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Value $
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$897M
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Signature - Title
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Rachel Vonbank - CCO
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Location
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Ontario, CA
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Summary
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This page shows a list of all the recent 13F filings made by Falcon Wealth Planning. Form 13F is
required to be filed within 45 days of the end of a calendar quarter. Falcon Wealth Planning reported 161 stock holdings with total value $897M as of Q4 2024. Top holdings included AVLV, MGK, AAPL, FBND, and BINC.