Notify me when Falcon Wealth Planning files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 216 | $1,187,336,405 | +$55,627,160 | -$6,189,928 | +$49,437,232 | AVLV, MGK, AAPL, FBND, DFIV | 13F-HR | 02 Feb 2026, 17:46 |
| Q3 2025 | 191 | $1,112,173,923 | +$62,109,750 | -$6,491,476 | +$55,618,274 | AVLV, MGK, AAPL, QQQ, FBND | 13F-HR | 10 Oct 2025, 09:50 |
| Q2 2025 | 176 | $989,483,158 | +$48,480,921 | -$15,683,319 | +$32,797,602 | AVLV, MGK, AAPL, FBND, QQQ | 13F-HR | 16 Jul 2025, 12:42 |
| Q1 2025 | 163 | $899,769,805 | +$74,615,449 | -$48,371,188 | +$26,244,261 | AVLV, MGK, AAPL, FBND, DFIV | 13F-HR | 24 Apr 2025, 09:14 |
| Q4 2024 | 161 | $897,052,241 | +$100,774,271 | -$49,490,791 | +$51,283,480 | AVLV, MGK, AAPL, FBND, BINC | 13F-HR | 22 Jan 2025, 16:38 |
| Q3 2024 | 151 | $851,512,801 | +$132,625,709 | -$95,263,227 | +$37,362,482 | AVLV, AAPL, MGK, FBND, DFIV | 13F-HR | 30 Oct 2024, 16:34 |
| Q2 2024 | 135 | $769,926,469 | +$190,434,068 | -$63,667,761 | +$126,766,307 | DFIV, AAPL, AVLV, BNDX, MGK | 13F-HR | 16 Jul 2024, 13:54 |
| Q1 2024 | 133 | $631,009,723 | +$100,252,006 | -$64,336,484 | +$35,915,522 | AAPL, DFIV, AVLV, DFAE, MGK | 13F-HR | 15 Apr 2024, 10:35 |
| Q4 2023 | 132 | $571,777,943 | +$99,733,842 | -$33,992,328 | +$65,741,514 | AAPL, VTV, DFAE, VUG, AVUV | 13F-HR | 10 Jan 2024, 15:21 |
| Q3 2023 | 110 | $461,133,400 | +$39,214,074 | -$8,995,254 | +$30,218,820 | VTV, AAPL, VUG, DFAE, VOE | 13F-HR | 05 Oct 2023, 16:31 |
| Q2 2023 | 106 | $448,953,503 | +$31,605,385 | -$2,908,333 | +$28,697,052 | AAPL, VTV, VUG, VOE, DFAE | 13F-HR | 13 Jul 2023, 15:46 |
| Q1 2023 | 98 | $400,740,060 | +$33,837,459 | -$3,317,964 | +$30,519,495 | AAPL, VTV, VUG, VOE, DFAE | 13F-HR | 15 May 2023, 13:21 |
| Q4 2022 | 96 | $348,844,688 | +$82,356,915 | -$53,118,605 | +$29,238,310 | VTV, AAPL, VUG, VOE, DFAE | 13F-HR | 20 Jan 2023, 13:12 |
| Q3 2022 | 88 | $301,923,000 | +$35,009,943 | -$9,480,629 | +$25,529,314 | AAPL, VTV, VUG, VWO, VBR | 13F-HR | 10 Nov 2022, 16:07 |
| Q2 2022 | 80 | $294,209,000 | +$28,744,480 | -$5,413,837 | +$23,330,643 | AAPL, VTV, VUG, VWO, VBR | 13F-HR | 19 Jul 2022, 17:44 |
| Q1 2022 | 76 | $319,560,000 | +$31,564,069 | -$4,738,327 | +$26,825,742 | AAPL, VTV, VUG, VWO, VOE | 13F-HR | 05 May 2022, 16:46 |
| Q4 2021 | 78 | $305,632,000 | +$26,030,276 | -$3,301,006 | +$22,729,270 | AAPL, VTV, VUG, VWO, VBR | 13F-HR | 24 Jan 2022, 15:01 |
| Q3 2021 | 72 | $263,057,000 | +$32,014,971 | -$991,891 | +$31,023,080 | AAPL, VTV, VUG, VWO, VBR | 13F-HR | 19 Oct 2021, 14:15 |
| Q2 2021 | 60 | $234,088,000 | +$16,787,723 | -$969,096 | +$15,818,627 | AAPL, VTV, VUG, VWO, VBR | 13F-HR | 10 Aug 2021, 11:49 |
| Q1 2021 | 56 | $204,715,000 | +$17,808,137 | -$748,309 | +$17,059,828 | AAPL, VTV, VUG, VWO, VBR | 13F-HR | 20 Apr 2021, 11:22 |
| Q4 2020 | 51 | $178,415,000 | $0 | $0 | $0 | AAPL, VTV, VUG, VWO, VBR | 13F-HR | 01 Feb 2021, 16:13 |