Congress
Patrick Fallon
Congressional disclosures describe the filer and reportable household transactions, with amounts in ranges.
Source last checked 2026-10-12 01:31 UTC. Reporting dates appear with the records.
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Annual holdings, 2025
Disclosed value ranges from the annual report. These are not current market values.
| Asset | Disclosed range |
|---|---|
| Rental Home - 1 [RP] | $1M – $5M |
| Wells Cash Accounts [BA] | $1M – $5M |
| WF - Investment - 1 ⇒ Nuveen Short Tax Free Fund Class A (FSHAX) [MF] | $500K – $1M |
| ML - KKR INVESTMENT ⇒ BANK OF AMERICA - CASH [BA] | $250K – $500K |
| ML - KKR INVESTMENT ⇒ BLUE OWL TECHNOLOGY [HE] | $250K – $500K |
| ML - REAL INVESTMENT ⇒ BLACKSTONE REAL ESTATE INCOME TRURST CL S [HE] | $250K – $500K |
| USAA - SEP IRA ⇒ Victory 500 Index Fund Member Shares (USSPX) [MF] | $250K – $500K |
| WF - Investment - 1 ⇒ Invesco SteelPath MLP Alpha Fund Class A (MLPAX) [MF] | $250K – $500K |
| WF - Investment - 2 ⇒ FIMM Treasury Portfolio: Institutional Class (FRBXX) [MF] | $250K – $500K |
| WF - Investment - 3 ⇒ FedEx Corporation (FDX) [ST] | $250K – $500K |
| WF - Investment - 3 ⇒ Southwest Airlines Company (LUV) [ST] | $250K – $500K |
| ML - INVESTMENT ⇒ Microsoft Corporation (MSFT) [ST] | $100K – $250K |
| ML - KKR INVESTMENT ⇒ Lord Abbett Tax-Free Income Fund National Series Cl A (LANSX) [MF] | $100K – $250K |
| USAA - SEP IRA ⇒ Victory Cornerstone Moderately Aggressive Fund (USCRX) [MF] | $100K – $250K |
| USAA - SEP IRA ⇒ Victory Income Stock Fund Shares (USISX) [MF] | $100K – $250K |
| USAA - SEP IRA ⇒ Victory International Fund Shares (USIFX) [MF] | $100K – $250K |
| WF - Investment - 1 ⇒ Invesco Government Money Market Fund Class A (ADAXX) [MF] | $100K – $250K |
| WF - Investment - 1 ⇒ Invesco U.S. Government Money Portfolio Class Y (OMBXX) [MF] | $100K – $250K |
| WF - Investment - 3 ⇒ American Airlines Group, Inc. (AAL) [ST] | $100K – $250K |
| WF - Investment - 3 ⇒ PayPal Holdings, Inc. (PYPL) [ST] | $100K – $250K |
| WF - Investment - 3 ⇒ Walt Disney Company (DIS) [ST] | $100K – $250K |
| ML - REAL INVESTMENT ⇒ Vanguard Real Estate ETF (VNQ) [EF] | $100K – $250K |
| Chase Bank Accounts [BA] | $50K – $100K |
| ML - GMAS INVESTMENT ⇒ Vanguard Information Tech ETF (VGT) [EF] | $50K – $100K |
| ML - INVESTMENT ⇒ BANK OF AMERICA, NA [BA] | $50K – $100K |
| ML - INVESTMENT ⇒ GE Aerospace Common Stock (GE) [ST] | $50K – $100K |
| ML - INVESTMENT ⇒ ONEOK, Inc. (OKE) [ST] | $50K – $100K |
| ML - REAL INVESTMENT ⇒ BANK OF AMERICA - CASH [BA] | $50K – $100K |
| ML - REAL INVESTMENT ⇒ CARLYLE U.S. REALTY VII TRUST CL A [HE] | $50K – $100K |
| ML - SEP IRA - TSG ⇒ BANK OF AMERICA - CASH [BA] | $50K – $100K |
| USAA - SEP IRA ⇒ Victory Target Retirement 2030 Fund (URTRX) [MF] | $50K – $100K |
| WF - Investment - 1 ⇒ FRISCO TX FOR ISSUES B/E CPN 3.125% DUE 02/15/35 (358776QB1) [GS] | $50K – $100K |
| WF - Investment - 1 ⇒ LITTLE ELM TX RFDG G/O Due 8/1/33 3.125% (537095TC5) [GS] | $50K – $100K |
| WF - Investment - 3 ⇒ Boeing Company (BA) [ST] | $50K – $100K |
