 | Added |
| 14 | AVUV | AMERICAN CENTY ETF TR | $28.7M | 1.96% | 260,049 | Added |
| 15 | FPE | FIRST TR EXCH TRADED FD III | $26.9M | 1.83% | 1.5M | Added |
| 16 | AVDV | AMERICAN CENTY ETF TR | $26.2M | 1.79% | 262,493 | Trimmed |
| 17 | IJT | ISHARES TR | $25.8M | 1.76% | 178,532 | Added |
| 18 | AVMV | AMERICAN CENTY ETF TR | $23.6M | 1.61% | 318,355 | New |
| 19 | IWP | ISHARES TR | $18.7M | 1.28% | 146,291 | Added |
| 20 | VTV | VANGUARD INDEX FDS | $18.4M | 1.25% | 93,601 | Trimmed |
| 21 | VUG | VANGUARD INDEX FDS | $17.7M | 1.20% | 40,439 | Added |
| 22 | DFAE | DIMENSIONAL ETF TRUST | $14.1M | 0.96% | 415,746 | Trimmed |
| 23 | NVDA | NVIDIA CORPORATION | $10.6M | 0.72% | 60,852 | Added |
| 24 | COST | COSTCO WHOLESALE CORPORATION | $10.0M | 0.68% | 10,039 | Trimmed |
| 25 | GOOG | ALPHABET INC | $7.1M | 0.48% | 24,773 | Added |
Source: SEC Form 13F filings · as of 2026-03-31