“...pleasure and pain, they come and go and don't last... bear them patiently”—Gita
Base report: annual report CY2025 · trades through 2026-08-11 · later PTRs: 1 2 3 4 5 6 7
Estimated total: $1.8M–open-ended (some lines have no upper bound) across 102 positions.
Based on the annual report CY2025 and trades reported after it, Rep. William R. Keating holds an estimated 102 positions worth $1.8M–open-ended (some lines have no upper bound) in total. The largest estimated holding is BSIIX ($165K–$400K). 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 |
|---|---|---|---|---|
| BSIIX Focus Partners IRA ⇒ BlackRock Strategic Income Opportunitie | Fund/ETF | $165K–$400K | High | Report |
| FCNTX Focus Partners Brokerage Account ⇒ Fidelity Contra Fund (FCN | Fund/ETF | $100K–$250K | High | Report |
| VWIUX Focus Partners Brokerage Account ⇒ Vanguard Intermediate-Ter | Fund/ETF | $100K–$250K | High | Report |
| VTEB Focus Partners Brokerage Account ⇒ Vanguard Tax-Exempt Bond | Fund/ETF | $100K–$250K | High | Report |
| FXAIX Focus Partners IRA ⇒ Fidelity 500 Index Fund (FXAIX) | Fund/ETF | $100K–$250K | High | Report |
| BAGIX Focus Partners IRA ⇒ Baird Aggregate Bond Fund Institutional | Fund/ETF | $100K–$200K | High | Report |
| FDRXX Focus Partners IRA ⇒ Fidelity Cash Reserves (FDRXX) | Fund/ETF | $66K–$165K | High | Report |
| FIQIX Focus Partners IRA ⇒ Fidelity Advisor International Small Ca | Fund/ETF | $65K–$150K | High | Report |
| MNCSX Focus Partners IRA ⇒ Mercer Non-US Core Equity Fund Class I | Fund/ETF | $65K–$150K | High | Report |
| HSNFX Focus Partners IRA ⇒ The Hartford Strategic Income Fund Clas | Fund/ETF | $65K–$150K | High | Report |
| TSEGX Focus Partners IRA ⇒ Touchstone Sands Capital Emerging Marke | Fund/ETF | $65K–$150K | High | Report |
| NLSIX Focus Partners Brokerage Account ⇒ Neuberger Berman Long Sho | Fund/ETF | $45K–$150K | High | Report |
| ECOIX Focus Partners Brokerage Account ⇒ Ecofin Global Renewables | Fund/ETF | $31K–$115K | High | Report |
| IXUS Focus Partners Brokerage Account ⇒ iShares Core MSCI Total I | Fund/ETF | $31K–$115K | High | Report |
| ISCG Focus Partners Brokerage Account ⇒ iShares Morningstar Small | Fund/ETF | $50K–$100K | High | Report |
| IVE Focus Partners Brokerage Account ⇒ iShares S&P 500 Value ETF | Fund/ETF | $50K–$100K | High | Report |
| VEIRX Focus Partners Brokerage Account ⇒ Vanguard Equity Income Fu | Fund/ETF | $50K–$100K | High | Report |
| FTXSX Focus Partners IRA ⇒ FullerThaler Behavioral Small-Cap Growt | Fund/ETF | $50K–$100K | High | Report |
| VBIAX Vanguard Brokerage Account ⇒ Vanguard Balanced Index Fd Admi | Fund/ETF | $50K–$100K | High | Report |
| UNITED STATES TREAS BILLS ZERO CPN 0.00000% 04/28/2026 | Stock | $50K–$100K | Medium | Later trade |
