“...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: $75.6M–open-ended (some lines have no upper bound) across 53 positions.
Based on the annual report CY2025 and trades reported after it, Rep. Roger Williams holds an estimated 53 positions worth $75.6M–open-ended (some lines have no upper bound) in total. The largest estimated holding is JRW Corporation ⇒ JRW Corporation & Affiliates ($50M–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 |
|---|---|---|---|---|
| JRW Corporation ⇒ JRW Corporation & Affiliates | Private | $50M–open-ended | Medium | Report |
| Personal Residence | Real estate | $5M–$25M | High | Report |
| Vestry Corporation ⇒ Hawk | Private | $5M–$25M | High | Report |
| Williams Chrysler Plymouth Dodge ⇒ Rental Property | Real estate | $5M–$25M | High | Report |
| Williams Chrysler Plymouth Dodge ⇒ Williams Chrysler Plymout | Private | $5M–$25M | High | Report |
| LAKE HOUSE | Real estate | $1M–$5M | High | Report |
| MUSEUM COLLECTIBLES | Other | $1M–$5M | High | Report |
| Note Receivable - Williams Chrysler Dodge Jeep | Other | $1M–$5M | High | Report |
| Renzel Boulevard Car Wash ⇒ Renzel Boulevard Car Wash | Private | $1M–$5M | High | Report |
| Note Receivable - Vestry Corporation | Other | $500K–$1M | High | Report |
| Jack Williams Chevrolet ⇒ 500 Main/Williams, Ltd. | Private | $500K–$1M | High | Report |
| Williams Irrevocable Life Insurance Trust ⇒ Williams Irrevoc | Private | $250K–$500K | High | Report |
| CVX Charles Schwab 4067 ⇒ Chevron Corporation Common Stock (CVX) | Stock | $65K–$150K | High | Report |
| Personal Checking Account Legacy | Cash | $50K–$101K | High | Report |
| JRW Corporation ⇒ First Texas BHC, Inc. | Stock | $50K–$100K | High | Report |
| FANG Charles Schwab 4067 ⇒ Diamondback Energy, Inc. - Common Stoc | Stock | $15K–$50K | High | Report |
| BRK.B Charles Schwab 8826 ⇒ Berkshire Hathaway Inc. New Common Sto | Stock | $15K–$50K | High | Report |
| NVDA Charles Schwab 8826 ⇒ NVIDIA Corporation - Common Stock (NVD | Stock | $15K–$50K | High | Report |
| SCHE Charles Schwab 8826 ⇒ Schwab Emerging Markets Equity ETF (SC | Fund/ETF | $15K–$50K | High | Report |
| PRIMX Charles Schwab 8826 ⇒ T. Rowe Price Summit Municipal Income | Fund/ETF | $15K–$50K | High | Report |
| PTYIX Charles Schwab 8826 ⇒ T. Rowe Price Tax-Free High Yield Fund | Fund/ETF | $15K–$50K | High | Report |
| VEA Charles Schwab 8826 ⇒ Vanguard FTSE Developed Markets ETF (V | Fund/ETF | $15K–$50K | High | Report |
| Williams Irrevocable Life Insurance Trust ⇒ Williams Family | Private | $15K–$50K | High | Report |
| BOXX Charles Schwab 4067 ⇒ EA Series Trust Alpha Architect 1-3 Mo | Fund/ETF | $2K–$30K | High | Report |
| Charles Schwab 8826 ⇒ Schwab Premier Bank | Cash | $1K–$15K | High | Report |
| Charles Schwab 4067 ⇒ Schwab Premier Bank | Cash | $1–$1K | High | Report |
| Asset | Type | Estimated range | Confidence | Came from |
|---|---|---|---|---|
| Pedernales Electric Cooperative | Other | $1K–$15K | High | Report |
| GOOGL Charles Schwab 8826 ⇒ Alphabet Inc. - Class A Common Stock ( | Stock | $1K–$15K | High | Report |
| FUNFX Charles Schwab 8826 ⇒ American Funds Fundamental Investors - | Fund/ETF | $1K–$15K | High | Report |
| Charles Schwab 8826 ⇒ Caney Creek Texas 2.124% GO Muni Bonds | Other | $1K–$15K | High | Report |
| DFSV Charles Schwab 8826 ⇒ Dimensional ETF Trust Dimensional US S | Fund/ETF | $1K–$15K | High | Report |
| LLY Charles Schwab 8826 ⇒ Eli Lilly and Company Common Stock (LL | Stock | $1K–$15K | High | Report |
| ICSFX Charles Schwab 8826 ⇒ Invesco Comstock Fund (ICSFX) | Fund/ETF | $1K–$15K | High | Report |
| ACGIX Charles Schwab 8826 ⇒ Invesco Growth & Income Fund Class A ( | Fund/ETF | $1K–$15K | High | Report |
| EFG Charles Schwab 8826 ⇒ iShares MSCI EAFE Growth ETF (EFG) | Fund/ETF | $1K–$15K | High | Report |
| EFV Charles Schwab 8826 ⇒ iShares MSCI EAFE Value ETF (EFV) | Fund/ETF | $1K–$15K | High | Report |
| JPM Charles Schwab 8826 ⇒ JP Morgan Chase & Co. Common Stock (JP | Stock | $1K–$15K | High | Report |
| META Charles Schwab 8826 ⇒ Meta Platforms, Inc. - Class A Common | Stock | $1K–$15K | High | Report |
| MFEKX Charles Schwab 8826 ⇒ MFS Growth Fund Class R6 (MFEKX) | Fund/ETF | $1K–$15K | High | Report |
| PG Charles Schwab 8826 ⇒ Procter & Gamble Company (PG) | Stock | $1K–$15K | High | Report |
| STLA Charles Schwab 8826 ⇒ Stellantis N.V. Common Shares (STLA) | Stock | $1K–$15K | High | Report |
| VSS Charles Schwab 8826 ⇒ Vanguard FTSE All-Wld ex-US SmCp Idx E | Fund/ETF | $1K–$15K | High | Report |
| VUG Charles Schwab 8826 ⇒ Vanguard Growth ETF (VUG) | Fund/ETF | $1K–$15K | High | Report |
| VO Charles Schwab 8826 ⇒ Vanguard Mid-Cap ETF (VO) | Fund/ETF | $1K–$15K | High | Report |
| VBK Charles Schwab 8826 ⇒ Vanguard Small-Cap Growth ETF (VBK) | Fund/ETF | $1K–$15K | High | Report |
| VBR Charles Schwab 8826 ⇒ Vanguard Small-Cap Value ETF (VBR) | Fund/ETF | $1K–$15K | High | Report |
| VTV Charles Schwab 8826 ⇒ Vanguard Value ETF (VTV) | Fund/ETF | $1K–$15K | High | Report |
| Jack Williams Chevrolet ⇒ 500 Main/Williams GP | Private | $1K–$15K | High | Report |
| JRW II, LLC | Private | $1–$1K | High | Report |
| PFE Charles Schwab 8826 ⇒ Pfizer, Inc. Common Stock (PFE) | Stock | $1–$1K | High | Report |
| WAB Charles Schwab 8826 ⇒ Westinghouse Air Brake Technologies Co | Stock | $1–$1K | High | Report |
| Jack Williams Chevrolet ⇒ Jack Williams Chevrolet, Inc. | Private | $1–$1K | High | Report |
| Vestry Corporation ⇒ Vestry Corporation | Private | $1–$1K | 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.