Net worth · from the 2025 annual disclosure, filed 2026-06-10
Members report every asset and liability in a value band, never a figure. The range below is the arithmetic floor and ceiling those bands allow: assets at their minimums minus liabilities at their maximums, and the reverse. Midpoints are shown only for year-over-year comparison.
Net worth range (2025)
$1.4M – $3.0M
25 assets · 0 liabilities
Assets
$1.4M – $3.0M
25 line items
Liabilities
$0
0 line items
By year
| Year | Chamber | Assets | Liabilities | Net worth range | Items | Filing |
|---|---|---|---|---|---|---|
| 2025 | house | $1.4M – $3.0M | $0 | $1.4M – $3.0M | 25 / 0 | PDF 2026-06-10 |
Where the money is (2025)
Largest disclosed assets (2025)
| Holding | Class | Owner | Disclosed value |
|---|---|---|---|
| XLK SPDR Select Sector Fund - Technology (XLK) Interest |
ETFs | self | $500K – $1.0M |
| NG US Fixed Income Tax-Deferred |
Other | self | $250K – $500K |
| FMAGX Fidelity Magellan (FMAGX) Interest |
Mutual funds | self | $100K – $250K |
| VOO Vanguard S&P 500 ETF (VOO) Interest |
ETFs | self | $50K – $100K |
| IBM TARGETRETIREMENT2050, 100% Interest Tax-Deferred |
Other | spouse | $50K – $100K |
| IBM Defined Benefit Plan Tax-Deferred |
Retirement | self | $50K – $100K |
| SPYG (SPYG) Dividends |
ETFs | self | $50K – $100K |
| VYM Vanguard High Dividend Yield ETF (VYM) Dividends |
ETFs | self | $50K – $100K |
| VWUSX Vanguard U.S. Growth Fund (VWUSX) Tax-Deferred |
Mutual funds | self | $50K – $100K |
| S2 Impact Bank Account Interest |
Cash & bank | self | $50K – $100K |
| Schwab Brokerage Account Cash Dividends |
Cash & bank | self | $50K – $100K |
| FBGRX Fidelity Blue Chip Growth Fund (FBGRX) Interest |
Mutual funds | self | $50K – $100K |
| XLK SPDR Select Sector Fund - Technology (XLK) Dividends |
ETFs | self | $15K – $50K |
| Virginia529 - Aggressive Growth Portfolio Tax-Deferred |
Retirement | self | $15K – $50K |
| NG Retirement 2055 Tax-Deferred |
Other | self | $15K – $50K |
Source: pfd_filings / pfd_assets / pfd_liabilities (House Clerk and Senate eFD annual reports, parsed). Bands are the form's own brackets; the top bracket on some forms is unbounded, which is why a ceiling can read "≥". The form does not state what secures a loan, so liability types are the filer's wording.