Derek Schmidt
U.S. Representative, Kansas district 2 (KS02)
Latest disclosure August 13, 2026: Annual report (FD Original) for 2025, filing 10076041.
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 10076041.
As of August 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 |
|---|---|---|---|---|
| AGTHX | Lincoln Financial Group ⇒ The Growth Fund of America Class A Shares (AGTHX) MF | Member | $100,001 - $250,000 | p. 4 |
| WCEAX | LPL - GreyCoal ⇒ Macquarie Core Equity Fund A (WCEAX) MF | Member | $100,001 - $250,000 | p. 4 |
| WSTAX | LPL - GreyCoal ⇒ Macquarie Science and Technology Fund A (WSTAX) MF | Member | $100,001 - $250,000 | p. 4 |
| FGIPX | Protective Life Insurance Company ⇒ Macquarie Growth and Income Fund Institutional (FGIPX) MF | Member | $100,001 - $250,000 | p. 4 |
| IVV | Wealth Alliance ⇒ Roth Ind. Retirement Account ⇒ iShares Core S&P 500 ETF (IVV) EF | Member | $100,001 - $250,000 | p. 8 |
| VTV | Wealth Alliance ⇒ Roth Ind. Retirement Account ⇒ Vanguard Value ETF (VTV) EF | Member | $100,001 - $250,000 | p. 9 |
| IVV | Wealth Alliance ⇒ IRA ⇒ iShares Core S&P 500 ETF (IVV) EF | Member | $50,001 - $100,000 | p. 6 |
| FBND | Wealth Alliance ⇒ Roth Ind. Retirement Account ⇒ Fidelity Total Bond ETF (FBND) EF | Member | $50,001 - $100,000 | p. 7 |
| VUG | Wealth Alliance ⇒ Roth Ind. Retirement Account ⇒ Vanguard Growth ETF (VUG) EF | Member | $50,001 - $100,000 | p. 8 |
| FENI | Wealth Alliance ⇒ Roth IRA ⇒ Fidelity Enhanced International ETF (FENI) EF | Member | $50,001 - $100,000 | p. 9 |
| IVV | Wealth Alliance ⇒ Roth IRA - Spouse ⇒ iShares Core S&P 500 ETF (IVV) EF | Spouse | $50,001 - $100,000 | p. 10 |
| IVV | Fidelity - Wealth Alliance ⇒ iShares Core S&P 500 ETF (IVV) EF | Joint | $15,001 - $50,000 | p. 2 |
| WMGAX | LPL - GreyCoal ⇒ Macquarie Mid Cap Growth Fund A (WMGAX) MF | Member | $15,001 - $50,000 | p. 4 |
| ICIEX | Protective Life Insurance Company ⇒ Macquarie Core Equity Fund Institutional (ICIEX) MF | Member | $15,001 - $50,000 | p. 4 |
| IGIIX | Protective Life Insurance Company ⇒ Macquarie Global Growth Fund Institutional (IGIIX) MF | Member | $15,001 - $50,000 | p. 4 |
| IYSIX | Protective Life Insurance Company ⇒ Macquarie Small Cap Growth Fund Institutional (IYSIX) MF | Member | $15,001 - $50,000 | p. 4 |
| QCSTIX | TIAA Retirement Account- Spouse ⇒ CREF Stock Account - R3 (QCSTIX) MF | Spouse | $15,001 - $50,000 | p. 5 |
| FBND | Wealth Alliance ⇒ IRA ⇒ Fidelity Total Bond ETF (FBND) EF | Member | $15,001 - $50,000 | p. 6 |
| RSP | Wealth Alliance ⇒ IRA ⇒ Invesco S&P 500 Equal Weight ETF (RSP) EF | Member | $15,001 - $50,000 | p. 6 |
| JIRE | Wealth Alliance ⇒ IRA ⇒ J.P. Morgan Exchange-Traded Fund Trust JPMorgan International Research Enhanced Equity ETF (JIRE) EF | Member | $15,001 - $50,000 | p. 7 |
| BBAG | Wealth Alliance ⇒ IRA ⇒ JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG) EF | Member | $15,001 - $50,000 | p. 7 |
| PYLD | Wealth Alliance ⇒ IRA ⇒ PIMCO U.S. Treasury Index Fund PIMCO Multisector Bond Active Exchange-Traded Fund (PYLD) EF | Member | $15,001 - $50,000 | p. 7 |