| GRHIX Focus Partners Brokerage Account ⇒ GOEHRING & ROZENCWAJG RES | Fund/ETF | $30K–$100K | High | Report |
| SHRIX Focus Partners Brokerage Account ⇒ Stone Ridge High Yield Re | Fund/ETF | $30K–$100K | High | Report |
| SPEM Focus Partners IRA ⇒ State Street SPDR Portfolio Emerging Ma | Fund/ETF | $16K–$65K | High | Report |
| UNITED STATES TREAS BILLS ZERO CPN 0.00000% 03/24/2026 | Stock | $4K–$60K | Medium | Later trade |
| GHYIX Focus Partners Brokerage Account ⇒ Goldman Sachs High Yield | Fund/ETF | $15K–$50K | High | Report |
| RPTIX Focus Partners Brokerage Account ⇒ T. Rowe Price Mid-Cap Gro | Fund/ETF | $15K–$50K | High | Report |
| HYD Focus Partners Brokerage Account ⇒ VanEck High Yield Muni ET | Fund/ETF | $15K–$50K | High | Report |
| Focus Partners IRA ⇒ Abbvie Inc Note MAT 3/15/34 | Bond | $15K–$50K | High | Report |
| GOOGL Focus Partners IRA ⇒ Alphabet Inc. - Class A Common Stock (G | Stock | $15K–$50K | High | Report |
| AMZN Focus Partners IRA ⇒ Amazon.com, Inc. - Common Stock (AMZN) | Stock | $15K–$50K | High | Report |
| Focus Partners IRA ⇒ Bank America Corp SER N Mtn MAT 11/10/2 | Bond | $15K–$50K | High | Report |
| Focus Partners IRA ⇒ Coca Cola Co Note MAT 5/13/34 | Bond | $15K–$50K | High | Report |
| Focus Partners IRA ⇒ General MTRS Co Note MAT 10/15/32 | Bond | $15K–$50K | High | Report |
| JPM Focus Partners IRA ⇒ JP Morgan Chase & Co. Common Stock (JPM | Stock | $15K–$50K | High | Report |
| Focus Partners IRA ⇒ JPMorgan Chase & Co Note MAT 7/24/29 | Bond | $15K–$50K | High | Report |
| Focus Partners IRA ⇒ Lowes Cos Inc Note MAT 4/15/30 | Bond | $15K–$50K | High | Report |
| MSFT Focus Partners IRA ⇒ Microsoft Corporation - Common Stock (M | Stock | $15K–$50K | High | Report |
| Focus Partners IRA ⇒ Morgan Stanley Ser I MTN MAT 10/18/33 | Bond | $15K–$50K | High | Report |
| Focus Partners IRA ⇒ The Campbells Company Note MAT 3/21/34 | Bond | $15K–$50K | High | Report |
| MVTIX Focus Partners IRA ⇒ Transamerica Mid Cap Value Opportunitie | Fund/ETF | $15K–$50K | High | Report |
| VFIAX Focus Partners IRA ⇒ Vanguard 500 Index Fd Admiral Shs (VFIA | Fund/ETF | $15K–$50K | High | Report |
| Focus Partners IRA ⇒ Wells Fargo & Co Ser W MTN MAT 1/24/31 | Bond | $15K–$50K | High | Report |
| VTMFX Vanguard Brokerage Account ⇒ Vanguard Tax-Managed Fund Balan | Fund/ETF | $15K–$50K | High | Report |
| HCA INC. NOTE CALL MAKE WHOLE 5.62500% 09/01/2028 | Stock | $15K–$50K | Medium | Later trade |
| VMWARE LLC NOTE CALL MAKE WHOLE 4.70000% 05/15/2030 | Stock | $2K–$30K | Medium | Later trade |
| Vanguard Brokerage Account ⇒ Vanugard Fed Money Market Fund | Cash | $1K–$15K | High | Report |
| Commonwealth of Mass. Retirement | Pension | $0–open-ended | Low | Report |
| US Airways Retirement | Pension | $0–open-ended | Low | Report |
