Pete Sessions Estimated Holdings (2026)

Base report: annual report CY2025 · trades through 2026-10-27 · later PTRs: 1 2 3 4 5

Estimated total: $7.6M–$20.3M across 92 positions.

Based on the annual report CY2025 and trades reported after it, Rep. Pete Sessions holds an estimated 92 positions worth $7.6M–$20.3M in total. The largest estimated holding is Trust One ⇒ MetLife ($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
Trust One ⇒ MetLife	Annuity	$1M–$5M	High	Report
ABCIX IRA One ⇒ American Beacon The London Company Income Equity F	Fund/ETF	$600K–$1.2M	High	Report
SWVXX Trust One ⇒ Schwab Prime Advantage Money Fund- Investor Shar	Fund/ETF	$517K–$1.1M	High	Report
Trust One ⇒ UBS Muni	Fund/ETF	$500K–$1M	High	Report
QGRPX IRA Two ⇒ UBS US Quality Growth At Reasonable Price Fund Cla	Fund/ETF	$350K–$750K	High	Report
IRA Two ⇒ Capital Intl Core	Fund/ETF	$250K–$500K	High	Report
Trust One ⇒ Residential Real Estate #1	Real estate	$250K–$500K	High	Report
Trust One ⇒ Residential Real Estate #2	Real estate	$250K–$500K	High	Report
Trust One ⇒ Residential Real Estate #3	Real estate	$250K–$500K	High	Report
Trust One ⇒ Residential Real Estate #4 - Private Mortgage	Other	$250K–$500K	High	Report
VKSIX IRA Two ⇒ Virtus KAR Small-Mid Cap Core Fund Class I (VKSIX)	Fund/ETF	$200K–$500K	High	Report
SWPPX CS SEP ⇒ Schwab S&P 500 Index Fund- Select Shares (SWPPX)	Fund/ETF	$180K–$450K	High	Report
VGT CS SEP ⇒ Vanguard Information Tech ETF (VGT)	Fund/ETF	$130K–$350K	High	Report
MGV CS SEP ⇒ Vanguard Mega Cap Value ETF (MGV)	Fund/ETF	$131K–$315K	High	Report
NVDA Trust One ⇒ NVIDIA Corporation - Common Stock (NVDA)	Stock	$115K–$300K	High	Report
North American Whole Life Insurance	Other	$100K–$250K	High	Report
CPCTX CS SEP ⇒ Counterpoint Tactical Income Fund Class C (CPCTX)	Fund/ETF	$100K–$250K	High	Report
CS SEP ⇒ US Bank #1	Cash	$100K–$250K	High	Report
CS SEP ⇒ US bank #1	Cash	$100K–$250K	High	Report
FMS ⇒ TOMBALL TX SL Assmnt Bond	Bond	$100K–$250K	High	Report
MACEX IRA Two ⇒ Martin Currie Emerging Markets Fund Class A (MACEX	Fund/ETF	$100K–$250K	High	Report
IRA Two ⇒ US Interm Corp Bond	Fund/ETF	$100K–$250K	High	Report
SRH Hosp ⇒ SRH Hosp	Real estate	$100K–$250K	High	Report
Trust One ⇒ Capital Intl	Fund/ETF	$100K–$250K	High	Report
Trust One ⇒ London Co LCV	Fund/ETF	$100K–$250K	High	Report
Trust One ⇒ Residential Real Estate #5 - Private Mortgage	Real estate	$100K–$250K	High	Report
MSFT Microsoft Corporation (MSFT)	Stock	$66K–$165K	High	Report
SFLNX CS SEP ⇒ Schwab Fundamental US Lg Company Index Fund Insti S	Fund/ETF	$65K–$150K	High	Report
QQQ Trust One ⇒ Invesco QQQ Trust, Series 1 (QQQ)	Fund/ETF	$65K–$150K	High	Report
SCHF CS SEP ⇒ Schwab International Equity ETF (SCHF)	Fund/ETF	$45K–$150K	High	Report
US Bank #2	Cash	$51K–$115K	High	Report
SCHX Trust One ⇒ Schwab U.S. Large-Cap ETF (SCHX)	Fund/ETF	$51K–$115K	High	Report
FNDB CS SEP ⇒ Schwab Fundamental U.S. Broad Market ETF (FNDB)	Fund/ETF	$31K–$115K	High	Report
BWXT BWX Technologies, Inc. (BWXT)	Stock	$50K–$100K	High	Report
New York Whole Life Insurance	Other	$50K–$100K	High	Report
US bank #2	Cash	$50K–$100K	High	Report
529 1 ⇒ 529 1	Other	$50K–$100K	High	Report
529 3 ⇒ 529 3	Other	$50K–$100K	High	Report
TWCIX CS SEP ⇒ American Century Select Investor Class (TWCIX)	Fund/ETF	$50K–$100K	High	Report
CS SEP ⇒ US bank #3	Cash	$50K–$100K	High	Report
AFIFX ET Invest ⇒ Fundamental Investors, Class F-1 Shares (AFIFX)	Fund/ETF	$50K–$100K	High	Report
VEIRX ET Invest ⇒ Vanguard Equity Income Fund Admiral Shares (VEIR	Fund/ETF	$50K–$100K	High	Report
VIGAX ET Invest ⇒ Vanguard Growth Index Fd Admiral Shs (VIGAX)	Fund/ETF	$50K–$100K	High	Report
MSEGX ET IRA ⇒ MSIF Growth Portfolio Class A (MSEGX)	Fund/ETF	$50K–$100K	High	Report
FXAIX IRA One ⇒ Fidelity 500 Index Fund (FXAIX)	Fund/ETF	$50K–$100K	High	Report
DFQTX SEP 1 ⇒ DFA U.S. Core Equity 2 Portfolio (DFQTX)	Fund/ETF	$50K–$100K	High	Report
Trust One ⇒ National Life Group	Other	$50K–$100K	High	Report
SWTSX IRA One ⇒ Schwab Total Stock Market Index Fd Select Shs a Se	Fund/ETF	$30K–$100K	High	Report
FNDX IRA One ⇒ Schwab Fundamental U.S. Large Company ETF (FNDX)	Fund/ETF	$16K–$65K	High	Report
GOOG Alphabet Inc. - Class C Capital Stock (GOOG)	Stock	$15K–$50K	High	Report
AICFX American Funds Investment Co of America Cl F-1 Shs (AICFX)	Fund/ETF	$15K–$50K	High	Report
UNP Union Pacific Corporation (UNP)	Stock	$15K–$50K	High	Report
SCHD CS SEP ⇒ Schwab US Dividend Equity ETF (SCHD)	Fund/ETF	$15K–$50K	High	Report
CS SEP ⇒ US bank #2	Cash	$15K–$50K	High	Report
CS SEP ⇒ US Bank #2	Cash	$15K–$50K	High	Report
CS SEP ⇒ US Bank #5	Cash	$15K–$50K	High	Report
CS SEP ⇒ US Bank #6	Cash	$15K–$50K	High	Report
CS SEP ⇒ US bank #6	Cash	$15K–$50K	High	Report
CS SEP ⇒ US bank #7	Cash	$15K–$50K	High	Report
CS SEP ⇒ US Bank #7	Cash	$15K–$50K	High	Report
CS SEP ⇒ US Bank #8	Cash	$15K–$50K	High	Report
CS SEP ⇒ US bank #8	Cash	$15K–$50K	High	Report
RTX ET Invest ⇒ RTX Corporation Common Stock (RTX)	Stock	$15K–$50K	High	Report
USNQX ET Invest ⇒ Victory Nasdaq-100 Index Fund Shares (USNQX)	Fund/ETF	$15K–$50K	High	Report
FBGKX IRA One ⇒ Fidelity Blue Chip Growth Fund Class K (FBGKX)	Fund/ETF	$15K–$50K	High	Report
IRA One ⇒ US bank #1	Cash	$15K–$50K	High	Report
AMCFX SEP 1 ⇒ AMCAP Fund, Class F-2 Shares (AMCFX)	Fund/ETF	$15K–$50K	High	Report
FINFX SEP 1 ⇒ Fundamental Investors, Class F-2 Shares (FINFX)	Fund/ETF	$15K–$50K	High	Report
DFIEX SEP 1 ⇒ International Core Equity 2 Portfolio (DFIEX)	Fund/ETF	$15K–$50K	High	Report
SMCFX SEP 1 ⇒ SMALLCAP World Fund, Inc., Class F-2 Shs (SMCFX)	Fund/ETF	$15K–$50K	High	Report
QQQ Trust One ⇒ Invesco QQQ Trust, Series 1 (QQQ)	Stock	$15K–$50K	High	Report
Trust One ⇒ US Bank #1	Cash	$15K–$50K	High	Report
Trust One ⇒ US Bank #3	Cash	$15K–$50K	High	Report
BUI BlackRock Utility, Infrastructure & Power Opportunities Trus	Stock	$2K–$30K	High	Report
US Bank #1	Cash	$1K–$15K	High	Report
US Bank #3	Cash	$1K–$15K	High	Report
Trust One ⇒ US Bank #2	Cash	$1K–$15K	High	Report

