David P. Joyce Estimated Holdings (2026)

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

Estimated total: $4.8M–open-ended (some lines have no upper bound) across 82 positions.

Based on the annual report CY2025 and trades reported after it, Rep. David P. Joyce holds an estimated 82 positions worth $4.8M–open-ended (some lines have no upper bound) in total. The largest estimated holding is IWF ($400K–$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
IWF David P. Joyce QSST Trust ⇒ iShares Russell 1000 Growth ETF	Stock	$400K–$1M	High	Report
VCSH David P. Joyce Trust ⇒ Vanguard Short-Term Corporate Bond ET	Stock	$230K–$600K	High	Report
David P. Joyce QSST Trust ⇒ Fidelity Limited Term Municipal	Fund/ETF	$200K–$500K	High	Report
David P. Joyce Trust ⇒ ABMIX AMG Manager Fair Pointe Midcap	Fund/ETF	$200K–$500K	High	Report
David P. Joyce Trust ⇒ Aston/Fairpointe Mid Cap I Fund	Fund/ETF	$200K–$500K	High	Report
David P. Joyce Trust ⇒ FFRHX Fidelity Floating Rate High Inc	Bond	$200K–$500K	High	Report
David P. Joyce Trust ⇒ Fidelity Limited Term Municipal Incom	Fund/ETF	$200K–$500K	High	Report
David P. Joyce Trust ⇒ MAI MANAGED	Fund/ETF	$200K–$500K	High	Report
David P. Joyce Trust ⇒ OPPENHEIMER DEVELOPING MARKETS	Fund/ETF	$200K–$500K	High	Report
David P. Joyce Trust ⇒ VANGUARD WINDSOR	Fund/ETF	$200K–$500K	High	Report
DPJ & KAJ joint account ⇒ SPY Spyder S&P 500 ETF Trust	Fund/ETF	$200K–$500K	High	Report
MDY Rita M. Joyce IRA ⇒ SPDR MidCap Trust Series I (MDY)	Stock	$132K–$330K	High	Report
EFA DPJ & KAJ joint account ⇒ iShares MSCI EAFE ETF (EFA)	Stock	$90K–$300K	High	Report
KBE David P. Joyce QSST Trust ⇒ SPDR S&P Bank ETF (KBE)	Stock	$62K–$230K	High	Report
David P. Joyce QSST Trust ⇒ ATSIX AMG GW&K US Small Cap Grow	Fund/ETF	$100K–$200K	High	Report
David P. Joyce QSST Trust ⇒ FDRXX Fidelity Government Cash R	Bond	$100K–$200K	High	Report
David P. Joyce Trust ⇒ 40054L2M5 GS FinCorp zero Coupon 9/25	Bond	$100K–$200K	High	Report
David P. Joyce Trust ⇒ FDRXX Fidelity Government Cash Reserv	Bond	$100K–$200K	High	Report
David P. Joyce Trust ⇒ GS S&P 500 Buffered Equity Fund	Fund/ETF	$100K–$200K	High	Report
XLK David P. Joyce Trust ⇒ SPDR Select Sector Fund - Technology	Stock	$100K–$200K	High	Report
DPJ & KAJ joint account ⇒ MDY Spyder S&P 400 Mid Cap Fund	Fund/ETF	$100K–$200K	High	Report
Kelly A. Joyce IRA ⇒ Fidelity Freedom 2030	Fund/ETF	$100K–$200K	High	Report
Kelly A. Joyce UH 401k ⇒ Vanguard Target Retirement 2030	Fund/ETF	$100K–$200K	High	Report
EEM Rita M. Joyce IRA ⇒ iShares MSCI Emerging Index Fund (EEM)	Stock	$100K–$200K	High	Report
PCY David P. Joyce Trust ⇒ Invesco Emerging Markets Sovereign De	Stock	$60K–$200K	High	Report
PKB David P. Joyce QSST Trust ⇒ Invesco Dynamic Building & Const	Stock	$32K–$130K	High	Report
GBDC David P. Joyce QSST Trust ⇒ Golub Capital BDC, Inc. (GBDC)	Stock	$30K–$100K	High	Report
IWM David P. Joyce QSST Trust ⇒ iShares Russell 2000 ETF (IWM)	Stock	$30K–$100K	High	Report
David P. Joyce QSST Trust ⇒ ODVYX Oppenheimer Developing Mar	Fund/ETF	$30K–$100K	High	Report
VUG David P. Joyce Trust ⇒ Vanguard Growth ETF - DNQ (VUG)	Stock	$30K–$100K	High	Report
VTV David P. Joyce Trust ⇒ Vanguard Value ETF - DNQ (VTV)	Stock	$30K–$100K	High	Report
DPJ & KAJ joint account ⇒ EFA Shares MSCI EAFE Index Fund	Fund/ETF	$30K–$100K	High	Report
DPJ & KAJ joint account ⇒ FDRXX Fidelity Government Cash Res	Cash	$30K–$100K	High	Report
DPJ & KAJ joint account ⇒ IWM Shares Russell 2000 ETF	Fund/ETF	$30K–$100K	High	Report
DPJ & KAJ joint account ⇒ MLPI UBS AG Jersey BRH	Fund/ETF	$30K–$100K	High	Report
VEA DPJ & KAJ joint account ⇒ Vanguard FTSE Developed Markets ET	Stock	$30K–$100K	High	Report
DPJ & KAJ joint account ⇒ VWO Vanguard International Index F	Fund/ETF	$30K–$100K	High	Report
