Back to Falcon Wealth Planning

Falcon Wealth Planning

Q2 2026 13F filing

Updated 62 days ago

248 disclosed positions worth $1.6B

Portfolio value
$1.6B
Total holdings
248
New positions
26
Closed positions
18
Increased
86
Decreased
109
Turnover
17.7%
Filed
2026-07-13

Full holdings

Every line item disclosed in Q2 2026

?
1.N/A

AMERICAN CENTY ETF TR

+5.4%
Value
$189.5M
Shares
2.08M
% Port
11.96%
K

KARMAN HLDGS INC

0.0%
Value
$128.3M
Shares
2.57M
% Port
8.10%
V

VANGUARD WORLD FD

+412.8%
Value
$105.4M
Shares
1.20M
% Port
6.65%
A

APPLE INC

-0.6%
Value
$81.2M
Shares
280.5K
% Port
5.12%
Q
5.QQQ

INVESCO QQQ TR

-0.3%
Value
$76.7M
Shares
104.1K
% Port
4.84%
?
6.N/A

FIDELITY MERRIMACK STR TR

+8.6%
Value
$74.4M
Shares
1.63M
% Port
4.69%
?
7.N/A

DIMENSIONAL ETF TRUST

+2.5%
Value
$69.8M
Shares
1.29M
% Port
4.40%
?
8.N/A

PIMCO ETF TR

+6.8%
Value
$67.1M
Shares
2.53M
% Port
4.24%
E

BLACKROCK ETF TRUST II

+6.6%
Value
$66.6M
Shares
1.27M
% Port
4.21%
?
10.N/A

AMERICAN CENTY ETF TR

+5.4%
Value
$61.1M
Shares
633.0K
% Port
3.86%
V
11.VGES

VANGUARD SCOTTSDALE FDS

+6.5%
Value
$60.1M
Shares
1.03M
% Port
3.79%
?
12.N/A

WISDOMTREE TR

+6.5%
Value
$52.3M
Shares
998.9K
% Port
3.30%
V
13.VGES

VANGUARD INDEX FDS

+4.7%
Value
$44.7M
Shares
463.5K
% Port
2.82%
?
14.N/A

AMERICAN CENTY ETF TR

+4.1%
Value
$33.8M
Shares
270.7K
% Port
2.13%
E
15.ETHA

ISHARES TR

+2.4%
Value
$32.7M
Shares
182.8K
% Port
2.06%
?
16.N/A

AMERICAN CENTY ETF TR

+1.9%
Value
$27.6M
Shares
267.5K
% Port
1.74%
?
17.N/A

FIRST TR EXCH TRADED FD III

+1.3%
Value
$27.4M
Shares
1.53M
% Port
1.73%
?
18.N/A

AMERICAN CENTY ETF TR

+2.7%
Value
$26.3M
Shares
326.9K
% Port
1.66%
E
19.ETHA

ISHARES TR

+3.5%
Value
$22.2M
Shares
151.4K
% Port
1.40%
V
20.VGES

VANGUARD INDEX FDS

+518.5%
Value
$21.5M
Shares
250.1K
% Port
1.36%
V
21.VGES

VANGUARD INDEX FDS

-1.2%
Value
$20.2M
Shares
92.5K
% Port
1.27%
?
22.N/A

DIMENSIONAL ETF TRUST

-3.5%
Value
$16.1M
Shares
401.2K
% Port
1.02%
N
23.NVDA

NVIDIA CORPORATION

+5.1%
Value
$12.8M
Shares
63.9K
% Port
0.81%
C
24.COST

COSTCO WHOLESALE CORPORATION

+17.2%
Value
$11M
Shares
11.8K
% Port
0.69%
G

ALPHABET INC

-1.1%
Value
$8.7M
Shares
24.5K
% Port
0.55%
?
26.N/A

VANGUARD INDEX FDS

-3.6%
Value
$7.3M
Shares
37.1K
% Port
0.46%
E
27.ETHA

ISHARES TR

-3.3%
Value
$6.2M
Shares
27.2K
% Port
0.39%
M
28.MSFT

MICROSOFT CORP

+2.8%
Value
$6M
Shares
16.0K
% Port
0.38%
A
29.AMZN

AMAZON COM INC

-3.0%
Value
$5.7M
Shares
24.0K
% Port
0.36%
E
30.ETHA

ISHARES TR

+23.4%
Value
$5.3M
Shares
32.2K
% Port
0.33%
T
31.TSLA

TESLA INC

-7.6%
Value
$5.2M
Shares
12.4K
% Port
0.33%
?
32.N/A

INVESCO EXCH TRADED FD TR II

-3.5%
Value
$4.7M
Shares
107.5K
% Port
0.30%
V
33.VGES

VANGUARD INDEX FDS

-4.2%
Value
$4.5M
Shares
18.3K
% Port
0.28%
M
34.MU

MICRON TECHNOLOGY INC

-37.6%
Value
$4.3M
Shares
3.7K
% Port
0.27%
G

ALPHABET INC

-2.7%
Value
$4.2M
Shares
11.8K
% Port
0.27%
B

BANK OF NY MELLON CORP

-0.0%
Value
$4.2M
Shares
28.8K
% Port
0.26%
J

JPMORGAN CHASE & CO

-0.8%
Value
$3.9M
Shares
12.0K
% Port
0.25%
E
38.ETHA

ISHARES INC

-6.3%
Value
$3.9M
Shares
46.6K
% Port
0.24%
?
39.N/A

AMERICAN CENTY ETF TR

-0.9%
Value
$3.9M
Shares
43.2K
% Port
0.24%
V
40.VGES

VANGUARD TAX-MANAGED FDS

+32.1%
Value
$3.8M
Shares
53.8K
% Port
0.24%
T
41.THQ

VANGUARD INDEX FDS

-1.6%
Value
$3.8M
Shares
10.4K
% Port
0.24%
V
42.VGES

VANGUARD INDEX FDS

+2.1%
Value
$3.6M
Shares
9.7K
% Port
0.23%
?
43.N/A

SPDR SERIES TRUST

+5.4%
Value
$3.4M
Shares
29.8K
% Port
0.21%
F
44.FPF

FIRST TR EXCHNG TRADED FD VI

+3.7%
Value
$3.3M
Shares
91.5K
% Port
0.21%
V
45.VGES

VANGUARD INTL EQUITY INDEX F

-1.1%
Value
$3.3M
Shares
54.9K
% Port
0.21%
E
46.ETHA

INVESCO EXCH TRADED FD TR II

+12.1%
Value
$3.2M
Shares
10.6K
% Port
0.20%
E
47.ETHA

ISHARES TR

+2.2%
Value
$3.2M
Shares
4.2K
% Port
0.20%
M
48.META

META PLATFORMS INC

-4.8%
Value
$3M
Shares
5.4K
% Port
0.19%
?
49.N/A

WISDOMTREE TR

+248.2%
Value
$3M
Shares
40.5K
% Port
0.19%
V
50.VGES

VANGUARD INDEX FDS

-1.7%
Value
$2.9M
Shares
4.2K
% Port
0.18%