Byron Donalds
Representative
FL-19
2025 disclosure
Byron Donalds (FL-19) disclosed a net worth range between -$358.9K and $2.5M 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.
Latest net worth (band)
-$358.9K – $2.5M
Rank by disclosed net worth
Reporting year
2025
Disclosed assets
67
Disclosed liabilities
3
Net worth band by reporting year
2021
2022
2023
2024
2025
| Year | Filed | Net worth band |
|---|---|---|
| 2025 | 2026-08-13 | -$358.9K – $2.5M |
| 2024 | 2025-08-13 | $1.6M – $7M |
| 2023 | 2025-08-13 | $2.1M – $11.1M |
| 2022 | 2023-08-11 | $77.1K – $1.1M |
| 2021 | 2022-08-09 | $94.1K – $1.3M |
Disclosed assets
The assets Byron Donalds 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.
Disclosed lines
67
Total disclosed (band)
$1.2M – $3.3M
| Description | Type | Income | Value |
|---|---|---|---|
| Onesto, LLC ⇒ OptimaEd, Inc. | OL | — | $500K - $1M |
| Onesto, LLC ⇒ Optima Management Services, LLC | OL | — | $250K - $500K |
| Onesto, LLC ⇒ Optima Management Services, LLC ⇒ Dewalt Impact Group, LLC | OL |
$100K - $1M
Business Income
|
$250K - $500K |
| Optima Ed, Inc 401k ⇒ Nuveen Lifecycle Index 2045 Fund R6 (TLXIX) | MF |
Tax-Deferred
|
$100K - $250K |
| Florida Retirement System (ED) ⇒ FRS 2045 Retirement Fund | PE |
Tax-Deferred
|
$15K - $50K |
| Moran Wealth IRA ⇒ Parker-Hannifin Corporation (PH) | ST |
Tax-Deferred
|
$15K - $50K |
| Moran Wealth IRA ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) | ST |
Tax-Deferred
|
$1K - $15K |
| Moran Wealth IRA ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) | ST |
Tax-Deferred
|
$1K - $15K |
| Moran Wealth IRA ⇒ Amazon.com, Inc. - Common Stock (AMZN) | ST |
Tax-Deferred
|
$1K - $15K |
| Moran Wealth IRA ⇒ Amazon.com, Inc. - Common Stock (AMZN) | ST |
Tax-Deferred
|
$1K - $15K |
| Moran Wealth IRA ⇒ Amphenol Corporation Common Stock (APH) | ST |
Tax-Deferred
|
$1K - $15K |
| Moran Wealth IRA ⇒ Amphenol Corporation Common Stock (APH) | ST |
Tax-Deferred
|
$1K - $15K |
| Moran Wealth IRA ⇒ Arista Networks, Inc. Common Stock (ANET) | ST |
Tax-Deferred
|
$1K - $15K |
| Moran Wealth IRA ⇒ Arista Networks, Inc. Common Stock (ANET) | ST |
Tax-Deferred
|
$1K - $15K |
| Moran Wealth IRA ⇒ Autodesk, Inc. - Common Stock (ADSK) | ST |
Tax-Deferred
|
$1K - $15K |
| Moran Wealth IRA ⇒ Autodesk, Inc. - Common Stock (ADSK) | ST |
Tax-Deferred
|
$1K - $15K |
| Moran Wealth IRA ⇒ Broadcom Inc. - Common Stock (AVGO) | ST |
Tax-Deferred
|
$1K - $15K |
| Moran Wealth IRA ⇒ Broadcom Inc. - Common Stock (AVGO) | ST |
Tax-Deferred
|
$1K - $15K |
| Moran Wealth IRA ⇒ Brown & Brown, Inc. Common Stock (BRO) | ST |
Tax-Deferred
|
$1K - $15K |
| Moran Wealth IRA ⇒ Brown & Brown, Inc. Common Stock (BRO) | ST |
Tax-Deferred
|
$1K - $15K |
| Moran Wealth IRA ⇒ Cadence Design Systems, Inc. (CDNS) | ST |
Tax-Deferred
|
$1K - $15K |
| Moran Wealth IRA ⇒ Cadence Design Systems, Inc. (CDNS) | ST |
Tax-Deferred
|
$1K - $15K |
