William R. Keating
William R. Keating (MA-9) disclosed a net worth range between $1.8M and $5.1M 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 | 2026-07-14 | $1.8M – $5.1M |
| 2024 | 2025-05-15 | $1.7M – $4.8M |
| 2023 | 2024-05-15 | $6.7M – $29.7M |
| 2022 | 2023-06-07 | $6.6M – $29.6M |
| 2021 | 2022-09-26 | $1.6M – $4.6M |
Disclosed assets
The assets William R. Keating 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.
Showing the 100 largest of 104 disclosed lines.
| Description | Type | Income | Value |
|---|---|---|---|
| Focus Partners Brokerage Account ⇒ Fidelity Contra Fund (FCNTX) | MF |
Dividends
|
$100K - $250K |
| Focus Partners Brokerage Account ⇒ Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs (VWIUX) | MF |
$5K - $15K
Dividends
|
$100K - $250K |
| Focus Partners Brokerage Account ⇒ Vanguard Tax-Exempt Bond ETF (VTEB) | EF |
$5K - $15K
Dividends
|
$100K - $250K |
| Focus Partners IRA ⇒ BlackRock Strategic Income Opportunities Portfolio - Institutional (BSIIX) | MF |
Tax-Deferred
|
$100K - $250K |
| Focus Partners IRA ⇒ Fidelity 500 Index Fund (FXAIX) | MF |
Tax-Deferred
|
$100K - $250K |
| Focus Partners Brokerage Account ⇒ BlackRock Strategic Income Opportunities Portfolio - Institutional (BSIIX) | MF |
$2.5K - $5K
Dividends
|
$50K - $100K |
| Focus Partners Brokerage Account ⇒ Vanguard Equity Income Fund Admiral Shares (VEIRX) | MF |
$1K - $2.5K
Dividends
|
$50K - $100K |
| Focus Partners Brokerage Account ⇒ iShares Morningstar Small-Cap Growth ETF (ISCG) | EF |
$201 - $1K
Dividends
|
$50K - $100K |
| Focus Partners Brokerage Account ⇒ iShares S&P 500 Value ETF (IVE) | EF |
$1K - $2.5K
Dividends
|
$50K - $100K |
| Focus Partners IRA ⇒ Baird Aggregate Bond Fund Institutional Class (BAGIX) | MF |
Tax-Deferred
|
$50K - $100K |
| Focus Partners IRA ⇒ Baird Aggregate Bond Fund Institutional Class (BAGIX) | MF |
Tax-Deferred
|
$50K - $100K |
| Focus Partners IRA ⇒ Fidelity Advisor International Small Cap Fund - Class Z (FIQIX) | MF |
Tax-Deferred
|
$50K - $100K |
| Focus Partners IRA ⇒ Fidelity Cash Reserves (FDRXX) | MF |
Tax-Deferred
|
$50K - $100K |
| Focus Partners IRA ⇒ FullerThaler Behavioral Small-Cap Growth Fund Institutional Shares (FTXSX) | MF |
Tax-Deferred
|
$50K - $100K |
| Focus Partners IRA ⇒ Mercer Non-US Core Equity Fund Class I (MNCSX) | MF |
Tax-Deferred
|
$50K - $100K |
| Focus Partners IRA ⇒ The Hartford Strategic Income Fund Class F (HSNFX) | MF |
Tax-Deferred
|
$50K - $100K |
| Focus Partners IRA ⇒ Touchstone Sands Capital Emerging Markets Growth Fund Institutional Class (TSEGX) | MF |
