“...pleasure and pain, they come and go and don't last... bear them patiently”—Gita
Base report: annual report CY2025 · trades through 2026-06-30 · later PTRs: 1
Estimated total: $1.9M–$8.3M across 92 positions.
Based on the annual report CY2025 and trades reported after it, Rep. Robert J. Wittman holds an estimated 92 positions worth $1.9M–$8.3M in total. The largest estimated holding is Rental House - Nags Head, NC ($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 |
|---|---|---|---|---|
| Rental House - Nags Head, NC | Real estate | $1M–$5M | High | Report |
| Rental Property- Montross, VA | Real estate | $100K–$250K | High | Report |
| 457 Virginia Deferred Compensation Plan ⇒ US Stock Fund | Other | $100K–$250K | High | Report |
| AXA Equitable Life Ins Co ⇒ AXA/Legg Mason Strat Alloc GB | Other | $100K–$250K | High | Report |
| AAPL Morgan Stanley (JT) ⇒ Apple Inc. - Common Stock (AAPL) | Stock | $51K–$115K | High | Report |
| LLDYX Morgan Stanley (JT) ⇒ Lord Abbett Inv Tr. Short Duration Inc | Fund/ETF | $30K–$100K | High | Report |
| MSFT Morgan Stanley (JT) ⇒ Microsoft Corporation - Common Stock ( | Stock | $16K–$65K | High | Report |
| PCBIX Morgan Stanley (JT) ⇒ Principal Fds, Inc. MidCap Fd Institut | Fund/ETF | $16K–$65K | High | Report |
| PONPX Morgan Stanley INH IRA ⇒ PIMCO Income Fund Class I-2 (PONPX) | Fund/ETF | $16K–$65K | High | Report |
| Blue Ridge Bank Accounts | Cash | $15K–$50K | High | Report |
| CFFI C&F Financial Corporation - Common Stock (CFFI) | Stock | $15K–$50K | High | Report |
| 401 (a) Virginia Cash Match Plan ⇒ US Stock Fund | Other | $15K–$50K | High | Report |
| AMZN Morgan Stanley (JT) ⇒ Amazon.com, Inc. - Common Stock (AMZN) | Stock | $15K–$50K | High | Report |
| COST Morgan Stanley (JT) ⇒ Costco Wholesale Corporation - Common | Stock | $15K–$50K | High | Report |
| ELV Morgan Stanley (JT) ⇒ Elevance Health, Inc. Common Stock (EL | Stock | $15K–$50K | High | Report |
| SGIIX Morgan Stanley (JT) ⇒ First Eagle Global Fund Class I (SGIIX | Fund/ETF | $15K–$50K | High | Report |
| FBT Morgan Stanley (JT) ⇒ First Trust Amex Biotech Index Fund (F | Fund/ETF | $15K–$50K | High | Report |
| FPEIX Morgan Stanley (JT) ⇒ First Trust Preferred Securities and I | Fund/ETF | $15K–$50K | High | Report |
| HLMIX Morgan Stanley (JT) ⇒ Harding Loevner Fund, Inc. Internation | Fund/ETF | $15K–$50K | High | Report |
| USMV Morgan Stanley (JT) ⇒ iShares MSCI USA Min Vol Factor ETF (U | Fund/ETF | $15K–$50K | High | Report |
| MAR Morgan Stanley (JT) ⇒ Marriott International - Class A Commo | Stock | $15K–$50K | High | Report |
| NWKDX Morgan Stanley (JT) ⇒ Nationwide Geneva Small Cap Growth Fun | Fund/ETF | $15K–$50K | High | Report |
| NINLX Morgan Stanley (JT) ⇒ Neuberger Berman Intrinsic Value Insti | Fund/ETF | $15K–$50K | High | Report |
| MMHIX Morgan Stanley (JT) ⇒ NYLI MacKay High Yield Muni Bond Fund | Fund/ETF | $15K–$50K | High | Report |
| RGLD Morgan Stanley (JT) ⇒ Royal Gold, Inc. - Common Stock (RGLD) | Stock | $15K–$50K | High | Report |
| SCHD Morgan Stanley (JT) ⇒ Schwab US Dividend Equity ETF (SCHD) | Fund/ETF | $15K–$50K | High | Report |
| SPY Morgan Stanley (JT) ⇒ State Street SPDR S&P 500 ETF Trust (S | Fund/ETF | $15K–$50K | High | Report |
