FALCON WEALTH PLANNING
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 274K | $69.75M |
 | PNBK | 105K | $136.50K |
 | NVDA | 52K | $9.76M |
 | BAC | 43K | $2.23M |
 | BK | 35K | $3.79M |
 | UPST | 31K | $1.59M |
 | GNLX | 22K | $92.40K |
 | BANX | 19K | $413.45K |
 | AMZN | 16K | $3.51M |
 | JPM | 14K | $4.32M |
 | MSFT | 13K | $6.81M |
 | TSLA | 12K | $5.53M |
 | KBH | 12K | $786.78K |
 | GOOG | 12K | $2.89M |
 | INTC | 11K | $354.15K |
 | WMT | 10K | $1.06M |
 | GOOGL | 10K | $2.37M |
 | T | 8K | $230.71K |
 | CELH | 8K | $450.03K |
 | CMCSA | 7K | $226.59K |
Apple Inc.
AAPL
Shares Held
274K
Value
$69.75M
Patriot National Bancorp, Inc.
PNBK
Shares Held
105K
Value
$136.50K
NVIDIA Corporation
NVDA
Shares Held
52K
Value
$9.76M
Bank of America Corporation
BAC
Shares Held
43K
Value
$2.23M
The Bank of New York Mellon Corporation
BK
Shares Held
35K
Value
$3.79M
Upstart Holdings, Inc.
UPST
Shares Held
31K
Value
$1.59M
Genelux Corporation
GNLX
Shares Held
22K
Value
$92.40K
ArrowMark Financial Corp.
BANX
Shares Held
19K
Value
$413.45K
Amazon.com, Inc.
AMZN
Shares Held
16K
Value
$3.51M
JPMorgan Chase & Co.
JPM
Shares Held
14K
Value
$4.32M
Microsoft Corporation
MSFT
Shares Held
13K
Value
$6.81M
Tesla, Inc.
TSLA
Shares Held
12K
Value
$5.53M
KB Home
KBH
Shares Held
12K
Value
$786.78K
Alphabet Inc.
GOOG
Shares Held
12K
Value
$2.89M
Intel Corporation
INTC
Shares Held
11K
Value
$354.15K
Walmart Inc.
WMT
Shares Held
10K
Value
$1.06M
Alphabet Inc.
GOOGL
Shares Held
10K
Value
$2.37M
AT&T Inc.
T
Shares Held
8K
Value
$230.71K
Celsius Holdings, Inc.
CELH
Shares Held
8K
Value
$450.03K
Comcast Corporation
CMCSA
Shares Held
7K
Value
$226.59K