Rita M. Joyce IRA ⇒ FDRXX Fidelity government cash reserves	Fund/ETF	$30K–$100K	High	Report
Rita M. Joyce IRA ⇒ FFRHX Fidelity Floating Rate High Income	Fund/ETF	$30K–$100K	High	Report
IWN Rita M. Joyce IRA ⇒ iShares Russell 2000 Value ETF (IWN)	Stock	$30K–$100K	High	Report
JNK Rita M. Joyce IRA ⇒ SPDR Bloomberg Barclays High Yield Bond	Stock	$30K–$100K	High	Report
ADBE Rollover ⇒ Adobe Systems Incorporated (ADBE)	Stock	$30K–$100K	High	Report
GOOG Rollover ⇒ Alphabet Inc. - Class C Capital Stock (GOOG)	Stock	$30K–$100K	High	Report
AMT Rollover ⇒ American Tower Corporation (AMT)	Stock	$30K–$100K	High	Report
AME Rollover ⇒ AMETEK, Inc. (AME)	Stock	$30K–$100K	High	Report
AAPL Rollover ⇒ Apple Inc. (AAPL)	Stock	$30K–$100K	High	Report
Rollover ⇒ BKRB Berkshire Hathaway Inc.	Fund/ETF	$30K–$100K	High	Report
BLK Rollover ⇒ BlackRock, Inc. (BLK)	Stock	$30K–$100K	High	Report
BA Rollover ⇒ Boeing Company (BA)	Stock	$30K–$100K	High	Report
C Rollover ⇒ Citigroup, Inc. (C)	Stock	$30K–$100K	High	Report
CMCSA Rollover ⇒ Comcast Corporation - Class A (CMCSA)	Stock	$30K–$100K	High	Report
COST Rollover ⇒ Costco Wholesale Corporation (COST)	Stock	$30K–$100K	High	Report
GE Rollover ⇒ General Electric Company (GE)	Stock	$30K–$100K	High	Report
ICE Rollover ⇒ Intercontinental Exchange Inc. (ICE)	Stock	$30K–$100K	High	Report
JNJ Rollover ⇒ Johnson & Johnson (JNJ)	Stock	$30K–$100K	High	Report
Rollover ⇒ JP Morgan Chase & Co.	Fund/ETF	$30K–$100K	High	Report
PCLN Rollover ⇒ The Priceline Group Inc. (PCLN)	Stock	$30K–$100K	High	Report
V Rollover ⇒ Visa Inc. (V)	Stock	$30K–$100K	High	Report
QQQ David P. Joyce QSST Trust ⇒ Invesco QQQ Trust, Series 1 (QQQ	Stock	$6K–$90K	High	Report
David P. Joyce QSST Trust ⇒ FFRHX Fidelity Floating Rate Hig	Bond	$2K–$30K	High	Report
David P. Joyce QSST Trust ⇒ Fidelity High Income Fund	Fund/ETF	$2K–$30K	High	Report
IWS David P. Joyce Trust ⇒ iShares Russell Mid-cap Value ETF (IW	Stock	$2K–$30K	High	Report
IWP David P. Joyce Trust ⇒ iShares Russell Midcap Growth ETF (IW	Stock	$2K–$30K	High	Report
GUR David P. Joyce Trust ⇒ SPDR S&P Emerging Europe ETF (GUR)	Stock	$2K–$30K	High	Report
XLI David P. Joyce Trust ⇒ SPDR Select Sector Fund - Industrial	Stock	$2K–$30K	High	Report
VIG David P. Joyce Trust ⇒ Vanguard Div Appreciation ETF - DNQ (	Stock	$2K–$30K	High	Report
VBK David P. Joyce Trust ⇒ Vanguard Small-Cap Growth ETF - DNQ (	Stock	$2K–$30K	High	Report
VBR David P. Joyce Trust ⇒ Vanguard Small-Cap Value ETF - DNQ (V	Stock	$2K–$30K	High	Report
DPJ & KAJ joint account ⇒ QQQ Powershares QQQ Fund	Fund/ETF	$2K–$30K	High	Report
DPJ & KAJ joint account ⇒ SCZ Ishares EAFE Small Cap ETF	Fund/ETF	$2K–$30K	High	Report
MLPI DPJ & KAJ joint account ⇒ UBS AG ETN (MLPI)	Stock	$2K–$30K	High	Report
DBEF DPJ & KAJ joint account ⇒ Xtrackers MSCI EAFE Hedged Equity	Stock	$2K–$30K	High	Report
AMZN Rollover ⇒ Amazon.com, Inc. (AMZN)	Stock	$2K–$30K	High	Report
CTSH Rollover ⇒ Cognizant Technology Solutions Corporation - Clas	Stock	$2K–$30K	High	Report
DVMT Rollover ⇒ Dell Technologies Inc. Class V (DVMT)	Stock	$2K–$30K	High	Report
KMI Rollover ⇒ Kinder Morgan, Inc. (KMI)	Stock	$2K–$30K	High	Report
NKE Rollover ⇒ Nike, Inc. (NKE)	Stock	$2K–$30K	High	Report
PG Rollover ⇒ Procter & Gamble Company (PG)	Stock	$2K–$30K	High	Report
TRP Rollover ⇒ TransCanada Corporation (TRP)	Stock	$2K–$30K	High	Report
UPS Rollover ⇒ United Parcel Service, Inc. (UPS)	Stock	$2K–$30K	High	Report
UNH Rollover ⇒ UnitedHealth Group Incorporated Common Stock (UNH	Stock	$2K–$30K	High	Report
DPJ & KAJ joint account ⇒ Ohio Public Employee Retirement Sy	Pension	$0–open-ended	Low	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.

Rep. David P. Joyce R-OH14