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Rick Larsen
Congressional disclosures describe the filer and reportable household transactions, with amounts in ranges.
Source last checked 2026-10-12 01:31 UTC. Reporting dates appear with the records.
Stock growth & value
Stocks linked to collected disclosures. Prices refresh in the background; the chart shows its actual price dates.
Latest stored close
$336.64
AAPL · 2026-10-09 · USD
Stock price change
+$88.87
+35.87% over the displayed dates
Chart dates
2025-10-14 – 2026-10-09
Completed daily price dates
Stock price · move across the chart or use arrow keys
Oct 14, 2025Oct 9, 2026
Starting investment
$10K
2025-10-14 · hypothetical
Investment value
$13.6K
As of 2026-10-09
Estimated gain / loss
+$3,586.79
+35.87%
Illustration assumes buying this stock at the first displayed close and holding through the last. It does not represent this person's investment or earnings. Uses stored split-adjusted closing prices, without dividends, fees or taxes. Only mapped USD share positions qualify for firm estimates; options, debt and unmapped holdings are excluded. This chart covers the selected stock.
Annual holdings, 2025
Disclosed value ranges from the annual report. These are not current market values.
| Asset | Disclosed range |
|---|---|
| Richard R Larsen IRA ⇒ acct 2136 ⇒ Riversource Structured Solutions 2 Annuity [FN] | $1M – $5M |
| Richard R Larsen and Tiia I Karlen Revocable Trust ⇒ Condo Property, Everett WA [RP] | $250K – $500K |
| Riversource indexed universal life insurance/S&P 500 Indexed Account [WU] | $100K – $250K |
| Ameriprise One Account ⇒ Fidelity Insti Money Market Funds Money Market Port - Inst Cl (FNSXX) [MF] | $15K – $50K |
| Richard R Larsen and Tiia I Karlen Revocable Trust Fund 1 ⇒ Columbia Strategic Municipal Income Fund Class I (CATZX) [MF] | $15K – $50K |
| Richard R Larsen and Tiia I Karlen Revocable Trust Fund 1 ⇒ Goldman Sachs Dynamic Municipal Income Fund - Investor Class (GUIRX) [MF] | $15K – $50K |
| Richard R Larsen and Tiia I Karlen Revocable Trust Fund 1 ⇒ JHF Municipal Opportunities Fund - Class I (JTBDX) [MF] | $15K – $50K |
| Richard R Larsen and Tiia I Karlen Revocable Trust Fund 1 ⇒ NYLI MacKay Strategic Muni Allocation Fund Class I (MTFGX) [MF] | $15K – $50K |
| Richard R Larsen IRA ⇒ acct 2136 ⇒ Ares Industrial REIT Inc Cl T [RE] | $15K – $50K |
| Richard R Larsen IRA ⇒ acct 6286 ⇒ iShares Core Universal USD Bond ETF (IUSB) [EF] | $15K – $50K |
| Richard R Larsen IRA ⇒ acct 6286 ⇒ iShares MSCI USA Quality Factor ETF (QUAL) [EF] | $15K – $50K |
| Richard R Larsen IRA ⇒ acct 6286 ⇒ iShares S&P 100 Fund (OEF) [EF] | $15K – $50K |
| Richard R Larsen IRA ⇒ acct 6286 ⇒ iShares MSCI EAFE Value ETF (EFV) [EF] | $15K – $50K |
| Richard R Larsen IRA ⇒ acct 6286 ⇒ iShares Core MSCI Emerging Markets ETF (IEMG) [EF] | $15K – $50K |
| Richard R Larsen IRA ⇒ acct 6286 ⇒ iShares S&P 500 Value ETF (IVE) [EF] | $15K – $50K |
