Robert J. Wittman
Representative
VA-1
2025 disclosure
Robert J. Wittman (VA-1) disclosed a net worth range between $527.1K and $7.7M 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)
$527.1K – $7.7M
Rank by disclosed net worth
Reporting year
2025
Disclosed assets
98
Disclosed liabilities
3
Net worth band by reporting year
2021
2022
2023
2024
2025
| Year | Filed | Net worth band |
|---|---|---|
| 2025 | 2026-08-12 | $527.1K – $7.7M |
| 2024 | 2025-08-13 | $606.1K – $8.2M |
| 2023 | 2024-08-13 | $479.1K – $7.9M |
| 2022 | 2023-08-13 | $405.1K – $8.1M |
| 2021 | 2022-05-14 | -$338.9K – $3.8M |
Disclosed assets
The assets Robert J. Wittman 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
98
Total disclosed (band)
$1.9M – $8.3M
| Description | Type | Income | Value |
|---|---|---|---|
| Rental House - Nags Head, NC | RP |
$100K - $1M
Rent
|
$1M - $5M |
| 457 Virginia Deferred Compensation Plan ⇒ US Stock Fund | OT |
Tax-Deferred
|
$100K - $250K |
| AXA Equitable Life Ins Co ⇒ AXA/Legg Mason Strat Alloc GB | OT |
Tax-Deferred
|
$100K - $250K |
| Rental Property- Montross, VA | RP |
$5K - $15K
Rent
|
$100K - $250K |
| Morgan Stanley (JT) ⇒ Apple Inc. - Common Stock (AAPL) | ST |
$201 - $1K
Dividends
|
$50K - $100K |
| 401 (a) Virginia Cash Match Plan ⇒ US Stock Fund | OT |
Tax-Deferred
|
$15K - $50K |
| Blue Ridge Bank Accounts | BA |
$1 - $200
Interest
|
$15K - $50K |
| C&F Financial Corporation - Common Stock (CFFI) | ST |
$201 - $1K
Dividends
|
$15K - $50K |
| Morgan Stanley (JT) ⇒ Amazon.com, Inc. - Common Stock (AMZN) | ST | — | $15K - $50K |
| Morgan Stanley (JT) ⇒ Costco Wholesale Corporation - Common Stock (COST) | ST |
$1 - $200
Dividends
|
$15K - $50K |
| Morgan Stanley (JT) ⇒ Elevance Health, Inc. Common Stock (ELV) | ST |
$201 - $1K
Dividends
|
$15K - $50K |
| Morgan Stanley (JT) ⇒ First Eagle Global Fund Class I (SGIIX) | MF |
$1K - $2.5K
Capital Gains, Dividends
|
$15K - $50K |
| Morgan Stanley (JT) ⇒ First Trust Amex Biotech Index Fund (FBT) | EF | — | $15K - $50K |
| Morgan Stanley (JT) ⇒ First Trust Preferred Securities and Income Fund Class I (FPEIX) | MF |
$201 - $1K
Dividends
|
$15K - $50K |
| Morgan Stanley (JT) ⇒ Harding Loevner Fund, Inc. International Eq Pt (HLMIX) | MF |
$2.5K - $5K
Capital Gains, Dividends
|
$15K - $50K |
| Morgan Stanley (JT) ⇒ Lord Abbett Inv Tr. Short Duration Income Fd Cl I (LLDYX) | MF |
$201 - $1K
Dividends
|
$15K - $50K |
| Morgan Stanley (JT) ⇒ Marriott International - Class A Common Stock (MAR) | ST |
$1 - $200
Dividends
|
$15K - $50K |
| Morgan Stanley (JT) ⇒ Microsoft Corporation - Common Stock (MSFT) | ST |
$1 - $200
Dividends
|
$15K - $50K |
| Morgan Stanley (JT) ⇒ NYLI MacKay High Yield Muni Bond Fund Class I (MMHIX) | MF |
$1 - $200
Capital Gains, Dividends
|
$15K - $50K |
| Morgan Stanley (JT) ⇒ Nationwide Geneva Small Cap Growth Fund Institutional Service Class (NWKDX) | MF |
$201 - $1K
Capital Gains
|
$15K - $50K |
| Morgan Stanley (JT) ⇒ Neuberger Berman Intrinsic Value Insti (NINLX) | MF |
$201 - $1K
Capital Gains, Dividends
|
$15K - $50K |
| Morgan Stanley (JT) ⇒ Principal Fds, Inc. MidCap Fd Institutional Cl (PCBIX) | MF |
$1K - $2.5K
