Falcon Wealth Planning

Q1 2026 13F Holdings

Location
Ontario, CA
Holdings as of
3/31/2026
Value ($000)
$1,467,878
Num holdings
236
Date filed
4/20/2026
Form type
13F-HR
Prev filing
2/2/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type