Tax-Deferred
|
$50K - $100K |
| Vanguard Brokerage Account ⇒ Vanguard Balanced Index Fd Admiral Shs (VBIAX) | MF |
$201 - $1K
Dividends
|
$50K - $100K |
| Focus Partners Brokerage Account ⇒ BlackRock Strategic Income Opportunities Portfolio - Institutional (BSIIX) | MF |
$201 - $1K
Dividends
|
$15K - $50K |
| Focus Partners Brokerage Account ⇒ Ecofin Global Renewables Infrastructure Fund - Institutional Class (ECOIX) | MF |
Dividends
|
$15K - $50K |
| Focus Partners Brokerage Account ⇒ Fidelity Advisor International Small Cap Fund - Class Z (FIQIX) | MF |
$1K - $2.5K
Dividends
|
$15K - $50K |
| Focus Partners Brokerage Account ⇒ Fidelity Cash Reserves (FDRXX) | MF |
$201 - $1K
Interest
|
$15K - $50K |
| Focus Partners Brokerage Account ⇒ GOEHRING & ROZENCWAJG RESOURCES FUND INSTITUTIONAL CL (GRHIX) | MF |
$201 - $1K
Dividends
|
$15K - $50K |
| Focus Partners Brokerage Account ⇒ Goldman Sachs High Yield Municipal Fd Inst Cl (GHYIX) | MF |
$1K - $2.5K
Dividends
|
$15K - $50K |
| Focus Partners Brokerage Account ⇒ Mercer Non-US Core Equity Fund Class I (MNCSX) | MF |
Dividends
|
$15K - $50K |
| Focus Partners Brokerage Account ⇒ Neuberger Berman Long Short Fd Instl Cl (NLSIX) | MF |
$1 - $200
Dividends
|
$15K - $50K |
| Focus Partners Brokerage Account ⇒ Stone Ridge High Yield Reinsurance Risk Premium Fd Cl I (SHRIX) | MF |
$2.5K - $5K
Dividends
|
$15K - $50K |
| Focus Partners Brokerage Account ⇒ T. Rowe Price Mid-Cap Growth Fund - I Class (RPTIX) | MF |
$1 - $200
Dividends
|
$15K - $50K |
| Focus Partners Brokerage Account ⇒ Touchstone Sands Capital Emerging Markets Growth Fund Institutional Class (TSEGX) | MF |
$201 - $1K
Dividends
|
$15K - $50K |
| Focus Partners Brokerage Account ⇒ VanEck High Yield Muni ETF (HYD) | EF |
$1K - $2.5K
Dividends
|
$15K - $50K |
| Focus Partners Brokerage Account ⇒ iShares Core MSCI Total International Stock ETF (IXUS) | EF |
$1K - $2.5K
Dividends
|
$15K - $50K |
| Focus Partners IRA ⇒ Abbvie Inc Note MAT 3/15/34 | CS |
Tax-Deferred
|
$15K - $50K |
| Focus Partners IRA ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) | ST |
Tax-Deferred
|
$15K - $50K |
| Focus Partners IRA ⇒ Amazon.com, Inc. - Common Stock (AMZN) | ST |
Tax-Deferred
|
$15K - $50K |
| Focus Partners IRA ⇒ Bank America Corp SER N Mtn MAT 11/10/28 | CS |
Tax-Deferred
|
$15K - $50K |
| Focus Partners IRA ⇒ Coca Cola Co Note MAT 5/13/34 | CS |
Tax-Deferred
|
$15K - $50K |
| Focus Partners IRA ⇒ Ecofin Global Renewables Infrastructure Fund - Institutional Class (ECOIX) | MF |
Tax-Deferred
|
$15K - $50K |
