Falcon Wealth Planning
All 13F Filings
- Location
- Ontario, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,583,981
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/13/2026 | 248 | 1,583,981 | 13F-HR | Falcon Wealth Planning |
| Q1 2026 | 4/20/2026 | 236 | 1,467,878 | 13F-HR | Falcon Wealth Planning |
| Q4 2025 | 2/3/2026 | 216 | 1,187,336 | 13F-HR | Falcon Wealth Planning |
| Q3 2025 | 10/10/2025 | 191 | 1,112,174 | 13F-HR | Falcon Wealth Planning |
| Q2 2025 | 7/16/2025 | 176 | 989,483 | 13F-HR | Falcon Wealth Planning |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
3.226 K
(0.2% of total reported value)
· QoQ Δ:
+3.226 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 406.5 K | 25.7% | 0 | 40.23 K | -40.23 K |
| ETFs | 1.173 M | 74.2% | 153.2 K | 0 | 153.2 K |
| Debt | 849 | 0.1% | 0 | 110 | -110 |
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Fund Snapshot
Q2 2026
Latest filed
7/13/2026
Total value ($000)
1,583,981
Holdings
248
QoQ value change ($000)
116,103
(7.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.