Raul Ruiz
U.S. Representative, California district 25 (CA25)
Latest disclosure May 13, 2026: Annual report (FD Original) for 2025, filing 10076447.
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 10076447.
As of May 13, 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 |
|---|---|---|---|---|
| FIHFX | US Acute Care Solutions Profit Sharing/401(k) Plan and Trust ⇒ Fidelity Freedom Index 2035 Fund - Investor Class (FIHFX) MF | Member | $250,001 - $500,000 | p. 4 |
| HDV | Summit Wealth Management - IRA ⇒ iShares Core High Dividend ETF (HDV) EF | Member | $50,001 - $100,000 | p. 2 |
| VGT | Summit Wealth Management - IRA ⇒ Vanguard Information Tech ETF (VGT) EF | Member | $50,001 - $100,000 | p. 4 |
| AMLP | Summit Wealth Management - IRA ⇒ Alerian MLP ETF (AMLP) EF | Member | $15,001 - $50,000 | p. 1 |
| TDIV | Summit Wealth Management - IRA ⇒ First Trust NASDAQ Technology Dividend Index Fund (TDIV) EF | Member | $15,001 - $50,000 | p. 2 |
| QYLD | Summit Wealth Management - IRA ⇒ Global X NASDAQ 100 Covered Call ETF (QYLD) EF | Member | $15,001 - $50,000 | p. 2 |
| IGV | Summit Wealth Management - IRA ⇒ iShares Expanded Tech-Software Sector ETF (IGV) EF | Member | $15,001 - $50,000 | p. 2 |
| IYJ | Summit Wealth Management - IRA ⇒ iShares U.S. Industrials ETF (IYJ) EF | Member | $15,001 - $50,000 | p. 3 |
| IHI | Summit Wealth Management - IRA ⇒ iShares U.S. Medical Devices ETF (IHI) EF | Member | $15,001 - $50,000 | p. 3 |
| PIMIX | Summit Wealth Management - IRA ⇒ PIMCO Income Fund Insti Class (PIMIX) MF | Member | $15,001 - $50,000 | p. 3 |
| XLE | Summit Wealth Management - IRA ⇒ SPDR Select Sector Fund - Energy Select Sector (XLE) EF | Member | $15,001 - $50,000 | p. 4 |
| XLF | Summit Wealth Management - IRA ⇒ State Street Financial Select Sector SPDR ETF (XLF) EF | Member | $15,001 - $50,000 | p. 4 |
| AMEFX | Summit Wealth Management - IRA ⇒ The Income Fund of America, Class F-2 Shares (AMEFX) MF | Member | $15,001 - $50,000 | p. 4 |
| VHT | Summit Wealth Management - IRA ⇒ Vanguard Health Care ETF (VHT) EF | Member | $15,001 - $50,000 | p. 4 |
| MGC | Summit Wealth Management - IRA ⇒ Vanguard Mega Cap ETF (MGC) EF | Member | $15,001 - $50,000 | p. 4 |
| WMPXX | Summit Wealth Management - IRA ⇒ Allspring Money Market Fund - Premier Class (WMPXX) MF | Member | $1,001 - $15,000 | p. 1 |
| SKYY | Summit Wealth Management - IRA ⇒ First Trust Cloud Computing ETF (SKYY) EF | Member | $1,001 - $15,000 | p. 2 |
| FIW | Summit Wealth Management - IRA ⇒ First Trust Water ETF (FIW) EF | Member | $1,001 - $15,000 | p. 2 |
| PPA | Summit Wealth Management - IRA ⇒ Invesco Aerospace & Defense ETF (PPA) EF | Member | $1,001 - $15,000 | p. 2 |
| PKW | Summit Wealth Management - IRA ⇒ Invesco BuyBack Achievers ETF (PKW) EF | Member | $1,001 - $15,000 | p. 2 |
| PGX | Summit Wealth Management - IRA ⇒ Invesco Preferred ETF (PGX) EF | Member | $1,001 - $15,000 | p. 2 |
| STIP | Summit Wealth Management - IRA ⇒ iShares 0-5 Year TIPS Bond ETF (STIP) EF | Member | $1,001 - $15,000 | p. 2 |
| FLOT | Summit Wealth Management - IRA ⇒ iShares Floating Rate Bond ETF (FLOT) EF | Member | $1,001 - $15,000 | p. 2 |
