CapitolMarkets
Michael Waltz
U.S. Representative

Michael Waltz

—HouseFlorida · District 06
Year-to-date performance
No priced trades disclosed this year yet.
Numbers populate once a disclosed trade is in a public-equity ticker we can price.
Profitable trades
No activity in window
House rank
—
0
Total trades
$0
Volume YTD
—
Avg hold
0
Conflicts

Public financial disclosure

Self-reported on House Form A — values are disclosed as ranges, not exact dollars.

Disclosed net worth
$3.5M – $10.9M
Assets minus liabilities, summed across the 25+ disclosed positions.
Liabilities
$1.1M–$2.2M
Form
Amendment Report 2022
Filed
August 2024
View original filing (PDF)
Largest holdings
  1. 1.MUBiShares National Muni Bond ETF$500,001 - $1,000,000
  2. 2.Fidelity Brokerage Sweep$500,001 - $1,000,000
  3. 3.VWSUXVanguard Short Term Tax Exempt Admiral$500,001 - $1,000,000
  4. 4.SPYSPDR S&P 500 ETF$500,001 - $1,000,000
  5. 5.SAMBXVirtus Asset Trust - Virtus Seix Floating Rate High Income Fund$250,001 - $500,000
  6. 6.EIFHamlin Income Fund, LP$250,001 - $500,000
  7. 7.NICHXVariant Alternative Income Fund$250,001 - $500,000
  8. 8.VMLUXVanguard Limited-Term Tax-Exempt Fund Admiral Shares$250,001 - $500,000
  9. 9.Cresset-Diversified QOZ Fund II LP$250,001 - $500,000
  10. 10.Starwood Real Estate Investment Trust Class I$250,001 - $500,000
  11. 11.OIEIXJP Morgan Equity Income Fund Cl A$250,001 - $500,000
  12. 12.VCMIXVersus Capital Multi-Manager Real Estate Income Fund LLC$250,001 - $500,000
  13. 13.SCHVSchwab US Large Cap Value$250,001 - $500,000
  14. 14.NOBLProShares S&P 500 Dividend Aristocrats ETF$100,001 - $250,000
  15. 15.NICHXVariant Alternative Income Fund$100,001 - $250,000
  16. 16.Fidelity Sweep Account$100,001 - $250,000
  17. 17.CCLFXCliffwater Corporate Lending Fund$100,001 - $250,000
  18. 18.IJHiShares Core S&P Mid-Cap ETF$100,001 - $250,000
  19. 19.IWFiShares Russell 1000 Growth ETF$100,001 - $250,000
  20. 20.GLDSPDR Gold Shares$100,001 - $250,000
  21. 21.NICHXVariant Alternative Income Fund$50,001 - $100,000
  22. 22.BoodleAI$50,001 - $100,000
  23. 23.CCLFXCliffwater Corporate Lending Fund$50,001 - $100,000
  24. 24.IJHiShares Core S&P Mid-Cap ETF$50,001 - $100,000
  25. 25.NOBLProShares S&P 500 Dividend Aristocrats ETF$50,001 - $100,000

Track record by window

5 years
—
—
Gross flow$97.5K
Trades2
Bought / Sold1·0
Open book100%

Disclosed trades · 0

All filings →
No disclosed trades on file.

Oversight committees · 0

Click any committee to see what it actually does, which sectors it regulates, and why each sector tag was attached. Sources cited.

No committee assignments on record.