Long-term investor
Falcon Wealth Planning @falconwealthplanning
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001839850).
Record
- Tracked since 2025-12-31 (257 days), 20 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +1.5%
- Max drawdown n/a · win rate 21% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AVLV · 12.0% · long · since 2025-12-31
- KRMN · 8.1% · long · since 2026-03-31
- MGK · 6.7% · long · since 2025-12-31
- AAPL · 5.1% · long · since 2025-12-31
- 46090E103 · 4.8% · long · since 2025-12-31
- FBND · 4.7% · long · since 2025-12-31
- DFIV · 4.4% · long · since 2025-12-31
- PYLD · 4.2% · long · since 2025-12-31
- BINC · 4.2% · long · since 2025-12-31
- AVEM · 3.9% · long · since 2026-03-31
- VGSH · 3.8% · long · since 2025-12-31
- IHDG · 3.3% · long · since 2025-12-31