| WF - Investment - 3 ⇒ FIMM Treasury Portfolio: Institutional Class (FRBXX) [MF] | $50K – $100K |
| ML - GMAS INVESTMENT ⇒ Vanguard FTSEEuropean ETF (VGK) [EF] | $50K – $100K |
| ML - GMAS INVESTMENT ⇒ Vanguard Total Stock Market ETF (VTI) [EF] | $50K – $100K |
| Fidelity - Rollover IRA ⇒ Janus Henderson Mid Cap Value Fund - T Shares (JMCVX) [MF] | $15K – $50K |
| ML - GMAS INVESTMENT ⇒ | $15K – $50K |
| ML - GMAS INVESTMENT ⇒ Vanguard FTSE Pacific ETF (VPL) [EF] | $15K – $50K |
| ML - GMAS INVESTMENT ⇒ Vanguard Industrials ETF (VIS) [EF] | $15K – $50K |
| ML - INVESTMENT ⇒ British American Tobacco Industries, p.l.c. Common Stock ADR (BTI) [ST] | $15K – $50K |
| ML - INVESTMENT ⇒ Enterprise Products Partners L.P. (EPD) [ST] | $15K – $50K |
| ML - INVESTMENT ⇒ GE Vernova Inc. Common Stock (GEV) [ST] | $15K – $50K |
| ML - INVESTMENT ⇒ NUVEEN QUALITY MUNICIPAL [EF] | $15K – $50K |
| ML - INVESTMENT ⇒ Plains All American Pipeline, L.P. - Common Units representing Limited Partner Interests (PAA) [ST] | $15K – $50K |
| ML - KKR INVESTMENT ⇒ KKR DIRECT LENDING III [HE] | $15K – $50K |
| ML - KKR INVESTMENT ⇒ Lord Abbett Intermediate Tax-Free Fund Class A (LISAX) [MF] | $15K – $50K |
| ML - SEP IRA - RF ⇒ BANK OF AMERICA - CASH [BA] | $15K – $50K |
| ML - SEP IRA - TSG ⇒ ALLIANCEBERNSTEIN GLOBAL (AWF) [EF] | $15K – $50K |
| ML - SEP IRA - TSG ⇒ DOUBLINE TOTAL RETURN (DBLTX) [MF] | $15K – $50K |
| ML - SEP IRA - TSG ⇒ GOLDMAN SACHS STRATEGIC (GSZIX) [MF] | $15K – $50K |
| ML - SEP IRA - TSG ⇒ ISHARES CORE US (AGG) [EF] | $15K – $50K |
| ML - SEP IRA - TSG ⇒ MORGAN STANLEY EMERGING (EDD) [MF] | $15K – $50K |
| USAA - IRA ⇒ Victory Growth Fund Shares (USAAX) [MF] | $15K – $50K |
| USAA - SEP IRA ⇒ Victory High Income Fund Shares (USHYX) [MF] | $15K – $50K |
| WF - Investment - 1 ⇒ BONHAM TX INDPT SCH DIST B/E CPN 3.000% DUE 08/01/37 (098104LB6) [GS] | $15K – $50K |
| WF - Investment - 1 ⇒ BRUSHY CREEK REGL UTIL AUTH TX CPN 3.000% DUE 02/15/35 (438164KM6) [GS] | $15K – $50K |
| WF - Investment - 1 ⇒ DENTON CNTY TX FRESH WTR 3.000% DUE 9/1/34 (24879TNF7) [GS] | $15K – $50K |
| WF - Investment - 1 ⇒ FORT BEND CNTY TX MUN 3.000% DUE 9/1/34 (34682WKS1) [GS] | $15K – $50K |
| WF - Investment - 1 ⇒ HONDO TX INDPT SCH DIST B/E CPN 3.000% DUE 02/15/35 (438164KM6) [GS] | $15K – $50K |
| WF - Investment - 1 ⇒ HUTTO TX INDPT SCH DIST B/E CPN 3.125% DUE 08/01/36 (448492VL9) [GS] | $15K – $50K |
| WF - Investment - 3 ⇒ Block, Inc. Class A Common Stock, (SQ) [ST] | $15K – $50K |
| ML - GMAS INVESTMENT ⇒ iShares MSCI EAFE Min Vol Factor ETF (EFAV) [EF] | $15K – $50K |
| ML - GMAS INVESTMENT ⇒ Vanguard Financials ETF (VFH) [EF] | $15K – $50K |
| ML - GMAS INVESTMENT ⇒ Vanguard Health Care ETF (VHT) [EF] | $15K – $50K |
| Fidelity - Rollover IRA ⇒ Vanguard Total Stock Market ETF (VTI) [EF] | $15K – $50K |
| ML - GMAS INVESTMENT ⇒ Vanguard FTSE Emerging Markets ETF (VWO) [EF] | $15K – $50K |
| Fidelity - Rollover IRA ⇒ DODGE & COX INTERNATL STOCK CL I (DODFX) [MF] | $1K – $15K |
| ML - GMAS INVESTMENT ⇒ BlackRock Global Dividend Ptf Institutional (BIBDX) [MF] | $1K – $15K |