| Focus Partners IRA ⇒ GOEHRING & ROZENCWAJG RESOURCES FUND INSTITUTIONAL CL (GRHIX) | MF |
Tax-Deferred
|
$15K - $50K |
| Focus Partners IRA ⇒ General MTRS Co Note MAT 10/15/32 | CS |
Tax-Deferred
|
$15K - $50K |
| Focus Partners IRA ⇒ JP Morgan Chase & Co. Common Stock (JPM) | ST |
Tax-Deferred
|
$15K - $50K |
| Focus Partners IRA ⇒ JPMorgan Chase & Co Note MAT 7/24/29 | CS |
Tax-Deferred
|
$15K - $50K |
| Focus Partners IRA ⇒ Lowes Cos Inc Note MAT 4/15/30 | CS |
Tax-Deferred
|
$15K - $50K |
| Focus Partners IRA ⇒ Microsoft Corporation - Common Stock (MSFT) | ST |
Tax-Deferred
|
$15K - $50K |
| Focus Partners IRA ⇒ Morgan Stanley Ser I MTN MAT 10/18/33 | CS |
Tax-Deferred
|
$15K - $50K |
| Focus Partners IRA ⇒ Neuberger Berman Long Short Fd Instl Cl (NLSIX) | MF |
Tax-Deferred
|
$15K - $50K |
| Focus Partners IRA ⇒ Neuberger Berman Long Short Fd Instl Cl (NLSIX) | MF |
Tax-Deferred
|
$15K - $50K |
| Focus Partners IRA ⇒ State Street SPDR Portfolio Emerging Markets ETF (SPEM) | EF |
Tax-Deferred
|
$15K - $50K |
| Focus Partners IRA ⇒ Stone Ridge High Yield Reinsurance Risk Premium Fd Cl I (SHRIX) | MF |
Tax-Deferred
|
$15K - $50K |
| Focus Partners IRA ⇒ The Campbells Company Note MAT 3/21/34 | CS |
Tax-Deferred
|
$15K - $50K |
| Focus Partners IRA ⇒ The Hartford Strategic Income Fund Class F (HSNFX) | MF |
Tax-Deferred
|
$15K - $50K |
| Focus Partners IRA ⇒ Transamerica Mid Cap Value Opportunities Fund Class I (MVTIX) | MF |
Tax-Deferred
|
$15K - $50K |
| Focus Partners IRA ⇒ Vanguard 500 Index Fd Admiral Shs (VFIAX) | MF |
Tax-Deferred
|
$15K - $50K |
| Focus Partners IRA ⇒ Wells Fargo & Co Ser W MTN MAT 1/24/31 | CS |
Tax-Deferred
|
$15K - $50K |
| Focus Partners IRA ⇒ iShares Core MSCI Total International Stock ETF (IXUS) | EF |
Tax-Deferred
|
$15K - $50K |
| Vanguard Brokerage Account ⇒ Vanguard Tax-Managed Fund Balanced Fund (VTMFX) | MF |
$201 - $1K
Dividends
|
$15K - $50K |
| Focus Partners Brokerage Account ⇒ GMO U.S. Quality ETF (QLTY) | EF |
$1 - $200
Dividends
|
$1K - $15K |
| Focus Partners Brokerage Account ⇒ Oakmark Fund Advisor Class (OAYMX) | MF |
$1 - $200
Dividends
|
$1K - $15K |
| Focus Partners Brokerage Account ⇒ State Street SPDR Portfolio Emerging Markets ETF (SPEM) | EF |
$201 - $1K
Dividends
|
$1K - $15K |
| Focus Partners IRA ⇒ Accenture plc Class A Ordinary Shares (ACN) | ST |
Tax-Deferred
|
$1K - $15K |
| Focus Partners IRA ⇒ American Homes 4 Rent Common Shares of Beneficial Interest (AMH) | ST |
Tax-Deferred
|
$1K - $15K |
| Focus Partners IRA ⇒ Aramark Common Stock (ARMK) | ST |
Tax-Deferred
|
$1K - $15K |
| Focus Partners IRA ⇒ AutoZone, Inc. Common Stock (AZO) | ST |