| HIG Morgan Stanley (JT) ⇒ The Hartford Insurance Group, Inc. Com | Stock | $15K–$50K | High | Report |
| V Morgan Stanley (JT) ⇒ Visa Inc. (V) | Stock | $15K–$50K | High | Report |
| XYL Morgan Stanley (JT) ⇒ Xylem Inc. Common Stock New (XYL) | Stock | $15K–$50K | High | Report |
| XLC Morgan Stanley INH IRA ⇒ State Street Communication Services | Fund/ETF | $15K–$50K | High | Report |
| XLP Morgan Stanley INH IRA ⇒ State Street Consumer Staples Selec | Fund/ETF | $15K–$50K | High | Report |
| XLF Morgan Stanley INH IRA ⇒ State Street Financial Select Secto | Fund/ETF | $15K–$50K | High | Report |
| XLV Morgan Stanley INH IRA ⇒ State Street Health Care Select Sec | Fund/ETF | $15K–$50K | High | Report |
| XLK Morgan Stanley INH IRA ⇒ State Street Technology Select Sect | Fund/ETF | $15K–$50K | High | Report |
| C&F Bank Accounts | Cash | $1K–$15K | High | Report |
| Morgan Stanley (JT) ⇒ CASH | Cash | $1K–$15K | High | Report |
| Morgan Stanley INH IRA ⇒ CASH | Cash | $1K–$15K | High | Report |
| Asset | Type | Estimated range | Confidence | Came from |
|---|---|---|---|---|
| BRBS Blue Ridge Bankshares, Inc. Common Stock (BRBS) | Stock | $1K–$15K | High | Report |
| National Western Life Annuity | Other | $1K–$15K | High | Report |
| 401 (a) Virginia Cash Match Plan ⇒ Target Date 2025 Portfoli | Other | $1K–$15K | High | Report |
| 457 Virginia Deferred Compensation Plan ⇒ Target Date 2025 P | Other | $1K–$15K | High | Report |
| ABT Morgan Stanley (JT) ⇒ Abbott Laboratories Common Stock (ABT) | Stock | $1K–$15K | High | Report |
| ABBV Morgan Stanley (JT) ⇒ AbbVie Inc. Common Stock (ABBV) | Stock | $1K–$15K | High | Report |
| ACN Morgan Stanley (JT) ⇒ Accenture plc Class A Ordinary Shares | Stock | $1K–$15K | High | Report |
| AXP Morgan Stanley (JT) ⇒ American Express Company Common Stock | Stock | $1K–$15K | High | Report |
| AMT Morgan Stanley (JT) ⇒ American Tower Corporation (AMT) | Stock | $1K–$15K | High | Report |
| AVGO Morgan Stanley (JT) ⇒ Broadcom Inc. - Common Stock (AVGO) | Stock | $1K–$15K | High | Report |
| SCHW Morgan Stanley (JT) ⇒ Charles Schwab Corporation (SCHW) | Stock | $1K–$15K | High | Report |
| CVX Morgan Stanley (JT) ⇒ Chevron Corporation Common Stock (CVX) | Stock | $1K–$15K | High | Report |
| CMCSA Morgan Stanley (JT) ⇒ Comcast Corporation - Class A Common S | Stock | $1K–$15K | High | Report |
| D Morgan Stanley (JT) ⇒ Dominion Energy, Inc. Common Stock (D) | Stock | $1K–$15K | High | Report |
| XOM Morgan Stanley (JT) ⇒ ExxonMobil Holdings Corporation Common | Stock | $1K–$15K | High | Report |
| HD Morgan Stanley (JT) ⇒ Home Depot, Inc. (HD) | Stock | $1K–$15K | High | Report |
| ITT Morgan Stanley (JT) ⇒ ITT Inc. Common Stock (ITT) | Stock | $1K–$15K | High | Report |
| JPM Morgan Stanley (JT) ⇒ JP Morgan Chase & Co. Common Stock (JP | Stock | $1K–$15K | High | Report |
| LIN Morgan Stanley (JT) ⇒ Linde plc - Ordinary Shares (LIN) | Stock | $1K–$15K | High | Report |
| LOW Morgan Stanley (JT) ⇒ Lowe's Companies, Inc. Common Stock (L | Stock | $1K–$15K | High | Report |
| MMC Morgan Stanley (JT) ⇒ Marsh & McLennan Companies, Inc. Commo | Stock | $1K–$15K | High | Report |
| MA Morgan Stanley (JT) ⇒ Mastercard Incorporated Common Stock ( | Stock | $1K–$15K | High | Report |
