← All people
Congress
Sam Liccardo
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 |
|---|---|
| Residential Property [RP] | $1M – $5M |
| Residential Property [RP] | $1M – $5M |
| CalPERS Pension Sam Liccardo ⇒ CalPERS [DB] | $250K – $500K |
| Fidelity 457 ⇒ BrokerageLink ⇒ Fidelity ZERO Large Cap Index Fund (FNILX) [MF] | $100K – $250K |
| Schwab ⇒ Schwab IRA -- Sam Liccardo ⇒ Schwab S&P 500 Index Fund- Select Shares (SWPPX) [MF] | $100K – $250K |
| Schwab ⇒ Schwab IRA -- Sam Liccardo ⇒ SWPPX [BA] | $100K – $250K |
| Schwab ⇒ Schwab IRA -- Sam Liccardo ⇒ U.S. Treasuries [GS] | $100K – $250K |
| Spouse Schwab IRA ⇒ Schwab S&P 500 Index Fund- Select Shares (SWPPX) [MF] | $100K – $250K |
| Schwab ⇒ Schwab IRA -- Sam Liccardo ⇒ Invesco NASDAQ 100 ETF (QQQM) [EF] | $100K – $250K |
| Fidelity 457 ⇒ BrokerageLink ⇒ Fidelity Select Utilities Growth Portfolio (FSUTX) [MF] | $50K – $100K |
| Schwab ⇒ Schwab IRA -- Sam Liccardo ⇒ FHLB (9/2026) [GS] | $50K – $100K |
| Schwab ⇒ Schwab IRA -- Sam Liccardo ⇒ Schwab Prime Advantage Fund [BA] | $50K – $100K |
| Schwab ⇒ Schwab Roth IRA -- Sam Liccardo ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] C: The holdings in Nvidia did NOT increase during 2025 -- I held the same number of shares. Rather, the stock price increase pushed the valuation into a larger bracket, as with several of my ETF and mutual fund holdings. | $50K – $100K |
| Spouse Schwab IRA ⇒ SWVXX [BA] | $50K – $100K |
| Spouse Schwab IRA ⇒ U.S. Treasuries [GS] | $50K – $100K |
| Spouse Schwab IRA ⇒ Invesco NASDAQ 100 ETF (QQQM) [EF] | $50K – $100K |
| Schwab ⇒ Schwab Roth IRA -- Sam Liccardo ⇒ Vanguard S&P 500 ETF (VOO) [EF] | $50K – $100K |
| Schwab ⇒ Joint Trading Account ⇒ Schwab S&P 500 Index Fund- Select Shares (SWPPX) [MF] | $15K – $50K |
| Schwab ⇒ Joint Trading Account ⇒ U.S. Treasuries [GS] | $15K – $50K |
| Schwab ⇒ Schwab Roth IRA -- Sam Liccardo ⇒ Invesco Water Resources ETF (PHO) [EF] | $15K – $50K |
| Schwab ⇒ Schwab Roth IRA -- Sam Liccardo ⇒ Schwab S&P 500 Index Fund- Select Shares (SWPPX) [MF] | $15K – $50K |
| Schwab ⇒ Schwab Trading Account -- Sam Liccardo | $15K – $50K |
| Spouse Schwab Roth IRA ⇒ Schwab S&P 500 Index Fund- Select Shares (SWPPX) [MF] | $15K – $50K |
| TreasuryDirect ⇒ Series I Savings Bond [GS] . | $15K – $50K |
| Schwab ⇒ Schwab Roth IRA -- Sam Liccardo ⇒ First Trust NASDAQ Cybersecurity ETF (CIBR) [EF] | $15K – $50K |
| Schwab ⇒ Schwab IRA -- Sam Liccardo ⇒ iShares Core Dividend Growth ETF (DGRO) [EF] | $15K – $50K |
| Spouse Schwab Roth IRA ⇒ Invesco QQQ Trust, Series 1 (QQQ) [EF] | $15K – $50K |
| Schwab ⇒ Schwab Trading Account -- Sam Liccardo ⇒ Invesco NASDAQ 100 ETF (QQQM) [EF] | $15K – $50K |
| Schwab ⇒ Schwab Roth IRA -- Sam Liccardo ⇒ Invesco NASDAQ 100 ETF (QQQM) [EF] | $15K – $50K |
| Fidelity 457 ⇒ BrokerageLink ⇒ Vanguard S&P 500 ETF (VOO) [EF] | $15K – $50K |
| Schwab ⇒ Schwab IRA -- Sam Liccardo ⇒ American States Water Company Common Stock (AWR) [ST] | $1K – $15K |
| Schwab ⇒ Schwab IRA -- Sam Liccardo ⇒ Bristol-Myers Squibb Company Common Stock (BMY) [ST] | $1K – $15K |
| Schwab ⇒ Schwab IRA -- Sam Liccardo ⇒ FHLB (3/2030) [GS] | $1K – $15K |
| Schwab ⇒ Schwab IRA -- Sam Liccardo ⇒ Schwab International Dividend Equity ETF (SCHY) [EF] | $1K – $15K |
| Schwab ⇒ Schwab Roth IRA -- Sam Liccardo ⇒ Merck & Company, Inc. Common Stock (MRK) [ST] | $1K – $15K |
| Schwab ⇒ Schwab Roth IRA -- Sam Liccardo ⇒ NovoCure Limited - Ordinary Shares (NVCR) [ST] | $1K – $15K |
| Schwab ⇒ Schwab SEP IRA -- Sam Liccardo ⇒ Schwab S&P 500 Index Fund- Select Shares (SWPPX) [MF] | $1K – $15K |
| Schwab ⇒ Schwab Trading Account -- Sam Liccardo ⇒ Schwab International Dividend Equity ETF (SCHY) [EF] | $1K – $15K |
| Spouse Schwab IRA ⇒ Advanced Micro Devices, Inc. (AMD) [ST] | $1K – $15K |
| Spouse Schwab IRA ⇒ Apple Inc. - Common Stock (AAPL) [ST] | $1K – $15K |
| Spouse Schwab IRA ⇒ Snowflake Inc. Class A Common Stock (SNOW) [ST] | $1K – $15K |
| Spouse Schwab Roth IRA ⇒ Arm Holdings plc - American Depositary Shares (ARM) [ST] | $1K – $15K |
| Spouse Schwab Roth IRA ⇒ AT&T Inc. (T) [ST] | $1K – $15K |
| Spouse Schwab Roth IRA ⇒ | $1K – $15K |
| Spouse Schwab Roth IRA ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | $1K – $15K |
| Spouse Schwab Roth IRA ⇒ Verizon Communications Inc. Common Stock (VZ) [ST] | $1K – $15K |
| Spouse Schwab SEP IRA ⇒ Fidelity Select Utilities Growth Portfolio (FSUTX) [MF] | $1K – $15K |
| Spouse Schwab SEP IRA ⇒ Palo Alto Networks, Inc. (PANW) [ST] | $1K – $15K |
| Spouse Schwab SEP IRA ⇒ Sprott Physical Gold Trust ETV (PHYS) [EF] | $1K – $15K |
| Schwab ⇒ Schwab Trading Account -- Sam Liccardo ⇒ Schwab US Dividend Equity ETF (SCHD) [EF] | $1K – $15K |
| American Express Savings [BA] | $1 – $1K |
| Schwab ⇒ Schwab Trading Account -- Sam Liccardo ⇒ SWVXX [BA] | $1 – $1K |
| ⇒ Schwab S&P 500 Index Fund- Select Shares (SWPPX) [MF] | Not specified |