Falcon Wealth Planning
All 13F Filings
- Location
- Ontario, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,467,878
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| 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)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 446.7 K | 30.4% | 0 | 453 K | -453 K |
| ETFs | 1.02 M | 69.5% | 733.6 K | 0 | 733.6 K |
| Debt | 959 | 0.1% | 0 | 58 | -58 |
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Fund Snapshot
Q1 2026
Latest filed
4/20/2026
Total value ($000)
1,467,878
Holdings
236
QoQ value change ($000)
280,542
(23.6%)
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.