| Asset | Type | Estimated range | Confidence | Came from |
|---|---|---|---|---|
| QLTY Focus Partners Brokerage Account ⇒ GMO U.S. Quality ETF (QLT | Fund/ETF | $1K–$15K | High | Report |
| OAYMX Focus Partners Brokerage Account ⇒ Oakmark Fund Advisor Clas | Fund/ETF | $1K–$15K | High | Report |
| ACN Focus Partners IRA ⇒ Accenture plc Class A Ordinary Shares ( | Stock | $1K–$15K | High | Report |
| AMH Focus Partners IRA ⇒ American Homes 4 Rent Common Shares of | Stock | $1K–$15K | High | Report |
| ARMK Focus Partners IRA ⇒ Aramark Common Stock (ARMK) | Stock | $1K–$15K | High | Report |
| AZO Focus Partners IRA ⇒ AutoZone, Inc. Common Stock (AZO) | Stock | $1K–$15K | High | Report |
| Focus Partners IRA ⇒ Bank America Corp Ser M Mtn MAT 3/5/29 | Bond | $1K–$15K | High | Report |
| BJ Focus Partners IRA ⇒ BJ's Wholesale Club Holdings, Inc. Comm | Stock | $1K–$15K | High | Report |
| CACI Focus Partners IRA ⇒ CACI International, Inc. Class A Common | Stock | $1K–$15K | High | Report |
| Focus Partners IRA ⇒ Capital One Finl Corp Note MAT 10/30/31 | Bond | $1K–$15K | High | Report |
| CDW Focus Partners IRA ⇒ CDW Corporation - Common Stock (CDW) | Stock | $1K–$15K | High | Report |
| CSGP Focus Partners IRA ⇒ CoStar Group, Inc. - Common Stock (CSGP | Stock | $1K–$15K | High | Report |
| Focus Partners IRA ⇒ Elevance Health Inc. Note MAT 12/01/27 | Bond | $1K–$15K | High | Report |
| FISV Focus Partners IRA ⇒ Fiserv, Inc. - Common Stock (FISV) | Stock | $1K–$15K | High | Report |
| ICE Focus Partners IRA ⇒ Intercontinental Exchange Inc. Common S | Stock | $1K–$15K | High | Report |
| INTU Focus Partners IRA ⇒ Intuit Inc. - Common Stock (INTU) | Stock | $1K–$15K | High | Report |
| ISRG Focus Partners IRA ⇒ Intuitive Surgical, Inc. - Common Stock | Stock | $1K–$15K | High | Report |
| J Focus Partners IRA ⇒ Jacobs Solutions Inc. Common Stock (J) | Stock | $1K–$15K | High | Report |
| KKR Focus Partners IRA ⇒ KKR & Co. Inc. Common Stock (KKR) | Stock | $1K–$15K | High | Report |
| KLAC Focus Partners IRA ⇒ KLA Corporation - Common Stock (KLAC) | Stock | $1K–$15K | High | Report |
| LIN Focus Partners IRA ⇒ Linde plc - Ordinary Shares (LIN) | Stock | $1K–$15K | High | Report |
| LOW Focus Partners IRA ⇒ Lowe's Companies, Inc. Common Stock (LO | Stock | $1K–$15K | High | Report |
| MA Focus Partners IRA ⇒ Mastercard Incorporated Common Stock (M | Stock | $1K–$15K | High | Report |
| MCK Focus Partners IRA ⇒ McKesson Corporation Common Stock (MCK) | Stock | $1K–$15K | High | Report |
| MRK Focus Partners IRA ⇒ Merck & Company, Inc. Common Stock (MRK | Stock | $1K–$15K | High | Report |
| Focus Partners IRA ⇒ Meta Platforms Inc Note MAT 5/15/33 | Bond | $1K–$15K | High | Report |
