Sam T. Liccardo
Sam T. Liccardo (CA-16) disclosed a net worth range between $1.5M and $12.8M in their 2025 annual filing.
Compare this disclosure with the House of Representatives net worth rankings .
Net worth
Estimated from the ranges in the member's annual financial disclosures: the band runs from the sum of disclosed asset minimums less liability maximums up to the sum of asset maximums less liability minimums. Only electronically filed reports are read — a missing year means no electronic filing, not zero net worth.
Net worth band by reporting year
| Year | Filed | Net worth band |
|---|---|---|
| 2025 | 2026-06-08 | $1.5M – $12.8M |
| 2024 | 2025-11-03 | $2.7M – $13M |
Disclosed assets
The assets Sam T. Liccardo itemised in their 2025 annual report, largest bracket first. Descriptions are the filer's own wording, and each value is the bracket they checked on the form — never a reported amount.
| Description | Type | Income | Value |
|---|---|---|---|
| Residential Property | RP |
$100K - $1M
Rent
|
$1M - $5M |
| Residential Property | RP |
$50K - $100K
Rent
|
$1M - $5M |
| CalPERS Pension Sam Liccardo ⇒ CalPERS | DB |
Capital Gains, Interest
|
$250K - $500K |
| Fidelity 457 ⇒ BrokerageLink ⇒ Fidelity ZERO Large Cap Index Fund (FNILX) | MF |
Tax-Deferred
|
$100K - $250K |
| Schwab ⇒ Schwab IRA -- Sam Liccardo ⇒ Invesco NASDAQ 100 ETF (QQQM) | EF |
Tax-Deferred
|
$100K - $250K |
| Schwab ⇒ Schwab IRA -- Sam Liccardo ⇒ SWPPX | BA |
Tax-Deferred
|
$100K - $250K |
| Schwab ⇒ Schwab IRA -- Sam Liccardo ⇒ Schwab S&P 500 Index Fund- Select Shares (SWPPX) | MF |
Tax-Deferred
|
$100K - $250K |
| Schwab ⇒ Schwab IRA -- Sam Liccardo ⇒ U.S. Treasuries | GS |
Tax-Deferred
|
$100K - $250K |
| Spouse Schwab IRA ⇒ Schwab S&P 500 Index Fund- Select Shares (SWPPX) | MF |
Tax-Deferred
|
$100K - $250K |
| Fidelity 457 ⇒ BrokerageLink ⇒ Fidelity Select Utilities Growth Portfolio (FSUTX) | MF |
Tax-Deferred
|
$50K - $100K |
| Schwab ⇒ Schwab IRA -- Sam Liccardo ⇒ FHLB (9/2026) | GS |
Tax-Deferred
|
$50K - $100K |
| Schwab ⇒ Schwab IRA -- Sam Liccardo ⇒ Schwab Prime Advantage Fund | BA |
Tax-Deferred
|
$50K - $100K |
| Schwab ⇒ Schwab Roth IRA -- Sam Liccardo ⇒ NVIDIA Corporation - Common Stock (NVDA) | ST |
Tax-Deferred
|
$50K - $100K |
| Schwab ⇒ Schwab Roth IRA -- Sam Liccardo ⇒ Vanguard S&P 500 ETF (VOO) | EF |
Tax-Deferred
|
$50K - $100K |
| Spouse Schwab IRA ⇒ Invesco NASDAQ 100 ETF (QQQM) | EF |
Tax-Deferred
|
$50K - $100K |
| Spouse Schwab IRA ⇒ SWVXX | BA |
Tax-Deferred
|
$50K - $100K |
| Spouse Schwab IRA ⇒ U.S. Treasuries | GS |
Tax-Deferred
|
$50K - $100K |
| Fidelity 457 ⇒ BrokerageLink ⇒ Vanguard S&P 500 ETF (VOO) | EF |
Tax-Deferred
|
$15K - $50K |
| Schwab ⇒ Joint Trading Account ⇒ Schwab S&P 500 Index Fund- Select Shares (SWPPX) | MF |
$1 - $200
Dividends
|
$15K - $50K |
| Schwab ⇒ Joint Trading Account ⇒ U.S. Treasuries | GS |
$201 - $1K
Interest
|
$15K - $50K |
| Schwab ⇒ Schwab IRA -- Sam Liccardo ⇒ iShares Core Dividend Growth ETF (DGRO) | EF |
Tax-Deferred
|
$15K - $50K |
| Schwab ⇒ Schwab Roth IRA -- Sam Liccardo ⇒ First Trust NASDAQ Cybersecurity ETF (CIBR) | EF |
Tax-Deferred
|
$15K - $50K |
| Schwab ⇒ Schwab Roth IRA -- Sam Liccardo ⇒ Invesco NASDAQ 100 ETF (QQQM) | EF |
Tax-Deferred
|
$15K - $50K |
| Schwab ⇒ Schwab Roth IRA -- Sam Liccardo ⇒ Invesco Water Resources ETF (PHO) | EF |
Tax-Deferred
|
$15K - $50K |
| Schwab ⇒ Schwab Roth IRA -- Sam Liccardo ⇒ Schwab S&P 500 Index Fund- Select Shares (SWPPX) | MF |
Tax-Deferred
|
$15K - $50K |
| Schwab ⇒ Schwab Trading Account -- Sam Liccardo ⇒ Invesco NASDAQ 100 ETF (QQQM) | EF |
$1 - $200
Dividends, Interest
|
$15K - $50K |
| Schwab ⇒ Schwab Trading Account -- Sam Liccardo ⇒ Schwab S&P 500 Index Fund- Select Shares (SWPPX) | MF |
$201 - $1K
Capital Gains, Dividends
|
$15K - $50K |
| Spouse Schwab Roth IRA ⇒ Invesco QQQ Trust, Series 1 (QQQ) | EF |
Tax-Deferred
|
$15K - $50K |
