John B. Larson
U.S. Representative, Connecticut district 1 (CT01)
Latest disclosure May 14, 2026: Annual report (FD Original) for 2025, filing 10074715.
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 10074715.
As of May 14, 2026, the date it was filed.
Sorted by the lower bound of the disclosed value band, largest band first.
| Ticker | Asset | Owner | Value band | Source |
|---|---|---|---|---|
| SCHG | CHARLES SCHWAB & CO INC; USADVISORS WEALTH MGMT ⇒ Schwab U.S. Large-Cap Growth ETF (SCHG) EF | Member | $100,001 - $250,000 | p. 3 |
| SCHV | CHARLES SCHWAB & CO INC; USADVISORS WEALTH MGMT ⇒ Schwab U.S. Large-Cap Value ETF (SCHV) EF | Member | $100,001 - $250,000 | p. 3 |
| AVUV | CHARLES SCHWAB & CO INC; USADVISORS WEALTH MGMT ⇒ Avantis U.S. Small Cap Value ETF (AVUV) EF | Member | $15,001 - $50,000 | p. 1 |
| FENI | CHARLES SCHWAB & CO INC; USADVISORS WEALTH MGMT ⇒ Fidelity Enhanced International ETF (FENI) EF | Member | $15,001 - $50,000 | p. 2 |
| FBND | CHARLES SCHWAB & CO INC; USADVISORS WEALTH MGMT ⇒ Fidelity Total Bond ETF (FBND) EF | Member | $15,001 - $50,000 | p. 2 |
| XSMO | CHARLES SCHWAB & CO INC; USADVISORS WEALTH MGMT ⇒ Invesco S&P SmallCap Momentum ETF (XSMO) EF | Member | $15,001 - $50,000 | p. 2 |
| GTO | CHARLES SCHWAB & CO INC; USADVISORS WEALTH MGMT ⇒ Invesco Total Return Bond ETF (GTO) EF | Member | $15,001 - $50,000 | p. 2 |
| IWP | CHARLES SCHWAB & CO INC; USADVISORS WEALTH MGMT ⇒ iShares Russell Midcap Growth ETF (IWP) EF | Member | $15,001 - $50,000 | p. 2 |
| HELO | CHARLES SCHWAB & CO INC; USADVISORS WEALTH MGMT ⇒ JPMorgan Hedged Equity Laddered Overlay ETF (HELO) EF | Member | $15,001 - $50,000 | p. 3 |
| BOND | CHARLES SCHWAB & CO INC; USADVISORS WEALTH MGMT ⇒ PIMCO Active Bond Exchange-Traded Fund Exchange- Traded Fund (BOND) EF | Member | $15,001 - $50,000 | p. 3 |
| BOND | CHARLES SCHWAB & CO INC; USADVISORS WEALTH MGMT ⇒ PIMCO Active Bond Exchange-Traded Fund Exchange- Traded Fund (BOND) EF | Spouse | $15,001 - $50,000 | p. 3 |
| SCHG | CHARLES SCHWAB & CO INC; USADVISORS WEALTH MGMT ⇒ Schwab U.S. Large-Cap Growth ETF (SCHG) EF | Spouse | $15,001 - $50,000 | p. 3 |
| SCHV | CHARLES SCHWAB & CO INC; USADVISORS WEALTH MGMT ⇒ Schwab U.S. Large-Cap Value ETF (SCHV) EF | Spouse | $15,001 - $50,000 | p. 3 |
| WTV | CHARLES SCHWAB & CO INC; USADVISORS WEALTH MGMT ⇒ WisdomTree U.S. Value Fund (WTV) EF | Member | $15,001 - $50,000 | p. 4 |
| AVUV | CHARLES SCHWAB & CO INC; USADVISORS WEALTH MGMT ⇒ Avantis U.S. Small Cap Value ETF (AVUV) EF | Spouse | $1,001 - $15,000 | p. 1 |
| FENI | CHARLES SCHWAB & CO INC; USADVISORS WEALTH MGMT ⇒ Fidelity Enhanced International ETF (FENI) EF | Spouse | $1,001 - $15,000 | p. 2 |
| FBND | CHARLES SCHWAB & CO INC; USADVISORS WEALTH MGMT ⇒ Fidelity Total Bond ETF (FBND) EF | Spouse | $1,001 - $15,000 | p. 2 |
| XSMO | CHARLES SCHWAB & CO INC; USADVISORS WEALTH MGMT ⇒ Invesco S&P SmallCap Momentum ETF (XSMO) EF | Spouse | $1,001 - $15,000 | p. 2 |
| GTO | CHARLES SCHWAB & CO INC; USADVISORS WEALTH MGMT ⇒ Invesco Total Return Bond ETF (GTO) EF | Spouse | $1,001 - $15,000 | p. 2 |
| IWP | CHARLES SCHWAB & CO INC; USADVISORS WEALTH MGMT ⇒ iShares Russell Midcap Growth ETF (IWP) EF | Spouse | $1,001 - $15,000 | p. 3 |
| HELO | CHARLES SCHWAB & CO INC; USADVISORS WEALTH MGMT ⇒ JPMorgan Hedged Equity Laddered Overlay ETF (HELO) EF | Spouse | $1,001 - $15,000 | p. 3 |
| TOTL | CHARLES SCHWAB & CO INC; USADVISORS WEALTH MGMT ⇒ State Street DoubleLine Total Return Tactical ETF (TOTL) EF | Spouse | $1,001 - $15,000 | p. 4 |
| WTV | CHARLES SCHWAB & CO INC; USADVISORS WEALTH MGMT ⇒ WisdomTree U.S. Value Fund (WTV) EF | Spouse | $1,001 - $15,000 | p. 4 |
| TLT | CHARLES SCHWAB & CO INC; USADVISORS WEALTH MGMT ⇒ iShares 20+ Year Treasury Bond ETF (TLT) EF | Member | None | p. 2 |
| TLT | CHARLES SCHWAB & CO INC; USADVISORS WEALTH MGMT ⇒ iShares 20+ Year Treasury Bond ETF (TLT) EF | Spouse | None | p. 2 |
| COWZ | CHARLES SCHWAB & CO INC; USADVISORS WEALTH MGMT ⇒ Pacer US Cash Cows 100 ETF (COWZ) EF | Member | None | p. 3 |
| COWZ | CHARLES SCHWAB & CO INC; USADVISORS WEALTH MGMT ⇒ Pacer US Cash Cows 100 ETF (COWZ) EF | Spouse | None | p. 3 |
| CBDIX | State of Connecticut Deferred Compensation 457 Plan ⇒ Calvert Bond Fund Class I (CBDIX) MF | Spouse | None | p. 4 |
| MWTIX | State of Connecticut Deferred Compensation 457 Plan ⇒ Metropolitan West Total Return Bond Fd Cl I (MWTIX) MF | Spouse | None | p. 4 |
| VBMPX | State of Connecticut Deferred Compensation 457 Plan ⇒ Vanguard Total Bond Market Insti Plus Shares (VBMPX) MF | Spouse | None | p. 4 |
9 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.
No transactions itemised from periodic transaction reports in this period.
Filings on record
Everything the House Clerk lists for this member in the 2024–2026 indexes, newest first.
- May 14, 2026 Annual report (FD Original) (2025), filing 10074715 itemised above
- May 15, 2025 Annual report (FD Original) (2024), filing 10067089
Discussion
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