| MDY | Wealth Alliance ⇒ IRA ⇒ SPDR MidCap Trust Series I (MDY) EF | Member | $15,001 - $50,000 | p. 7 |
| VUG | Wealth Alliance ⇒ IRA ⇒ Vanguard Growth ETF (VUG) EF | Member | $15,001 - $50,000 | p. 7 |
| VTV | Wealth Alliance ⇒ IRA ⇒ Vanguard Value ETF (VTV) EF | Member | $15,001 - $50,000 | p. 7 |
| FYX | Wealth Alliance ⇒ Roth Ind. Retirement Account ⇒ First Trust Small Cap Core AlphaDEX Fund (FYX) EF | Member | $15,001 - $50,000 | p. 8 |
| BBAG | Wealth Alliance ⇒ Roth Ind. Retirement Account ⇒ JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG) EF | Member | $15,001 - $50,000 | p. 8 |
| PYLD | Wealth Alliance ⇒ Roth Ind. Retirement Account ⇒ PIMCO U.S. Treasury Index Fund PIMCO Multisector Bond Active Exchange-Traded Fund (PYLD) EF | Member | $15,001 - $50,000 | p. 8 |
| SPEM | Wealth Alliance ⇒ Roth Ind. Retirement Account ⇒ SPDR Index Shares Fund SPDR Portfolio Emerging Markets ETF (SPEM) EF | Member | $15,001 - $50,000 | p. 8 |
| MDY | Wealth Alliance ⇒ Roth Ind. Retirement Account ⇒ SPDR MidCap Trust Series I (MDY) EF | Member | $15,001 - $50,000 | p. 8 |
| CWI | Wealth Alliance ⇒ Roth Ind. Retirement Account ⇒ State Street SPDR MSCI ACWI ex-US ETF (CWI) EF | Member | $15,001 - $50,000 | p. 8 |
| SPTM | Wealth Alliance ⇒ Roth Ind. Retirement Account ⇒ State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) EF | Member | $15,001 - $50,000 | p. 8 |
| VTI | Wealth Alliance ⇒ Roth Ind. Retirement Account ⇒ Vanguard Total Stock Market ETF (VTI) EF | Member | $15,001 - $50,000 | p. 8 |
| FBND | Wealth Alliance ⇒ Roth IRA - Spouse ⇒ Fidelity Total Bond ETF (FBND) EF | Spouse | $15,001 - $50,000 | p. 10 |
| FYX | Wealth Alliance ⇒ Roth IRA - Spouse ⇒ First Trust Small Cap Core AlphaDEX Fund (FYX) EF | Spouse | $15,001 - $50,000 | p. 10 |
| RSP | Wealth Alliance ⇒ Roth IRA - Spouse ⇒ Invesco S&P 500 Equal Weight ETF (RSP) EF | Member | $15,001 - $50,000 | p. 10 |
| JIRE | Wealth Alliance ⇒ Roth IRA - Spouse ⇒ J.P. Morgan Exchange-Traded Fund Trust JPMorgan International Research Enhanced Equity ETF (JIRE) EF | Spouse | $15,001 - $50,000 | p. 10 |
| PYLD | Wealth Alliance ⇒ Roth IRA - Spouse ⇒ PIMCO U.S. Treasury Index Fund PIMCO Multisector Bond Active Exchange-Traded Fund (PYLD) EF | Spouse | $15,001 - $50,000 | p. 10 |
| SPEM | Wealth Alliance ⇒ Roth IRA - Spouse ⇒ SPDR Index Shares Fund SPDR Portfolio Emerging Markets ETF (SPEM) EF | Member | $15,001 - $50,000 | p. 10 |
| MDY | Wealth Alliance ⇒ Roth IRA - Spouse ⇒ SPDR MidCap Trust Series I (MDY) EF | Spouse | $15,001 - $50,000 | p. 11 |
| VEA | Wealth Alliance ⇒ Roth IRA - Spouse ⇒ Vanguard FTSE Developed Markets ETF (VEA) EF | Spouse | $15,001 - $50,000 | p. 11 |
| VUG | Wealth Alliance ⇒ Roth IRA - Spouse ⇒ Vanguard Growth ETF (VUG) EF | Member | $15,001 - $50,000 | p. 11 |
| VTI | Wealth Alliance ⇒ Roth IRA - Spouse ⇒ Vanguard Total Stock Market ETF (VTI) EF | Member | $15,001 - $50,000 | p. 11 |
| VTV | Wealth Alliance ⇒ Roth IRA - Spouse ⇒ Vanguard Value ETF (VTV) EF | Member | $15,001 - $50,000 | p. 11 |
