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Congress trades · Members · Holdings

Rep. Mike Kennedy R-UT03

Estimated current holdings · House. ← Back to the member's trades and hit rate

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

Estimated total: $854K–$2.2M across 26 positions.

Based on the annual report CY2025 and trades reported after it, Rep. Mike Kennedy holds an estimated 26 positions worth $854K–$2.2M in total. The largest estimated holding is Kennedy for US Senate ($250K–$500K). Disclosures give value ranges, not exact amounts, so treat this as a rough estimate for education, not investment advice.

AssetTypeEstimated rangeConfidenceCame from
Kennedy for US SenateOther$250K–$500KHighReport
Mike Kennedy for UtahOther$100K–$250KHighReport
Bank 1 ⇒ SavingsCash$100K–$250KHighReport
Fidelity Investments ⇒ UUHC 401A ⇒ FID FRDM BLND 2035Other$100K–$250KHighReport
FHJDX Fidelity Investments ⇒ UUHC 403b ⇒ Fidelity Freedom Blend 20Fund/ETF$100K–$200KHighReport
Azova, Inc. ⇒ Azova, Inc.Stock$50K–$100KHighReport
Michael Kennedy, MD, Inc. ⇒ Premier Family Medical, LLCPrivate$50K–$100KHighReport
DFFVX Fidelity Investments ⇒ UUHC 403b ⇒ DFA U.S. Targeted Value PFund/ETF$30K–$100KHighReport
Alta CDsCash$15K–$50KHighReport
Bank 3 ⇒ SavingsCash$15K–$50KHighReport
AAPL Schwab accounts ⇒ Apple Inc. - Common Stock (AAPL)Stock$15K–$50KHighReport
State Retirement ⇒ URS Retirement Plan-401(k) Target Date 20Other$15K–$50KHighReport
FDIKX Fidelity Investments ⇒ UUHC 403b ⇒ Fidelity Diversified InteFund/ETF$2K–$30KHighReport
Alta Checking AccountCash$1K–$15KHighReport
Cash Account - SchwabCash$1K–$15KHighReport
Bank 2 ⇒ SavingsCash$1K–$15KHighReport
10 small positions (each ≤ $15K), total $9K–$136K, 0 from later trades. Click to expand.
AssetTypeEstimated rangeConfidenceCame from
ASML Schwab accounts ⇒ ASML Holding N.V. - New York Registry SharStock$1K–$15KHighReport
BRK.B Schwab accounts ⇒ Berkshire Hathaway Inc. New Common Stock (Stock$1K–$15KHighReport
NET Schwab accounts ⇒ Cloudflare, Inc. Class A Common Stock (NETStock$1K–$15KHighReport
DRLL Schwab accounts ⇒ EA Series Trust Strive U.S. Energy ETF (DRFund/ETF$1K–$15KHighReport
QQQ Schwab accounts ⇒ Invesco QQQ Trust, Series 1 (QQQ)Fund/ETF$1K–$15KHighReport
MSFT Schwab accounts ⇒ Microsoft Corporation - Common Stock (MSFTStock$1K–$15KHighReport
SWPPX Schwab accounts ⇒ Schwab S&P 500 Index Fund- Select Shares (Fund/ETF$1K–$15KHighReport
TSLA Schwab accounts ⇒ Tesla, Inc. - Common Stock (TSLA)Stock$1K–$15KHighReport
VOO Schwab accounts ⇒ Vanguard S&P 500 ETF (VOO)Fund/ETF$1K–$15KHighReport
Kennedy Capital, LLCPrivate$1–$1KHighReport
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.