Sam T. Liccardo Estimated Holdings (2026)

Base report: annual report CY2025 · trades through 2026-07-21 · later PTRs: 1

Estimated total: $3.4M–$13.7M across 38 positions.

Based on the annual report CY2025 and trades reported after it, Rep. Sam T. Liccardo holds an estimated 38 positions worth $3.4M–$13.7M in total. The largest estimated holding is Residential Property ($2M–$10M). 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
Residential Property	Real estate	$2M–$10M	High	Report
SWPPX Schwab ⇒ Schwab IRA -- Sam Liccardo ⇒ Schwab S&P 500 Index F	Fund/ETF	$261K–$715K	High	Report
CalPERS Pension Sam Liccardo ⇒ CalPERS	Pension	$250K–$500K	High	Report
QQQM Schwab ⇒ Schwab IRA -- Sam Liccardo ⇒ Invesco NASDAQ 100 ETF	Fund/ETF	$180K–$450K	High	Report
FNILX Fidelity 457 ⇒ BrokerageLink ⇒ Fidelity ZERO Large Cap Index	Fund/ETF	$100K–$250K	High	Report
Schwab ⇒ Schwab IRA -- Sam Liccardo ⇒ SWPPX	Cash	$100K–$250K	High	Report
Schwab ⇒ Schwab IRA -- Sam Liccardo ⇒ U.S. Treasuries	Bond	$100K–$250K	High	Report
VOO Schwab ⇒ Schwab Roth IRA -- Sam Liccardo ⇒ Vanguard S&P 500	Fund/ETF	$65K–$150K	High	Report
FSUTX Fidelity 457 ⇒ BrokerageLink ⇒ Fidelity Select Utilities Gro	Fund/ETF	$51K–$115K	High	Report
Schwab ⇒ Schwab IRA -- Sam Liccardo ⇒ FHLB (9/2026)	Bond	$50K–$100K	High	Report
Schwab ⇒ Schwab IRA -- Sam Liccardo ⇒ Schwab Prime Advantage	Cash	$50K–$100K	High	Report
Spouse Schwab IRA ⇒ SWVXX	Cash	$50K–$100K	High	Report
Spouse Schwab IRA ⇒ U.S. Treasuries	Bond	$50K–$100K	High	Report
NVDA Schwab ⇒ Schwab Roth IRA -- Sam Liccardo ⇒ NVIDIA Corporatio	Stock	$1K–$100K	Medium	Report
Schwab ⇒ Joint Trading Account ⇒ U.S. Treasuries	Bond	$15K–$50K	High	Report
DGRO Schwab ⇒ Schwab IRA -- Sam Liccardo ⇒ iShares Core Dividend	Fund/ETF	$15K–$50K	High	Report
CIBR Schwab ⇒ Schwab Roth IRA -- Sam Liccardo ⇒ First Trust NASDA	Fund/ETF	$15K–$50K	High	Report
PHO Schwab ⇒ Schwab Roth IRA -- Sam Liccardo ⇒ Invesco Water Res	Fund/ETF	$15K–$50K	High	Report
QQQ Spouse Schwab Roth IRA ⇒ Invesco QQQ Trust, Series 1 (QQQ)	Fund/ETF	$15K–$50K	High	Report
TreasuryDirect ⇒ Series I Savings Bond	Bond	$15K–$50K	High	Report
SCHY Schwab ⇒ Schwab IRA -- Sam Liccardo ⇒ Schwab International D	Fund/ETF	$2K–$30K	High	Report
American Express Savings	Cash	$1–$1K	High	Report
Schwab ⇒ Schwab Trading Account -- Sam Liccardo ⇒ SWVXX	Cash	$1–$1K	High	Report

15 small positions (each ≤ $15K), total $15K–$225K, 0 from later trades. Click to expand.

Asset	Type	Estimated range	Confidence	Came from
AWR Schwab ⇒ Schwab IRA -- Sam Liccardo ⇒ American States Water	Stock	$1K–$15K	High	Report
BMY Schwab ⇒ Schwab IRA -- Sam Liccardo ⇒ Bristol-Myers Squibb C	Stock	$1K–$15K	High	Report
Schwab ⇒ Schwab IRA -- Sam Liccardo ⇒ FHLB (3/2030)	Bond	$1K–$15K	High	Report
MRK Schwab ⇒ Schwab Roth IRA -- Sam Liccardo ⇒ Merck & Company,	Stock	$1K–$15K	High	Report
NVCR Schwab ⇒ Schwab Roth IRA -- Sam Liccardo ⇒ NovoCure Limited	Stock	$1K–$15K	High	Report
SCHD Schwab ⇒ Schwab Trading Account -- Sam Liccardo ⇒ Schwab US	Fund/ETF	$1K–$15K	High	Report
AMD Spouse Schwab IRA ⇒ Advanced Micro Devices, Inc. (AMD)	Stock	$1K–$15K	High	Report
AAPL Spouse Schwab IRA ⇒ Apple Inc. - Common Stock (AAPL)	Stock	$1K–$15K	High	Report
SNOW Spouse Schwab IRA ⇒ Snowflake Inc. Class A Common Stock (SNO	Stock	$1K–$15K	High	Report
ARM Spouse Schwab Roth IRA ⇒ Arm Holdings plc - American Deposit	Stock	$1K–$15K	High	Report
T Spouse Schwab Roth IRA ⇒ AT&T Inc. (T)	Stock	$1K–$15K	High	Report
NFLX Spouse Schwab Roth IRA ⇒ Netflix, Inc. - Common Stock (NFLX)	Stock	$1K–$15K	High	Report
VZ Spouse Schwab Roth IRA ⇒ Verizon Communications Inc. Common	Stock	$1K–$15K	High	Report
PANW Spouse Schwab SEP IRA ⇒ Palo Alto Networks, Inc. (PANW)	Stock	$1K–$15K	High	Report
PHYS Spouse Schwab SEP IRA ⇒ Sprott Physical Gold Trust ETV (PHYS	Fund/ETF	$1K–$15K	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. Sam T. Liccardo D-CA16