Tax-Deferred
|
$1K - $15K |
| Focus Partners IRA ⇒ BJ's Wholesale Club Holdings, Inc. Common Stock (BJ) | ST |
Tax-Deferred
|
$1K - $15K |
| Focus Partners IRA ⇒ Bank America Corp Ser M Mtn MAT 3/5/29 | CS |
Tax-Deferred
|
$1K - $15K |
| Focus Partners IRA ⇒ CACI International, Inc. Class A Common Stock (CACI) | ST |
Tax-Deferred
|
$1K - $15K |
| Focus Partners IRA ⇒ CDW Corporation - Common Stock (CDW) | ST |
Tax-Deferred
|
$1K - $15K |
| Focus Partners IRA ⇒ Capital One Finl Corp Note MAT 10/30/31 | CS |
Tax-Deferred
|
$1K - $15K |
| Focus Partners IRA ⇒ CoStar Group, Inc. - Common Stock (CSGP) | ST |
Tax-Deferred
|
$1K - $15K |
| Focus Partners IRA ⇒ Ecofin Global Renewables Infrastructure Fund - Institutional Class (ECOIX) | MF |
Tax-Deferred
|
$1K - $15K |
| Focus Partners IRA ⇒ Elevance Health Inc. Note MAT 12/01/27 | CS |
Tax-Deferred
|
$1K - $15K |
| Focus Partners IRA ⇒ Fidelity Cash Reserves (FDRXX) | MF |
Tax-Deferred
|
$1K - $15K |
| Focus Partners IRA ⇒ Fiserv, Inc. - Common Stock (FISV) | ST |
Tax-Deferred
|
$1K - $15K |
| Focus Partners IRA ⇒ Intercontinental Exchange Inc. Common Stock (ICE) | ST |
Tax-Deferred
|
$1K - $15K |
| Focus Partners IRA ⇒ Intuit Inc. - Common Stock (INTU) | ST |
Tax-Deferred
|
$1K - $15K |
| Focus Partners IRA ⇒ Intuitive Surgical, Inc. - Common Stock (ISRG) | ST |
Tax-Deferred
|
$1K - $15K |
| Focus Partners IRA ⇒ Jacobs Solutions Inc. Common Stock (J) | ST |
Tax-Deferred
|
$1K - $15K |
| Focus Partners IRA ⇒ KKR & Co. Inc. Common Stock (KKR) | ST |
Tax-Deferred
|
$1K - $15K |
| Focus Partners IRA ⇒ KLA Corporation - Common Stock (KLAC) | ST |
Tax-Deferred
|
$1K - $15K |
| Focus Partners IRA ⇒ Linde plc - Ordinary Shares (LIN) | ST |
Tax-Deferred
|
$1K - $15K |
| Focus Partners IRA ⇒ Lowe's Companies, Inc. Common Stock (LOW) | ST |
Tax-Deferred
|
$1K - $15K |
| Focus Partners IRA ⇒ Mastercard Incorporated Common Stock (MA) | ST |
Tax-Deferred
|
$1K - $15K |
| Focus Partners IRA ⇒ McKesson Corporation Common Stock (MCK) | ST |
Tax-Deferred
|
$1K - $15K |
| Focus Partners IRA ⇒ Merck & Company, Inc. Common Stock (MRK) | ST |
Tax-Deferred
|
$1K - $15K |
| Focus Partners IRA ⇒ Meta Platforms Inc Note MAT 5/15/33 | CS |
Tax-Deferred
|
$1K - $15K |
| Focus Partners IRA ⇒ Moody's Corporation Common Stock (MCO) | ST |
Tax-Deferred
|
$1K - $15K |
| Focus Partners IRA ⇒ Northrop Grumman Corporation Common Stock (NOC) | ST |
Tax-Deferred
|
$1K - $15K |
| Focus Partners IRA ⇒ PNC Financial Services Group, Inc. (PNC) | ST |
Tax-Deferred
|
$1K - $15K |
| Focus Partners IRA ⇒ Palo Alto Networks, Inc. (PANW) | ST |
