Falcon Wealth Planning
Falcon Wealth Planning reported a Form 13F information table total of $1.47 billion in 236 entries in its Form 13F-HR for the quarter ended 2026-03-31.
Its holdings by class are not on this site yet.
Form 13F-HR as filed (SEC CIK 1839850): holdings report, quarter ended 2026-03-31, filed 2026-04-21; filing manager in United States.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Sound View Wealth Advisors Group, LLC | United States | $1.470B | 422 |
| SHUFRO ROSE & CO LLC | United States | $1.470B | 314 |
| Beaird Harris Wealth Management, LLC | United States | $1.471B | 688 |
| VERUS CAPITAL PARTNERS, LLC | United States | $1.463B | 525 |
| Pinnacle Wealth Management Advisory Group, LLC | United States | $1.463B | 550 |
| CAHABA WEALTH MANAGEMENT, INC. | United States | $1.473B | 154 |
| Adelante Capital Management LLC | United States | $1.462B | 42 |
| American Assets Investment Management, LLC | United States | $1.474B | 146 |
| Lynrock Lake LP | United States | $1.462B | 27 |
| MCDONALD CAPITAL INVESTORS INC/CA | United States | $1.461B | 21 |