| Richard R Larsen IRA ⇒ acct 6286 ⇒ iShares Core S&P 500 ETF (IVV) [EF] | $15K – $50K |
| Richard R Larsen IRA ⇒ acct 6286 ⇒ iShares S&P 500 Growth ETF (IVW) [EF] | $15K – $50K |
| Riversource RAVA 5 Advantage Variable Annuity/VP Moderate Portfolio Class 2 [MF] | $1K – $15K |
| Ameriprise One Account ⇒ CNL Healthcare Properties Inc (widely held) [RE] | $1K – $15K |
| Richard R Larsen and Tiia I Karlen Revocable Living Trust Fund 2 ⇒ American Century Focused Dynamic Growth Fund - I Class (ACFSX) [MF] | $1K – $15K |
| Richard R Larsen and Tiia I Karlen Revocable Living Trust Fund 2 ⇒ Baron Focused Growth Fund Inst Shs (BFGIX) [MF] | $1K – $15K |
| Richard R Larsen and Tiia I Karlen Revocable Living Trust Fund 2 ⇒ ClearBridge Select Fd I (LBFIX) [MF] | $1K – $15K |
| Richard R Larsen and Tiia I Karlen Revocable Living Trust Fund 2 ⇒ Eaton Vance Emerging and Frontier Countries Equity Fund I (EICOX) [MF] | $1K – $15K |
| Richard R Larsen and Tiia I Karlen Revocable Living Trust Fund 2 ⇒ Fidelity Advisor Growth Opportunities Fund: Class I (FAGCX) [MF] | $1K – $15K |
| Richard R Larsen and Tiia I Karlen Revocable Living Trust Fund 2 ⇒ Oberweis Small-Cap Opportunities Fund Institutional Class (OBSIX) [MF] | $1K – $15K |
| Richard R Larsen and Tiia I Karlen Revocable Living Trust Fund 2 ⇒ PGIM Jennison International Opportunities Fund Class Z (PWJZX) [MF] | $1K – $15K |
| Richard R Larsen and Tiia I Karlen Revocable Trust ⇒ Federal Congressional Credit Union/Money Market Account [BA] | $1K – $15K |
| Richard R Larsen and Tiia I Karlen Revocable Trust Fund 1 ⇒ Ameriprise Insured Money Market [BA] | $1K – $15K |
| Richard R Larsen and Tiia I Karlen Revocable Trust Fund 1 ⇒ First Eagle High Yield Municipal Fund Class I (FEHIX) [MF] | $1K – $15K |
| Richard R Larsen and Tiia I Karlen Revocable Trust Fund 1 ⇒ Invesco SteelPath MLP Alpha Fund Class Y (MLPOX) [MF] | $1K – $15K |
| Richard R Larsen and Tiia I Karlen Revocable Trust Fund 1 ⇒ NYLI Cushing MLP Premier Fund Class I (CSHZX) [MF] | $1K – $15K |
| Richard R Larsen and Tiia I Karlen Revocable Trust Fund 1 ⇒ PGIM Jennison MLP Fund Class Z (PRPZX) [MF] | $1K – $15K |
| Richard R Larsen IRA ⇒ Abbott Laboratories Common Stock (ABT) [ST] | $1K – $15K |
| Richard R Larsen IRA ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | $1K – $15K |
| Richard R Larsen IRA ⇒ American Electric Power Company, Inc. (AEP) [ST] | $1K – $15K |
| Richard R Larsen IRA ⇒ American Express Company Common Stock (AXP) [ST] | $1K – $15K |
| Richard R Larsen IRA ⇒ American Water Works Company, Inc. (AWK) [ST] | $1K – $15K |
| Richard R Larsen IRA ⇒ Amgen Inc. (AMGN) [ST] | $1K – $15K |
| Richard R Larsen IRA ⇒ Apple Inc. (AAPL) [ST] | $1K – $15K |
| Richard R Larsen IRA ⇒ Broadcom Inc. (AVGO) [ST] | $1K – $15K |
| Richard R Larsen IRA ⇒ Broadridge Financial Solutions, Inc. Common Stock (BR) [ST] | $1K – $15K |
