Brad R. Wenstrup
Brad R. Wenstrup (OH-2) disclosed a net worth range between $2.4M and $11.5M in their 2023 annual filing.
Compare this disclosure with the House of Representatives net worth rankings .
Trading
Purchases and sales by quarter
LNXW 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 2023
| Year | Filed | Net worth band |
|---|---|---|
| 2023 | 2024-08-12 | $2.4M – $11.5M |
| 2022 | 2023-06-14 | $666.1K – $10.4M |
| 2021 | 2022-05-16 | $1.6M – $16.1M |
Recent stock trades
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2014-09-09 | LNXW lenox Wealth Management Inc. (lNXW) | Sell | — | $15K - $50K | 2014-09-16 | 7d |
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 Brad R. Wenstrup itemised in their 2023 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 |
|---|---|---|---|
| Florida Property | RP |
$100K - $1M
Rent
|
$1M - $5M |
| UBS Rollover IRA ⇒ SPDR S&P 500 | EF |
Tax-Deferred
|
$250K - $500K |
| Fidelity Rollover IRA ⇒ IShares S&P 500 Growth ETF | EF |
Tax-Deferred
|
$100K - $250K |
| UBS Brokerage Account II ⇒ UBS Bank Account | BA |
$5K - $15K
Interest
|
$100K - $250K |
| UBS Brokerage Account ⇒ Vanguard High-Yield Tax-Exempt Fund Admiral Shares (VWALX) | MF |
$2.5K - $5K
Capital Gains, Dividends
|
$100K - $250K |
| UBS Rollover IRA ⇒ Calvert Equity Fund | EF |
Tax-Deferred
|
$100K - $250K |
| UBS Rollover IRA ⇒ DFA Emerging Markets | MF |
Tax-Deferred
|
$100K - $250K |
| UBS Rollover IRA ⇒ Delaware Small Cap Core I | MF |
Tax-Deferred
|
$100K - $250K |
| UBS Rollover IRA ⇒ First Eagle Overseas Fund Class I | MF |
Tax-Deferred
|
$100K - $250K |
| UBS Rollover IRA ⇒ Guggenheim Total Return Bond Fund | MF |
Tax-Deferred
|
$100K - $250K |
| UBS Rollover IRA ⇒ Hartford Strategic Income Fund | MF |
Tax-Deferred
|
$100K - $250K |
| UBS Rollover IRA ⇒ IShares Core MSCI Total Intl | MF |
Tax-Deferred
|
$100K - $250K |
| UBS Rollover IRA ⇒ IShares Core US Aggregate Bond | EF |
Tax-Deferred
|
$100K - $250K |
| UBS Rollover IRA ⇒ IShares MSCI USA Quality Factor | EF |
Tax-Deferred
|
$100K - $250K |
| UBS Rollover IRA ⇒ IShares Russell 1000 Growth | EF |
Tax-Deferred
|
$100K - $250K |
| UBS Rollover IRA ⇒ Invesco S&P 500 Equal Weight | MF |
Tax-Deferred
|
$100K - $250K |
| UBS Rollover IRA ⇒ Lazard International Equity Strategies | MF |
Tax-Deferred
|
$100K - $250K |
| UBS Rollover IRA ⇒ MFS Value Fund | MF |
Tax-Deferred
|
$100K - $250K |
| UBS Rollover IRA ⇒ Performance Trust Total Return Bond Fund-Institutional Class (PTIAX) | MF |
Tax-Deferred
|
$100K - $250K |
| College Advantage 529 Savings Plan ⇒ Vanguard Ohio Target Enrollment 2032/2033 [5P] | — |
Tax-Deferred
|
$50K - $100K |
| Fifth Third Bank Accounts | BA |
$1 - $200
Interest
|
$50K - $100K |
| UBS Brokerage Account II ⇒ Procter & Gamble Company (PG) | ST |
$1K - $2.5K
Dividends
|
$50K - $100K |
| UBS Brokerage Account ⇒ IShares Core MSCI Total Intl | MF |
$5K - $15K
Dividends
|
$50K - $100K |
| UBS Brokerage Account ⇒ Lazard International Equity Strategies | MF |
$201 - $1K
Dividends
|
$50K - $100K |
| UBS Brokerage Account ⇒ MFS Value Fund | MF |
$5K - $15K
Capital Gains, Dividends
|
$50K - $100K |
| UBS Brokerage Account ⇒ Performance Trust Total Return Bond Fund-Institutional Class (PTIAX) | MF |
$2.5K - $5K
Dividends
|
$50K - $100K |
| UBS Brokerage Account ⇒ SPDR S&P 500 | EF |
$100K - $1M
Capital Gains, Dividends
|
$50K - $100K |
| UBS Brokerage Account ⇒ The Hartford Strategic Income Fund Cl I (HSNIX) | MF |
$2.5K - $5K
Dividends
|
$50K - $100K |
| UBS Rollover IRA ⇒ First Trust NASDAQ Cybersecurity | EF |
Tax-Deferred
|
$50K - $100K |
| UBS Rollover IRA ⇒ IShares Core S&P MidCap | MF |
Tax-Deferred
|
$50K - $100K |
| UBS Rollover IRA ⇒ SPDR Portfolio Aggregate Bond ETF (SPAB) | EF |