| MCD Morgan Stanley (JT) ⇒ McDonald's Corporation Common Stock (M | Stock | $1K–$15K | High | Report |
| MDLZ Morgan Stanley (JT) ⇒ Mondelez International, Inc. - Class A | Stock | $1K–$15K | High | Report |
| MSI Morgan Stanley (JT) ⇒ Motorola Solutions, Inc. Common Stock | Stock | $1K–$15K | High | Report |
| NEE Morgan Stanley (JT) ⇒ NextEra Energy, Inc. Common Stock (NEE | Stock | $1K–$15K | High | Report |
| PKG Morgan Stanley (JT) ⇒ Packaging Corporation of America Commo | Stock | $1K–$15K | High | Report |
| PEP Morgan Stanley (JT) ⇒ Pepsico, Inc. (PEP) | Stock | $1K–$15K | High | Report |
| PDM Morgan Stanley (JT) ⇒ Piedmont Realty Trust, Inc. Class A Co | Stock | $1K–$15K | High | Report |
| PG Morgan Stanley (JT) ⇒ Procter & Gamble Company (PG) | Stock | $1K–$15K | High | Report |
| PLD Morgan Stanley (JT) ⇒ Prologis, Inc. Common Stock (PLD) | Stock | $1K–$15K | High | Report |
| SPGI Morgan Stanley (JT) ⇒ S&P Global Inc. Common Stock (SPGI) | Stock | $1K–$15K | High | Report |
| TXN Morgan Stanley (JT) ⇒ Texas Instruments Incorporated - Commo | Stock | $1K–$15K | High | Report |
| TJX Morgan Stanley (JT) ⇒ TJX Companies, Inc. (TJX) | Stock | $1K–$15K | High | Report |
| TT Morgan Stanley (JT) ⇒ Trane Technologies plc (TT) | Stock | $1K–$15K | High | Report |
| UNP Morgan Stanley (JT) ⇒ Union Pacific Corporation Common Stock | Stock | $1K–$15K | High | Report |
| UNH Morgan Stanley (JT) ⇒ UnitedHealth Group Incorporated Common | Stock | $1K–$15K | High | Report |
| VZ Morgan Stanley (JT) ⇒ Verizon Communications Inc. Common Sto | Stock | $1K–$15K | High | Report |
| WMT Morgan Stanley (JT) ⇒ Walmart Inc. Common Stock (WMT) | Stock | $1K–$15K | High | Report |
| WEC Morgan Stanley (JT) ⇒ WEC Energy Group, Inc. Common Stock (W | Stock | $1K–$15K | High | Report |
| ZTS Morgan Stanley (JT) ⇒ Zoetis Inc. Class A Common Stock (ZTS) | Stock | $1K–$15K | High | Report |
| RDVY Morgan Stanley INH IRA ⇒ First Trust Rising Dividend Achieve | Fund/ETF | $1K–$15K | High | Report |
| IBB Morgan Stanley INH IRA ⇒ iShares Biotechnology ETF (IBB) | Fund/ETF | $1K–$15K | High | Report |
| IGM Morgan Stanley INH IRA ⇒ iShares Expanded Tech Sector ETF (I | Fund/ETF | $1K–$15K | High | Report |
| JFNIX Morgan Stanley INH IRA ⇒ Janus Henderson Global Life Science | Fund/ETF | $1K–$15K | High | Report |
| PRJZX Morgan Stanley INH IRA ⇒ PGIM Jennison Global Opportunities | Fund/ETF | $1K–$15K | High | Report |
| PULS Morgan Stanley INH IRA ⇒ PGIM Ultra Short Bond ETF (PULS) | Fund/ETF | $1K–$15K | High | Report |
| XLY Morgan Stanley INH IRA ⇒ State Street Consumer Discretionary | Fund/ETF | $1K–$15K | High | Report |
| XLU Morgan Stanley INH IRA ⇒ State Street Utilities Select Secto | Fund/ETF | $1K–$15K | High | Report |
| TRBCX Morgan Stanley INH IRA ⇒ T. Rowe Price Blue Chip Growth Fund | Fund/ETF | $1K–$15K | High | Report |
| VOO Morgan Stanley INH IRA ⇒ Vanguard S&P 500 ETF (VOO) | Fund/ETF | $1K–$15K | High | Report |
| VB Morgan Stanley INH IRA ⇒ Vanguard Small-Cap ETF (VB) | Fund/ETF | $1K–$15K | High | Report |
| IHDG Morgan Stanley INH IRA ⇒ WisdomTree International Hedged Qua | Fund/ETF | $1K–$15K | High | Report |
| RSPT Morgan Stanley IRA ⇒ Invesco S&P 500 Equal Weight Technology | Fund/ETF | $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.