| Richard R Larsen IRA ⇒ Cintas Corporation - Common Stock (CTAS) [ST] | $1K – $15K |
| Richard R Larsen IRA ⇒ Costco Wholesale Corporation (COST) [ST] | $1K – $15K |
| Richard R Larsen IRA ⇒ EOG Resources, Inc. (EOG) [ST] | $1K – $15K |
| Richard R Larsen IRA ⇒ Essex Property Trust, Inc. (ESS) [ST] | $1K – $15K |
| Richard R Larsen IRA ⇒ Exxon Mobil Corporation Common Stock (XOM) [ST] the course of CY2024, the advisor purchased shares of this equity. No one purchase was over $1k. However, the total amount at the end of CY24 put the value over $1k, which I first noticed when developing this FD. It is therefore reported here. Pioneer shares were sold to purchase this asset. Again, sale was under $1k so not reported otherwise | $1K – $15K |
| Richard R Larsen IRA ⇒ FedEx Corporation Common Stock (FDX) [ST] | $1K – $15K |
| Richard R Larsen IRA ⇒ Goldman Sachs Group, Inc. (GS) [ST] | $1K – $15K |
| Richard R Larsen IRA ⇒ Home Depot, Inc. (HD) [ST] | $1K – $15K |
| Richard R Larsen IRA ⇒ Mastercard Incorporated Common Stock (MA) [ST] | $1K – $15K |
| Richard R Larsen IRA ⇒ Merck & Company, Inc. Common Stock (MRK) [ST] | $1K – $15K |
| Richard R Larsen IRA ⇒ Microsoft Corporation (MSFT) [ST] | $1K – $15K |
| Richard R Larsen IRA ⇒ Mondelez International, Inc. - Class A Common Stock (MDLZ) [ST] | $1K – $15K |
| Richard R Larsen IRA ⇒ Motorola Solutions, Inc. Common Stock (MSI) [ST] | $1K – $15K |
| Richard R Larsen IRA ⇒ Nasdaq, Inc. (NDAQ) [ST] | $1K – $15K |
| Richard R Larsen IRA ⇒ Paychex, Inc. - Common Stock (PAYX) [ST] | $1K – $15K |
| Richard R Larsen IRA ⇒ ProLogis, Inc. (PLD) [ST] | $1K – $15K |
| Richard R Larsen IRA ⇒ S&P Global Inc. Common Stock (SPGI) [ST] | $1K – $15K |
| Richard R Larsen IRA ⇒ TJX Companies, Inc. (TJX) [ST] | $1K – $15K |
| Richard R Larsen IRA ⇒ Verisk Analytics, Inc. - Common Stock (VRSK) [ST] | $1K – $15K |
| Richard R Larsen IRA ⇒ Visa Inc. (V) [ST] | $1K – $15K |
| Richard R Larsen IRA ⇒ Walmart Inc. - Common Stock (WMT) [ST] | $1K – $15K |
| Richard R Larsen IRA ⇒ acct 2092 ⇒ American Century Focused Dynamic Growth Fund - I Class (ACFSX) [MF] | $1K – $15K |
| Richard R Larsen IRA ⇒ acct 2092 ⇒ Baron Focused Growth Fund Inst Shs (BFGIX) [MF] | $1K – $15K |
| Richard R Larsen IRA ⇒ acct 2092 ⇒ ClearBridge Select Fd I (LBFIX) [MF] | $1K – $15K |
| Richard R Larsen IRA ⇒ acct 2092 ⇒ Eaton Vance Emerging and Frontier Countries Equity Fund I (EICOX) [MF] | $1K – $15K |
| Richard R Larsen IRA ⇒ acct 2092 ⇒ Fidelity Advisor Growth Opportunities Fund: Class I (FAGCX) [MF] | $1K – $15K |
| Richard R Larsen IRA ⇒ acct 2092 ⇒ Fidelity Advisor International Small Cap Fund: Class I (FIXIX) [MF] | $1K – $15K |
| Richard R Larsen IRA ⇒ acct 2092 ⇒ Oberweis Small-Cap Opportunities Fund Institutional Class (OBSIX) [MF] | $1K – $15K |
| Richard R Larsen IRA ⇒ acct 2092 ⇒ PGIM Jennison International Opportunities Fund Class Z (PWJZX) [MF] | $1K – $15K |
