David J. Taylor Estimated Holdings (2026)

Base report: amended annual report CY2025 · trades through 2026-10-15 · later PTRs: 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18

Estimated total: $1.1M–$3.8M across 57 positions.

Based on the amended annual report CY2025 and trades reported after it, Rep. David J. Taylor holds an estimated 57 positions worth $1.1M–$3.8M in total. The largest estimated holding is David Taylor Trust ⇒ Rental Property ($250K–$500K). 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
David Taylor Trust ⇒ Rental Property	Real estate	$250K–$500K	High	Report
SWTSX Dave's IRA @ Schwab (Abundance) ⇒ Schwab Total Stock Market	Fund/ETF	$100K–$250K	High	Report
David Taylor Trust ⇒ Taylor Asphalt Restoration	Other	$100K–$250K	High	Report
JPM Dave's IRA @ Schwab (Home Grown) ⇒ JP Morgan Chase & Co. Com	Stock	$68K–$195K	Medium	Report
T David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown)	Stock	$20K–$125K	Medium	Report
UNH Dave's IRA @ Schwab (Home Grown) ⇒ UnitedHealth Group Incorp	Stock	$31K–$115K	High	Report
PGR Dave's IRA @ Schwab (Home Grown) ⇒ Progressive Corporation (	Stock	$19K–$110K	Medium	Report
Blackrock 529 - Child 2 ⇒ BR Growth Portfolio Option A	529 Plan	$50K–$100K	High	Report
APDGX Dave's IRA @ Schwab (Abundance) ⇒ Artisan Global Value Fund	Fund/ETF	$50K–$100K	High	Report
FNPFX Dave's IRA @ Schwab (Abundance) ⇒ New Perspective Fund - Cla	Fund/ETF	$50K–$100K	High	Report
VXUS Dave's IRA @ Schwab (Abundance) ⇒ Vanguard Total Internation	Fund/ETF	$50K–$100K	High	Report
HD David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Manag	Stock	$6K–$90K	Medium	Report
RPM David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown)	Stock	$5K–$75K	Medium	Report
IBP Installed Building Products, Inc. Common Stock (IBP)	Stock	$5K–$75K	Medium	Later trade
PJP Dave's IRA @ Schwab (Home Grown) ⇒ Invesco Pharmaceuticals E	Fund/ETF	$16K–$65K	High	Report
RSPD Dave's IRA @ Schwab (Home Grown) ⇒ Invesco S&P 500 Equal Wei	Fund/ETF	$16K–$65K	High	Report
IHF Dave's IRA @ Schwab (Home Grown) ⇒ iShares U.S. Health Care	Fund/ETF	$16K–$65K	High	Report
ETN David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown)	Stock	$16K–$65K	High	Report
AEP David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown)	Stock	$4K–$60K	Medium	Report
MEDP Medpace Holdings, Inc. - Common Stock (MEDP)	Stock	$4K–$60K	Medium	Later trade
GOOGL Alphabet Inc. - Class A Common Stock (GOOGL)	Stock	$4K–$60K	Medium	Later trade
Blackrock 529 - Child 3 ⇒ BR Growth Portfolio Option A	529 Plan	$15K–$50K	High	Report
ARSIX Dave's IRA @ Schwab (Abundance) ⇒ AMG River Road Small Cap V	Fund/ETF	$15K–$50K	High	Report
BEXIX Dave's IRA @ Schwab (Abundance) ⇒ Baron Emerging Markets Fd	Fund/ETF	$15K–$50K	High	Report
CIBR Dave's IRA @ Schwab (Abundance) ⇒ First Trust NASDAQ Cyberse	Fund/ETF	$15K–$50K	High	Report
GSIMX Dave's IRA @ Schwab (Abundance) ⇒ Goldman Sachs GQG Partners	Fund/ETF	$15K–$50K	High	Report
GPRIX Dave's IRA @ Schwab (Abundance) ⇒ Grandeur Peak Global Reach	Fund/ETF	$15K–$50K	High	Report
RSPF Dave's IRA @ Schwab (Abundance) ⇒ Invesco S&P 500 Equal Weig	Fund/ETF	$15K–$50K	High	Report
PHSZX Dave's IRA @ Schwab (Abundance) ⇒ PGIM Jennison Health Scien	Fund/ETF	$15K–$50K	High	Report
MOAT Dave's IRA @ Schwab (Abundance) ⇒ VanEck Morningstar Wide Mo	Fund/ETF	$15K–$50K	High	Report
DEW Dave's IRA @ Schwab (Abundance) ⇒ WisdomTree Global High Div	Fund/ETF	$15K–$50K	High	Report
David Taylor Trust ⇒ 5/3 Bank Accounts	Cash	$15K–$50K	High	Report
David Taylor Trust ⇒ OPERS	Cash	$15K–$50K	High	Report
MSFT David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown)	Stock	$15K–$50K	High	Report
V David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown)	Stock	$15K–$50K	High	Report
NOC David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Manag	Stock	$15K–$50K	High	Report
XLE David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Manag	Fund/ETF	$15K–$50K	High	Report
PH Parker-Hannifin Corporation Common Stock (PH)	Stock	$3K–$45K	Medium	Later trade
KR Kroger Company (KR)	Stock	$3K–$45K	Medium	Later trade
AVGO Broadcom Inc. - Common Stock (AVGO)	Stock	$3K–$45K	Medium	Later trade
FITB Fifth Third Bancorp - Common Stock (FITB)	Stock	$2K–$30K	Medium	Later trade
PLD Prologis, Inc. Common Stock (PLD)	Stock	$2K–$30K	Medium	Later trade
David Taylor Trust ⇒ First State Bank Account	Cash	$1K–$15K	High	Report
David Taylor Trust ⇒ J.P. Morgan Chase bank Accounts	Cash	$1K–$15K	High	Report

13 small positions (each ≤ $15K), total $13K–$195K, 4 from later trades. Click to expand.

Asset	Type	Estimated range	Confidence	Came from
SJM David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown)	Stock	$1K–$15K	High	Report
AGCO David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Manag	Stock	$1K–$15K	High	Report
AFG David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Manag	Stock	$1K–$15K	High	Report
DTE David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Manag	Stock	$1K–$15K	High	Report
GL David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Manag	Stock	$1K–$15K	High	Report
NI David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Manag	Stock	$1K–$15K	High	Report
PNC David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Manag	Stock	$1K–$15K	High	Report
PPG David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Manag	Stock	$1K–$15K	High	Report
TKR David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Manag	Stock	$1K–$15K	High	Report
LLY Eli Lilly and Company Common Stock (LLY)	Stock	$1K–$15K	Medium	Later trade
CVX Chevron Corporation Common Stock (CVX)	Stock	$1K–$15K	Medium	Later trade
AMGN Amgen Inc. - Common Stock (AMGN)	Stock	$1K–$15K	Medium	Later trade
LRCX Lam Research Corporation - Common Stock (LRCX)	Stock	$1K–$15K	Medium	Later trade

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.

Rep. David J. Taylor R-OH02