Falcon Wealth Planning
Falcon Wealth Planning reported 248 positions worth $1.58B as of June 30, 2026 (13F filed July 13, 2026). Largest holding: AVLV (12.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AVLV | SH | $189.5M | 11.96% | 2,077,645 | — | — | |
| ▸ 2 | KRMN | SH | $128.3M | 8.10% | 2,569,437 | — | — | |
| ▸ 3 | MGK | SH | $105.4M | 6.65% | 1,198,494 | — | — | |
| ▸ 4 | AAPL | SH | $81.2M | 5.12% | 280,453 | — | — | |
| ▸ 5 | QQQ | SH | $76.7M | 4.84% | 104,118 | — | — | |
| ▸ 6 | FBND | SH | $74.4M | 4.69% | 1,634,738 | — | — | |
| ▸ 7 | DFIV | SH | $69.8M | 4.40% | 1,291,418 | — | — | |
| ▸ 8 | PYLD | SH | $67.1M | 4.24% | 2,529,761 | — | — | |
| ▸ 9 | BINC | SH | $66.6M | 4.21% | 1,272,693 | — | — | |
| ▸ 10 | AVEM | SH | $61.1M | 3.86% | 632,978 | — | — |
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Frequently Asked Questions
What stocks does Falcon Wealth Planning hold as of Q2 2026?
Falcon Wealth Planning reported 248 positions worth $1.58B in its Q2 2026 13F filing. Largest positions: AVLV (12.0%), KRMN (8.1%), MGK (6.7%), AAPL (5.1%) and QQQ (4.8%).
What did Falcon Wealth Planning buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Falcon Wealth Planning sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.