Holdings
Falcon Wealth Planning
As of Jun 30, 2026, Falcon Wealth Planning reported 108 positions worth US$341M. Largest: Karman Holdings Inc., Apple Inc and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Karman Holdings Inc. | 2.57M | US$128M | −9 | Jun 30, 2026 |
| Apple Inc | 280K | US$81.2M | −1,707 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 35,990 | US$12.9M | −826 | Jun 30, 2026 |
| Nvidia Corporation | 63,931 | US$12.8M | +3,079 | Jun 30, 2026 |
| Costco Wholesale Corporation | 11,764 | US$11M | +1,725 | Jun 30, 2026 |
| Microsoft Corp. | 16,025 | US$5.98M | +435 | Jun 30, 2026 |
| Amazon.com, Inc. | 23,951 | US$5.71M | −728 | Jun 30, 2026 |
| Tesla, Inc. | 12,435 | US$5.23M | −1,019 | Jun 30, 2026 |
| Micron Technology, Inc. | 3,742 | US$4.32M | −2,256 | Jun 30, 2026 |
| The Bank Of New York Mellon Corporation | 28,805 | US$4.17M | −9 | Jun 30, 2026 |