| FXAIX | Wealth Alliance ⇒ Wealth Alliance - Dependents ⇒ Fidelity 500 Index Fund (FXAIX) MF | Member | $15,001 - $50,000 | p. 11 |
| ARFVX | Ameritime LLC ⇒ American Century One Choice 2050 Ptf Investor Class (ARFVX) MF | Dependent child | $1,001 - $15,000 | p. 2 |
| FTABX | Fidelity - Wealth Alliance ⇒ Fidelity Tax-Free Bond Fund (FTABX) MF | Joint | $1,001 - $15,000 | p. 2 |
| FYX | Fidelity - Wealth Alliance ⇒ First Trust Small Cap Core AlphaDEX Fund (FYX) EF | Joint | $1,001 - $15,000 | p. 2 |
| OMFYX | Fidelity - Wealth Alliance ⇒ Invesco AMT-Free Municipal Income Fund Class Y (OMFYX) MF | Joint | $1,001 - $15,000 | p. 2 |
| RSP | Fidelity - Wealth Alliance ⇒ Invesco S&P 500 Equal Weight ETF (RSP) EF | Joint | $1,001 - $15,000 | p. 2 |
| JIRE | Fidelity - Wealth Alliance ⇒ J.P. Morgan Exchange-Traded Fund Trust JPMorgan International Research Enhanced Equity ETF (JIRE) EF | Joint | $1,001 - $15,000 | p. 2 |
| JMUB | Fidelity - Wealth Alliance ⇒ JPMorgan Municipal ETF (JMUB) EF | Joint | $1,001 - $15,000 | p. 3 |
| MUNI | Fidelity - Wealth Alliance ⇒ PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) EF | Joint | $1,001 - $15,000 | p. 3 |
| SPEM | Fidelity - Wealth Alliance ⇒ SPDR Index Shares Fund SPDR Portfolio Emerging Markets ETF (SPEM) EF | Joint | $1,001 - $15,000 | p. 3 |
| MDY | Fidelity - Wealth Alliance ⇒ SPDR MidCap Trust Series I (MDY) EF | Joint | $1,001 - $15,000 | p. 3 |
| VEA | Fidelity - Wealth Alliance ⇒ Vanguard FTSE Developed Markets ETF (VEA) EF | Joint | $1,001 - $15,000 | p. 3 |
| VUG | Fidelity - Wealth Alliance ⇒ Vanguard Growth ETF (VUG) EF | Joint | $1,001 - $15,000 | p. 3 |
| VTI | Fidelity - Wealth Alliance ⇒ Vanguard Total Stock Market ETF (VTI) EF | Joint | $1,001 - $15,000 | p. 3 |
| VTV | Fidelity - Wealth Alliance ⇒ Vanguard Value ETF (VTV) EF | Joint | $1,001 - $15,000 | p. 3 |
| WLGAX | LPL - GreyCoal ⇒ Macquarie Large Cap Growth Fund A (WLGAX) MF | Member | $1,001 - $15,000 | p. 4 |
| IVHIX | Protective Life Insurance Company ⇒ Macquarie High Income Fund Institutional (IVHIX) MF | Member | $1,001 - $15,000 | p. 4 |
| QCGRIX | TIAA Retirement Account- Spouse ⇒ CREF Growth Account - R3 (QCGRIX) MF | Spouse | $1,001 - $15,000 | p. 5 |
| QCILIX | TIAA Retirement Account- Spouse ⇒ CREF Inflation-Linked Bond Account - R3 (QCILIX) MF | Spouse | $1,001 - $15,000 | p. 5 |
| QCSCIX | TIAA Retirement Account- Spouse ⇒ CREF Social Choice Account - R3 (QCSCIX) MF | Spouse | $1,001 - $15,000 | p. 5 |
| QREARX | TIAA Retirement Account- Spouse ⇒ TIAA Real Estate Account (QREARX) MF | Spouse | $1,001 - $15,000 | p. 5 |
| FENI | Wealth Alliance ⇒ Ind. Retirement Account - Spouse ⇒ Fidelity Enhanced International ETF (FENI) EF | Member | $1,001 - $15,000 | p. 5 |
| FBND | Wealth Alliance ⇒ Ind. Retirement Account - Spouse ⇒ Fidelity Total Bond ETF (FBND) EF | Member | $1,001 - $15,000 | p. 5 |
| FYX | Wealth Alliance ⇒ Ind. Retirement Account - Spouse ⇒ First Trust Small Cap Core AlphaDEX Fund (FYX) EF | Member | $1,001 - $15,000 | p. 5 |
| IVV | Wealth Alliance ⇒ Ind. Retirement Account - Spouse ⇒ iShares Core S&P 500 ETF (IVV) EF | Member | $1,001 - $15,000 | p. 5 |
