Falcon Wealth Planning

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Ontario, CA
CIK
0001839850
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 151 851,512 AVLV, AAPL, MGK, FBND 13F-HR 10/30/2024 000183985024000004
Q2 2024 135 769,926 DFIV, AAPL, AVLV, BNDX 13F-HR 7/16/2024 000183985024000003
Q1 2024 133 631,009 AAPL, DFIV, AVLV, DFAE 13F-HR 4/15/2024 000183985024000002
Q4 2023 132 571,777 AAPL, VTV, DFAE, VUG 13F-HR 1/10/2024 000183985024000001
Q3 2023 110 461,133 VTV, AAPL, VUG, DFAE 13F-HR 10/5/2023 000183985023000004
Q2 2023 106 448,953 AAPL, VTV, VUG, VOE 13F-HR 7/13/2023 000183985023000003
Q1 2023 98 400,740 AAPL, VTV, VUG, VOE 13F-HR 5/15/2023 000183985023000002
Q4 2022 96 348,844 VTV, AAPL, VUG, VOE 13F-HR 1/20/2023 000183985023000001
Q3 2022 88 301,923 AAPL, VTV, VUG, VWO 13F-HR 11/10/2022 000183985022000004
Q2 2022 80 294,209 AAPL, VTV, VUG, VWO 13F-HR 7/19/2022 000183985022000003
Q1 2022 76 319,560 AAPL, VTV, VUG, VWO 13F-HR 5/5/2022 000183985022000002
Q4 2021 78 305,632 AAPL, VTV, VUG, VWO 13F-HR 1/24/2022 000183985022000001
Q3 2021 72 263,057 AAPL, VTV, VUG, VWO 13F-HR 10/19/2021 000183985021000006
Q2 2021 60 234,088 AAPL, VTV, VUG, VWO 13F-HR 8/10/2021 000183985021000004
Q1 2021 56 204,715 AAPL, VTV, VUG, VWO 13F-HR 4/20/2021 000183985021000003
Q4 2020 51 178,415 AAPL, VTV, VUG, VWO 13F-HR 2/1/2021 000183985021000002