“...pleasure and pain, they come and go and don't last... bear them patiently”—Gita
Base report: new filer report (06/15/2026) · trades through 2026-06-16 · later PTRs: 1
Estimated total: $620K–open-ended (some lines have no upper bound) across 105 positions.
Based on the new filer report (06/15/2026) and trades reported after it, Rep. Matt Van Epps holds an estimated 105 positions worth $620K–open-ended (some lines have no upper bound) in total. The largest estimated holding is 702 Mount Vernon Drive ($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 |
|---|---|---|---|---|
| 702 Mount Vernon Drive | Real estate | $250K–$500K | Medium | Report |
| LIVIX Advance 401K ⇒ BlackRock LifePath Index 2055 Port Insti Shs | Fund/ETF | $100K–$250K | Medium | Report |
| USPRX Victory Capitol IRA ⇒ Victory 500 Index Fund Reward Shares ( | Fund/ETF | $100K–$250K | Medium | Report |
| USAGX Victory Capitol IRA ⇒ Victory Precious Metals and Minerals F | Fund/ETF | $15K–$51K | Medium | Report |
| North Carolina State Employees Credit Union | Cash | $15K–$50K | Medium | Report |
| Truist Bank | Cash | $15K–$50K | Medium | Report |
| USAA | Cash | $15K–$50K | Medium | Report |
| DGAGX Schwab One Account ⇒ BNY Mellon Appreciation Fund, Inc. Inve | Fund/ETF | $15K–$50K | Medium | Report |
| SWPPX Schwab One Account ⇒ Schwab S&P 500 Index Fund- Select Share | Fund/ETF | $15K–$50K | Medium | Report |
| USGRX Victory Capitol IRA ⇒ Victory Growth & Income Fund Shares (U | Fund/ETF | $15K–$50K | Medium | Report |
| USISX Victory Capitol IRA ⇒ Victory Income Stock Fund Shares (USIS | Fund/ETF | $15K–$50K | Medium | Report |
| USIFX Victory Capitol IRA ⇒ Victory International Fund Shares (USI | Fund/ETF | $15K–$50K | Medium | Report |
| SNSXX Schwab One Account ⇒ Schwab U.S. Treasury Money Fund Investo | Fund/ETF | $2K–$30K | Medium | Report |
| DFISX Schwab 529 Plan ⇒ DFA International Small Company Portfolio | Fund/ETF | $0–open-ended | Low | Report |
| SFNNX Schwab 529 Plan ⇒ Schwab Fundamental International Lg Compan | Fund/ETF | $0–open-ended | Low | Report |
| SFSNX Schwab 529 Plan ⇒ Schwab Fundamental US Small Company Index | Fund/ETF | $0–open-ended | Low | Report |
| SWTSX Schwab 529 Plan ⇒ Schwab Total Stock Market Index Fd Select | Fund/ETF | $0–open-ended | Low | Report |
| SWRSX Schwab 529 Plan ⇒ Schwab Treasury Inflation Protected Securi | Fund/ETF | $0–open-ended | Low | Report |
| SWAGX Schwab 529 Plan ⇒ Schwab U.S. Aggregate Bond Index Fund (SWA | Fund/ETF | $0–open-ended | Low | Report |
| Asset | Type | Estimated range | Confidence | Came from |
|---|---|---|---|---|
| Draft Kings Sportsbook, 100% Interest | Other | $1K–$15K | Medium | Report |
| SNOXX Schwab Treasury Obligations Money Fund - Investor Shares (SN | Fund/ETF | $1K–$15K | Medium | Report |
| DRGVX LPL Financial ⇒ BNY Mellon Dynamic Value Fund Class I (DRGVX | Fund/ETF | $1K–$15K | Medium | Report |
