“...pleasure and pain, they come and go and don't last... bear them patiently”—Gita
Base report: annual report CY2025 · trades through 2026-09-30 · later PTRs: 1 2 3 4
Estimated total: $3.5M–$11M across 51 positions.
Based on the annual report CY2025 and trades reported after it, Rep. Lisa C. McClain holds an estimated 51 positions worth $3.5M–$11M in total. The largest estimated holding is Hantz Group ($1M–$5M). 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 |
|---|---|---|---|---|
| Hantz Group | Stock | $1M–$5M | High | Report |
| Prudential IRA ⇒ MFS Value Series Service Class | Annuity | $500K–$1M | High | Report |
| Nationwide Variable Universal Life | Other | $250K–$500K | High | Report |
| IVV Charles Schwab Brokerage Account 595 ⇒ iShares Core S&P 500 | Fund/ETF | $250K–$500K | High | Report |
| Credit Union One | Cash | $100K–$250K | High | Report |
| SpaceX Stock | Other | $100K–$250K | High | Report |
| NVDA Charles Schwab 401K (Hantz) ⇒ Schwab 824 ⇒ NVIDIA Corporatio | Stock | $100K–$250K | High | Report |
| PLTR Charles Schwab 401K (Hantz) ⇒ Schwab 824 ⇒ Palantir Technolo | Stock | $100K–$250K | High | Report |
| IEFA Charles Schwab Brokerage Account 595 ⇒ iShares Core MSCI EAF | Fund/ETF | $100K–$250K | High | Report |
| IVOO Charles Schwab Brokerage Account 595 ⇒ Vanguard S&P Mid-Cap | Fund/ETF | $100K–$250K | High | Report |
| BBAI Charles Schwab 401K (Hantz) ⇒ Schwab 824 ⇒ BigBear.ai, Inc. | Stock | $31K–$115K | Medium | Report |
| Charles Schwab 401K (Hantz) ⇒ CIT Polen International | Other | $50K–$100K | High | Report |
| SOPAX Charles Schwab 401K (Hantz) ⇒ ClearBridge Dividend Strategy | Fund/ETF | $50K–$100K | High | Report |
| SBLGX Charles Schwab 401K (Hantz) ⇒ ClearBridge Large Cap Growth F | Fund/ETF | $50K–$100K | High | Report |
| SWPPX Charles Schwab 401K (Hantz) ⇒ Schwab S&P 500 Index Fund- Sel | Fund/ETF | $50K–$100K | High | Report |
| SWAGX Charles Schwab 401K (Hantz) ⇒ Schwab U.S. Aggregate Bond Ind | Fund/ETF | $50K–$100K | High | Report |
| SWLVX Charles Schwab 401K (Hantz) ⇒ Schwab U.S. Large-Cap Value In | Fund/ETF | $50K–$100K | High | Report |
| VFITX Charles Schwab 401K (Hantz) ⇒ Vanguard Intermediate-Term Tre | Fund/ETF | $50K–$100K | High | Report |
| POLIX Charles Schwab 401K (Hantz) ⇒ Schwab 824 ⇒ Polen Growth Fund | Fund/ETF | $50K–$100K | High | Report |
| AGG Charles Schwab Brokerage Account 595 ⇒ iShares Core U.S. Agg | Fund/ETF | $50K–$100K | High | Report |
| Apptronik | Stock | $50K–$100K | Medium | Later trade |
| Saronic Technologies | Stock | $50K–$100K | Medium | Later trade |
| STX Charles Schwab 401K (Hantz) ⇒ Schwab 824 ⇒ Seagate Technolog | Stock | $1–$85K | Medium | Report |
| Hantz Ventures - SL I, LLC | Private fund | $15K–$50K | High | Report |
| Nationwide Indexed Universal Life | Other | $15K–$50K | High | Report |
| Charles Schwab 401K (Hantz) ⇒ Aristotle Intl Equity CIT | Other | $15K–$50K | High | Report |
| WIFAAX Charles Schwab 401K (Hantz) ⇒ CIT: International Fundamental | Fund/ETF | $15K–$50K | High | Report |
| IMIDX Charles Schwab 401K (Hantz) ⇒ Congress Mid Cap Growth Fd Ins | Fund/ETF | $15K–$50K | High | Report |
| DHLTX Charles Schwab 401K (Hantz) ⇒ Diamond Hill All Cap Select Fu | Fund/ETF | $15K–$50K | High | Report |
| WFSAAX Charles Schwab 401K (Hantz) ⇒ Franklin Small Cap Value GG Tr | Fund/ETF | $15K–$50K | High | Report |
| SFNNX Charles Schwab 401K (Hantz) ⇒ Schwab Fundamental Internation | Fund/ETF | $15K–$50K | High | Report |
| SWISX Charles Schwab 401K (Hantz) ⇒ Schwab International Index Fun | Fund/ETF | $15K–$50K | High | Report |
| SWLGX Charles Schwab 401K (Hantz) ⇒ Schwab U.S. Large-Cap Growth I | Fund/ETF | $15K–$50K | High | Report |
| LTUIX Charles Schwab 401K (Hantz) ⇒ Thornburg Limited Term US Gove | Fund/ETF | $15K–$50K | High | Report |
| VEMAX Charles Schwab 401K (Hantz) ⇒ Vanguard Emerging Markets Stoc | Fund/ETF | $15K–$50K | High | Report |
| VWEAX Charles Schwab 401K (Hantz) ⇒ Vanguard High-Yield Corporate | Fund/ETF | $15K–$50K | High | Report |
| VSGIX Charles Schwab 401K (Hantz) ⇒ Vanguard Small-Cap Growth Inde | Fund/ETF | $15K–$50K | High | Report |
| Charles Schwab 401K (Hantz) ⇒ Zacks Dividend CIT - SEIZD1 | Other | $15K–$50K | High | Report |
| SMR Charles Schwab 401K (Hantz) ⇒ Schwab 824 ⇒ NuScale Power Cor | Stock | $15K–$50K | High | Report |
| RGTI Charles Schwab 401K (Hantz) ⇒ Schwab 824 ⇒ Rigetti Computing | Stock | $15K–$50K | High | Report |
| Charles Schwab Brokerage Account 595 ⇒ Charles Schwab Bank | Cash | $15K–$50K | High | Report |
| VIOO Charles Schwab Brokerage Account 595 ⇒ Vanguard S&P Small-Ca | Fund/ETF | $15K–$50K | High | Report |
| BNDX Charles Schwab Brokerage Account 595 ⇒ Vanguard Total Intern | Fund/ETF | $15K–$50K | High | Report |
| CACI CACI International, Inc. Class A Common Stock (CACI) | Stock | $15K–$50K | Medium | Later trade |
| OLN Olin Corporation Common Stock (OLN) | Stock | $15K–$50K | Medium | Later trade |
| RIG Transocean Ltd (RIG) | Stock | $15K–$50K | Medium | Later trade |
| IBRX ImmunityBio, Inc. - Common Stock (IBRX) | Stock | $2K–$30K | Medium | Later trade |
| Charles Schwab 401K (Hantz) ⇒ Schwab 824 ⇒ Charles Schwab Ba | Cash | $1K–$15K | High | Report |
| NG Novagold Resources Inc. (NG) | Stock | $1K–$15K | Medium | Later trade |
| CAT Caterpillar, Inc. Common Stock (CAT) | Stock | $1K–$15K | Medium | Later trade |
| MSFT Microsoft Corporation - Common Stock (MSFT) | Stock | $1K–$15K | Medium | Later trade |
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.