David Rouzer
David Rouzer (NC-7) disclosed a net worth range between -$59K and $1.2M 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 | 2026-08-06 | -$59K – $1.2M |
| 2024 | 2025-08-01 | -$94K – $1.2M |
| 2023 | 2024-08-06 | -$159K – $993K |
| 2022 | 2023-05-15 | -$139K – $1M |
| 2021 | 2023-05-15 | -$108K – $1.2M |
Disclosed assets
The assets David Rouzer 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 |
|---|---|---|---|
| Charles Schwab & Company Inc. ⇒ T Rowe Price Blue Chip Growth Inc. | MF |
Tax-Deferred
|
$100K - $250K |
| Charles Schwab & Company Inc. ⇒ DODGE & COX STOCK | MF |
Tax-Deferred
|
$50K - $100K |
| Charles Schwab & Company Inc. ⇒ Virtus KAR Mid-Cap Core Fund I (VIMCX) | MF |
Tax-Deferred
|
$50K - $100K |
| Charles Schwab & Company Inc. ⇒ Eaton Vance Short Duration Strategic Income Fund | MF |
Tax-Deferred
|
$15K - $50K |
| Charles Schwab & Company Inc. ⇒ Eaton Vance Tax-Managed Global Diversified Equity Income Fund | MF |
Tax-Deferred
|
$15K - $50K |
| Charles Schwab & Company Inc. ⇒ FIRST EAGLE GLOBAL CLASS I | MF |
Tax-Deferred
|
$15K - $50K |
| Charles Schwab & Company Inc. ⇒ First Trust Health Care AlphaDEX (FXH) | EF |
Tax-Deferred
|
$15K - $50K |
| Charles Schwab & Company Inc. ⇒ First Trust Low Duration Opportunities ETF (LMBS) | EF |
Tax-Deferred
|
$15K - $50K |
| Charles Schwab & Company Inc. ⇒ First Trust Value Line Dividend Index Fund | MF |
Tax-Deferred
|
$15K - $50K |
| Charles Schwab & Company Inc. ⇒ ISHARES CORE HIGH DIVIDEND | EF |
Tax-Deferred
|
$15K - $50K |
| Charles Schwab & Company Inc. ⇒ ISHARES TRUST CORE DIVID GWTH | MF |
Tax-Deferred
|
$15K - $50K |
| Charles Schwab & Company Inc. ⇒ MFS INTERNATIONAL DIVERSIFICATION CLASS I | MF |
Tax-Deferred
|
$15K - $50K |
| Charles Schwab & Company Inc. ⇒ Pacer US Cash Cows 100 ETF (COWZ) | EF |
Tax-Deferred
|
$15K - $50K |
| Charles Schwab & Company Inc. ⇒ SPDR Gold Trust (GLD) | EF |
Tax-Deferred
|
$15K - $50K |
| Charles Schwab & Company Inc. ⇒ SPDR Select Sector Fund - Technology (XLK) | EF |
Tax-Deferred
|
$15K - $50K |
| Charles Schwab & Company Inc. ⇒ T. Rowe Price Capital Appreciation Fund (PRWCX) | MF |
Tax-Deferred
|
$15K - $50K |
| Interactive Brokers LLC ⇒ Advanced Micro Devices, Inc. (AMD) | ST |
Tax-Deferred
|
$15K - $50K |
| Interactive Brokers LLC ⇒ NVIDIA Corporation (NVDA) | ST |
Tax-Deferred
|
$15K - $50K |
| Charles Schwab & Company Inc. ⇒ American Beacon TwentyFour Strategic Income Fund - Y Class (TFGYX) | MF |
Tax-Deferred
|
$1K - $15K |
| Charles Schwab & Company Inc. ⇒ Bank Deposit Sweep Program | BA |
Tax-Deferred
|
$1K - $15K |
| Charles Schwab & Company Inc. ⇒ Catalyst/Millburn Hedge Strategy Fund Class I (MBXIX) | MF |
Tax-Deferred
|
$1K - $15K |
| Charles Schwab & Company Inc. ⇒ First Tr Morningstar Dividend Leaders Index Fund | MF |
Tax-Deferred
|
$1K - $15K |
| Charles Schwab & Company Inc. ⇒ ISHARES RUSSELL 1000 INDEX FUND | MF |
Tax-Deferred
|
$1K - $15K |
| Charles Schwab & Company Inc. ⇒ SPDR Select Sector Fund - Financial (XLF) | EF |
Tax-Deferred
|
$1K - $15K |
| Charles Schwab & Company Inc. ⇒ Schwab Prime Advantage Money Fund | BA |
Tax-Deferred
|
$1K - $15K |
| Charles Schwab & Company Inc. ⇒ iShares U.S. Medical Devices ETF (IHI) | EF |
Tax-Deferred
|
$1K - $15K |
| Goldman Sachs Bank ⇒ Marcus Savings Account | BA |
$201 - $1K
Interest
|
$1K - $15K |
| Interactive Brokers LLC ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) | ST |
Tax-Deferred
|
$1K - $15K |
| Interactive Brokers LLC ⇒ CASH | IH |
Tax-Deferred
|
$1K - $15K |
| Interactive Brokers LLC ⇒ Mastercard Incorporated (MA) | ST |
Tax-Deferred
|
$1K - $15K |
| Interactive Brokers LLC ⇒ RTX Corporation Common Stock (RTX) | ST |
Tax-Deferred
|
$1K - $15K |
| Interactive Brokers LLC ⇒ SPDR Gold Trust (GLD) | EF |
Tax-Deferred
|
$1K - $15K |
| Interactive Brokers LLC ⇒ SPDR Select Sector Fund - Technology (XLK) | EF |
Tax-Deferred
|
$1K - $15K |
| Interactive Brokers LLC ⇒ Visa Inc. (V) | ST |
Tax-Deferred
|
$1K - $15K |
| Interactive Brokers LLC ⇒ Verizon Communications Inc. (VZ) | ST |
Tax-Deferred
|
$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 |
|---|---|
| Home mortgage (Roundpoint Mortgage) | $250K - $500K |
Recent stock trades
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2025-12-09 | BA ST · Boeing Company (BA) F S: Amended S O: Interactive Brokers LLC C: Sold at a | Sell | — | $1K - $15K | 2026-01-07 | 29d |
| 2025-12-09 | BA ST · Boeing Company (BA) | Sell | — Interactive Brokers LLC | $1K - $15K | 2026-01-07 | 29d |
| 2025-12-09 | BA ST · Boeing Company (BA) | Sell | — Interactive Brokers LLC | $1K - $15K | 2026-01-07 | 29d |
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 2026-09-08. 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 (2026-09-08). 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.