Congress Holdings

All members

Neal P. Dunn

U.S. Representative, Florida district 2 (FL02)

Latest disclosure August 13, 2026: Annual report (FD Original) for 2025, filing 10076120.

Everything below is as of the disclosure date of the filing it came from, not live. Members report trades up to 45 days after they happen.

Holdings

From Annual report (FD Original) for 2025, filing 10076120.

As of August 13, 2026, the date it was filed.

Source Original filing (PDF, House Clerk)

Sorted by the lower bound of the disclosed value band, largest band first.

TickerAssetOwnerValue bandSource
QQQ IRA #3 ⇒ Invesco QQQ Trust, Series 1 (QQQ) EF Member $500,001 - $1,000,000 p. 3
AAPL IRA #3 ⇒ Apple Inc. - Common Stock (AAPL) ST Member $250,001 - $500,000 p. 3
IVV IRA #3 ⇒ iShares Core S&P 500 ETF (IVV) EF Member $250,001 - $500,000 p. 4
ITA IRA #3 ⇒ iShares U.S. Aerospace & Defense ETF (ITA) EF Member $250,001 - $500,000 p. 4
PRWCX IRA #3 ⇒ T. Rowe Price Capital Appreciation Fund (PRWCX) MF Member $250,001 - $500,000 p. 4
VYM IRA #3 ⇒ Vanguard High Dividend Yield ETF (VYM) EF Member $250,001 - $500,000 p. 5
QQQ NP Dunn Tst Cadence Pldg ⇒ Invesco QQQ Trust, Series 1 (QQQ) EF Member $250,001 - $500,000 p. 6
AMLP IRA #3 ⇒ Alerian MLP ETF (AMLP) EF Member $100,001 - $250,000 p. 3
IBB IRA #3 ⇒ iShares Biotechnology ETF (IBB) EF Member $100,001 - $250,000 p. 3
IWM IRA #3 ⇒ iShares Russell 2000 Index Fund (IWM) EF Member $100,001 - $250,000 p. 4
QQQ NP Dunn TLF Pledge ⇒ Invesco QQQ Trust, Series 1 (QQQ) EF Member $100,001 - $250,000 p. 5
IVV NP Dunn Tst Cadence Pldg ⇒ iShares Core S&P 500 ETF (IVV) EF Member $100,001 - $250,000 p. 6
IWM NP Dunn Tst Cadence Pldg ⇒ iShares Russell 2000 Index Fund (IWM) EF Member $100,001 - $250,000 p. 6
VTV NP Dunn Tst Cadence Pldg ⇒ Vanguard Value ETF (VTV) EF Member $100,001 - $250,000 p. 6
JNJ IRA #3 ⇒ Johnson & Johnson Common Stock (JNJ) ST Member $50,001 - $100,000 p. 4
VTV IRA #3 ⇒ Vanguard Value ETF (VTV) EF Member $50,001 - $100,000 p. 5
PGX NP Dunn TLF Pledge ⇒ Invesco Preferred ETF (PGX) EF Member $50,001 - $100,000 p. 5
IVV NP Dunn TLF Pledge ⇒ iShares Core S&P 500 ETF (IVV) EF Member $50,001 - $100,000 p. 5
PFF NP Dunn TLF Pledge ⇒ iShares Preferred and Income Securities ETF (PFF) EF Member $50,001 - $100,000 p. 5
IWM NP Dunn TLF Pledge ⇒ iShares Russell 2000 Index Fund (IWM) EF Member $50,001 - $100,000 p. 5
FLTR NP Dunn TLF Pledge ⇒ VanEck IG Floating Rate ETF (FLTR) EF Member $50,001 - $100,000 p. 5
VYM NP Dunn TLF Pledge ⇒ Vanguard High Dividend Yield ETF (VYM) EF Member $50,001 - $100,000 p. 5
VTV NP Dunn TLF Pledge ⇒ Vanguard Value ETF (VTV) EF Member $50,001 - $100,000 p. 6
VTV NP Dunn TLF Pledge ⇒ Vanguard Value ETF (VTV) EF Member $50,001 - $100,000 p. 6
PFF NP Dunn Tst Cadence Pldg ⇒ iShares Preferred and Income Securities ETF (PFF) EF Member $50,001 - $100,000 p. 6
FLTR NP Dunn Tst Cadence Pldg ⇒ VanEck IG Floating Rate ETF (FLTR) EF Member $50,001 - $100,000 p. 6
VYM NP Dunn Tst Cadence Pldg ⇒ Vanguard High Dividend Yield ETF (VYM) EF Member $50,001 - $100,000 p. 6
IEMG IRA #1 ⇒ iShares Core MSCI Emerging Markets ETF (IEMG) EF Spouse $15,001 - $50,000 p. 1
IVV IRA #1 ⇒ iShares Core S&P 500 ETF (IVV) EF Spouse $15,001 - $50,000 p. 1
IUSB IRA #1 ⇒ iShares Core Universal USD Bond ETF (IUSB) EF Spouse $15,001 - $50,000 p. 1
EFV IRA #1 ⇒ iShares MSCI EAFE Value ETF (EFV) EF Spouse $15,001 - $50,000 p. 2
OEF IRA #1 ⇒ iShares S&P 100 Fund (OEF) EF Spouse $15,001 - $50,000 p. 2
IVW IRA #1 ⇒ iShares S&P 500 Growth ETF (IVW) EF Spouse $15,001 - $50,000 p. 2
IVE IRA #1 ⇒ iShares S&P 500 Value ETF (IVE) EF Spouse $15,001 - $50,000 p. 2
DYNF IRA #1 ⇒ iShares U.S. Equity Factor Rotation Active ETF (DYNF) EF Spouse $15,001 - $50,000 p. 2
ONEQ NP Dunn TLF Pledge ⇒ Fidelity Nasdaq Composite Index ETF (ONEQ) EF Member $15,001 - $50,000 p. 5
IBB NP Dunn TLF Pledge ⇒ iShares Biotechnology ETF (IBB) EF Member $15,001 - $50,000 p. 5
SCHA NP Dunn TLF Pledge ⇒ Schwab U.S. Small-Cap ETF (SCHA) EF Member $15,001 - $50,000 p. 5
VYMI NP Dunn TLF Pledge ⇒ Vanguard International High Dividend Yield ETF (VYMI) EF Member $15,001 - $50,000 p. 6
IBB NP Dunn Tst Cadence Pldg ⇒ iShares Biotechnology ETF (IBB) EF Member $15,001 - $50,000 p. 6
VYMI NP Dunn Tst Cadence Pldg ⇒ Vanguard International High Dividend Yield ETF (VYMI) EF Member $15,001 - $50,000 p. 6
TLH IRA #1 ⇒ iShares 10-20 Year Treasury Bond ETF (TLH) EF Spouse $1,001 - $15,000 p. 1
BAI IRA #1 ⇒ iShares A.I. Innovation and Tech Active ETF (BAI) EF Spouse $1,001 - $15,000 p. 1
IAU IRA #1 ⇒ iShares Gold Trust Shares (IAU) EF Spouse $1,001 - $15,000 p. 1
IAGG IRA #1 ⇒ iShares International Aggregate Bond Fund (IAGG) EF Spouse $1,001 - $15,000 p. 2
MBB IRA #1 ⇒ iShares MBS ETF (MBB) EF Spouse $1,001 - $15,000 p. 2
MTUM IRA #1 ⇒ iShares MSCI USA Momentum Factor ETF (MTUM) EF Spouse $1,001 - $15,000 p. 2
QUAL IRA #1 ⇒ iShares MSCI USA Quality Factor ETF (QUAL) EF Spouse $1,001 - $15,000 p. 2
ITA IRA #1 ⇒ iShares U.S. Aerospace & Defense ETF (ITA) EF Spouse $1,001 - $15,000 p. 2
THRO IRA #1 ⇒ iShares U.S. Thematic Rotation Active ETF (THRO) EF Spouse $1,001 - $15,000 p. 2
IEMG IRA #2 ⇒ iShares Core MSCI Emerging Markets ETF (IEMG) EF Member $1,001 - $15,000 p. 2
IVV IRA #2 ⇒ iShares Core S&P 500 ETF (IVV) EF Member $1,001 - $15,000 p. 2
EFV IRA #2 ⇒ iShares MSCI EAFE Value ETF (EFV) EF Member $1,001 - $15,000 p. 3
OEF IRA #2 ⇒ iShares S&P 100 Fund (OEF) EF Member $1,001 - $15,000 p. 3
IVW IRA #2 ⇒ iShares S&P 500 Growth ETF (IVW) EF Member $1,001 - $15,000 p. 3
IVE IRA #2 ⇒ iShares S&P 500 Value ETF (IVE) EF Member $1,001 - $15,000 p. 3
DYNF IRA #2 ⇒ iShares U.S. Equity Factor Rotation Active ETF (DYNF) EF Member $1,001 - $15,000 p. 3
PFF IRA #3 ⇒ iShares Preferred and Income Securities ETF (PFF) EF Member $1,001 - $15,000 p. 4