| MCO Focus Partners IRA ⇒ Moody's Corporation Common Stock (MCO) | Stock | $1K–$15K | High | Report |
| NOC Focus Partners IRA ⇒ Northrop Grumman Corporation Common Sto | Stock | $1K–$15K | High | Report |
| PANW Focus Partners IRA ⇒ Palo Alto Networks, Inc. (PANW) | Stock | $1K–$15K | High | Report |
| PEP Focus Partners IRA ⇒ Pepsico, Inc. (PEP) | Stock | $1K–$15K | High | Report |
| PNC Focus Partners IRA ⇒ PNC Financial Services Group, Inc. (PNC | Stock | $1K–$15K | High | Report |
| PG Focus Partners IRA ⇒ Procter & Gamble Company (PG) | Stock | $1K–$15K | High | Report |
| QCOM Focus Partners IRA ⇒ QUALCOMM Incorporated - Common Stock (Q | Stock | $1K–$15K | High | Report |
| NOW Focus Partners IRA ⇒ ServiceNow, Inc. Common Stock (NOW) | Stock | $1K–$15K | High | Report |
| Focus Partners IRA ⇒ Simon PPTY Group LP Note MAT 10/01/35 | Bond | $1K–$15K | High | Report |
| Focus Partners IRA ⇒ T Mobile USA Note MAT 2/1/28 | Bond | $1K–$15K | High | Report |
| TMO Focus Partners IRA ⇒ Thermo Fisher Scientific Inc Common Sto | Stock | $1K–$15K | High | Report |
| TJX Focus Partners IRA ⇒ TJX Companies, Inc. (TJX) | Stock | $1K–$15K | High | Report |
| TDG Focus Partners IRA ⇒ Transdigm Group Incorporated Common Sto | Stock | $1K–$15K | High | Report |
| Focus Partners IRA ⇒ Union PAC Corp Note MAT 9/10/28 | Bond | $1K–$15K | High | Report |
| URI Focus Partners IRA ⇒ United Rentals, Inc. Common Stock (URI) | Stock | $1K–$15K | High | Report |
| Focus Partners IRA ⇒ US Treas Bills MAT 1/06/26 | Bond | $1K–$15K | High | Report |
| VRTX Focus Partners IRA ⇒ Vertex Pharmaceuticals Incorporated - C | Stock | $1K–$15K | High | Report |
| ALPHABET INC NOTE CALL MAKE WHOLE 4.70000% 11/15/2035 | Stock | $1K–$15K | Medium | Later trade |
| CHUBB INA HLDGS INC NOTE CALL MAKE WHOLE 5.00000% 03/15/2034 | Stock | $1K–$15K | Medium | Later trade |
| T MOBILE USA INC NOTE CALL MAKE WHOLE 5.05000% 07/15/2033 | Stock | $1K–$15K | Medium | Later trade |
| OTIS WORLDWIDE CORP NOTE CALL MAKE WHOLE 5.25000% 08/16/2028 | Stock | $1K–$15K | Medium | Later trade |
| UNITED STATES TREAS BILLS ZERO CPN 0.00000% 05/28/2026 | Stock | $1K–$15K | Medium | Later trade |
| JPMORGAN CHASE &CO NOTE CALL MAKE WHOLE 5.57200% 04/22/2036 | Stock | $1K–$15K | Medium | Later trade |
| NORTHROP GRUMMAN CORP NOTE 4.40000% 05/01/2030 CALL MAKE WHO | Stock | $1K–$15K | Medium | Later trade |
| SIMON PPTY GROUP LP NOTE CALL MAKE WHOLE 5.12500% 10/01/2035 | Stock | $1K–$15K | Medium | Later trade |
| CAPITAL ONE FINL CORP NOTE 7.62400% 10/30/2031 | Stock | $1K–$15K | Medium | Later trade |
| Alphabet Inc Note Coupon 4.80000%Mat 2/15/2036 | Stock | $1K–$15K | Medium | Later trade |
| UNH Focus Partners IRA ⇒ UnitedHealth Group Incorporated Common | Stock | $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.