| Moran Wealth IRA ⇒ Carnival Corporation Ltd. Common Shares (CCL) | ST |
Tax-Deferred
|
$1K - $15K |
| Moran Wealth IRA ⇒ Carnival Corporation Ltd. Common Shares (CCL) | ST |
Tax-Deferred
|
$1K - $15K |
| Moran Wealth IRA ⇒ Cash | IH |
Tax-Deferred
|
$1K - $15K |
| Moran Wealth IRA ⇒ Cash | IH |
Tax-Deferred
|
$1K - $15K |
| Moran Wealth IRA ⇒ Chipotle Mexican Grill, Inc. Common Stock (CMG) | ST |
Tax-Deferred
|
$1K - $15K |
| Moran Wealth IRA ⇒ Chipotle Mexican Grill, Inc. Common Stock (CMG) | ST |
Tax-Deferred
|
$1K - $15K |
| Moran Wealth IRA ⇒ Comfort Systems USA, Inc. Common Stock (FIX) | ST |
Tax-Deferred
|
$1K - $15K |
| Moran Wealth IRA ⇒ Comfort Systems USA, Inc. Common Stock (FIX) | ST |
Tax-Deferred
|
$1K - $15K |
| Moran Wealth IRA ⇒ Fortinet, Inc. - Common Stock (FTNT) | ST |
Tax-Deferred
|
$1K - $15K |
| Moran Wealth IRA ⇒ Fortinet, Inc. - Common Stock (FTNT) | ST |
Tax-Deferred
|
$1K - $15K |
| Moran Wealth IRA ⇒ Howmet Aerospace Inc. (HWM) | ST |
Tax-Deferred
|
$1K - $15K |
| Moran Wealth IRA ⇒ Howmet Aerospace Inc. (HWM) | ST |
Tax-Deferred
|
$1K - $15K |
| Moran Wealth IRA ⇒ IDEXX Laboratories, Inc. - Common Stock (IDXX) | ST |
Tax-Deferred
|
$1K - $15K |
| Moran Wealth IRA ⇒ IDEXX Laboratories, Inc. - Common Stock (IDXX) | ST |
Tax-Deferred
|
$1K - $15K |
| Moran Wealth IRA ⇒ Intuit Inc. (INTU) | ST |
Tax-Deferred
|
$1K - $15K |
| Moran Wealth IRA ⇒ Intuit Inc. (INTU) | ST |
Tax-Deferred
|
$1K - $15K |
| Moran Wealth IRA ⇒ Lam Research Corporation - Common Stock (LRCX) | ST |
Tax-Deferred
|
$1K - $15K |
| Moran Wealth IRA ⇒ Lam Research Corporation - Common Stock (LRCX) | ST |
Tax-Deferred
|
$1K - $15K |
| Moran Wealth IRA ⇒ Mastercard Incorporated (MA) | ST |
Tax-Deferred
|
$1K - $15K |
| Moran Wealth IRA ⇒ Mastercard Incorporated (MA) | ST |
Tax-Deferred
|
$1K - $15K |
| Moran Wealth IRA ⇒ McKesson Corporation Common Stock (MCK) | ST |
Tax-Deferred
|
$1K - $15K |
| Moran Wealth IRA ⇒ McKesson Corporation Common Stock (MCK) | ST |
Tax-Deferred
|
$1K - $15K |
| Moran Wealth IRA ⇒ Meta Platforms, Inc. - Class A Common Stock (META) | ST |
Tax-Deferred
|
$1K - $15K |
| Moran Wealth IRA ⇒ Meta Platforms, Inc. - Class A Common Stock (META) | ST |
Tax-Deferred
|
$1K - $15K |
| Moran Wealth IRA ⇒ Microsoft Corporation - Common Stock (MSFT) | ST |
Tax-Deferred
|
$1K - $15K |
| Moran Wealth IRA ⇒ Microsoft Corporation - Common Stock (MSFT) | ST |
Tax-Deferred
|
$1K - $15K |
| Moran Wealth IRA ⇒ Monolithic Power Systems, Inc. (MPWR) | ST |
Tax-Deferred
|
$1K - $15K |
| Moran Wealth IRA ⇒ Monolithic Power Systems, Inc. (MPWR) | ST |
Tax-Deferred
|
$1K - $15K |
| Moran Wealth IRA ⇒ NVIDIA Corporation - Common Stock (NVDA) | ST |
Tax-Deferred
|
$1K - $15K |
| Moran Wealth IRA ⇒ NVIDIA Corporation - Common Stock (NVDA) | ST |
Tax-Deferred
|
$1K - $15K |
| Moran Wealth IRA ⇒ Parker-Hannifin Corporation (PH) | ST |
Tax-Deferred
|
$1K - $15K |
| Moran Wealth IRA ⇒ PayPal Holdings, Inc. - Common Stock (PYPL) | ST |
Tax-Deferred
|
