Teresa Leger Fernandez
Teresa Leger Fernandez (NM-3) disclosed a net worth range between $347K and $2.3M in their 2025 annual filing.
Compare this disclosure with the House of Representatives net worth rankings .
Trading
Purchases and sales by quarter
GBDC is the most traded stock
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.
Disclosed net worth band, 2021 to 2025
| Year | Filed | Net worth band |
|---|---|---|
| 2025 | 2026-08-11 | $347K – $2.3M |
| 2024 | 2025-08-12 | $419K – $2.6M |
| 2023 | 2024-07-03 | $261K – $2.1M |
| 2022 | 2023-05-15 | $6K – $1.7M |
| 2021 | 2022-08-13 | $1.3M – $3.2M |
Recent stock trades
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2021-01-20 | GBDC ST · Golub Capital BDC, Inc. (GBDC) | Sell | — Charles Schwabb IRA | $15K - $50K | 2022-12-07 | 686d late |
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 2026-11-13. 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 (2026-11-13). 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.
Assets and liabilities
Disclosed assets
The assets Teresa Leger Fernandez 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 Schwabb IRA ⇒ Baird Aggregate Bond Fund Institutional Class (BAGIX) | MF |
Tax-Deferred
|
$250K - $500K |
| Charles Schwabb IRA ⇒ Vanguard S&P 500 ETF (VOO) | EF |
Tax-Deferred
|
$250K - $500K |
| Charles Schwabb IRA ⇒ Causeway International Value Fund - Institutional Class (CIVIX) | MF |
Tax-Deferred
|
$100K - $250K |
| Charles Schwabb IRA ⇒ PIMCO Income Fund Insti Class (PIMIX) | MF |
Tax-Deferred
|
$100K - $250K |
| Charles Schwabb IRA ⇒ WCM Focused International Growth Fund Insti Cl (WCMIX) | MF |
Tax-Deferred
|
$100K - $250K |
| Charles Schwabb IRA ⇒ Washington Mutual Investors Fund - Class F-3 (FWMIX) | MF |
Tax-Deferred
|
$100K - $250K |
| Charles Schwabb IRA ⇒ Baillie Gifford Emerging Market Fund- Institutional Class (BGEGX) | MF |
Tax-Deferred
|
$50K - $100K |
| Charles Schwabb IRA ⇒ Conestoga SMid Cap Fund Institutional Class (CCSGX) | MF |
Tax-Deferred
|
$50K - $100K |
| Charles Schwabb IRA ⇒ Flat Rock Opportunity Fund (FROPX) | MF |
Tax-Deferred
|
$50K - $100K |
| Charles Schwabb IRA ⇒ Vanguard Mid-Cap ETF (VO) | EF |
Tax-Deferred
|
$50K - $100K |
| Charles Schwabb IRA ⇒ Charles Schwab Bank | BA |
Tax-Deferred
|
$15K - $50K |
| Charles Schwabb IRA ⇒ Lazard Global Listed Infrastructure Ptf Insti Shs (GLIFX) | MF |
Tax-Deferred
|
$15K - $50K |
| Charles Schwabb IRA ⇒ Schwab Prime Advantage Money Fund- Investor Shares (SWVXX) | MF |
Tax-Deferred
|
$15K - $50K |
| Charles Schwabb IRA ⇒ Westwood Salient MLP & Energy Infrastructure Fund - Institutional (SMLPX) | MF |
Tax-Deferred
|
$15K - $50K |
| Charles Schwabb IRA ⇒ Bluerock Private Real Estate Fund Common Shares of Beneficial Interest (BPRE) | OT |
Tax-Deferred
|
$1K - $15K |
| Charles Schwabb IRA ⇒ Charles Schwab (Cash) | IH |
Tax-Deferred
|
$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 |
|---|---|
| Residential Mortgage (Guardian Mortgage) | $250K - $500K |
| Residential Mortgage (Select Portfolio Servicing Mortgage) | $100K - $250K |
| Co-signed student loan debt for children (Claremont McKenna) | $15K - $50K |
| Student Loan (Regis University) | $10K - $15K |