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Congress trades · Members · Holdings

Rep. George Whitesides D-CA27

Estimated current holdings · House. ← Back to the member's trades and hit rate
Based on a new-filer report (latest report is a paper scan; using the previous electronic one) plus later trades.

Base report: new filer report (8/13/2025) (latest report is a paper scan; using the previous electronic one) · (no PTR trades after report date)

Estimated total: $17.8M–$52.4M across 98 positions.

Based on the new filer report (8/13/2025) (latest report is a paper scan; using the previous electronic one) and trades reported after it, Rep. George Whitesides holds an estimated 98 positions worth $17.8M–$52.4M in total. The largest estimated holding is AGTHX ($1M–$5M). Disclosures give value ranges, not exact amounts, so treat this as a rough estimate for education, not investment advice.

AssetTypeEstimated rangeConfidenceCame from
AGTHX GTW General UBS ⇒ The Growth Fund of America Class A Shares Fund/ETF$1M–$5MMediumReport
GTW General UBS ⇒ UBS SELECT TREASURY INSTITUTIONAL FUNDCash$1M–$5MMediumReport
AWSHX GTW General UBS ⇒ Washington Mutual Invs Fd Cl A Shs (AWSHX)Fund/ETF$1M–$5MMediumReport
USMTX Hummingbird Circle Trust ⇒ JPMorgan Ultra-Short Municipal FuFund/ETF$1M–$5MMediumReport
Osprey Circle LLC ⇒ Atreides Foundation Fund, LPPrivate fund$1M–$5MMediumReport
FRDPX GTW General UBS ⇒ Franklin Managed Trust Rising Dividends FuFund/ETF$500K–$1MMediumReport
MSFT GTW Stock Account UBS ⇒ Microsoft Corporation - Common StockStock$500K–$1MMediumReport
Hummingbird Circle Trust ⇒ Federated Treasury ObligationsCash$500K–$1MMediumReport
ESGV Hummingbird Circle Trust ⇒ Vanguard ESG U.S. Stock ETF (ESGVFund/ETF$500K–$1MMediumReport
VEU Loretta Whitesides Vanguard UBS ⇒ Vanguard FTSE All World ExFund/ETF$500K–$1MMediumReport
VUG Loretta Whitesides Vanguard UBS ⇒ Vanguard Growth ETF (VUG)Fund/ETF$500K–$1MMediumReport
MGK Loretta Whitesides Vanguard UBS ⇒ Vanguard Mega Cap Growth EFund/ETF$500K–$1MMediumReport
Osprey Circle LLC ⇒ Hawk Ridge Partners II LPPrivate fund$500K–$1MMediumReport
Osprey Circle LLC ⇒ Pomona Investment FundPrivate fund$500K–$1MMediumReport
Osprey Circle LLC ⇒ Summit PartnersPrivate fund$500K–$1MMediumReport
QQQ Hummingbird Circle Trust ⇒ Invesco QQQ Trust, Series 1 (QQQ)Fund/ETF$350K–$750KMediumReport
QUAL Hummingbird Circle Trust ⇒ iShares MSCI USA Quality Factor EFund/ETF$350K–$750KMediumReport
VOO George Whitesides IRA ⇒ Vanguard S&P 500 ETF (VOO)Fund/ETF$300K–$600KMediumReport
SPHQ Hummingbird Circle Trust ⇒ Invesco S&P 500 Quality ETF (SPHQFund/ETF$300K–$600KMediumReport
INVA Loretta Whitesides Individual ⇒ Innoviva, Inc. - Common StocStock$300K–$600KMediumReport
529 College Savings Plan - GW UBS ⇒ College America 529 2027529 Plan$250K–$500KMediumReport
529 College Savings Plan - MW UBS ⇒ College America 529 2030529 Plan$250K–$500KMediumReport
VWO Loretta Whitesides Vanguard UBS ⇒ Vanguard FTSE Emerging MarFund/ETF$250K–$500KMediumReport
VYM Loretta Whitesides Vanguard UBS ⇒ Vanguard High Dividend YieFund/ETF$250K–$500KMediumReport
MGV Loretta Whitesides Vanguard UBS ⇒ Vanguard Mega Cap Value ETFund/ETF$250K–$500KMediumReport
