FALCON WEALTH PLANNING
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 276K | $75.08M |
 | PNBK | 85K | $154.70K |
 | GNLX | 63K | $275.49K |
 | NVDA | 57K | $10.69M |
 | BAC | 45K | $2.50M |
 | UPST | 30K | $1.33M |
 | BK | 29K | $3.34M |
 | AMZN | 24K | $5.52M |
 | RIVN | 18K | $362.93K |
 | BYND | 18K | $14.76K |
 | BANX | 18K | $383.25K |
 | MSFT | 15K | $7.36M |
 | INTC | 13K | $496.72K |
 | TSLA | 13K | $5.98M |
 | WMT | 13K | $1.41M |
 | KBH | 12K | $697.28K |
 | JPM | 12K | $3.82M |
 | PCG | 11K | $179.02K |
 | COST | 11K | $9.30M |
 | GOOGL | 11K | $3.36M |
Apple Inc.
AAPL
Shares Held
276K
Value
$75.08M
Patriot National Bancorp, Inc.
PNBK
Shares Held
85K
Value
$154.70K
Genelux Corporation
GNLX
Shares Held
63K
Value
$275.49K
NVIDIA Corporation
NVDA
Shares Held
57K
Value
$10.69M
Bank of America Corporation
BAC
Shares Held
45K
Value
$2.50M
Upstart Holdings, Inc.
UPST
Shares Held
30K
Value
$1.33M
The Bank of New York Mellon Corporation
BK
Shares Held
29K
Value
$3.34M
Amazon.com, Inc.
AMZN
Shares Held
24K
Value
$5.52M
Rivian Automotive, Inc.
RIVN
Shares Held
18K
Value
$362.93K
Beyond Meat, Inc.
BYND
Shares Held
18K
Value
$14.76K
ArrowMark Financial Corp.
BANX
Shares Held
18K
Value
$383.25K
Microsoft Corporation
MSFT
Shares Held
15K
Value
$7.36M
Intel Corporation
INTC
Shares Held
13K
Value
$496.72K
Tesla, Inc.
TSLA
Shares Held
13K
Value
$5.98M
Walmart Inc.
WMT
Shares Held
13K
Value
$1.41M
KB Home
KBH
Shares Held
12K
Value
$697.28K
JPMorgan Chase & Co.
JPM
Shares Held
12K
Value
$3.82M
Pacific Gas & Electric Co.
PCG
Shares Held
11K
Value
$179.02K
Costco Wholesale Corporation
COST
Shares Held
11K
Value
$9.30M
Alphabet Inc.
GOOGL
Shares Held
11K
Value
$3.36M