“...pleasure and pain, they come and go and don't last... bear them patiently”—Gita
Base report: annual report CY2025 · (no PTR trades after report date)
Estimated total: $4.2M–open-ended (some lines have no upper bound) across 48 positions.
Based on the annual report CY2025 and trades reported after it, Rep. Neal Patrick Dunn, MD, FACS holds an estimated 48 positions worth $4.2M–open-ended (some lines have no upper bound) in total. The largest estimated holding is VYM ($350K–open-ended). 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 |
|---|---|---|---|---|
| VYM IRA #3 ⇒ Vanguard High Dividend Yield ETF (VYM) | Fund/ETF | $350K–open-ended | Medium | Report |
| QQQ IRA #3 ⇒ Invesco QQQ Trust, Series 1 (QQQ) | Fund/ETF | $850K–$1.8M | High | Report |
| IVV IRA #3 ⇒ iShares Core S&P 500 ETF (IVV) | Fund/ETF | $416K–$915K | High | Report |
| IWM IRA #3 ⇒ iShares Russell 2000 Index Fund (IWM) | Fund/ETF | $250K–$600K | High | Report |
| VTV NP Dunn Tst Cadence Pldg ⇒ Vanguard Value ETF (VTV) | Fund/ETF | $250K–$550K | High | Report |
| ITA IRA #3 ⇒ iShares U.S. Aerospace & Defense ETF (ITA) | Fund/ETF | $251K–$515K | High | Report |
| AAPL IRA #3 ⇒ Apple Inc. - Common Stock (AAPL) | Stock | $250K–$500K | High | Report |
| PRWCX IRA #3 ⇒ T. Rowe Price Capital Appreciation Fund (PRWCX) | Fund/ETF | $250K–$500K | High | Report |
| IBB IRA #3 ⇒ iShares Biotechnology ETF (IBB) | Fund/ETF | $130K–$350K | High | Report |
| Cadence Checking Account | Cash | $100K–$250K | High | Report |
| AMLP IRA #3 ⇒ Alerian MLP ETF (AMLP) | Fund/ETF | $100K–$250K | High | Report |
| PFF NP Dunn TLF Pledge ⇒ iShares Preferred and Income Securities | Fund/ETF | $101K–$215K | High | Report |
| FLTR NP Dunn TLF Pledge ⇒ VanEck IG Floating Rate ETF (FLTR) | Fund/ETF | $100K–$200K | High | Report |
| CADE.A IRA #3 ⇒ Cadence Bank 5.50% Series A Non-Cumulative Perpetua | Other | $50K–$100K | High | Report |
| COF.I IRA #3 ⇒ Capital One Fin. Corp. 5.00% Fixed Rate Non-Cumulat | Other | $50K–$100K | High | Report |
| DFP IRA #3 ⇒ Flaherty & Crumrine Dynamic PF (DFP) | Other | $50K–$100K | High | Report |
| JNJ IRA #3 ⇒ Johnson & Johnson Common Stock (JNJ) | Stock | $50K–$100K | High | Report |
| JPM.J IRA #3 ⇒ JPMorgan Chase & Co 4.75% Depositary Shares Non- Cu | Other | $50K–$100K | High | Report |
| KEY.J IRA #3 ⇒ KeyCorp 5.65% Fixed Rate Perpetual Non-Cumulative P | Other | $50K–$100K | High | Report |
| RF.E IRA #3 ⇒ Regions Financial Corp. 4.45% Depositary Shares Ser | Other | $50K–$100K | High | Report |
| USB.P IRA #3 ⇒ US Bancorp Non-Cumulative Perpetual Preferred Stock | Other | $50K–$100K | High | Report |
| WFC.Y IRA #3 ⇒ Wells Fargo & Company 5.625% Non-Cumulative Perpetu | Other | $50K–$100K | High | Report |
| PGX NP Dunn TLF Pledge ⇒ Invesco Preferred ETF (PGX) | Fund/ETF | $50K–$100K | High | Report |
| VYMI NP Dunn TLF Pledge ⇒ Vanguard International High Dividend Yi | Fund/ETF | $30K–$100K | High | Report |
| IEMG IRA #1 ⇒ iShares Core MSCI Emerging Markets ETF (IEMG) | Fund/ETF | $16K–$65K | High | Report |
| EFV IRA #1 ⇒ iShares MSCI EAFE Value ETF (EFV) | Fund/ETF | $16K–$65K | High | Report |
| OEF IRA #1 ⇒ iShares S&P 100 Fund (OEF) | Fund/ETF | $16K–$65K | High | Report |
| IVW IRA #1 ⇒ iShares S&P 500 Growth ETF (IVW) | Fund/ETF | $16K–$65K | High | Report |
| IVE IRA #1 ⇒ iShares S&P 500 Value ETF (IVE) | Fund/ETF | $16K–$65K | High | Report |
| DYNF IRA #1 ⇒ iShares U.S. Equity Factor Rotation Active ETF (DYN | Fund/ETF | $16K–$65K | High | Report |
| IBIT IRA #1 ⇒ iShares Bitcoin Trust ETF (IBIT) | Other | $15K–$50K | High | Report |
| IUSB IRA #1 ⇒ iShares Core Universal USD Bond ETF (IUSB) | Fund/ETF | $15K–$50K | High | Report |
| T.A IRA #3 ⇒ AT&T Inc 5.00% Depositary Shares Perpetual Preferre | Other | $15K–$50K | High | Report |
| IRA #3 ⇒ Morgan Stanley Sweep Account | Cash | $15K–$50K | High | Report |
| TFC.R IRA #3 ⇒ Truist Fin. Corp 4.75% Depositary Shares Series R N | Other | $15K–$50K | High | Report |
| ONEQ NP Dunn TLF Pledge ⇒ Fidelity Nasdaq Composite Index ETF (ON | Fund/ETF | $15K–$50K | High | Report |
| SCHA NP Dunn TLF Pledge ⇒ Schwab U.S. Small-Cap ETF (SCHA) | Fund/ETF | $15K–$50K | High | Report |
| NP Dunn Tst Cadence Pldg ⇒ Morgan Stanley Sweep Account | Cash | $15K–$50K | High | Report |
| TLH IRA #1 ⇒ iShares 10-20 Year Treasury Bond ETF (TLH) | Fund/ETF | $1K–$15K | High | Report |
| BAI IRA #1 ⇒ iShares A.I. Innovation and Tech Active ETF (BAI) | Fund/ETF | $1K–$15K | High | Report |
| IAU IRA #1 ⇒ iShares Gold Trust Shares (IAU) | Fund/ETF | $1K–$15K | High | Report |
| IAGG IRA #1 ⇒ iShares International Aggregate Bond Fund (IAGG) | Fund/ETF | $1K–$15K | High | Report |
| MBB IRA #1 ⇒ iShares MBS ETF (MBB) | Fund/ETF | $1K–$15K | High | Report |
| MTUM IRA #1 ⇒ iShares MSCI USA Momentum Factor ETF (MTUM) | Fund/ETF | $1K–$15K | High | Report |
| QUAL IRA #1 ⇒ iShares MSCI USA Quality Factor ETF (QUAL) | Fund/ETF | $1K–$15K | High | Report |
| THRO IRA #1 ⇒ iShares U.S. Thematic Rotation Active ETF (THRO) | Fund/ETF | $1K–$15K | High | Report |
| IRA #1 ⇒ Morgan Stanley Sweep Account | Cash | $1K–$15K | High | Report |
| NP Dunn TLF Pledge ⇒ Bank of America Sweep Account | Cash | $1K–$15K | High | 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.