Falcon Wealth Planning reported 236 holdings worth US$1.47B as of Mar 31, 2026 (Form 13F)
As of Mar 31, 2026 · Filed Apr 21, 2026
Falcon Wealth Planning reported 236 holdings worth US$1.47B as of Mar 31, 2026. Filed Apr 21, 2026 (Form 13F).
- Holdings
- 236
- Value as reported
- US$1.47B