| BBAG | Wealth Alliance ⇒ Ind. Retirement Account - Spouse ⇒ JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG) EF | Member | $1,001 - $15,000 | p. 5 |
| PYLD | Wealth Alliance ⇒ Ind. Retirement Account - Spouse ⇒ PIMCO Multisector Bond Active Exchange-Traded Fund (PYLD) EF | Member | $1,001 - $15,000 | p. 6 |
| CWI | Wealth Alliance ⇒ Ind. Retirement Account - Spouse ⇒ State Street SPDR MSCI ACWI ex-US ETF (CWI) EF | Member | $1,001 - $15,000 | p. 6 |
| SPAB | Wealth Alliance ⇒ Ind. Retirement Account - Spouse ⇒ State Street SPDR Portfolio Aggregate Bond ETF (SPAB) EF | Member | $1,001 - $15,000 | p. 6 |
| SPEM | Wealth Alliance ⇒ Ind. Retirement Account - Spouse ⇒ State Street SPDR Portfolio Emerging Markets ETF (SPEM) EF | Member | $1,001 - $15,000 | p. 6 |
| SPTM | Wealth Alliance ⇒ Ind. Retirement Account - Spouse ⇒ State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) EF | Member | $1,001 - $15,000 | p. 6 |
| MDY | Wealth Alliance ⇒ Ind. Retirement Account - Spouse ⇒ State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) EF | Member | $1,001 - $15,000 | p. 6 |
| VUG | Wealth Alliance ⇒ Ind. Retirement Account - Spouse ⇒ Vanguard Growth ETF (VUG) EF | Member | $1,001 - $15,000 | p. 6 |
| VTI | Wealth Alliance ⇒ Ind. Retirement Account - Spouse ⇒ Vanguard Total Stock Market ETF (VTI) EF | Member | $1,001 - $15,000 | p. 6 |
| VTV | Wealth Alliance ⇒ Ind. Retirement Account - Spouse ⇒ Vanguard Value ETF (VTV) EF | Member | $1,001 - $15,000 | p. 6 |
| FYX | Wealth Alliance ⇒ IRA ⇒ First Trust Small Cap Core AlphaDEX Fund (FYX) EF | Member | $1,001 - $15,000 | p. 6 |
| SPEM | Wealth Alliance ⇒ IRA ⇒ SPDR Index Shares Fund SPDR Portfolio Emerging Markets ETF (SPEM) EF | Member | $1,001 - $15,000 | p. 7 |
| SPAB | Wealth Alliance ⇒ IRA ⇒ SPDR Portfolio Aggregate Bond ETF (SPAB) EF | Member | $1,001 - $15,000 | p. 7 |
| VEA | Wealth Alliance ⇒ IRA ⇒ Vanguard FTSE Developed Markets ETF (VEA) EF | Member | $1,001 - $15,000 | p. 7 |
| VTI | Wealth Alliance ⇒ IRA ⇒ Vanguard Total Stock Market ETF (VTI) EF | Member | $1,001 - $15,000 | p. 7 |
| SPAB | Wealth Alliance ⇒ Roth Ind. Retirement Account ⇒ SPDR Portfolio Aggregate Bond ETF (SPAB) EF | Member | $1,001 - $15,000 | p. 8 |
| FBND | Wealth Alliance ⇒ Roth IRA ⇒ Fidelity Total Bond ETF (FBND) EF | Member | $1,001 - $15,000 | p. 9 |
| FYX | Wealth Alliance ⇒ Roth IRA ⇒ First Trust Small Cap Core AlphaDEX Fund (FYX) EF | Member | $1,001 - $15,000 | p. 9 |
| RSP | Wealth Alliance ⇒ Roth IRA ⇒ Invesco S&P 500 Equal Weight ETF (RSP) EF | Member | $1,001 - $15,000 | p. 9 |
| IVV | Wealth Alliance ⇒ Roth IRA ⇒ iShares Core S&P 500 ETF (IVV) EF | Member | $1,001 - $15,000 | p. 9 |
| JIRE | Wealth Alliance ⇒ Roth IRA ⇒ J.P. Morgan Exchange-Traded Fund Trust JPMorgan International Research Enhanced Equity ETF (JIRE) EF | Member | $1,001 - $15,000 | p. 9 |
| BBAG | Wealth Alliance ⇒ Roth IRA ⇒ JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG) EF | Member | $1,001 - $15,000 | p. 9 |
