Falcon Wealth Planning
Q1 2025 13F Holdings
- Locationontario, CA
- Num holdings
163
- Value ($000)
$899,770
- Date Filed04/24/2025
- Form type13F-HR
- CIK0001839850
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AVLV AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | $93.87M | 10 % | 1,439,526 | ||
MGK VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 | $62.08M | 7 % | 200,980 | ||
AAPL APPLE INC | COM | 037833100 | $60.59M | 7 % | 272,785 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $52.08M | 6 % | 1,140,763 | ||
DFIV DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $47.27M | 5 % | 1,200,928 | ||
PYLD PIMCO ETF TR | MULTISECTOR BD | 72201R585 | $45.94M | 5 % | 1,743,307 | ||
BINC BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | 092528603 | $44.31M | 5 % | 845,968 | ||
DFAE DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | $43.93M | 5 % | 1,696,753 | ||
VGSH VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | $42.36M | 5 % | 721,745 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $41.47M | 5 % | 88,430 |
Rows Per Page
10
- 10
- 50
- 100