| SDGIX LPL Financial ⇒ BNY Mellon Global Fixed Income Fund Class I | Fund/ETF | $1K–$15K | Medium | Report |
| CGMS LPL Financial ⇒ Capital Group U.S. Multi-Sector Income ETF ( | Fund/ETF | $1K–$15K | Medium | Report |
| AAAZX LPL Financial ⇒ DWS RREEF Real Assets Fund - Class Instituti | Fund/ETF | $1K–$15K | Medium | Report |
| FAGCX LPL Financial ⇒ Fidelity Advisor Growth Opportunities Fund: | Fund/ETF | $1K–$15K | Medium | Report |
| SGOIX LPL Financial ⇒ First Eagle Overseas Fund Class I (SGOIX) | Fund/ETF | $1K–$15K | Medium | Report |
| SDVY LPL Financial ⇒ First Trust SMID Cap Rising Dividend Achieve | Fund/ETF | $1K–$15K | Medium | Report |
| FLQM LPL Financial ⇒ Franklin U.S. Mid Cap Multifactor Index ETF | Fund/ETF | $1K–$15K | Medium | Report |
| JFNIX LPL Financial ⇒ Janus Henderson Global Life Sciences Fund - | Fund/ETF | $1K–$15K | Medium | Report |
| TRFK LPL Financial ⇒ Pacer Data and Digital Revolution ETF (TRFK) | Fund/ETF | $1K–$15K | Medium | Report |
| TIQIX LPL Financial ⇒ Touchstone Non-US Equity Fund Y (TIQIX) | Fund/ETF | $1K–$15K | Medium | Report |
| CBYYX LPL Financial ⇒ Victory Pioneer Cat Bond Fund Class Y (CBYYX | Fund/ETF | $1K–$15K | Medium | Report |
| SWWXX Schwab One Account ⇒ Schwab AMT Tax-Free Money Fund - Invest | Fund/ETF | $1K–$15K | Medium | Report |
| SNVXX Schwab One Account ⇒ Schwab Government Money Fund - Investor | Fund/ETF | $1K–$15K | Medium | Report |
| SWTXX Schwab One Account ⇒ Schwab Municipal Money Fund - Investor | Fund/ETF | $1K–$15K | Medium | Report |
| SWVXX Schwab One Account ⇒ Schwab Prime Advantage Money Fund- Inve | Fund/ETF | $1K–$15K | Medium | Report |
| SOUN Schwab One Account ⇒ SoundHound AI, Inc. - Class A Common St | Stock | $1K–$15K | Medium | Report |
| CMVYX TCRS (401K & 457) ⇒ Columbia Select Mid Cap Value Fund Class | Fund/ETF | $1K–$15K | Medium | Report |
| DFIVX TCRS (401K & 457) ⇒ DFA International Value Portfolio (DFIVX | Fund/ETF | $1K–$15K | Medium | Report |
| FIGRX TCRS (401K & 457) ⇒ Fidelity International Discovery (FIGRX) | Fund/ETF | $1K–$15K | Medium | Report |
| FOKFX TCRS (401K & 457) ⇒ Fidelity OTC K6 Portfolio (FOKFX) | Fund/ETF | $1K–$15K | Medium | Report |
| FPURX TCRS (401K & 457) ⇒ Fidelity Puritan Fund (FPURX) | Fund/ETF | $1K–$15K | Medium | Report |
| JDMNX TCRS (401K & 457) ⇒ Janus Henderson Enterprise Fund - N Shar | Fund/ETF | $1K–$15K | Medium | Report |
| VIIIX TCRS (401K & 457) ⇒ Vanguard Institutional Index Fund Instit | Fund/ETF | $1K–$15K | Medium | Report |
| VBMPX TCRS (401K & 457) ⇒ Vanguard Total Bond Market Insti Plus Sh | Fund/ETF | $1K–$15K | Medium | Report |
| USSPX Victory Capitol IRA ⇒ Victory 500 Index Fund Member Shares ( | Fund/ETF | $1K–$15K | Medium | Report |
| USBSX Victory Capitol IRA ⇒ Victory Cornerstone Moderate Fund (USB | Fund/ETF | $1K–$15K | Medium | Report |