Capital Gains
|
$15K - $50K |
| Morgan Stanley (JT) ⇒ Royal Gold, Inc. - Common Stock (RGLD) | ST |
$1 - $200
Dividends
|
$15K - $50K |
| Morgan Stanley (JT) ⇒ Schwab US Dividend Equity ETF (SCHD) | EF |
$201 - $1K
Dividends
|
$15K - $50K |
| Morgan Stanley (JT) ⇒ State Street SPDR S&P 500 ETF Trust (SPY) | EF |
$201 - $1K
Dividends
|
$15K - $50K |
| Morgan Stanley (JT) ⇒ The Hartford Insurance Group, Inc. Common Stock (HIG) | ST |
$201 - $1K
Dividends
|
$15K - $50K |
| Morgan Stanley (JT) ⇒ Visa Inc. (V) | ST |
$1 - $200
Dividends
|
$15K - $50K |
| Morgan Stanley (JT) ⇒ Xylem Inc. Common Stock New (XYL) | ST |
$201 - $1K
Dividends
|
$15K - $50K |
| Morgan Stanley (JT) ⇒ iShares MSCI USA Min Vol Factor ETF (USMV) | EF |
$201 - $1K
Dividends
|
$15K - $50K |
| Morgan Stanley INH IRA ⇒ Lord Abbett Inv Tr. Short Duration Income Fd Cl I (LLDYX) | MF |
Tax-Deferred
|
$15K - $50K |
| Morgan Stanley INH IRA ⇒ PIMCO Income Fund Class I-2 (PONPX) | MF |
Tax-Deferred
|
$15K - $50K |
| Morgan Stanley INH IRA ⇒ State Street Communication Services Select Sector SPDR ETF (XLC) | EF |
Tax-Deferred
|
$15K - $50K |
| Morgan Stanley INH IRA ⇒ State Street Consumer Staples Select Sector SPDR ETF (XLP) | EF |
Tax-Deferred
|
$15K - $50K |
| Morgan Stanley INH IRA ⇒ State Street Financial Select Sector SPDR ETF (XLF) | EF |
Tax-Deferred
|
$15K - $50K |
| Morgan Stanley INH IRA ⇒ State Street Health Care Select Sector SPDR ETF (XLV) | EF |
Tax-Deferred
|
$15K - $50K |
| Morgan Stanley INH IRA ⇒ State Street Technology Select Sector SPDR ETF (XLK) | EF |
Tax-Deferred
|
$15K - $50K |
| 401 (a) Virginia Cash Match Plan ⇒ Target Date 2025 Portfolio | OT |
Tax-Deferred
|
$1K - $15K |
| 457 Virginia Deferred Compensation Plan ⇒ Target Date 2025 Portfolio | OT |
Tax-Deferred
|
$1K - $15K |
| Blue Ridge Bankshares, Inc. Common Stock (BRBS) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| C&F Bank Accounts | BA |
$1 - $200
Dividends
|
$1K - $15K |
| Morgan Stanley (JT) ⇒ AbbVie Inc. Common Stock (ABBV) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Morgan Stanley (JT) ⇒ Abbott Laboratories Common Stock (ABT) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Morgan Stanley (JT) ⇒ Accenture plc Class A Ordinary Shares (ACN) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Morgan Stanley (JT) ⇒ American Express Company Common Stock (AXP) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Morgan Stanley (JT) ⇒ American Tower Corporation (AMT) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Morgan Stanley (JT) ⇒ Broadcom Inc. - Common Stock (AVGO) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Morgan Stanley (JT) ⇒ CASH | BA |
$1 - $200
Interest
|
$1K - $15K |
| Morgan Stanley (JT) ⇒ Charles Schwab Corporation (SCHW) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Morgan Stanley (JT) ⇒ Chevron Corporation Common Stock (CVX) | ST |
$201 - $1K
Dividends
|
$1K - $15K |
| Morgan Stanley (JT) ⇒ Comcast Corporation - Class A Common Stock (CMCSA) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Morgan Stanley (JT) ⇒ Crown Castle Inc. Common Stock (CCI) | ST |
$201 - $1K
Capital Gains, Dividends
|
$1K - $15K |