Tax-Deferred
|
$1K - $15K |
| Focus Partners IRA ⇒ Pepsico, Inc. (PEP) | ST |
Tax-Deferred
|
$1K - $15K |
| Focus Partners IRA ⇒ Procter & Gamble Company (PG) | ST |
Tax-Deferred
|
$1K - $15K |
| Focus Partners IRA ⇒ QUALCOMM Incorporated - Common Stock (QCOM) | ST |
Tax-Deferred
|
$1K - $15K |
| Focus Partners IRA ⇒ ServiceNow, Inc. Common Stock (NOW) | ST |
Tax-Deferred
|
$1K - $15K |
| Focus Partners IRA ⇒ Simon PPTY Group LP Note MAT 10/01/35 | CS |
Tax-Deferred
|
$1K - $15K |
| Focus Partners IRA ⇒ T Mobile USA Note MAT 2/1/28 | CS |
Tax-Deferred
|
$1K - $15K |
| Focus Partners IRA ⇒ TJX Companies, Inc. (TJX) | ST |
Tax-Deferred
|
$1K - $15K |
| Focus Partners IRA ⇒ Thermo Fisher Scientific Inc Common Stock (TMO) | ST |
Tax-Deferred
|
$1K - $15K |
| Focus Partners IRA ⇒ Transdigm Group Incorporated Common Stock (TDG) | ST |
Tax-Deferred
|
$1K - $15K |
| Focus Partners IRA ⇒ US Treas Bills MAT 1/06/26 | GS |
Tax-Deferred
|
$1K - $15K |
| Focus Partners IRA ⇒ Union PAC Corp Note MAT 9/10/28 | CS |
Tax-Deferred
|
$1K - $15K |
| Focus Partners IRA ⇒ United Rentals, Inc. Common Stock (URI) | 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.
No Itemised Liabilities
The latest annual report lists no liability with a disclosed value bracket.
Recent stock trades
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2025-03-03 | BJ BJ's Wholesale Club Holdings, Inc. Common Stock (BJ) | Sell | — | $1K - $15K | 2025-03-21 | 18d |
| 2025-02-05 | ACN Accenture plc Class A Ordinary Shares (ACN) | Buy | — | $1K - $15K | 2025-02-25 | 20d |
| 2025-02-05 | MSFT Microsoft Corporation - Common Stock (MSFT) | Buy | — | $1K - $15K | 2025-02-25 | 20d |
| 2025-02-05 | ARMK Aramark Common Stock (ARMK) | Buy | — | $1K - $15K | 2025-02-25 | 20d |
| 2025-02-05 | PEP Pepsico, Inc. (PEP) | Buy | — | $1K - $15K | 2025-02-25 | 20d |
| 2025-01-24 | KLAC KLA Corporation - Common Stock (KLAC) | Buy | — | $1K - $15K | 2025-02-25 | 32d |
| 2025-01-24 | LRCX Lam Research Corporation - Common Stock (LRCX) | Sell | — | $1K - $15K | 2025-02-25 | 32d |
| 2025-01-21 | CSGP CoStar Group, Inc. - Common Stock (CSGP) | Buy | — | $1K - $15K | 2025-02-25 | 35d |
| 2025-01-07 | ABNB ST · Airbnb, Inc. - Class A Common Stock (ABNB) | Sell | — Bill's IRA | $1K - $15K | 2025-01-15 | 8d |
| 2025-01-07 | AMZN ST · Amazon.com, Inc. - Common Stock (AMZN) | Buy | — Bill's IRA | $1K - $15K | 2025-01-15 | 8d |
| 2025-01-07 | FI ST · Fiserv, Inc. Common Stock (FI) | Buy | — Bill's IRA | $1K - $15K | 2025-01-15 | 8d |
