“...pleasure and pain, they come and go and don't last... bear them patiently”—Gita
Base report: annual report CY2025 · trades through 2026-08-12 · later PTRs: 1 2 3 4 5 6
Estimated total: $1.2M–$3.4M across 38 positions.
Based on the annual report CY2025 and trades reported after it, Rep. Byron Donalds holds an estimated 38 positions worth $1.2M–$3.4M in total. The largest estimated holding is Onesto, LLC ⇒ OptimaEd, Inc. ($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 |
|---|---|---|---|---|
| Onesto, LLC ⇒ OptimaEd, Inc. | Private | $500K–$1M | High | Report |
| Onesto, LLC ⇒ Optima Management Services, LLC | Private | $250K–$500K | High | Report |
| Onesto, LLC ⇒ Optima Management Services, LLC ⇒ Dewalt Impac | Private | $250K–$500K | High | Report |
| TLXIX Optima Ed, Inc 401k ⇒ Nuveen Lifecycle Index 2045 Fund R6 (T | Fund/ETF | $100K–$250K | High | Report |
| Alto IRA ⇒ Bitcoin (CRYPTO:BTC) | Other | $50K–$100K | High | Report |
| PH Moran Wealth IRA ⇒ Parker-Hannifin Corporation (PH) | Stock | $0–$62K | Medium | Report |
| NFLX Netflix, Inc. - Common Stock (NFLX) | Stock | $4K–$60K | Medium | Later trade |
| ZTS Moran Wealth IRA ⇒ Zoetis Inc. Class A (ZTS) | Stock | $4K–$60K | Medium | Report |
| Florida Retirement System (ED) ⇒ FRS 2045 Retirement Fund | Pension | $15K–$50K | High | Report |
| NOW ServiceNow, Inc. Common Stock (NOW) | Stock | $2K–$30K | Medium | Later trade |
| PYPL PayPal Holdings, Inc. - Common Stock (PYPL) | Stock | $2K–$30K | Medium | Later trade |
| LLY Eli Lilly and Company Common Stock (LLY) | Stock | $2K–$30K | Medium | Later trade |
| MRVL Marvell Technology, Inc. - Common Stock (MRVL) | Stock | $2K–$30K | Medium | Later trade |
| GOOG Moran Wealth IRA ⇒ Alphabet Inc. - Class C Capital Stock (GO | Stock | $2K–$30K | High | Report |
| AMZN Moran Wealth IRA ⇒ Amazon.com, Inc. - Common Stock (AMZN) | Stock | $2K–$30K | High | Report |
| APH Moran Wealth IRA ⇒ Amphenol Corporation Common Stock (APH) | Stock | $2K–$30K | High | Report |
| ANET Moran Wealth IRA ⇒ Arista Networks, Inc. Common Stock (ANET) | Stock | $2K–$30K | High | Report |
| ADSK Moran Wealth IRA ⇒ Autodesk, Inc. - Common Stock (ADSK) | Stock | $2K–$30K | High | Report |
| AVGO Moran Wealth IRA ⇒ Broadcom Inc. - Common Stock (AVGO) | Stock | $2K–$30K | High | Report |
| CCL Moran Wealth IRA ⇒ Carnival Corporation Ltd. Common Shares ( | Stock | $2K–$30K | High | Report |
| Moran Wealth IRA ⇒ Cash | Cash | $2K–$30K | High | Report |
| FIX Moran Wealth IRA ⇒ Comfort Systems USA, Inc. Common Stock (F | Stock | $2K–$30K | High | Report |
| FTNT Moran Wealth IRA ⇒ Fortinet, Inc. - Common Stock (FTNT) | Stock | $2K–$30K | High | Report |
| IDXX Moran Wealth IRA ⇒ IDEXX Laboratories, Inc. - Common Stock ( | Stock | $2K–$30K | High | Report |
| LRCX Moran Wealth IRA ⇒ Lam Research Corporation - Common Stock ( | Stock | $2K–$30K | High | Report |
| MA Moran Wealth IRA ⇒ Mastercard Incorporated (MA) | Stock | $2K–$30K | High | Report |
| MCK Moran Wealth IRA ⇒ McKesson Corporation Common Stock (MCK) | Stock | $2K–$30K | High | Report |
| META Moran Wealth IRA ⇒ Meta Platforms, Inc. - Class A Common Sto | Stock | $2K–$30K | High | Report |
| MSFT Moran Wealth IRA ⇒ Microsoft Corporation - Common Stock (MSF | Stock | $2K–$30K | High | Report |
| NVDA Moran Wealth IRA ⇒ NVIDIA Corporation - Common Stock (NVDA) | Stock | $2K–$30K | High | Report |
| PGR Moran Wealth IRA ⇒ Progressive Corporation (PGR) | Stock | $2K–$30K | High | Report |
| TW Moran Wealth IRA ⇒ Tradeweb Markets Inc. - Class A Common St | Stock | $2K–$30K | High | Report |
| TT Moran Wealth IRA ⇒ Trane Technologies plc (TT) | Stock | $2K–$30K | High | Report |
| V Moran Wealth IRA ⇒ Visa Inc. (V) | Stock | $2K–$30K | High | Report |
| CDNS Moran Wealth IRA ⇒ Cadence Design Systems, Inc. (CDNS) | Stock | $0–$28K | Medium | Report |
| MPWR Moran Wealth IRA ⇒ Monolithic Power Systems, Inc. (MPWR) | Stock | $0–$28K | Medium | Report |
| HWM Moran Wealth IRA ⇒ Howmet Aerospace Inc. (HWM) | Stock | $0–$27K | Medium | Report |
| Bitcoin (CRYPTO:BTC) | Stock | $1K–$15K | Medium | Later trade |
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.