| HYG | Summit Wealth Management - IRA ⇒ iShares iBoxx $ High Yield Corporate Bond ETF (HYG) EF | Member | $1,001 - $15,000 | p. 2 |
| IDV | Summit Wealth Management - IRA ⇒ iShares International Select Dividend ETF (IDV) EF | Member | $1,001 - $15,000 | p. 2 |
| MBB | Summit Wealth Management - IRA ⇒ iShares MBS ETF (MBB) EF | Member | $1,001 - $15,000 | p. 2 |
| IGE | Summit Wealth Management - IRA ⇒ iShares North American Natural Resources ETF (IGE) EF | Member | $1,001 - $15,000 | p. 3 |
| PFF | Summit Wealth Management - IRA ⇒ iShares Preferred and Income Securities ETF (PFF) EF | Member | $1,001 - $15,000 | p. 3 |
| IAI | Summit Wealth Management - IRA ⇒ iShares U.S. Broker-Dealers & Securities Exchanges ETF (IAI) EF | Member | $1,001 - $15,000 | p. 3 |
| JPST | Summit Wealth Management - IRA ⇒ JPMorgan Ultra-Short Income ETF (JPST) EF | Member | $1,001 - $15,000 | p. 3 |
| FRFZX | Summit Wealth Management - IRA ⇒ PGIM Floating Rate Income Fund Class Z (FRFZX) MF | Member | $1,001 - $15,000 | p. 3 |
| MINT | Summit Wealth Management - IRA ⇒ PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) EF | Member | $1,001 - $15,000 | p. 3 |
| CORP | Summit Wealth Management - IRA ⇒ PIMCO Investment Grade Corporate Bond Index Exchange- Traded Fund (CORP) EF | Member | $1,001 - $15,000 | p. 3 |
| XLY | Summit Wealth Management - IRA ⇒ SPDR Select Sector Fund - Consumer Discretionary (XLY) EF | Member | $1,001 - $15,000 | p. 4 |
| XLU | Summit Wealth Management - IRA ⇒ SPDR Select Sector Fund - Utilities (XLU) EF | Member | $1,001 - $15,000 | p. 4 |
| XLC | Summit Wealth Management - IRA ⇒ State Street Communication Services Select Sector SPDR ETF (XLC) EF | Member | $1,001 - $15,000 | p. 4 |
| VOX | Summit Wealth Management - IRA ⇒ Vanguard Communication Services ETF (VOX) EF | Member | $1,001 - $15,000 | p. 4 |
| none | UC Retirement Savings Plan ⇒ UC Savings Fund MF | Member | $1,001 - $15,000 | p. 4 |
| DBLTX | Summit Wealth Management - IRA ⇒ DoubleLine Total Return Bond Fund Class I (DBLTX) MF | Member | None | p. 2 |
| IYT | Summit Wealth Management - IRA ⇒ iShares Trust iShares U.S. Transportation ETF (IYT) EF | Member | None | p. 3 |
| MDIV | Summit Wealth Management - IRA ⇒ Multi-Asset Diversified Income Index Fund (MDIV) EF | Member | None | p. 3 |
| CWB | Summit Wealth Management - IRA ⇒ SPDR Bloomberg Convertible Securities ETF (CWB) EF | Member | None | p. 3 |
| BND | Summit Wealth Management - IRA ⇒ Vanguard Total Bond Market ETF (BND) EF | Member | None | p. 4 |
5 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.
1 row(s) on this report give no value band (for example “Undetermined”) and are left out.
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 13, 2026 Annual report (FD Original) (2025), filing 10076447 itemised above
- July 17, 2025 Annual report (FD Original) (2024), filing 10070301
- June 2, 2025 Extension request (2024), filing 8221093
- May 15, 2025 Extension request (2024), filing 8220932
Discussion
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