| 2024-10-31 | GOOGL Alphabet Inc. - Class A Common Stock (GOOGL) | Buy | — | $1K - $15K | 2024-11-06 | 6d |
| 2024-10-31 | AMZN Amazon.com, Inc. - Common Stock (AMZN) | Buy | — | $1K - $15K | 2024-11-06 | 6d |
| 2024-10-31 | AMTM Amentum Holdings, Inc. Common Stock (AMTM) | Sell | — | $1K - $15K | 2024-11-06 | 6d |
| 2024-10-31 | MSFT Microsoft Corporation - Common Stock (MSFT) | Buy | — | $1K - $15K | 2024-11-06 | 6d |
| 2024-10-31 | QCOM QUALCOMM Incorporated - Common Stock (QCOM) | Buy | — | $1K - $15K | 2024-11-06 | 6d |
| 2024-09-11 | NXPI NXP Semiconductors N.V. - Common Stock (NXPI) | Sell | — | $1K - $15K | 2024-09-24 | 13d |
| 2024-09-11 | CAT Caterpillar, Inc. Common Stock (CAT) | Sell | — | $1K - $15K | 2024-09-24 | 13d |
| 2024-05-17 | ACN Accenture plc Class A Ordinary Shares (ACN) | Sell | — | $1K - $15K | 2024-05-22 | 5d |
| 2024-05-17 | ABNB Airbnb, Inc. - Class A Common Stock (ABNB) | Sell | — | $1K - $15K | 2024-05-22 | 5d |
| 2024-05-17 | GOOGL Alphabet Inc. - Class A Common Stock (GOOGL) | Sell | — | $1K - $15K | 2024-05-22 | 5d |
| 2024-05-17 | AMZN Amazon.com, Inc. - Common Stock (AMZN) | Buy | — | $15K - $50K | 2024-05-22 | 5d |
| 2024-05-17 | CVS CVS Health Corporation Common Stock (CVS) | Sell | — | $1K - $15K | 2024-05-22 | 5d |
| 2024-05-17 | J Jacobs Solutions Inc. Common Stock (J) | Sell | — | $1K - $15K | 2024-05-22 | 5d |
| 2024-05-17 | LOW Lowe's Companies, Inc. Common Stock (LOW) | Sell | — | $1K - $15K | 2024-05-22 | 5d |
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.
| Stock | Est. shares | Est. value | Weight |
|---|---|---|---|
| AMZN | 255 | $65.5K | 13.5% |
| AMH | 196 | $6.3K | 1.3% |
| PG | 121 | $17.7K | 3.6% |
| TJX | 120 | $15.5K | 3.2% |
| PEP | 115 | $15.9K | 3.3% |
| BJ | 109 | $9.8K | 2.0% |
| CSGP | 108 | $3.3K | 0.7% |
| JPM | 108 | $38.1K | 7.8% |
| PNC | 95 | $23K | 4.7% |
| MSFT | 85 | $42K | 8.6% |
| VEEV | 77 | $20.5K | 4.2% |
| ICE | 70 | $11.1K | 2.3% |
| CDW | 50 | $7.2K | 1.5% |
| QCOM | 49 | $8.6K | 1.8% |
| NXPI | 46 | $10.3K | 2.1% |
| VRSN | 45 | $12.7K | 2.6% |
| BAX | 39 | $968 | 0.2% |
| CACI | 32 | $20.3K | 4.2% |
| VRTX | 31 | $16.4K | 3.4% |
| FISV | 28 | $1.4K | 0.3% |
| MCO | 27 | $13.1K | 2.7% |
| NOC | 26 | $13.4K | 2.8% |
| ACN | 24 | $4.3K | 0.9% |
| BA | 23 | $4.9K | 1.0% |
| ISRG | 23 | $8.1K | 1.7% |
| UNH | 23 | $9.1K | 1.9% |
| MA | 21 | $12.1K | 2.5% |
| LIN | 21 | $9.8K | 2.0% |
| MCK | 21 | $18.3K | 3.8% |
| INTU | 20 | $6.5K | 1.3% |
| URI | 13 | $13.4K | 2.8% |
| LOW | 11 | $2.3K | 0.5% |
| CAT | 7 | $6K | 1.2% |
| TDG | 7 | $7.8K | 1.6% |
| CCI | 5 | $378 | 0.1% |
| AZO | 3 | $10.2K | 2.1% |