Falcon Wealth Planning: 13F holdings
CIK 18398502026Q2
| Positions | 244 |
|---|
| Reported value | $1.6bn |
|---|
| Filed | 2026-07-13 |
|---|
Change since last quarter
| Positions | 244 (+8 vs prior quarter) |
|---|
| Reported value | $1.6bn (+7.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AVLV AMERICAN CENTY ETF TR | 2,077,645 | $189.5m | 12.0% |
| KRMN KARMAN HLDGS INC | 2,569,437 | $128.3m | 8.1% |
| MGK VANGUARD WORLD FD | 1,198,494 | $105.4m | 6.7% |
| AAPL APPLE INC | 280,453 | $81.2m | 5.1% |
| QQQ INVESCO QQQ TR | 104,118 | $76.7m | 4.8% |
| FBND FIDELITY MERRIMACK STR TR | 1,634,738 | $74.4m | 4.7% |
| DFIV DIMENSIONAL ETF TRUST | 1,291,418 | $69.8m | 4.4% |
| PYLD PIMCO ETF TR | 2,529,761 | $67.1m | 4.2% |
| BINC BLACKROCK ETF TRUST II | 1,272,693 | $66.6m | 4.2% |
| AVEM AMERICAN CENTY ETF TR | 632,978 | $61.1m | 3.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1839850")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples