Falcon Wealth Planning - Q42025 Holdings

Falcon Wealth Planning holds 216 stocks with a total portfolio value of $ 1.19B as of Q42025. In Q42025, Falcon Wealth Planning added 30 new positions, increased stakes in 112 stocks, reduced 64 holdings, and fully exited 5 positions. The largest holding is American Centy Etf Tr (AVLV), representing 11.51% of the total portfolio.