| ML - GMAS INVESTMENT ⇒ Blackstone Alternative Multi-Strategy Fund Class I (BXMIX) [MF] | $1K – $15K |
| ML - GMAS INVESTMENT ⇒ Franklin Strategic Series Natural Resources Fund Advisor Class (FNRAX) [MF] | $1K – $15K |
| ML - GMAS INVESTMENT ⇒ iShares Global 100 ETF (IOO) [EF] | $1K – $15K |
| ML - GMAS INVESTMENT ⇒ iShares MSCI Canada Index Fund (EWC) [EF] | $1K – $15K |
| ML - GMAS INVESTMENT ⇒ iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) [EF] | $1K – $15K |
| ML - GMAS INVESTMENT ⇒ iShares Residential and Multisector Real Estate ETF (REZ) [EF] | $1K – $15K |
| ML - GMAS INVESTMENT ⇒ KAYNE ANDERSON ENERGY [MF] | $1K – $15K |
| ML - GMAS INVESTMENT ⇒ PIMCO CommodityRealReturn Strategy Fund Class I-2 (PCRPX) [MF] | $1K – $15K |
| ML - GMAS INVESTMENT ⇒ | $1K – $15K |
| ML - INVESTMENT ⇒ GE HealthCare Technologies Inc. - Common Stock (GEHC) [ST] | $1K – $15K |
| ML - INVESTMENT ⇒ Invesco Income Advantage U.S. Fund Class A (SCAUX) [MF] | $1K – $15K |
| ML - INVESTMENT ⇒ Target Corporation (TGT) [ST] | $1K – $15K |
| ML - INVESTMENT ⇒ Westinghouse Air Brake Technologies Corporation Common Stock (WAB) [ST] | $1K – $15K |
| ML - KKR INVESTMENT ⇒ KKR DIRECT LENDING II [HE] | $1K – $15K |
| ML - SEP IRA - RF ⇒ ALLIANCEBERNSTEIN GLOBAL (AWF) [EF] | $1K – $15K |
| ML - SEP IRA - RF ⇒ DOUBLINE TOTAL RETURN (DBLTX) [MF] | $1K – $15K |
| ML - SEP IRA - RF ⇒ GOLDMAN SACHS STRATEGIC (GSZIX) [MF] | $1K – $15K |
| ML - SEP IRA - RF ⇒ INVESCO DYNAMIC CREDIT OPPORTUNITY FUND CL AX | $1K – $15K |
| ML - SEP IRA - RF ⇒ ISHARES CORE US (AGG) [EF] | $1K – $15K |
| ML - SEP IRA - RF ⇒ LORD ABBETT BOND (LBDFX) [MF] | $1K – $15K |
| ML - SEP IRA - RF ⇒ MORGAN STANLEY EMERGING (EDD) [EF] | $1K – $15K |
| ML - SEP IRA - RF ⇒ RIVERNORTH DOUBLE LINE (RNSIX) [MF] | $1K – $15K |
| ML - SEP IRA - TSG ⇒ INVESCO DYNAMIC CREDIT OPPORTUNITY FUND CL AX (XAXCX) [MF] | $1K – $15K |
| ML - SEP IRA - TSG ⇒ LORD ABBETT BOND (LBDFX) [MF] | $1K – $15K |
| ML - SEP IRA - TSG ⇒ RIVERNORTH DOUBLE LINE (RNSIX) [MF] | $1K – $15K |
| WF - Investment - 2 ⇒ Wells Fargo Bank - CASH [BA] | $1K – $15K |
| WF - Investment - 3 ⇒ Wells Fargo Bank - CASH [BA] . | $1K – $15K |
| ML - SEP IRA - TSG ⇒ DOUBLELINE EMERGING (DBLEX) [EF] | $1K – $15K |
| ML - SEP IRA - RF ⇒ DOUBLELINE EMERGING (DBLEX) [MF] | $1K – $15K |
| ML - SEP IRA - TSG ⇒ TEMPLETOWN GLBL BOND FD (TGBAX) [MF] | $1K – $15K |
| ML - SEP IRA - RF ⇒ TEMPLETOWN GLBL BOND FD (TGBAX) [MF] | $1K – $15K |
| ML - GMAS INVESTMENT ⇒ Vanguard Materials ETF (VAW) [EF] | $1K – $15K |
| ML - GMAS INVESTMENT ⇒ Vanguard Consumer Discretion ETF (VCR) [EF] | $1K – $15K |
| ML - GMAS INVESTMENT ⇒ Vanguard Energy ETF (VDE) [EF] | $1K – $15K |
| ML - GMAS INVESTMENT ⇒ Vanguard Global ex-U.S. Real Estate ETF (VNQI) [EF] | $1K – $15K |
| ML - GMAS INVESTMENT ⇒ Vanguard Utilities ETF (VPU) [EF] | $1K – $15K |
| ML - GMAS INVESTMENT ⇒ Vanguard Communication Services ETF (VOX) [EF] | $1K – $15K |
| Employee Retirement System of TEXAS [PE] | Not specified |
| Vanguard Consumer Staples ETF (VDC) [EF] | Not specified |