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Congress trades · Members · Holdings

Rep. Tim Walberg R-MI05

Estimated current holdings · House. ← Back to the member's trades and hit rate

Base report: annual report CY2025 · trades through 2026-06-01 · later PTRs: 1

Estimated total: $294K–open-ended (some lines have no upper bound) across 23 positions.

Based on the annual report CY2025 and trades reported after it, Rep. Tim Walberg holds an estimated 23 positions worth $294K–open-ended (some lines have no upper bound) in total. The largest estimated holding is CREF Growth R1 ($50K–$100K). Disclosures give value ranges, not exact amounts, so treat this as a rough estimate for education, not investment advice.

AssetTypeEstimated rangeConfidenceCame from
CREF Growth R1Annuity$50K–$100KHighReport
AMZN Amazon.com, Inc. - Common Stock (AMZN)Stock$15K–$50KHighReport
AAPL Apple Inc. - Common Stock (AAPL)Stock$15K–$50KHighReport
BA Boeing Company (BA)Stock$15K–$50KHighReport
CAT Caterpillar, Inc. Common Stock (CAT)Stock$15K–$50KHighReport
CVX Chevron Corporation Common Stock (CVX)Stock$15K–$50KHighReport
CREF Global Equities R1Annuity$15K–$50KHighReport
CREF Total Global Stk R1Annuity$15K–$50KHighReport
ETN Eaton Corporation, PLC Ordinary Shares (ETN)Stock$15K–$50KHighReport
FSDAX Fidelity Select Defense & Aerospace (FSDAX)Fund/ETF$15K–$50KHighReport
SDVY First Trust SMID Cap Rising Dividend Achievers ETF (SDVY)Fund/ETF$15K–$50KHighReport
BUFD FT Vest Laddered Deep Buffer ETF (BUFD)Fund/ETF$15K–$50KHighReport
QQQM Invesco NASDAQ 100 ETF (QQQM)Fund/ETF$15K–$50KHighReport
J Jacobs Solutions Inc. Common Stock (J)Stock$15K–$50KHighReport
LHX L3Harris Technologies, Inc. Common Stock (LHX)Stock$15K–$50KHighReport
MFEIX MFS Growth Fund Class I (MFEIX)Fund/ETF$15K–$50KHighReport
WFC Wells Fargo & Company Common Stock (WFC)Stock$15K–$50KHighReport
BAC Bank of America Corporation Common Stock (BAC)Stock$1K–$15KHighReport
LMT Lockheed Martin Corporation Common Stock (LMT)Stock$1K–$15KHighReport
TIAA Real EstateAnnuity$1K–$15KHighReport
TIAA TraditionalAnnuity$1K–$15KHighReport
Legislative Retirement SystemPension$0–open-endedLowReport
Savoy Energy, LP mineral rights/royaltiesOther$0–open-endedLowReport
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.