VOT Loretta Whitesides Vanguard UBS ⇒ Vanguard Mid-Cap Growth ETFund/ETF$250K–$500KMediumReport
VOE Loretta Whitesides Vanguard UBS ⇒ Vanguard Mid-Cap Value ETFFund/ETF$250K–$500KMediumReport
VTV Loretta Whitesides Vanguard UBS ⇒ Vanguard Value ETF (VTV)Fund/ETF$250K–$500KMediumReport
Osprey Circle LLC ⇒ Bridge Inv Group - Workforce Housing II Private fund$250K–$500KMediumReport
Osprey Circle LLC ⇒ NB Secondary Opportunities Fund V LPPrivate fund$250K–$500KMediumReport
RSP Hummingbird Circle Trust ⇒ Invesco S&P 500 Equal Weight ETF Fund/ETF$115K–$300KMediumReport
XLK Hummingbird Circle Trust ⇒ SPDR Select Sector Fund - TechnolFund/ETF$115K–$300KMediumReport
Cormorant Nest LLC ⇒ Free Wilbur LLCPrivate fund$100K–$250KMediumReport
Cormorant Nest LLC ⇒ Nikola VenusPrivate fund$100K–$250KMediumReport
HD GTW Stock Account UBS ⇒ Home Depot, Inc. (HD)Stock$100K–$250KMediumReport
IBB GTW Stock Account UBS ⇒ iShares Biotechnology ETF (IBB)Fund/ETF$100K–$250KMediumReport
JNJ GTW Stock Account UBS ⇒ Johnson & Johnson Common Stock (JNJ)Stock$100K–$250KMediumReport
LIN GTW Stock Account UBS ⇒ Linde plc - Ordinary Shares (LIN)Stock$100K–$250KMediumReport
LMT GTW Stock Account UBS ⇒ Lockheed Martin Corporation Common SStock$100K–$250KMediumReport
MMC GTW Stock Account UBS ⇒ Marsh & McLennan Companies, Inc. ComStock$100K–$250KMediumReport
MCD GTW Stock Account UBS ⇒ McDonald's Corporation Common Stock Stock$100K–$250KMediumReport
PG GTW Stock Account UBS ⇒ Procter & Gamble Company (PG)Stock$100K–$250KMediumReport
RSG GTW Stock Account UBS ⇒ Republic Services, Inc. Common StockStock$100K–$250KMediumReport
RCL GTW Stock Account UBS ⇒ Royal Caribbean Cruises Ltd. Common Stock$100K–$250KMediumReport
GTW Stock Account UBS ⇒ UBS SELECT TREASURY INSTITUTIONAL FUCash$100K–$250KMediumReport
NFLX Hummingbird Circle Trust ⇒ Netflix, Inc. - Common Stock (NFLStock$100K–$250KMediumReport
PL Hummingbird Circle Trust ⇒ Planet Labs PBC Class A Common StStock$100K–$250KMediumReport
Loretta Whitesides Individual ⇒ Redwood Credit Union CheckinCash$100K–$250KMediumReport
Loretta Whitesides Vanguard UBS ⇒ UBS Insured Sweep PrgmCash$100K–$250KMediumReport
VSS Loretta Whitesides Vanguard UBS ⇒ Vanguard FTSE All-Wld ex-UFund/ETF$100K–$250KMediumReport
VBK Loretta Whitesides Vanguard UBS ⇒ Vanguard Small-Cap Growth Fund/ETF$100K–$250KMediumReport
VBR Loretta Whitesides Vanguard UBS ⇒ Vanguard Small-Cap Value EFund/ETF$100K–$250KMediumReport
Osprey Circle LLC ⇒ Foresite Capital Management VI LLCPrivate fund$100K–$250KMediumReport
IJH Hummingbird Circle Trust ⇒ iShares Core S&P Mid-Cap ETF (IJHFund/ETF$65K–$150KMediumReport
IJR Hummingbird Circle Trust ⇒ iShares Core S&P Small-Cap ETF (IFund/ETF$65K–$150KMediumReport
IWD Hummingbird Circle Trust ⇒ iShares Russell 1000 Value ETF (IFund/ETF$65K–$150KMediumReport
XLV Hummingbird Circle Trust ⇒ SPDR Select Sector Fund - Health Fund/ETF$51K–$115KMediumReport
Checking Account - Bank of America ⇒ CashCash$50K–$100KMediumReport
Checking Account - E*Trade ⇒ CashCash$50K–$100KMediumReport
CB GTW Stock Account UBS ⇒ Chubb Limited Common Stock (CB)Stock$50K–$100KMediumReport
KO GTW Stock Account UBS ⇒ Coca-Cola Company (KO)Stock$50K–$100KMediumReport
CMCSA GTW Stock Account UBS ⇒ Comcast Corporation - Class A CommonStock$50K–$100KMediumReport