Tax-Deferred
|
$50K - $100K |
| UBS Rollover IRA ⇒ Vanguard Russell 1000 Value | EF |
Tax-Deferred
|
$50K - $100K |
| College Advantage 529 Savings Plan ⇒ Vanguard Ohio Target Enrollment 2036/2037 [5P] | — |
Tax-Deferred
|
$15K - $50K |
| Fidelity Beneficial IRA ⇒ IShares S&P 500 Growth ETF (IVW) | EF |
Tax-Deferred
|
$15K - $50K |
| Fidelity Roth IRA ⇒ IShares S&P 500 Growth ETF | EF |
Tax-Deferred
|
$15K - $50K |
| UBS Brokerage Account II ⇒ Nuveen Flagship Ohio Municipal Bond Fund CL A | BA |
$201 - $1K
Dividends
|
$15K - $50K |
| UBS Brokerage Account ⇒ Calvert Equity Fund Class I (CEYIX) | MF | — | $15K - $50K |
| UBS Brokerage Account ⇒ DFA Emerging Markets | MF |
$201 - $1K
Dividends
|
$15K - $50K |
| UBS Brokerage Account ⇒ Delaware Small Cap Core I | MF |
$15K - $50K
Capital Gains, Dividends
|
$15K - $50K |
| UBS Brokerage Account ⇒ First Eagle Overseas Fund Class I | MF |
$1K - $2.5K
Capital Gains, Dividends
|
$15K - $50K |
| UBS Brokerage Account ⇒ First Trust NASDAQ Cybersecurity | EF |
$1 - $200
Dividends
|
$15K - $50K |
| UBS Brokerage Account ⇒ IShares Core S&P Midcap | MF |
$1 - $200
Dividends
|
$15K - $50K |
| UBS Brokerage Account ⇒ IShares Russell 1000 Growth | EF |
$50K - $100K
Capital Gains, Dividends
|
$15K - $50K |
| UBS Brokerage Account ⇒ Invesco S&P 500 Equal Weight ETF (RSP) | EF | — | $15K - $50K |
| UBS Brokerage Account ⇒ SPDR Portfolio Aggregate Bond ETF (SPAB) | EF |
$1 - $200
Dividends
|
$15K - $50K |
| UBS Brokerage Account ⇒ Vanguard Russell 1000 Value ETF (VONV) | EF | — | $15K - $50K |
| UBS Brokerage Account ⇒ iShares 7-10 Year Treasury Bond ETF (IEF) | EF |
$201 - $1K
Dividends
|
$15K - $50K |
| UBS Brokerage Account ⇒ iShares MSCI USA Quality Factor ETF (QUAL) | EF |
$1 - $200
Dividends
|
$15K - $50K |
| UBS Rollover IRA ⇒ Franklin FTSE Japan ETF (FLJP) | EF |
Tax-Deferred
|
$15K - $50K |
| UBS Rollover IRA ⇒ Health Care Select Sector SPDR Fund | EF |
Tax-Deferred
|
$15K - $50K |
| UBS Rollover IRA ⇒ Utilities Sector SPDR Fund | EF |
Tax-Deferred
|
$15K - $50K |
| UBS Rollover IRA ⇒ Vanguard Energy | EF |
Tax-Deferred
|
$15K - $50K |
| UBS Rollover IRA ⇒ iShares 7-10 Year Treasury Bond ETF (IEF) | EF |
Tax-Deferred
|
$15K - $50K |
| Coca-Cola Company (KO) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Fidelity Beneficial IRA ⇒ Fidelity Government Money Market (SPAXX) | MF |
Tax-Deferred
|
$1K - $15K |
| Fidelity Rollover IRA ⇒ IRA Bank Account | IH |
Tax-Deferred
|
$1K - $15K |
| Fidelity Roth IRA ⇒ IRA Bank Account | IH |
Tax-Deferred
|
$1K - $15K |
| PNC Bank Accounts | BA |
$1 - $200
Interest
|
$1K - $15K |
| UBS Brokerage Account ⇒ Franklin FTSE Japan ETF (FLJP) | EF |
$1 - $200
Dividends
|
$1K - $15K |
| UBS Brokerage Account ⇒ Health Care Select Sector SPDR Fund | EF |
$201 - $1K
Dividends
|
$1K - $15K |
| UBS Brokerage Account ⇒ SPDR Select Sector Fund - Utilities (XLU) | EF |
$201 - $1K
Dividends
|
$1K - $15K |
| UBS Brokerage Account ⇒ UBS Bank USA Account | BA |
$1 - $200
Interest
|
$1K - $15K |
| UBS Brokerage Account ⇒ Vanguard Energy ETF (VDE) | EF |
$201 - $1K
Dividends
|
$1K - $15K |
| UBS Brokerage Account ⇒ iShares iBonds Dec 2024 Term Treasury ETF (IBTE) | EF |
$201 - $1K
Dividends
|
$1K - $15K |
| UBS Rollover IRA ⇒ UBS Bank Account | BA |
Tax-Deferred
|
$1K - $15K |
| UBS Rollover IRA ⇒ iShares iBonds Dec 2024 Term Treasury ETF (IBTE) | EF |
Tax-Deferred
|
$1K - $15K |
Disclosed liabilities
The liabilities itemised in the 2023 annual report, largest bracket first. These are the amounts subtracted when the net worth band above is rolled up.
| Description | Amount owed |
|---|---|
| Mortgage on Florida property (UBS Bank) | $500K - $1M |
| Personal loan for purchase of Florida property (UBS Bank) | $250K - $500K |