16 other assets on this report (bank accounts, real property, retirement plans, private businesses and similar) are not securities and are not listed here. They are on the filing.

Transactions

Every row on this member's periodic transaction reports filed in 2025 and 2026.

Sorted by the lower bound of the disclosed amount band, largest band first, then by transaction date, newest first. Each row links to the page of the filing it came from.

TickerAssetOwnerTypeTransaction dateAmount bandFiled
none JP Morgan Chase & Co Depositary Shares Preferred Series GG OT Member S May 11, 2026 $50,001 - $100,000 June 23, 2026
filing 20034815, p. 1
none Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E (RF$E) ST Member S May 11, 2026 $50,001 - $100,000 June 23, 2026
filing 20034815, p. 1
none AT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.000% Perpetual Preferred Stock, Series A (T$A) ST Member S May 11, 2026 $15,001 - $50,000 June 23, 2026
filing 20034815, p. 1
MSTR MicroStrategy Incorporated - Class A Common Stock (MSTR) ST Spouse P December 24, 2024 $15,001 - $50,000 March 10, 2025
filing 20027895, p. 1
none Cadence Bank 5.50% Series A (CADE$A) ST Member E February 2, 2026 $1,001 - $15,000 March 17, 2026
filing 20034114, p. 1
HBANZ Huntington Bancshares Incorporated - Depositary Shares L Preferred Stock (HBANZ) OT Member E February 2, 2026 $1,001 - $15,000 March 17, 2026
filing 20034114, p. 1
none J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG (JPM$J) ST Member S (partial) September 4, 2025 $1,001 - $15,000 October 1, 2025
filing 20032191, p. 1
none Capital One Financial Corporation Depositary shares each representing a 1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer (COF$I) ST Member P June 2, 2025 $1,001 - $15,000 August 13, 2025
filing 20030735, p. 1
none Capital One Financial Corporation Depositary shares each representing a 1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer (COF$I) ST Member P March 3, 2025 $1,001 - $15,000 April 3, 2025
filing 20029068, p. 1

Type is printed as on the filing: P purchase, S sale, S (partial) partial sale, E exchange. Owner as on the filing: Spouse (SP), Joint (JT), Dependent child (DC); blank means the member.

Filings on record

Everything the House Clerk lists for this member in the 2024–2026 indexes, newest first.

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