1 year
-0.44%
Cumulative estimated return
SPY: 14.60%
Outperformance: -15.04 percentage points
2025-09-15 – 2026-09-15
Missing information
- 4 sales exceeding observed holdings (unmatched amount omitted).
- 2 rows without a saved price.
Republican · House VA05
Wikipedia biography ↗Years Elected: About 1.7Rank: #128
Federal elected service; earlier service not yet verified.
-0.44%
Cumulative estimated return
SPY: 14.60%
Outperformance: -15.04 percentage points
2025-09-15 – 2026-09-15
-49.35%
Cumulative estimated return
SPY: 44.38%
Outperformance: -93.73 percentage points
2025-04-10 – 2026-09-15
-49.35%
Cumulative estimated return
SPY: 44.38%
Outperformance: -93.73 percentage points
2025-04-10 – 2026-09-15
As of Sep 15, 2026. 22 parsed trades. Ranks use three-year return.
Returns use correctly parsed individual-stock holdings, purchases and sales, with Tradier prices for unsold positions. Bounded reported amounts use their midpoint; trades reported as “over $5 million” use $5 million. Daily returns exclude cash contributions and holdings-value reconciliations. Sale proceeds remain as cash. Unparsed records and entries without usable amounts or prices are omitted; no missing trades or holdings are invented. Sales can only reduce observed holdings. The dates on each card show the available calculation period, which can be shorter than the requested period. These are estimates of the parsed portion of the portfolio, not verified brokerage returns.
Last reported holdings valued Dec 31, 2025. Original disclosure ↗. These are reported positions, not a live account balance.
This extraction is incomplete or awaiting reconciliation. The source may contain additional holdings.
| Asset | Owner | Reported value | Purchased | Purchase price | Last close | Current ROI |
|---|---|---|---|---|---|---|
| AAPL | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $331.34Sep 15, 2026 | Unavailable |
| FB | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| ZOOM | Spouse | $1 - $1,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| ABBV | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $263.04Sep 15, 2026 | Unavailable |
| GOOGL | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $344.98Sep 15, 2026 | Unavailable |
| AMZN | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $248.42Sep 15, 2026 | Unavailable |
| APH | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $77.65Sep 15, 2026 | Unavailable |
| AAPL | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $331.34Sep 15, 2026 | Unavailable |
| BLK | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $1058.66Sep 15, 2026 | Unavailable |
| BSX | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $43.87Sep 15, 2026 | Unavailable |
| AVGO | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $339.27Sep 15, 2026 | Unavailable |
| COR | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $323.29Sep 15, 2026 | Unavailable |
| COP | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $141.22Sep 15, 2026 | Unavailable |
| COST | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $901.35Sep 15, 2026 | Unavailable |
| DELL | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| DKS | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $123.72Sep 15, 2026 | Unavailable |
| LLY | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $1136.11Sep 15, 2026 | Unavailable |
| ETR | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| XOM | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| RACE | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| GS | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $976.67Sep 15, 2026 | Unavailable |
| HLT | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $307.79Sep 15, 2026 | Unavailable |
| HD | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| HWM | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $224.67Sep 15, 2026 | Unavailable |
| ICE | Spouse | None | Unavailable | Unavailable | $156.90Sep 15, 2026 | Unavailable |
| JCI | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| JPM | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $352.49Sep 15, 2026 | Unavailable |
| LYV | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $170.24Sep 15, 2026 | Unavailable |
| MLM | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $506.81Sep 15, 2026 | Unavailable |
| MCD | Spouse | None | Unavailable | Unavailable | $252.78Sep 15, 2026 | Unavailable |
| META | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $670.24Sep 15, 2026 | Unavailable |
| MSFT | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $497.12Sep 15, 2026 | Unavailable |
| NFLX | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $77.90Sep 15, 2026 | Unavailable |
| NVDA | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $212.17Sep 15, 2026 | Unavailable |
| PANW | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $375.09Sep 15, 2026 | Unavailable |
| PH | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| PG | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| PGR | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| PLD | Spouse | None | Unavailable | Unavailable | $135.84Sep 15, 2026 | Unavailable |
| ROST | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $226.26Sep 15, 2026 | Unavailable |
| SPGI | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $412.52Sep 15, 2026 | Unavailable |
| NOW | Spouse | None | Unavailable | Unavailable | $141.90Sep 15, 2026 | Unavailable |
| TSLA | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $356.58Sep 15, 2026 | Unavailable |
| BK | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| TMO | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $641.39Sep 15, 2026 | Unavailable |
| UNP | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $283.99Sep 15, 2026 | Unavailable |
| URI | Spouse | None | Unavailable | Unavailable | $989.13Sep 15, 2026 | Unavailable |
| VZ | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $51.45Sep 15, 2026 | Unavailable |
| V | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $375.62Sep 15, 2026 | Unavailable |
| WMT | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $108.09Sep 15, 2026 | Unavailable |
ROI is the price change from the latest matched, unsold purchase to the last stored close, as on the ticker page. Purchase prices are that day’s closing prices. Missing acquisition or price evidence is unavailable; dividends are excluded.
| Asset | Owner | Estimated units | Estimated value |
|---|---|---|---|
| Applied Materials, Inc. - Common Stock (AMAT) [ST] | spouse | 13.80753499128453825311081580 | 5815.32 |
| Merrill Lynch SEP IRA ⇒ Amphenol Corporation Common Stock (APH) [ST] | spouse | 118.4031374870504661832174042 | 9194.00 |
| Merrill Lynch SEP IRA ⇒ Costco Wholesale Corporation - Common Stock (COST) [ST] | spouse | 9.277663102720504673330704826 | 8362.42 |
| Merrill Lynch SEP IRA ⇒ Goldman Sachs Group, Inc. (GS) [ST] | spouse | 9.101820250284414106939704209 | 8889.47 |
Estimated purchase/sale matches from accepted transaction reports. Closing prices and reported amount midpoints estimate shares, with oldest purchases matched first within the same stock, owner and disclosed account. A row may represent a partial sale. These are price returns, not verified execution prices or brokerage returns; dividends are excluded. Annual schedules and unmatched or ambiguous activity are omitted here.
| Ticker | Owner | Purchase date | Purchase price | Sale date | Sale price | Return |
|---|---|---|---|---|---|---|
| No completed purchase/sale matches are available from the collected records. | ||||||
27 public-equity trades. Annual schedule rows are labeled because they may repeat transaction reports. Superseded and unresolved reports remain in the disclosures below.
14 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.