$1K - $15K |
| Moran Wealth IRA ⇒ PayPal Holdings, Inc. - Common Stock (PYPL) | ST |
Tax-Deferred
|
$1K - $15K |
| Moran Wealth IRA ⇒ Progressive Corporation (PGR) | ST |
Tax-Deferred
|
$1K - $15K |
| Moran Wealth IRA ⇒ Progressive Corporation (PGR) | ST |
Tax-Deferred
|
$1K - $15K |
| Moran Wealth IRA ⇒ The Trade Desk, Inc. - Class A Common Stock (TTD) | ST |
Tax-Deferred
|
$1K - $15K |
| Moran Wealth IRA ⇒ The Trade Desk, Inc. - Class A Common Stock (TTD) | ST |
Tax-Deferred
|
$1K - $15K |
| Moran Wealth IRA ⇒ Tradeweb Markets Inc. - Class A Common Stock (TW) | ST |
Tax-Deferred
|
$1K - $15K |
| Moran Wealth IRA ⇒ Tradeweb Markets Inc. - Class A Common Stock (TW) | ST |
Tax-Deferred
|
$1K - $15K |
| Moran Wealth IRA ⇒ Trane Technologies plc (TT) | ST |
Tax-Deferred
|
$1K - $15K |
| Moran Wealth IRA ⇒ Trane Technologies plc (TT) | ST |
Tax-Deferred
|
$1K - $15K |
| Moran Wealth IRA ⇒ Visa Inc. (V) | ST |
Tax-Deferred
|
$1K - $15K |
| Moran Wealth IRA ⇒ Visa Inc. (V) | ST |
Tax-Deferred
|
$1K - $15K |
| Moran Wealth IRA ⇒ Zoetis Inc. Class A (ZTS) | ST |
Tax-Deferred
|
$1K - $15K |
| Moran Wealth IRA ⇒ Zoetis Inc. Class A (ZTS) | ST |
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.
Disclosed lines
3
Total disclosed (band)
$765K – $1.6M
| Description | Amount owed |
|---|---|
| Mortgage on Personal Residence (Cross Country Mortgage) | $500K - $1M |
| Student Loan (U.S. Department of Education) | $250K - $500K |
| Credit Card (Chase Bank) | $15K - $50K |
Recent stock trades
Disclosed trades
168
Avg. disclosure lag
31.3 days
Filed past 45-day deadline
0%
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2026-06-09 | ZTS ST · Zoetis Inc. Class A Common Stock (ZTS) | Buy | SP Moran Wealth IRA | $1K - $15K | 2026-07-15 | 36d |
| 2026-06-09 | ZTS ST · Zoetis Inc. Class A Common Stock (ZTS) | Buy | — Moran Wealth IRA | $1K - $15K | 2026-07-15 | 36d |
| 2026-06-05 | MPWR ST · Monolithic Power Systems, Inc. - Common Stock (MPWR) | Sell | — Moran Wealth IRA | $1K - $15K | 2026-07-15 | 40d |
| 2026-06-05 | MPWR ST · Monolithic Power Systems, Inc. - Common Stock (MPWR) | Sell | SP Moran Wealth IRA | $1K - $15K | 2026-07-15 | 40d |
| 2026-06-05 | CDNS ST · Cadence Design Systems, Inc. - Common Stock (CDNS) | Sell | — Moran Wealth IRA | $1K - $15K | 2026-07-15 | 40d |
| 2026-06-05 | CDNS ST · Cadence Design Systems, Inc. - Common Stock (CDNS) | Sell | SP Moran Wealth IRA | $1K - $15K | 2026-07-15 | 40d |
| 2026-04-02 | MRVL ST · Marvell Technology, Inc. - Common Stock (MRVL) | Buy | — Moran Wealth IRA | $1K - $15K | 2026-05-13 | 41d |
| 2026-04-02 | MRVL ST · Marvell Technology, Inc. - Common Stock (MRVL) | Buy | SP Moran Wealth IRA | $1K - $15K | 2026-05-13 | 41d |
| 2026-04-02 | INTU ST · Intuit Inc. - Common Stock (INTU) | Sell | SP Moran Wealth IRA | $1K - $15K | 2026-05-13 | 41d |
| 2026-04-02 | CMG ST · Chipotle Mexican Grill, Inc. Common Stock (CMG) | Sell | — Moran Wealth IRA | $1K - $15K | 2026-05-13 | 41d |