| PYLD | Wealth Alliance ⇒ Roth IRA ⇒ PIMCO U.S. Treasury Index Fund PIMCO Multisector Bond Active Exchange-Traded Fund (PYLD) EF | Member | $1,001 - $15,000 | p. 9 |
| SPEM | Wealth Alliance ⇒ Roth IRA ⇒ SPDR Index Shares Fund SPDR Portfolio Emerging Markets ETF (SPEM) EF | Member | $1,001 - $15,000 | p. 9 |
| MDY | Wealth Alliance ⇒ Roth IRA ⇒ SPDR MidCap Trust Series I (MDY) EF | Member | $1,001 - $15,000 | p. 9 |
| SPAB | Wealth Alliance ⇒ Roth IRA ⇒ SPDR Portfolio Aggregate Bond ETF (SPAB) EF | Member | $1,001 - $15,000 | p. 10 |
| VEA | Wealth Alliance ⇒ Roth IRA ⇒ Vanguard FTSE Developed Markets ETF (VEA) EF | Member | $1,001 - $15,000 | p. 10 |
| VUG | Wealth Alliance ⇒ Roth IRA ⇒ Vanguard Growth ETF (VUG) EF | Member | $1,001 - $15,000 | p. 10 |
| VTV | Wealth Alliance ⇒ Roth IRA ⇒ Vanguard Value ETF (VTV) EF | Member | $1,001 - $15,000 | p. 10 |
| BBAG | Wealth Alliance ⇒ Roth IRA - Spouse ⇒ JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG) EF | Spouse | $1,001 - $15,000 | p. 10 |
| SPAB | Wealth Alliance ⇒ Roth IRA - Spouse ⇒ SPDR Portfolio Aggregate Bond ETF (SPAB) EF | Spouse | $1,001 - $15,000 | p. 11 |
| IVINX | LPL - GreyCoal ⇒ Macquarie Global Growth Fund A (IVINX) MF | Member | $1 - $1,000 | p. 4 |
| PIPNX | Wealth Alliance ⇒ IRA ⇒ PIMCO Income Fund Class I-3 (PIPNX) MF | Member | $1 - $1,000 | p. 7 |
| PIPNX | Wealth Alliance ⇒ Roth IRA ⇒ PIMCO Income Fund Class I-3 (PIPNX) MF | Member | $1 - $1,000 | p. 9 |
| VTI | Wealth Alliance ⇒ Roth IRA ⇒ Vanguard Total Stock Market ETF (VTI) EF | Member | $1 - $1,000 | p. 10 |
| FXAIX | Wealth Alliance ⇒ Wealth Alliance - Dependents ⇒ Fidelity 500 Index Fund (FXAIX) MF | Member | $1 - $1,000 | p. 11 |
| JMST | Fidelity - Wealth Alliance ⇒ JPMorgan Ultra-Short Municipal Income ETF (JMST) EF | Joint | None | p. 3 |
| VTTHX | Husch Blackwell Retirement ⇒ Vanguard Target Retirement 2035 Fund (VTTHX) MF | Member | None | p. 3 |
| IGIB | Wealth Alliance ⇒ Ind. Retirement Account - Spouse ⇒ iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) EF | Member | None | p. 5 |
| FFND | Wealth Alliance ⇒ Ind. Retirement Account - Spouse ⇒ One Global ETF (FFND) EF | Member | None | p. 5 |
| RSP | Wealth Alliance ⇒ Roth Ind. Retirement Account ⇒ Invesco S&P 500 Equal Weight ETF (RSP) EF | Member | None | p. 8 |
| JIRE | Wealth Alliance ⇒ Roth Ind. Retirement Account ⇒ J.P. Morgan Exchange-Traded Fund Trust JPMorgan International Research Enhanced Equity ETF (JIRE) EF | Member | None | p. 8 |
| VEA | Wealth Alliance ⇒ Roth Ind. Retirement Account ⇒ Vanguard FTSE Developed Markets ETF (VEA) EF | Member | None | p. 8 |
28 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.
- August 13, 2026 Annual report (FD Original) (2025), filing 10076041 itemised above
- May 6, 2026 Extension request (2025), filing 30027375
- August 13, 2025 New filer report (2024), filing 10066814
- May 7, 2025 Extension request (2024), filing 30023169
- July 6, 2024 Candidate report (2024), filing 10060171
- May 14, 2024 Extension request (2024), filing 30021305
Discussion
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