David Rouzer Estimated Holdings (2026)

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

Estimated total: $441K–open-ended (some lines have no upper bound) across 34 positions.

Based on the annual report CY2025 and trades reported after it, Rep. David Rouzer holds an estimated 34 positions worth $441K–open-ended (some lines have no upper bound) in total. The largest estimated holding is Charles Schwab & Company Inc. ⇒ T Rowe Price Blue Chip Growt ($100K–$250K). 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
Charles Schwab & Company Inc. ⇒ T Rowe Price Blue Chip Growt	Fund/ETF	$100K–$250K	High	Report
Charles Schwab & Company Inc. ⇒ DODGE & COX STOCK	Fund/ETF	$50K–$100K	High	Report
VIMCX Charles Schwab & Company Inc. ⇒ Virtus KAR Mid-Cap Core Fund	Fund/ETF	$50K–$100K	High	Report
GLD Charles Schwab & Company Inc. ⇒ SPDR Gold Trust (GLD)	Fund/ETF	$16K–$65K	High	Report
XLK Charles Schwab & Company Inc. ⇒ SPDR Select Sector Fund - Te	Fund/ETF	$16K–$65K	High	Report
Charles Schwab & Company Inc. ⇒ Eaton Vance Short Duration S	Fund/ETF	$15K–$50K	High	Report
Charles Schwab & Company Inc. ⇒ Eaton Vance Tax-Managed Glob	Fund/ETF	$15K–$50K	High	Report
Charles Schwab & Company Inc. ⇒ FIRST EAGLE GLOBAL CLASS I	Fund/ETF	$15K–$50K	High	Report
FXH Charles Schwab & Company Inc. ⇒ First Trust Health Care Alph	Fund/ETF	$15K–$50K	High	Report
LMBS Charles Schwab & Company Inc. ⇒ First Trust Low Duration Opp	Fund/ETF	$15K–$50K	High	Report
Charles Schwab & Company Inc. ⇒ First Trust Value Line Divid	Fund/ETF	$15K–$50K	High	Report
Charles Schwab & Company Inc. ⇒ ISHARES CORE HIGH DIVIDEND	Fund/ETF	$15K–$50K	High	Report
Charles Schwab & Company Inc. ⇒ ISHARES TRUST CORE DIVID GWT	Fund/ETF	$15K–$50K	High	Report
Charles Schwab & Company Inc. ⇒ MFS INTERNATIONAL DIVERSIFIC	Fund/ETF	$15K–$50K	High	Report
COWZ Charles Schwab & Company Inc. ⇒ Pacer US Cash Cows 100 ETF (	Fund/ETF	$15K–$50K	High	Report
PRWCX Charles Schwab & Company Inc. ⇒ T. Rowe Price Capital Apprec	Fund/ETF	$15K–$50K	High	Report
AMD Interactive Brokers LLC ⇒ Advanced Micro Devices, Inc. (AMD)	Stock	$15K–$50K	High	Report
NVDA Interactive Brokers LLC ⇒ NVIDIA Corporation (NVDA)	Stock	$15K–$50K	High	Report
Charles Schwab & Company Inc. ⇒ Bank Deposit Sweep Program	Cash	$1K–$15K	High	Report
Charles Schwab & Company Inc. ⇒ Schwab Prime Advantage Money	Cash	$1K–$15K	High	Report
Goldman Sachs Bank ⇒ Marcus Savings Account	Cash	$1K–$15K	High	Report
Interactive Brokers LLC ⇒ CASH	Cash	$1K–$15K	High	Report
State of NC Defined Benefit Retirement Plan ⇒ Teachers & Sta	Pension	$0–open-ended	Low	Report

11 small positions (each ≤ $15K), total $10K–$151K, 0 from later trades. Click to expand.

Asset	Type	Estimated range	Confidence	Came from
TFGYX Charles Schwab & Company Inc. ⇒ American Beacon TwentyFour S	Fund/ETF	$1K–$15K	High	Report
MBXIX Charles Schwab & Company Inc. ⇒ Catalyst/Millburn Hedge Stra	Fund/ETF	$1K–$15K	High	Report
Charles Schwab & Company Inc. ⇒ First Tr Morningstar Dividen	Fund/ETF	$1K–$15K	High	Report
Charles Schwab & Company Inc. ⇒ ISHARES RUSSELL 1000 INDEX F	Fund/ETF	$1K–$15K	High	Report
IHI Charles Schwab & Company Inc. ⇒ iShares U.S. Medical Devices	Fund/ETF	$1K–$15K	High	Report
XLF Charles Schwab & Company Inc. ⇒ SPDR Select Sector Fund - Fi	Fund/ETF	$1K–$15K	High	Report
BRK.B Interactive Brokers LLC ⇒ Berkshire Hathaway Inc. New Common	Stock	$1K–$15K	High	Report
MA Interactive Brokers LLC ⇒ Mastercard Incorporated (MA)	Stock	$1K–$15K	High	Report
RTX Interactive Brokers LLC ⇒ RTX Corporation Common Stock (RTX)	Stock	$1K–$15K	High	Report
V Interactive Brokers LLC ⇒ Visa Inc. (V)	Stock	$1K–$15K	High	Report
VZ Interactive Brokers LLC ⇒ Verizon Communications Inc. (VZ)	Stock	$1–$1K	High	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 Rouzer R-NC07