| 2026-04-02 | CMG ST · Chipotle Mexican Grill, Inc. Common Stock (CMG) | Sell | SP Moran Wealth IRA | $1K - $15K | 2026-05-13 | 41d |
| 2026-04-02 | LLY ST · Eli Lilly and Company Common Stock (LLY) | Buy | SP Moran Wealth IRA | $1K - $15K | 2026-05-13 | 41d |
| 2026-04-02 | LLY ST · Eli Lilly and Company Common Stock (LLY) | Buy | — Moran Wealth IRA | $1K - $15K | 2026-05-13 | 41d |
| 2026-04-02 | INTU ST · Intuit Inc. - Common Stock (INTU) | Sell | — Moran Wealth IRA | $1K - $15K | 2026-05-13 | 41d |
| 2026-03-20 | TTD ST · The Trade Desk, Inc. - Class A Common Stock (TTD) | Sell | SP Moran Wealth IRA | $1K - $15K | 2026-04-08 | 19d |
| 2026-03-20 | TTD ST · The Trade Desk, Inc. - Class A Common Stock (TTD) | Sell | — Moran Wealth IRA | $1K - $15K | 2026-04-08 | 19d |
| 2026-03-20 | NFLX ST · Netflix, Inc. - Common Stock (NFLX) | Buy | SP Moran Wealth IRA | $1K - $15K | 2026-04-08 | 19d |
| 2026-03-20 | NFLX ST · Netflix, Inc. - Common Stock (NFLX) | Buy | — Moran Wealth IRA | $1K - $15K | 2026-04-08 | 19d |
| 2026-03-13 | PYPL ST · PayPal Holdings, Inc. - Common Stock (PYPL) | Buy | SP Moran Wealth IRA | $1K - $15K | 2026-04-08 | 26d |
| 2026-03-13 | PYPL ST · PayPal Holdings, Inc. - Common Stock (PYPL) | Buy | — Moran Wealth IRA | $1K - $15K | 2026-04-08 | 26d |
| 2026-02-10 | TTD ST · The Trade Desk, Inc. - Class A Common Stock (TTD) | Buy | — Moran Wealth IRA | $1K - $15K | 2026-03-06 | 24d |
| 2026-02-10 | TTD ST · The Trade Desk, Inc. - Class A Common Stock (TTD) | Buy | SP Moran Wealth IRA | $1K - $15K | 2026-03-06 | 24d |
| 2026-02-10 | NOW ST · ServiceNow, Inc. Common Stock (NOW) | Buy | SP Moran Wealth IRA | $1K - $15K | 2026-03-06 | 24d |
| 2026-02-10 | NOW ST · ServiceNow, Inc. Common Stock (NOW) | Buy | — Moran Wealth IRA | $1K - $15K | 2026-03-06 | 24d |
| 2026-02-10 | PYPL ST · PayPal Holdings, Inc. - Common Stock (PYPL) | Sell | — Moran Wealth IRA | $1K - $15K | 2026-03-06 | 24d |
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 2026-09-09. 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 (2026-09-09). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
1 stock was omitted because the disclosed trade history crosses a captured split and the older stored price basis is not certified.
| Stock | Est. shares | Est. value | Weight |
|---|---|---|---|
| BTC | 2,003 | $69.3K | 14.1% |
| PYPL | 200 | $10.5K | 2.1% |
| ZTS | 195 | $14.3K | 2.9% |
| ANET | 193 | $37.2K | 7.6% |
| NFLX | 174 | $13.2K | 2.7% |
| LRCX | 161 | $51K | 10.4% |
| NOW | 150 | $19.7K | 4.0% |
| MRVL | 149 | $35.1K | 7.2% |
| TW | 129 | $13.3K | 2.7% |
| FTNT | 122 | $19.2K | 3.9% |
| PGR | 97 | $20.8K | 4.2% |
| AVGO | 84 | $30.6K | 6.2% |
| AMZN | 82 | $20.7K | 4.2% |
| V | 72 | $26.6K | 5.4% |
| GDDY | 69 | $6.5K | 1.3% |
| ADSK | 60 | $12.3K | 2.5% |
| MCK | 32 | $28.6K | 5.8% |
| IDXX | 25 | $12.9K | 2.6% |
| LLY | 17 | $19.2K | 3.9% |
| FIX | 16 | $25.7K | 5.2% |
| FCNCA | 2 | $4.7K | 1.0% |