Falcon Wealth Planning - Q22026 Holdings

Falcon Wealth Planning holds 244 stocks with a total portfolio value of $ 1.58B as of Q22026. In Q22026, Falcon Wealth Planning added 26 new positions, increased stakes in 87 stocks, reduced 108 holdings, and fully exited 18 positions. The largest holding is American Centy Etf Tr (AVLV), representing 11.96% of the total portfolio.