| Richard R Larsen IRA ⇒ acct 2873 ⇒ ClearBridge International Growth Fund Class I (LMGNX) [MF] | $1K – $15K |
| Richard R Larsen IRA ⇒ acct 2873 ⇒ Fidelity Advisor International Small Cap Fund: Class I (FIXIX) [MF] | $1K – $15K |
| Richard R Larsen IRA ⇒ acct 2873 ⇒ Invesco International Small-Mid Company Fund Class Y (OSMYX) [MF] | $1K – $15K |
| Richard R Larsen IRA ⇒ acct 2873 ⇒ John Hancock Disciplined Value International Fund Class I (JDVIX) [MF] | $1K – $15K |
| Richard R Larsen IRA ⇒ acct 2873 ⇒ PGIM Jennison International Opportunities Fund Class Z (PWJZX) [MF] | $1K – $15K |
| Richard R Larsen IRA ⇒ acct 3190 ⇒ FMI Common Stock Fund Investor Class (FMIMX) [MF] | $1K – $15K |
| Richard R Larsen IRA ⇒ acct 3190 ⇒ Goldman Sachs Emerging Markets Equity Insights Fund - Investor Class (GIRPX) [MF] | $1K – $15K |
| Richard R Larsen IRA ⇒ acct 3190 ⇒ Invesco Small Cap Value Class Y (VSMIX) [MF] | $1K – $15K |
| Richard R Larsen IRA ⇒ acct 3190 ⇒ Invesco Value Opportunities Fund Class Y (VVOIX) [MF] | $1K – $15K |
| Richard R Larsen IRA ⇒ acct 3190 ⇒ John Hancock Disciplined Value International Fund Class I (JDVIX) [MF] | $1K – $15K |
| Richard R Larsen IRA ⇒ acct 3190 ⇒ Neuberger Berman Large Cap Value Fd Inst Cl (NBPIX) [MF] | $1K – $15K |
| Richard R Larsen IRA ⇒ acct 3190 ⇒ Pear Tree Polaris Foreign Value Small Cap Fund Insti Shs (QUSIX) [MF] | $1K – $15K |
| Richard R Larsen IRA ⇒ acct 6286 ⇒ iShares A.I. Innovation and Tech Active ETF (BAI) [EF] | $1K – $15K |
| Richard R Larsen IRA ⇒ acct 6286 ⇒ iShares Flexible Income Active ETF (BINC) [EF] | $1K – $15K |
| Richard R Larsen IRA ⇒ acct 6286 ⇒ iShares International Aggregate Bond Fund (IAGG) [EF] | $1K – $15K |
| Richard R Larsen Roth IRA ⇒ American Century Mid Cap Value Fund - I Class (AVUAX) [MF] | $1K – $15K |
| Richard R Larsen Roth IRA ⇒ Ameriprise Bank Insured Sweep Account [BA] | $1K – $15K |
| Richard R Larsen Roth IRA ⇒ Invesco Small Cap Value Class Y (VSMIX) [MF] | $1K – $15K |
| Richard R Larsen Roth IRA ⇒ Macquarie Small Cap Core Fund Institutional (DCCIX) [MF] now Nomura Small Cap Core Fund Class Institutional. The FD program does not recognize the name change for the ticker. | $1K – $15K |
| Richard R Larsen Roth IRA ⇒ Oberweis Small-Cap Opportunities Fund Institutional Class (OBSIX) [MF] | $1K – $15K |
| Richard R Larsen Roth IRA ⇒ Value Line Mid Cap Focused Fund, Inc. Institutional Class (VLMIX) [MF] | $1K – $15K |
| Richard R Larsen Roth IRA ⇒ Virtus KAR Mid-Cap Growth Fund I (PICMX) [MF] | $1K – $15K |
| Tiia Ingrid Karlen IRA ⇒ American Century Focused Dynamic Growth Fund - I Class (ACFSX) [MF] | $1K – $15K |
| Tiia Ingrid Karlen IRA ⇒ Baron Focused Growth Fund Inst Shs (BFGIX) [MF] | $1K – $15K |
| Tiia Ingrid Karlen IRA ⇒ ClearBridge Select Fd I (LBFIX) [MF] | $1K – $15K |
| Tiia Ingrid Karlen IRA ⇒ Eaton Vance Emerging and Frontier Countries Equity Fund I (EICOX) [MF] | $1K – $15K |
