Falcon Wealth Planning

Q2 2026 13F Holdings

Location
Ontario, CA
Holdings as of
6/30/2026
Value ($000)
$1,583,981
Num holdings
248
Date filed
7/13/2026
Form type
13F-HR
Prev filing
4/20/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type