| USCRX Victory Capitol IRA ⇒ Victory Cornerstone Moderately Aggress | Fund/ETF | $1K–$15K | Medium | Report |
| USHYX Victory Capitol IRA ⇒ Victory High Income Fund Shares (USHYX | Fund/ETF | $1K–$15K | Medium | Report |
| USAIX Victory Capitol IRA ⇒ Victory Income Fund Shares (USAIX) | Fund/ETF | $1K–$15K | Medium | Report |
| USNQX Victory Capitol IRA ⇒ Victory Nasdaq-100 Index Fund Shares ( | Fund/ETF | $1K–$15K | Medium | Report |
| Terra Luna | Other | $1–$1K | Medium | Report |
| ACN Schwab One Account ⇒ Accenture plc Class A Ordinary Shares ( | Stock | $1–$1K | Medium | Report |
| ADBE Schwab One Account ⇒ Adobe Inc. - Common Stock (ADBE) | Stock | $1–$1K | Medium | Report |
| AVAV Schwab One Account ⇒ AeroVironment, Inc. - Common Stock (AVA | Stock | $1–$1K | Medium | Report |
| AMBA Schwab One Account ⇒ Ambarella, Inc. - Ordinary Shares (AMBA | Stock | $1–$1K | Medium | Report |
| ASTS Schwab One Account ⇒ AST SpaceMobile, Inc. - Class A Common | Stock | $1–$1K | Medium | Report |
| T Schwab One Account ⇒ AT&T Inc. (T) | Stock | $1–$1K | Medium | Report |
| BKSY Schwab One Account ⇒ BlackSky Technology Inc. Class A Common | Stock | $1–$1K | Medium | Report |
| BA Schwab One Account ⇒ Boeing Company (BA) | Stock | $1–$1K | Medium | Report |
| AI Schwab One Account ⇒ C3.ai, Inc. Class A Common Stock (AI) | Stock | $1–$1K | Medium | Report |
| COF Schwab One Account ⇒ Capital One Financial Corporation Commo | Stock | $1–$1K | Medium | Report |
| CRNC Schwab One Account ⇒ Cerence Inc. - Common Stock (CRNC) | Stock | $1–$1K | Medium | Report |
| CEVA Schwab One Account ⇒ CEVA, Inc. - Common Stock (CEVA) | Stock | $1–$1K | Medium | Report |
| SATS Schwab One Account ⇒ EchoStar Corporation - Common stock (SA | Stock | $1–$1K | Medium | Report |
| ESLT Schwab One Account ⇒ Elbit Systems Ltd. - Ordinary Shares (E | Stock | $1–$1K | Medium | Report |
| ERJ Schwab One Account ⇒ Embraer S.A. Common Stock (ERJ) | Stock | $1–$1K | Medium | Report |
| F Schwab One Account ⇒ Ford Motor Company Common Stock (F) | Stock | $1–$1K | Medium | Report |
| GEHC Schwab One Account ⇒ GE HealthCare Technologies Inc. - Commo | Stock | $1–$1K | Medium | Report |
| GSAT Schwab One Account ⇒ Globalstar, Inc. (GSAT) | Stock | $1–$1K | Medium | Report |
| HEI Schwab One Account ⇒ Heico Corporation Common Stock (HEI) | Stock | $1–$1K | Medium | Report |
| HXL Schwab One Account ⇒ Hexcel Corporation Common Stock (HXL) | Stock | $1–$1K | Medium | Report |
| INTU Schwab One Account ⇒ Intuit Inc. - Common Stock (INTU) | Stock | $1–$1K | Medium | Report |
| IRDM Schwab One Account ⇒ Iridium Communications Inc - Common Sto | Stock | $1–$1K | Medium | Report |
| KTOS Schwab One Account ⇒ Kratos Defense & Security Solutions, In | Stock | $1–$1K | Medium | Report |
| LHX Schwab One Account ⇒ L3Harris Technologies, Inc. Common Stoc | Stock | $1–$1K | Medium | Report |
