Falcon Wealth Planning
RIA/Wealth
Falcon Wealth Planning is a RIA/Wealth based in Cincinnati, OH led by Angela Sue Dietrich, managing $1.1B across 191 long positions as of Q3 2025 with 86% ETF concentration and 60% concentrated in top 10 holdings.
PresidentAngela Sue Dietrich
- Portfolio Value
- $1.1B
- Positions
- 191
- Top Holding
- AVLV at 11.34%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Falcon Wealth Planning's portfolio (60% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $126.2M | 11.34% | +$8.6M Bought | — 1.7M shares | |
ETF ETF | $87.9M | 7.91% | +$1.6M Bought | — 218.5K shares | |
Consumer Electronics Technology | $69.8M | 6.27% | +$945.7K Bought | 0.00% 273.9K shares | |
ETF ETF | $59.9M | 5.39% | +$1.5M Bought | — 99.8K shares | |
ETF ETF | $58.8M | 5.28% | +$3.7M Bought | — 1.3M shares | |
ETF ETF | $56.8M | 5.11% | +$2.7M Bought | — 1.2M shares | |
ETF ETF | $54.9M | 4.94% | +$1.8M Bought | — 1.7M shares | |
ETF ETF | $52.6M | 4.73% | +$4.0M Bought | — 2.0M shares | |
ETF ETF | $52.2M | 4.70% | +$3.7M Bought | — 981.2K shares | |
ETF ETF | $48.0M | 4.32% | +$3.8M Bought | — 815.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Falcon Wealth Planning's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-26.43% | |
-14.69% | |
-14.58% |
Analytics
Portfolio insights and performance metrics for Falcon Wealth Planning
GthenA