| Morgan Stanley (JT) ⇒ Dominion Energy, Inc. Common Stock (D) | ST |
$201 - $1K
Dividends
|
$1K - $15K |
| Morgan Stanley (JT) ⇒ ExxonMobil Holdings Corporation Common Stock (XOM) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Morgan Stanley (JT) ⇒ Home Depot, Inc. (HD) | ST |
$201 - $1K
Dividends
|
$1K - $15K |
| Morgan Stanley (JT) ⇒ ITT Inc. Common Stock (ITT) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Morgan Stanley (JT) ⇒ JP Morgan Chase & Co. Common Stock (JPM) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Morgan Stanley (JT) ⇒ Linde plc - Ordinary Shares (LIN) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Morgan Stanley (JT) ⇒ Lowe's Companies, Inc. Common Stock (LOW) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Morgan Stanley (JT) ⇒ Marsh & McLennan Companies, Inc. Common Stock (MMC) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Morgan Stanley (JT) ⇒ Mastercard Incorporated Common Stock (MA) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Morgan Stanley (JT) ⇒ McDonald's Corporation Common Stock (MCD) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Morgan Stanley (JT) ⇒ Mondelez International, Inc. - Class A Common Stock (MDLZ) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Morgan Stanley (JT) ⇒ Motorola Solutions, Inc. Common Stock (MSI) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Morgan Stanley (JT) ⇒ NextEra Energy, Inc. Common Stock (NEE) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Morgan Stanley (JT) ⇒ Packaging Corporation of America Common Stock (PKG) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Morgan Stanley (JT) ⇒ Pepsico, Inc. (PEP) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Morgan Stanley (JT) ⇒ Piedmont Realty Trust, Inc. Class A Common Stock (PDM) | ST |
$1 - $200
Capital Gains
|
$1K - $15K |
| Morgan Stanley (JT) ⇒ Procter & Gamble Company (PG) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Morgan Stanley (JT) ⇒ Prologis, Inc. Common Stock (PLD) | ST |
$1 - $200
Capital Gains, Dividends
|
$1K - $15K |
| Morgan Stanley (JT) ⇒ S&P Global Inc. Common Stock (SPGI) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Morgan Stanley (JT) ⇒ TJX Companies, Inc. (TJX) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Morgan Stanley (JT) ⇒ Texas Instruments Incorporated - Common Stock (TXN) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Morgan Stanley (JT) ⇒ Trane Technologies plc (TT) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Morgan Stanley (JT) ⇒ Union Pacific Corporation Common Stock (UNP) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Morgan Stanley (JT) ⇒ UnitedHealth Group Incorporated Common Stock (UNH) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Morgan Stanley (JT) ⇒ Verizon Communications Inc. Common Stock (VZ) | ST |
$201 - $1K
Dividends
|
$1K - $15K |
| Morgan Stanley (JT) ⇒ WEC Energy Group, Inc. Common Stock (WEC) | ST |
$201 - $1K
Dividends
|
$1K - $15K |
| Morgan Stanley (JT) ⇒ Walmart Inc. Common Stock (WMT) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Morgan Stanley (JT) ⇒ Zoetis Inc. Class A Common Stock (ZTS) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Morgan Stanley INH IRA ⇒ Apple Inc. - Common Stock (AAPL) | ST |