DEO GTW Stock Account UBS ⇒ Diageo plc Common Stock (DEO)Stock$50K–$100KMediumReport
JPM GTW Stock Account UBS ⇒ JP Morgan Chase & Co. Common Stock (Stock$50K–$100KMediumReport
MDT GTW Stock Account UBS ⇒ Medtronic plc. Ordinary Shares (MDT)Stock$50K–$100KMediumReport
NEE GTW Stock Account UBS ⇒ NextEra Energy, Inc. Common Stock (NStock$50K–$100KMediumReport
NVS GTW Stock Account UBS ⇒ Novartis AG Common Stock (NVS)Stock$50K–$100KMediumReport
ROK GTW Stock Account UBS ⇒ Rockwell Automation, Inc. Common StoStock$50K–$100KMediumReport
TXN GTW Stock Account UBS ⇒ Texas Instruments Incorporated - ComStock$50K–$100KMediumReport
UNP GTW Stock Account UBS ⇒ Union Pacific Corporation Common StoStock$50K–$100KMediumReport
SMH Hummingbird Circle Trust ⇒ VanEck Semiconductor ETF (SMH)Fund/ETF$50K–$100KMediumReport
VIG Hummingbird Circle Trust ⇒ Vanguard Div Appreciation ETF (VIFund/ETF$50K–$100KMediumReport
GBP Loretta Whitesides Direct Investments ⇒ Space Forge (GBP)Private fund$50K–$100KMediumReport
AVUV George Whitesides IRA ⇒ Avantis U.S. Small Cap Value ETF (AVFund/ETF$16K–$65KMediumReport
COWZ Hummingbird Circle Trust ⇒ Pacer US Cash Cows 100 ETF (COWZ)Fund/ETF$16K–$65KMediumReport
XLI Hummingbird Circle Trust ⇒ SPDR Select Sector Fund - IndustrFund/ETF$16K–$65KMediumReport
529 College Savings Plan - GW UBS ⇒ College America 529 2027529 Plan$15K–$50KMediumReport
529 College Savings Plan - MW UBS ⇒ College America 529 2030529 Plan$15K–$50KMediumReport
SRLN George Whitesides IRA ⇒ SPDR Blackstone Senior Loan ETF (SRLFund/ETF$15K–$50KMediumReport
TBPH GTW General UBS ⇒ Theravance Biopharma, Inc. - Ordinary SharStock$15K–$50KMediumReport
VTIVX GTW General UBS ⇒ Vanguard Target Retirement 2045 Fund (VTIVFund/ETF$15K–$50KMediumReport
AEP GTW Stock Account UBS ⇒ American Electric Power Company, IncStock$15K–$50KMediumReport
BAC GTW Stock Account UBS ⇒ Bank of America Corporation Common SStock$15K–$50KMediumReport
C GTW Stock Account UBS ⇒ Citigroup, Inc. Common Stock (C)Stock$15K–$50KMediumReport
INTC GTW Stock Account UBS ⇒ Intel Corporation - Common Stock (INStock$15K–$50KMediumReport
RTX GTW Stock Account UBS ⇒ RTX Corporation Common Stock (RTX)Stock$15K–$50KMediumReport
V GTW Stock Account UBS ⇒ Visa Inc. (V)Stock$15K–$50KMediumReport
DIS GTW Stock Account UBS ⇒ Walt Disney Company (DIS)Stock$15K–$50KMediumReport
Hummingbird Circle Trust ⇒ Money Market Fund Fdic RfimCash$15K–$50KMediumReport
WCMIX Hummingbird Circle Trust ⇒ WCM Focused International Growth Fund/ETF$15K–$50KMediumReport
USD Osprey Circle LLC ⇒ Celestial Citizen (USD)Private fund$15K–$50KMediumReport
DBLFX George Whitesides IRA ⇒ DoubleLine Core Fixed Income Fund ClFund/ETF$1K–$15KMediumReport
MQGIX George Whitesides IRA ⇒ MFS International Growth Fund - ClasFund/ETF$1K–$15KMediumReport
George Whitesides IRA ⇒ Money Market Fund Fdic RfimCash$1K–$15KMediumReport
SPCE GTW General UBS ⇒ Virgin Galactic Holdings, Inc. Common StocStock$1K–$15KMediumReport
SDZNY GTW Stock Account UBS ⇒ SANDOZ GROUP AG S/ADR (SDZNY)Stock$1K–$15KMediumReport
GTW Stock Account UBS ⇒ UBS Insured Sweep ProgramCash$1K–$15KMediumReport
Hummingbird Circle Trust ⇒ USD CashCash$1K–$15KMediumReport
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.