Adam B. Schiff Estimated Holdings (2026)

Base report: annual report CY2025 · (no PTR trades after report date)

Estimated total: $1.4M–$3M across 12 positions.

Based on the annual report CY2025 and trades reported after it, Sen. Adam B. Schiff holds an estimated 12 positions worth $1.4M–$3M in total. The largest estimated holding is FPURX ($500K–$1M). Disclosures give value ranges, not exact amounts, so treat this as a rough estimate for education, not investment advice.

Asset	Type	Estimated range	Confidence	Came from
FPURX FPURX - Fidelity Puritan Fund	Fund/ETF	$500K–$1M	High	Report
QQQ QQQ - Invesco QQQ Trust, Series 1	Fund/ETF	$300K–$600K	High	Report
IVV IVV - iShares Core S&P 500 ETF	Fund/ETF	$150K–$350K	High	Report
AAPL AAPL - Apple Inc	Stock	$100K–$250K	High	Report
FGRAX FGRAX - Franklin Growth Opportunities Fund Class A	Fund/ETF	$100K–$250K	High	Report
FRDPX FRDPX - Franklin Managed Trust Rising Dividends Fund Cl	Fund/ETF	$100K–$250K	High	Report
SMH SMH - VanEck Semiconductor ETF	Fund/ETF	$50K–$100K	High	Report
TEDIX TEDIX - Mutual Global Discovery Fund Class A	Fund/ETF	$50K–$100K	High	Report
TESIX TESIX - Franklin Mutual Shares Fund Class A	Fund/ETF	$15K–$50K	High	Report
Allianze Life Insurance – Inherited Fixed Annuity	Other	$15K–$50K	High	Report
UBS Insured Sweep Program	Cash	$1K–$15K	High	Report
UBS Financial Services, Inc.	Cash	$1K–$15K	High	Report

Education, not investment advice. This is an estimate, not a holdings report. We start from the value ranges in the member's most recent financial disclosure and add or subtract later periodic transaction reports (PTRs). Disclosures give ranges, not exact values, and the result can be wrong: valuation dates differ, some trades can't be matched to a holding, and assets may have moved since. Confidence: High = taken directly from the report; Medium = changed by later trades or matched by name; Low = no stated value or unclear match.

Sources: U.S. House Clerk Periodic Transaction Reports (disclosures-clerk.house.gov) and U.S. Senate eFD Periodic Transaction Reports (efdsearch.senate.gov), filed 2024 to present; SEC EDGAR submissions (Form 4 and 8-K filing dates); committee assignments from the unitedstates/congress-legislators project (current membership); daily closing prices from Yahoo Finance's public chart data (query1.finance.yahoo.com), which is unofficial and may be revised. Built 2026-11-03.

Sen. Adam B. Schiff D-CA