Tax-Deferred
|
$1K - $15K |
| Morgan Stanley INH IRA ⇒ CASH | BA |
Tax-Deferred
|
$1K - $15K |
| Morgan Stanley INH IRA ⇒ First Trust Rising Dividend Achievers ETF (RDVY) | EF |
Tax-Deferred
|
$1K - $15K |
| Morgan Stanley INH IRA ⇒ Janus Henderson Global Life Sciences Fund - I Shares (JFNIX) | MF |
Tax-Deferred
|
$1K - $15K |
| Morgan Stanley INH IRA ⇒ Microsoft Corporation - Common Stock (MSFT) | ST |
Tax-Deferred
|
$1K - $15K |
| Morgan Stanley INH IRA ⇒ PGIM Jennison Global Opportunities Fund Class Z (PRJZX) | MF |
Tax-Deferred
|
$1K - $15K |
| Morgan Stanley INH IRA ⇒ PGIM Ultra Short Bond ETF (PULS) | EF |
Tax-Deferred
|
$1K - $15K |
| Morgan Stanley INH IRA ⇒ PIMCO Income Fund Class I-2 (PONPX) | MF |
Tax-Deferred
|
$1K - $15K |
| Morgan Stanley INH IRA ⇒ Principal Fds, Inc. MidCap Fd Institutional Cl (PCBIX) | MF |
Tax-Deferred
|
$1K - $15K |
| Morgan Stanley INH IRA ⇒ State Street Consumer Discretionary Select Sector SPDR ETF (XLY) | EF |
Tax-Deferred
|
$1K - $15K |
| Morgan Stanley INH IRA ⇒ State Street Utilities Select Sector SPDR ETF (XLU) | EF |
Tax-Deferred
|
$1K - $15K |
| Morgan Stanley INH IRA ⇒ T. Rowe Price Blue Chip Growth Fund, Inc. (TRBCX) | MF |
Tax-Deferred
|
$1K - $15K |
| Morgan Stanley INH IRA ⇒ Vanguard S&P 500 ETF (VOO) | EF |
Tax-Deferred
|
$1K - $15K |
| Morgan Stanley INH IRA ⇒ Vanguard Small-Cap ETF (VB) | EF |
Tax-Deferred
|
$1K - $15K |
| Morgan Stanley INH IRA ⇒ WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) | EF |
Tax-Deferred
|
$1K - $15K |
| Morgan Stanley INH IRA ⇒ iShares Biotechnology ETF (IBB) | EF |
Tax-Deferred
|
$1K - $15K |
| Morgan Stanley INH IRA ⇒ iShares Expanded Tech Sector ETF (IGM) | EF |
Tax-Deferred
|
$1K - $15K |
| Morgan Stanley IRA ⇒ Invesco S&P 500 Equal Weight Technology ETF (RSPT) | EF |
Tax-Deferred
|
$1K - $15K |
| National Western Life Annuity | OT |
$201 - $1K
Annuity Payment
|
$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)
$650K – $1.4M
| Description | Amount owed |
|---|---|
| Real Property at Nags Head, NC (Blue Ridge Bank) | $500K - $1M |
| Mortgage on residence (Wells Fargo) | $100K - $250K |
| Mortgage on rental - Montross, VA (Wells Fargo) | $50K - $100K |
Recent stock trades
Disclosed trades
223
Avg. disclosure lag
47.1 days
Filed past 45-day deadline
16.6%
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2026-06-30 | CCI ST · Crown Castle Inc. Common Stock (CCI) | Sell | — Morgan Stanley | $1K - $15K | 2026-07-10 | 10d |
| 2023-09-28 | ABBV ST · AbbVie Inc. (ABBV) | Sell | — Morgan Stanley INH IRA | $1K - $15K | 2023-10-19 | 21d |
| 2023-09-28 | GOOG ST · Alphabet Inc. - Class C Capital Stock (GOOG) | Sell | — Morgan Stanley INH IRA | $1K - $15K | 2023-10-19 | 21d |
| 2023-09-28 | AMZN ST · Amazon.com, Inc. (AMZN) | Sell | — Morgan Stanley INH IRA | $1K - $15K | 2023-10-19 | 21d |
| 2023-09-28 | AAPL ST · Apple Inc. (AAPL) | Sell | — Morgan Stanley INH IRA | $1K - $15K | 2023-10-19 | 21d |
| 2023-09-28 | CAT ST · Caterpillar, Inc. (CAT) | Sell | — Morgan Stanley INH IRA | $1K - $15K | 2023-10-19 | 21d |