| Spouse Schwab Roth IRA ⇒ Schwab S&P 500 Index Fund- Select Shares (SWPPX) | MF |
Tax-Deferred
|
$15K - $50K |
| TreasuryDirect ⇒ Series I Savings Bond | GS |
$201 - $1K
Interest
|
$15K - $50K |
| Schwab ⇒ Schwab IRA -- Sam Liccardo ⇒ American States Water Company Common Stock (AWR) | ST |
Tax-Deferred
|
$1K - $15K |
| Schwab ⇒ Schwab IRA -- Sam Liccardo ⇒ Bristol-Myers Squibb Company Common Stock (BMY) | ST |
Tax-Deferred
|
$1K - $15K |
| Schwab ⇒ Schwab IRA -- Sam Liccardo ⇒ FHLB (3/2030) | GS |
Tax-Deferred
|
$1K - $15K |
| Schwab ⇒ Schwab IRA -- Sam Liccardo ⇒ Schwab International Dividend Equity ETF (SCHY) | EF |
Tax-Deferred
|
$1K - $15K |
| Schwab ⇒ Schwab Roth IRA -- Sam Liccardo ⇒ Merck & Company, Inc. Common Stock (MRK) | ST |
Tax-Deferred
|
$1K - $15K |
| Schwab ⇒ Schwab Roth IRA -- Sam Liccardo ⇒ NovoCure Limited - Ordinary Shares (NVCR) | ST |
Tax-Deferred
|
$1K - $15K |
| Schwab ⇒ Schwab SEP IRA -- Sam Liccardo ⇒ Schwab S&P 500 Index Fund- Select Shares (SWPPX) | MF |
Tax-Deferred
|
$1K - $15K |
| Schwab ⇒ Schwab Trading Account -- Sam Liccardo ⇒ Schwab International Dividend Equity ETF (SCHY) | EF |
$1 - $200
Dividends
|
$1K - $15K |
| Schwab ⇒ Schwab Trading Account -- Sam Liccardo ⇒ Schwab US Dividend Equity ETF (SCHD) | EF |
$1 - $200
Dividends
|
$1K - $15K |
| Spouse Schwab IRA ⇒ Advanced Micro Devices, Inc. (AMD) | ST |
Tax-Deferred
|
$1K - $15K |
| Spouse Schwab IRA ⇒ Apple Inc. - Common Stock (AAPL) | ST |
Tax-Deferred
|
$1K - $15K |
| Spouse Schwab IRA ⇒ Snowflake Inc. Class A Common Stock (SNOW) | ST |
Tax-Deferred
|
$1K - $15K |
| Spouse Schwab Roth IRA ⇒ AT&T Inc. (T) | ST |
Tax-Deferred
|
$1K - $15K |
| Spouse Schwab Roth IRA ⇒ Arm Holdings plc - American Depositary Shares (ARM) | ST |
Tax-Deferred
|
$1K - $15K |
| Spouse Schwab Roth IRA ⇒ NVIDIA Corporation - Common Stock (NVDA) | ST |
Tax-Deferred
|
$1K - $15K |
| Spouse Schwab Roth IRA ⇒ Netflix, Inc. - Common Stock (NFLX) | ST |
Tax-Deferred
|
$1K - $15K |
| Spouse Schwab Roth IRA ⇒ Verizon Communications Inc. Common Stock (VZ) | ST |
Tax-Deferred
|
$1K - $15K |
| Spouse Schwab SEP IRA ⇒ Fidelity Select Utilities Growth Portfolio (FSUTX) | MF |
Tax-Deferred
|
$1K - $15K |
| Spouse Schwab SEP IRA ⇒ Palo Alto Networks, Inc. (PANW) | ST |
Tax-Deferred
|
$1K - $15K |
| Spouse Schwab SEP IRA ⇒ Sprott Physical Gold Trust ETV (PHYS) | EF |
Tax-Deferred
|
$1K - $15K |
| American Express Savings | BA |
$1 - $200
Interest
|
$1 - $1K |
| Schwab ⇒ Schwab Trading Account -- Sam Liccardo ⇒ SWVXX | BA |
Interest
|
$1 - $1K |
Disclosed liabilities
The liabilities itemised in the 2025 annual report, largest bracket first. These are the amounts subtracted when the net worth band above is rolled up.
| Description | Amount owed |
|---|---|
| Mortgage on residential property in Washington, DC (Shellpoint Mortgage) | $500K - $1M |
| Mortgage on residential property in Imperial Beach, CA (PHH Mortgage) | $250K - $500K |
| Mortgage on residential property in San Jose, CA (BSI Financial Services) | $250K - $500K |
Recent stock trades
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2026-07-21 | NVDA ST · NVIDIA Corporation - Common Stock (NVDA) | Sell | — Schwab > Schwab Roth IRA -- Sam Liccardo | $15K - $50K | 2026-07-27 | 6d |
Estimated portfolio performance
Price return of the portfolio reconstructed from this member's disclosed trades over each trailing window, versus the S&P 500 (SPY), as of 2026-09-29. Trade sizes are disclosed only as ranges, so every figure is an estimate. Returns use comparable raw closes and exclude dividends; a window crossing a captured split is left unavailable instead of mixing price bases.
No Performance Estimate
This member hasn't disclosed enough priced trades to estimate a portfolio return yet.
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-09-29). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
No Reconstructed Holdings
No open positions could be reconstructed from this member's disclosed trades.