| Tiia Ingrid Karlen IRA ⇒ Fidelity Advisor Growth Opportunities Fund: Class I (FAGCX) [MF] | $1K – $15K |
| Tiia Ingrid Karlen IRA ⇒ Fidelity Advisor International Small Cap Fund: Class I (FIXIX) [MF] | $1K – $15K |
| Tiia Ingrid Karlen IRA ⇒ Oberweis Small-Cap Opportunities Fund Institutional Class (OBSIX) [MF] | $1K – $15K |
| Tiia Ingrid Karlen IRA ⇒ PGIM Jennison International Opportunities Fund Class Z (PWJZX) [MF] | $1K – $15K |
| Tiia Ingrid Karlen Roth IRA ⇒ Ameriprise Insured Money Market Account [MF] | $1K – $15K |
| Tiia Ingrid Karlen Roth IRA ⇒ ClearBridge International Growth Fund Class I (LMGNX) [MF] | $1K – $15K |
| Tiia Ingrid Karlen Roth IRA ⇒ Fidelity Advisor International Small Cap Fund: Class I (FIXIX) [MF] | $1K – $15K |
| Tiia Ingrid Karlen Roth IRA ⇒ Invesco International Small-Mid Company Fund Class Y (OSMYX) [MF] | $1K – $15K |
| Tiia Ingrid Karlen Roth IRA ⇒ John Hancock Disciplined Value International Fund Class I (JDVIX) [MF] | $1K – $15K |
| Tiia Ingrid Karlen Roth IRA ⇒ PGIM Jennison International Opportunities Fund Class Z (PWJZX) [MF] . | $1K – $15K |
| Richard R Larsen IRA ⇒ acct 6286 ⇒ iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) [EF] | $1K – $15K |
| Richard R Larsen IRA ⇒ acct 6286 ⇒ iShares Gold Trust Shares (IAU) [EF] | $1K – $15K |
| Richard R Larsen IRA ⇒ acct 6286 ⇒ iShares U.S. Aerospace & Defense ETF (ITA) [EF] | $1K – $15K |
| Richard R Larsen IRA ⇒ acct 6286 ⇒ iShares MBS ETF (MBB) [EF] | $1K – $15K |
| Richard R Larsen IRA ⇒ acct 6286 ⇒ iShares MSCI USA Momentum Factor ETF (MTUM) [EF] | $1K – $15K |
| Richard R Larsen IRA ⇒ acct 6286 ⇒ iShares 10-20 Year Treasury Bond ETF (TLH) [EF] | $1K – $15K |
| Ameriprise One Account ⇒ Ameriprise Insured Money Market [BA] | $1 – $1K |
| Ameriprise One Account ⇒ Western Asset Intermediate-Term Municipals Fund Class A (SBLTX) [MF] | $1 – $1K |
| Richard R Larsen and Tiia I Karlen Revocable Living Trust Fund 2 ⇒ Fidelity Advisor International Small Cap Fund: Class I (FIXIX) [MF] | $1 – $1K |
| Richard R Larsen IRA ⇒ Ameriprise Brokerage Account/Ameriprise Insured Money Market [BA] | $1 – $1K |
| Richard R Larsen IRA ⇒ JP Morgan Chase & Co. (JPM) [ST] | $1 – $1K |
| Richard R Larsen IRA ⇒ Marsh & McLennan Companies, Inc. Common Stock (MMC) [ST] | $1 – $1K |
| Richard R Larsen IRA ⇒ Stryker Corporation (SYK) [ST] | $1 – $1K |
| Tiia Ingrid Karlen IRA ⇒ Ameriprise Bank Insured Sweep Account [BA] | $1 – $1K |
| Richard R Larsen and Tiia I Karlen Revocable Trust ⇒ ACC Cash Reserve Certificate [BA] | Not specified |
| Richard R Larsen IRA ⇒ acct 2136 ⇒ FIMM Government Portfolio: Institutional Class (FRGXX) [MF] purchased with proceeds. Then this mutual fund was closed out altogether. Listed here for transparency Although this asset is not reportable since its value was $0 at the end of the year, I am choosing to report it in order to show how the TSP transfer was conducted. | Not specified |