Rafael E Cruz
Rafael E Cruz disclosed a net worth range between -$1.1M and $13.8M in their 2025 annual filing.
Compare this disclosure with the U.S. Senate 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 | 2026-08-13 | -$1.1M – $13.8M |
| 2024 | 2025-08-13 | -$1.7M – $13.2M |
| 2023 | 2024-08-13 | -$1.7M – $9.6M |
| 2022 | 2024-08-16 | -$2.2M – $8.9M |
| 2021 | 2022-08-15 | -$1.8M – $9.4M |
| 2020 | 2021-08-16 | -$2.4M – $5.2M |
Disclosed assets
The assets Rafael E Cruz 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 |
|---|---|---|---|
| GS-The Goldman Sachs Group, Inc. | Corporate Securities - Stock |
$50K - $100K
Dividends, Interest
|
$1M - $5M |
| LIJIX - BlackRock LifePath Index 2035 Fund Institutional S | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$1M - $5M |
| Morgan Lewis Cash Balance Retirement Plan | Retirement Plans - Defined Benefit Pension Plan | — | $500K - $1M |
| MA Portfolio 2027 | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$250K - $500K |
| Vanguard Target Retirement 2035 Tr I | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$250K - $500K |
| Bitcoin | Cryptocurrency | — | $100K - $250K |
| EPD-Enterprise Products Partners L.P. (NYSE) | Corporate Securities - Stock |
$15K - $50K
Dividends
|
$100K - $250K |
| FSSLX - Fidelity Series Small Cap Core Fund | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$100K - $250K |
| Plan FBO Aggressive Growth Portfolio | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$100K - $250K |
| Plan FBO Moderately Aggressive Portfolio | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$100K - $250K |
| XOM-Exxon Mobil Corporation (NYSE) | Corporate Securities - Stock |
$5K - $15K
Dividends
|
$100K - $250K |
| 8VC RSS Access LLC | Investment Fund - Private Equity Fund |
Excepted Investment Fund
|
$50K - $100K |
| AEPGX - American Funds Europacific Growth A | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$50K - $100K |
| Age-Based Option 14-15: Conservative Portfolio | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$50K - $100K |
| American Express | Bank Deposit |
$201 - $1K
Interest
|
$50K - $100K |
| GAFPX - Goldman Sachs Enhanced Dividend Global Equity Port | Mutual Funds - Mutual Fund |
$1K - $2.5K
Excepted Investment Fund
|
$50K - $100K |
| Plan FBO Moderate Portfolio | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$50K - $100K |
| Texas ERS Retirement Account | Retirement Plans - Defined Benefit Pension Plan | — | $50K - $100K |
| VGSNX - Vanguard Real Estate Index Fund Institutional Shar | Mutual Funds - Mutual Fund |
$1K - $2.5K
Excepted Investment Fund
|
$50K - $100K |
| Vanguard Target Retirement 2040 Tr I | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$50K - $100K |
| Bank of America | Bank Deposit |
Interest
|
$15K - $50K |
| DIV - Global X SuperDividend U.S. ETF | Mutual Funds - Exchange Traded Fund/Note |
$1K - $2.5K
Excepted Investment Fund
|
$15K - $50K |
| GSGO - Goldman Sachs Growth Opportunities ETF | Mutual Funds - Exchange Traded Fund/Note |
Excepted Investment Fund
|
$15K - $50K |
| Private Equity Co-Investment Partners III LLC | Investment Fund - Private Equity Fund |
$1K - $2.5K
Excepted Investment Fund
|
$15K - $50K |
| SPY - SPDR S&P 500 | Mutual Funds - Exchange Traded Fund/Note |
Excepted Investment Fund
|
$15K - $50K |
| SPYD - SPDR(R) Portfolio S&P 500 High Dividend ETF | Mutual Funds - Exchange Traded Fund/Note |
$201 - $1K
Excepted Investment Fund
|
$15K - $50K |
| TPG Tech Adjacencies II Access LLC | Investment Fund - Private Equity Fund |
$2.5K - $5K
Excepted Investment Fund
|
$15K - $50K |
| VIG - Dividend Appreciation ETF Vanguard | Mutual Funds - Exchange Traded Fund/Note |
$201 - $1K
Excepted Investment Fund
|
$15K - $50K |
| Bank of America | Bank Deposit |
Interest
|
$1K - $15K |
| Bitcoin Miners | Personal Property - Other Property |
Other (Bitcoin)
|
$1K - $15K |
| Chase | Bank Deposit |
Interest
|
$1K - $15K |
| DRLL - EA Series Trust Strive U.S. Energy ETF | Mutual Funds - Exchange Traded Fund/Note |
$201 - $1K
Excepted Investment Fund
|
$1K - $15K |
| Goldman Sachs | Bank Deposit |
Interest
|
$1K - $15K |
| Goldman Sachs | Bank Deposit |
Interest
|
$1K - $15K |
| Goldman Sachs | Bank Deposit |
Interest
|
$1K - $15K |
| Health Equity HSA | Bank Deposit |
Interest
|
$1K - $15K |
| SPY - State Street SPDR S&P 500 ETF Trust | Mutual Funds - Exchange Traded Fund/Note |
Excepted Investment Fund
|
$1K - $15K |
| SPY - State Street SPDR S&P 500 ETF Trust | Mutual Funds - Exchange Traded Fund/Note |
Excepted Investment Fund
|
$1K - $15K |
| XLE - SPDR Select Sector Fund - Energy Select Sector | Mutual Funds - Exchange Traded Fund/Note |
$201 - $1K
Excepted Investment Fund
|
$1K - $15K |
| XSHD - Invesco S&P SmallCap High Dividend Low Volatility ETF | Mutual Funds - Exchange Traded Fund/Note |
$201 - $1K
Excepted Investment Fund
|
$1K - $15K |
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 (Bank of America) | $1M - $5M |
| Other (Capital Commitment) (Goldman Sachs) | $50K - $100K |
| Other (Margin loan) (Goldman Sachs) | $50K - $100K |
| Revolving Charge (American Express) | $15K - $50K |
| Revolving Charge (Chase) | $15K - $50K |
| Other (Capital Commitment) (Goldman Sachs) | $10K - $15K |
Recent stock trades
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2025-11-11 | GS Stock · Goldman Sachs Group | Sell | Spouse | $100K - $250K | 2025-11-12 | 1d |
| 2024-04-15 | GS Stock · Goldman Sachs Group | Sell | Spouse | $250K - $500K | 2024-04-24 | 9d |
| 2022-01-25 | BTC Cryptocurrency · Bitcoin Exchange/Platform: River | Buy | Self | $15K - $50K | 2022-02-04 | 10d |
| 2019-11-27 | PAGP Stock · Plains GP Holdings, L.P. | Sell | Joint | $1K - $15K | 2019-12-03 | 6d |
| 2019-05-15 | GS Stock · The Goldman Sachs Group, Inc. | Sell | Joint | $50K - $100K | 2019-05-24 | 9d |
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 2026-09-04. 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 (2026-09-04). 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.