StockDriftsStockDriftsTop 50 Falcon Wealth Planning Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| KRMN | KARMAN HLDGS INC | 14.01% | 2.57M | $205.7M | new | $76.61(-12.18%) | 2026-03-31 | |
| AVLV | AMERICAN CENTY ETF TR | 10.82% | 1.97M | $158.8M | +9.23%(+166.55K) | $64.67(+36.50%) | 2026-03-31 | |
| MGK | VANGUARD WORLD FD | 5.85% | 233.7K | $85.9M | +6.01%(+13.25K) | $58.21(+52.40%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.88% | 282.2K | $71.6M | +2.17%(+6.01K) | $144.52(+106.81%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 4.68% | 1.51M | $68.7M | +11.14%(+150.90K) | $45.42(+0.20%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 4.53% | 1.26M | $66.5M | +0.84%(+10.52K) | $36.13(+54.03%) | 2026-03-31 | |
| PYLD | PIMCO ETF TR | 4.23% | 2.37M | $62.1M | +12.29%(+259.31K) | $26.30(+0.16%) | 2026-03-31 | |
| BINC | BLACKROCK ETF TRUST II | 4.23% | 1.19M | $62.0M | +12.91%(+136.56K) | $52.76(-0.97%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 4.11% | 104.4K | $60.3M | +4.24%(+4.24K) | $442.58(+61.49%) | 2026-03-31 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 3.87% | 969.2K | $56.7M | +11.20%(+97.66K) | $58.55(-0.48%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.09% | +37.08% |
| Top 20 Holdings Unweighted | +10.49% | +34.89% |
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