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Falcon Wealth Planning
Falcon Wealth Planning, Inc. is an SEC-registered fee-only investment advisory firm headquartered in Ontario, California. Founded in 2018, the firm has more than 30 years of combined industry experience among its professionals. Falcon Wealth specializes in comprehensive financial services including retirement planning, investment management, tax planning, estate planning, and financial planning. The firm serves clients across the country, with a particular focus on everyday Americans, small and large business owners, and those nearing retirement. Their employee count as of 2025 is around 41.
Investment Strategy
Falcon Wealth Planning employs a fee-only, client-centric investment advisory approach, with a strong focus on comprehensive tax planning. The firm does not sell products or charge hidden fees, acting as a true fiduciary to provide unbiased advice. Investment decisions are made by a committee with over 100 years of experience and are tailored specifically to each client based on individualized needs and tax situations. Falcon Wealth prioritizes tax efficiency, risk minimization, and fiduciary transparency, aiming to help clients grow, manage, and protect their assets through life’s transitions, with ongoing quarterly reviews of holdings and allocations.
Latest 13F Filing Activity
Falcon Wealth Planning filed their most recent 13F report on Sep 30, 2025 disclosing 190 equity positions with a total 13F market value of $1B. The fund increased holdings in American Centy Etf TR, Apple Inc., Vanguard World FD among other positions. Falcon Wealth Planning reduced exposure to Intuitive Surgical Inc., Amazon Com Inc., SPDR Dow Jones Indl Average among others.
Top Holdings
Equity Positions (190)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AVLV | AMERICAN CENTY ETF TR | 11.34% | $126.2M | 1,745,815 | $64.39 | $72.26 | +$15.2M |
M MGK | VANGUARD WORLD FD | 7.91% | $87.9M | 218,498 | $295.24 | $402.42 | +$9.4M |
A AAPL | APPLE INC | 6.27% | $69.8M | 273,929 | $147.41 | $254.63 | +$14.3M |
Q QQQ | INVESCO QQQ TR | 5.39% | $59.9M | 99,823 | $451.87 | $600.37 | +$6.2M |
F FBND | FIDELITY MERRIMACK STR TR | 5.28% | $58.8M | 1,270,873 | $44.97 | $46.24 | +$4.3M |
Industry Allocation
Investment Team (6)
| Name | Role | Location | |
|---|---|---|---|
 | Trading Specialist | San Dimas, CA , United States | |
 | Managing Partner | Los Angeles, CA , United States | |
 | Trading Specialist | Azusa, CA , United States | |
 | Trading Specialist | Fontana, CA , United States | |
 | Portfolio Trading Manager | Fontana, CA , United States | |
J Joseph Song | Principal | Ontario, CA , United States |
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