15 small positions (each ≤ $15K), total $14K–$211K, 0 from later trades. Click to expand.

Asset	Type	Estimated range	Confidence	Came from
529 1 ⇒ 529 1 Florida Prepaid	Other	$1K–$15K	High	Report
CS SEP ⇒ Love Field ARPT TX	Bond	$1K–$15K	High	Report
HNDL ET Invest ⇒ Strategy Shares Nasdaq 7HANDL Index ETF (HNDL)	Stock	$1K–$15K	High	Report
CCI ET IRA ⇒ Crown Castle International Corp. (CCI)	Stock	$1K–$15K	High	Report
ET ET IRA ⇒ Energy Transfer LP Common Units (ET)	Stock	$1K–$15K	High	Report
DIS ET IRA ⇒ Walt Disney Company (DIS)	Stock	$1K–$15K	High	Report
FMS ⇒ Villages FL CDD Bond SPL Assmnt Rev	Bond	$1K–$15K	High	Report
FMS IRA ⇒ TOBACCO SETTLEMENT FING CORP VA SER A1 TAXABLE SEN	Bond	$1K–$15K	High	Report
FMS IRA ⇒ US STEEL CORP BONDS CPN 6.650% DUE 06/01/37 DTD 05	Bond	$1K–$15K	High	Report
SEP 1 ⇒ AEPFX	Fund/ETF	$1K–$15K	High	Report
DFCEX SEP 1 ⇒ Emerging Markets Core Equity 2 Portfolio (DFCEX)	Fund/ETF	$1K–$15K	High	Report
NFFFX SEP 1 ⇒ New World Fund, Inc., Class F-2 Shs (NFFFX)	Fund/ETF	$1K–$15K	High	Report
COST Trust One ⇒ Costco Wholesale Corporation - Common Stock (COS	Stock	$1K–$15K	High	Report
V Trust One ⇒ Visa Inc. (V)	Stock	$1K–$15K	High	Report
WMT Trust One ⇒ Walmart Inc. (WMT)	Stock	$1–$1K	High	Report

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.

Rep. Pete Sessions R-TX17