Instuitional Investor - Falcon Wealth Planning
Fund Profile
Filing Period:
| Fund Name: | Falcon Wealth Planning |
| Portfolio Value | $989,483,158 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | American Centy Etf Tr | 1,627,076 | $110,982,863 | 11.22% | |
| 2. | Vanguard World Fd | 214,506 | $78,545,792 | 7.94% | |
| 3. | AAPL | 270,215 | $55,439,914 | 5.6% | |
| 4. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 1,191,508 | $54,511,481 | 5.51% | |
| 5. | Invesco Qqq Tr | 97,407 | $53,733,548 | 5.43% |