| 2023-09-28 | EOG ST · EOG Resources, Inc. (EOG) | Sell | — Morgan Stanley INH IRA | $1K - $15K | 2023-10-19 | 21d |
| 2023-09-28 | HIG ST · Hartford Financial Services Group, Inc. (HIG) | Sell | — Morgan Stanley INH IRA | $1K - $15K | 2023-10-19 | 21d |
| 2023-09-28 | JPM ST · JP Morgan Chase & Co. (JPM) | Sell | — Morgan Stanley INH IRA | $1K - $15K | 2023-10-19 | 21d |
| 2023-09-28 | KMI ST · Kinder Morgan, Inc. (KMI) | Sell | — Morgan Stanley INH IRA | $1K - $15K | 2023-10-19 | 21d |
| 2023-09-28 | MSFT ST · Microsoft Corporation (MSFT) | Sell | — Morgan Stanley INH IRA | $1K - $15K | 2023-10-19 | 21d |
| 2023-09-28 | PLD ST · ProLogis, Inc. (PLD) | Sell | — Morgan Stanley INH IRA | $1K - $15K | 2023-10-19 | 21d |
| 2023-09-28 | UNH ST · UnitedHealth Group Incorporated Common Stock (UNH) | Sell | — Morgan Stanley INH IRA | $1K - $15K | 2023-10-19 | 21d |
| 2023-09-28 | WMT ST · Walmart Inc. (WMT) | Sell | — Morgan Stanley INH IRA | $1K - $15K | 2023-10-19 | 21d |
| 2023-09-28 | EOG ST · EOG Resources, Inc. (EOG) F S: New | Sell | — | $1K - $15K | 2023-10-19 | 21d |
| 2023-09-15 | FIS ST · Fidelity National Information Services, Inc. (FIS) | Sell | — | $1K - $15K | 2023-10-19 | 34d |
| 2023-09-15 | IFF ST · International Flavors & Fragrances, Inc. (IFF) | Sell | — | $1K - $15K | 2023-10-19 | 34d |
| 2023-09-07 | AMT ST · American Tower Corporation (AMT) | Buy | — | $1K - $15K | 2023-10-19 | 42d |
| 2023-08-17 | PSX ST · Phillips 66 (PSX) | Sell | — | $1K - $15K | 2023-09-30 | 44d |
| 2023-07-31 | KMB ST · Kimberly-Clark Corporation (KMB) | Sell | — | $1K - $15K | 2023-09-30 | 61d late |
| 2023-07-31 | PG ST · Procter & Gamble Company (PG) | Buy | — | $1K - $15K | 2023-09-30 | 61d late |
| 2023-07-27 | UNP ST · Union Pacific Corporation (UNP) | Sell | — | $1K - $15K | 2023-09-30 | 65d late |
| 2023-07-21 | DG ST · Dollar General Corporation (DG) | Sell | — | $1K - $15K | 2023-09-30 | 71d late |
| 2023-07-21 | ZTS ST · Zoetis Inc. Class A (ZTS) | Buy | — | $1K - $15K | 2023-09-30 | 71d late |
| 2023-06-13 | AVGO ST · Broadcom Inc. (AVGO) | Sell | — | $1K - $15K | 2023-09-30 | 109d 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 2026-09-08. 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.
9 stocks were 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 |
|---|---|---|---|
| SCHW | 575 | $61.4K | 9.2% |
| XOM | 428 | $68.8K | 10.3% |
| TJX | 217 | $27.9K | 4.2% |
| ABBV | 192 | $47.8K | 7.1% |
| AMZN | 155 | $39.8K | 5.9% |
| AXP | 153 | $49.7K | 7.4% |
| MSI | 113 | $52.5K | 7.8% |
| AAPL | 100 | $31.7K | 4.7% |
| CAT | 89 | $73.1K | 10.9% |
| TGT | 77 | $12.5K | 1.9% |
| HD | 64 | $20.2K | 3.0% |
| EOG | 62 | $9K | 1.4% |
| MCD | 61 | $15.5K | 2.3% |
| COST | 52 | $47.6K | 7.1% |
| PG | 51 | $7.5K | 1.1% |
| KMB | 50 | $5.1K | 0.8% |
| MSFT | 49 | $24.1K | 3.6% |
| LOW | 48 | $9.7K | 1.5% |
| AMT | 44 | $7.7K | 1.2% |
| ZTS | 44 | $3.2K | 0.5% |
| MA | 42 | $24.1K | 3.6% |
| SBUX | 30 | $3K | 0.5% |
| META | 27 | $16.3K | 2.4% |
| BSX | 20 | $902 | 0.1% |
| ELV | 11 | $4.4K | 0.7% |
| GOOGL | 6 | $2.2K | 0.3% |
| V | 5 | $2K | 0.3% |
| JPM | 4 | $1.4K | 0.2% |
| ACN | 2 | $331 | 0.1% |
| SPY | 0 | $103 | 0.0% |