“...pleasure and pain, they come and go and don't last... bear them patiently”—Gita
Base report: annual report CY2025 · trades through 2026-06-24 · later PTRs: 1 2
Estimated total: $47.9M–$219M across 38 positions.
Based on the annual report CY2025 and trades reported after it, Sen. Bernie Moreno holds an estimated 38 positions worth $47.9M–$219M in total. The largest estimated holding is Unimproved Land ($10M–$50M). 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 |
|---|---|---|---|---|
| Unimproved Land | Real estate | $10M–$50M | High | Report |
| Condo | Real estate | $10M–$50M | High | Report |
| Residential Real Estate | Real estate | $9.5M–$40M | High | Report |
| Commercial Real Estate | Real estate | $4M–$20M | High | Report |
| Single Family Home | Real estate | $2M–$10M | High | Report |
| KeyBank National Association | Cash | $1.5M–$6M | High | Report |
| AutoTech Fund II, LP | Other | $1M–$5M | High | Report |
| Narya Capital Fund, LP | Other | $1M–$5M | High | Report |
| QP Historic Investment Fund 2019 (QP), LLC | Other | $1M–$5M | High | Report |
| CF Bank | Cash | $1M–$5M | High | Report |
| Yellowstone Housing Opportunities Fund III, LP | Private fund | $1M–$5M | High | Report |
| Eastchester, NY Single Family Home | Real estate | $1M–$5M | High | Report |
| Residential real estate | Real estate | $1M–$5M | High | Report |
| iAngels Ingenuity Fund, LP | Other | $500K–$1M | High | Report |
| iAngels Technologies, LP | Other | $500K–$1M | High | Report |
| eToro | Stock | $500K–$1M | High | Report |
| Immunai | Stock | $500K–$1M | High | Report |
| Dixon CA Single Family Home | Real estate | $500K–$1M | High | Report |
| Treatment Technologies & Insights, LLC | Other | $250K–$500K | High | Report |
| Cardone Equity Fund XV, LLC | Other | $250K–$500K | High | Report |
| NAD, HV LLC | Other | $250K–$500K | High | Report |
| SPYG SPYG - SPDR S&P 500 Growth Portfolio ETF | Fund/ETF | $100K–$250K | High | Report |
| SPYD SPYD - SPDR S&P 500 High Dividend Portfolio ETF | Fund/ETF | $100K–$250K | High | Report |
| Fund 0 A Series of Comeback Capital, LP | Other | $100K–$250K | High | Report |
| UPRXX UBS Prime Reserves Funds (UPRXX) | Fund/ETF | $50K–$100K | High | Report |
| FEZ FEZ - Euro Stoxx 50 ETF SPDR | Fund/ETF | $50K–$100K | High | Report |
| SLYG SLYG - S&P Smallcap Growth ETF SPDR | Fund/ETF | $50K–$100K | High | Report |
| SLYV SLYV - S&P Smallcap Value ETF SPDR | Fund/ETF | $50K–$100K | High | Report |
| MDY MDY - S&P Midcap 400 SPDR | Fund/ETF | $50K–$100K | High | Report |
| XLU XLU - S&P 500 Utilities Sector SPDR | Fund/ETF | $50K–$100K | High | Report |
| SSBYX SSBYX - State Street Target Retirement 2030 Fund Class K | Fund/ETF | $15K–$50K | High | Report |
| Morgan Stanley Finance 6/21/27 | Other | $1K–$15K | High | Report |
| Barclays Bank PLC 2/16/28 | Other | $1K–$15K | High | Report |
| Royal Bank of Canada TARSS Int'l Basket 12/19/28 | Other | $1K–$15K | High | Report |
| GS Finance Corp. Trigger Autocallable Yield Note 10/26/2028 | Other | $1K–$15K | High | Report |
| Canadian Imperial Bank of Commerce Autocallable Contingent Y | Other | $1K–$15K | High | Report |
| BofA Finance LLC Trigger Autocallable Contingent Yield Notes | Other | $1K–$15K | High | Report |
| UBS | Cash | $1K–$15K | High | Report |
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.