| LDOS Schwab One Account ⇒ Leidos Holdings, Inc. Common Stock (LDO | Stock | $1–$1K | Medium | Report |
| LMT Schwab One Account ⇒ Lockheed Martin Corporation Common Stoc | Stock | $1–$1K | Medium | Report |
| MOG.A Schwab One Account ⇒ Moog Inc. Class A Common Stock (MOG.A) | Stock | $1–$1K | Medium | Report |
| NNDM Schwab One Account ⇒ Nano Dimension Ltd. - American Deposita | Stock | $1–$1K | Medium | Report |
| NICE Schwab One Account ⇒ NICE Ltd - American Depositary Shares e | Stock | $1–$1K | Medium | Report |
| NOC Schwab One Account ⇒ Northrop Grumman Corporation Common Sto | Stock | $1–$1K | Medium | Report |
| PSN Schwab One Account ⇒ Parsons Corporation Common Stock (PSN) | Stock | $1–$1K | Medium | Report |
| PL Schwab One Account ⇒ Planet Labs PBC Class A Common Stock (P | Stock | $1–$1K | Medium | Report |
| RDW Schwab One Account ⇒ Redwire Corporation Common Stock (RDW) | Stock | $1–$1K | Medium | Report |
| RKLB Schwab One Account ⇒ Rocket Lab Corporation - Common Stock ( | Stock | $1–$1K | Medium | Report |
| RTX Schwab One Account ⇒ RTX Corporation Common Stock (RTX) | Stock | $1–$1K | Medium | Report |
| SSTK Schwab One Account ⇒ Shutterstock, Inc. Common Stock (SSTK) | Stock | $1–$1K | Medium | Report |
| SIRI Schwab One Account ⇒ SiriusXM Holdings Inc. - Common Stock ( | Stock | $1–$1K | Medium | Report |
| SPIR Schwab One Account ⇒ Spire Global, Inc. Class A Common Stock | Stock | $1–$1K | Medium | Report |
| SYNA Schwab One Account ⇒ Synaptics Incorporated - Common Stock ( | Stock | $1–$1K | Medium | Report |
| TRI Schwab One Account ⇒ Thomson Reuters Corp - Common Shares (T | Stock | $1–$1K | Medium | Report |
| PATH Schwab One Account ⇒ UiPath, Inc. Class A Common Stock (PATH | Stock | $1–$1K | Medium | Report |
| VSAT Schwab One Account ⇒ ViaSat, Inc. - Common Stock (VSAT) | Stock | $1–$1K | Medium | Report |
| WIT Schwab One Account ⇒ Wipro Limited Common Stock (WIT) | Stock | $1–$1K | Medium | Report |
| XMTR Schwab One Account ⇒ Xometry, Inc. - Class A Common Stock (X | Stock | $1–$1K | Medium | Report |
| BCSIX TCRS (401K & 457) ⇒ Brown Capital Management Small Company I | Fund/ETF | $1–$1K | Medium | Report |
| DOXIX TCRS (401K & 457) ⇒ Dodge & Cox Income Fund - Class X (DOXIX | Fund/ETF | $1–$1K | Medium | Report |
| FLCNX TCRS (401K & 457) ⇒ Fidelity Contrafund K6 (FLCNX) | Fund/ETF | $1–$1K | Medium | Report |
| FRCSX TCRS (401K & 457) ⇒ FVIT-Franklin Small Cap Value Fund - CL | Fund/ETF | $1–$1K | Medium | Report |
| OAZCX TCRS (401K & 457) ⇒ Oakmark Bond Fund R6 Class (OAZCX) | Fund/ETF | $1–$1K | Medium | Report |
| OBSIX TCRS (401K & 457) ⇒ Oberweis Small-Cap Opportunities Fund In | Fund/ETF | $1–$1K | Medium | Report |
| TCRS (401K & 457) ⇒ Tennessee Stable Value Fund | Bond | $1–$1K | Medium | Report |
| TCRS (401K & 457) ⇒ Tennessee Treasury Managed Fund | Bond | $1–$1K | Medium | Report |
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.