account_balance
Investment manager · 13F filer · SEC CIK 1839850
Falcon Wealth Planning
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Reported value$1.62Bas of Sep 30, 2026
Positions258 26 new, 12 sold out
Top 10 weight56.1%AVLV alone is 12%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AVLVAmerican Centy ETF Tr
12.3%Added +6%
MGKVanguard World Fd
7.2%Added +5%
AAPLApple Inc.
5.8%
KRMNKarman Holdings Inc.
5.1%
DFIVDimensional ETF Trust
4.7%Added +5%
FBNDFidelity Merrimack STR Tr
4.5%Added +3%
BINCBlackRock ETF Trust II
4.3%Added +8%
PYLDPimco ETF Tr
4.2%Added +7%
AVEMAmerican Centy ETF Tr
4.0%Added +7%
VGSHVanguard Scottsdale FDS
3.9%Added +7%
IHDGWisdomtree Tr
3.4%+7%
QNDXSPDR Series Trust
3.3%New
AVLVAmerican Centy ETF Tr
12.3%Added +6%
MGKVanguard World Fd
7.2%+5%
AAPLApple Inc.
5.8%
KRMNKarman Holdings Inc.
5.1%
DFIVDimensional ETF Trust
4.7%+5%
FBNDFidelity Merrimack STR Tr
4.5%
BINCBlackRock ETF Trust II
4.3%
PYLDPimco ETF Tr
4.2%
AVEMAmerican Centy ETF Tr
4.0%
VGSH3.9%
IHDG3.4%
QNDX3.3%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AVLV American Centy ETF Tr 12.3% Added +6%
MGK Vanguard World Fd 7.2% Added +5%
AAPL Apple Inc. 5.8% HeldKRMN Karman Holdings Inc. 5.1% HeldDFIV Dimensional ETF Trust 4.7% Added +5%
FBND Fidelity Merrimack STR Tr 4.5% Added +3%
BINC BlackRock ETF Trust II 4.3% Added +8%
PYLD Pimco ETF Tr 4.2% Added +7%
AVEM American Centy ETF Tr 4.0% Added +7%
VGSH Vanguard Scottsdale FDS 3.9% Added +7%
IHDG Wisdomtree Tr 3.4% Added +7%
QNDX SPDR Series Trust 3.3% New
What changed
Biggest moves since Jun 30, 2026
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