“...pleasure and pain, they come and go and don't last... bear them patiently”—Gita
Base report: annual report CY2025 · trades through 2026-05-13 · later PTRs: 1 2 3
Estimated total: $5.5M–$27.2M across 32 positions.
Based on the annual report CY2025 and trades reported after it, Rep. Chip Roy holds an estimated 32 positions worth $5.5M–$27.2M in total. The largest estimated holding is AESI ($5M–$25.4M). 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 |
|---|---|---|---|---|
| AESI Atlas Energy Solutions Inc. Common Stock (AESI) | Stock | $5M–$25.4M | Medium | Report |
| Fidelity Education Account - NH Portfolio 2027 | Other | $100K–$250K | High | Report |
| Fidelity Education Account - NH Portfolio 2030 | Other | $100K–$250K | High | Report |
| Vanguard Cash Plus Account | Cash | $100K–$250K | High | Report |
| Vanguard Wellesley Income | Fund/ETF | $65K–$150K | High | Report |
| Frost Bank | Cash | $50K–$100K | High | Report |
| Vanguard Federal Money Market Fund | Fund/ETF | $16K–$65K | High | Report |
| IndexSelect Moderate 2045 Fund | Fund/ETF | $15K–$50K | High | Report |
| TRHDX T. Rowe Price Retirement 2040 Fund - I Class (TRHDX) | Fund/ETF | $15K–$50K | High | Report |
| Texas ERS | Pension | $15K–$50K | High | Report |
| VGPMX Vanguard Global Capital Cycles Fund Investor Shares (VGPMX) | Fund/ETF | $15K–$50K | High | Report |
| Vanguard High Dividend Yield | Fund/ETF | $15K–$50K | High | Report |
| Vanguard Short Term Investment Grade | Fund/ETF | $15K–$50K | High | Report |
| VGENX Vanguard Specialized Portfolios Energy Fund (VGENX) | Fund/ETF | $15K–$50K | High | Report |
| VDIGX Vanguard Specialized Portfolios, Vanguard Dividend Growth SP | Fund/ETF | $15K–$50K | High | Report |
| Vanguard Wellington Income | Fund/ETF | $15K–$50K | High | Report |
| Frost Bank Custodial Savings Account (Cash) | Cash | $2K–$30K | High | Report |
| GNMA Investor | Fund/ETF | $2K–$30K | High | Report |
| Vanguard Intermediate Term Investment Grade | Fund/ETF | $2K–$30K | High | Report |
| VFIAX Vanguard 500 Index Fd Admiral Shs (VFIAX) | Fund/ETF | $1K–$16K | High | Report |
| Bank of America | Cash | $1K–$15K | High | Report |
| US Senate Federal Credit Union | Cash | $1K–$15K | High | Report |
| Asset | Type | Estimated range | Confidence | Came from |
|---|---|---|---|---|
| Invesco OFi Portfolio Series Moderate Investor Fund | Fund/ETF | $1K–$15K | High | Report |
| Texa$aver 401(k) - BlackRock LifePath Index 2035 F | Other | $1K–$15K | High | Report |
| Texas County Retirement | Pension | $1K–$15K | High | Report |
| Vanguard Equity Income | Fund/ETF | $1K–$15K | High | Report |
| VEIPX Vanguard Equity Income Pt (VEIPX) | Fund/ETF | $1K–$15K | High | Report |
| VFSTX Vanguard Short-Term Investment Grade Fund Investor Shrs SP ( | Fund/ETF | $1K–$15K | High | Report |
| Vanguard SPDR Gold Trust | Fund/ETF | $1K–$15K | High | Report |
| VTTHX Vanguard Target Retirement 2035 Fund (VTTHX) | Fund/ETF | $1K–$15K | High | Report |
| VWINX Vanguard Wellesley Income Fund (VWINX) | Fund/ETF | $1K–$15K | High | Report |
| Vanguard Wellington Investor | Fund/ETF | $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.