Falcon Wealth Planning

Business address
3400 Inland Empire Blvd., Suite 100, Ontario, CA, 91764
Top securities (13F)
AVLV, MGK, AAPL, QQQ, FBND, DFIV, DFAE, PYLD, BINC, VGSH, IHDG, VNQ, VOE, AVUV, AVDV, FPE, IJT, VUG, VTV, and IWP
State of incorporation
CA
Fiscal year end
31 December
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Falcon Wealth Planning has filed 22 SEC EDGAR filings since 01 Feb 2021

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 10 Oct 2025 30 Sep 2025 028-20509
N-PX Open Document Open Filing 21 Aug 2025 30 Jun 2025 028-20509
13F-HR Open Document Open Filing 16 Jul 2025 30 Jun 2025 028-20509
13F-HR Open Document Open Filing 24 Apr 2025 31 Mar 2025 028-20509
13F-HR Open Document Open Filing 22 Jan 2025 31 Dec 2024 028-20509
13F-HR Open Document Open Filing 30 Oct 2024 30 Sep 2024 028-20509
N-PX Open Document Open Filing 22 Aug 2024 30 Jun 2024 028-20509
13F-HR Open Document Open Filing 16 Jul 2024 30 Jun 2024 028-20509
13F-HR Open Document Open Filing 15 Apr 2024 31 Mar 2024 028-20509
13F-HR Open Document Open Filing 10 Jan 2024 31 Dec 2023 028-20509
13F-HR Open Document Open Filing 05 Oct 2023 30 Sep 2023 028-20509
13F-HR Open Document Open Filing 13 Jul 2023 30 Jun 2023 028-20509
13F-HR Open Document Open Filing 15 May 2023 31 Mar 2023 028-20509
13F-HR Open Document Open Filing 20 Jan 2023 31 Dec 2022 028-20509
13F-HR Open Document Open Filing 10 Nov 2022 30 Sep 2022 028-20509
13F-HR Open Document Open Filing 20 Jul 2022 30 Jun 2022 028-20509
13F-HR Open Document Open Filing 05 May 2022 31 Mar 2022 028-20509
13F-HR Open Document Open Filing 24 Jan 2022 31 Dec 2021 028-20509
13F-HR Open Document Open Filing 19 Oct 2021 30 Sep 2021 028-20509
13F-HR Open Document Open Filing 10 Aug 2021 30 Jun 2021 028-20509
13F-HR Open Document Open Filing 20 Apr 2021 31 Mar 2021 028-20509
13F-HR Open Document Open Filing 01 Feb 2021 31 Dec 2020 028-20509