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Equibles

Peter Welch

Representative VT At-Large 2025 disclosure

Peter Welch (VT At-Large) disclosed a net worth range between $6.8M and $18.9M 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)
$6.8M – $18.9M
Rank by disclosed net worth
#98 of 650
Reporting year
2025
Disclosed assets
113
Disclosed liabilities
1

Net worth band by reporting year

2020 2021 2022 2023 2024 2025
Year Net worth band
2025 $6.8M – $18.9M
2024 $5.3M – $13.1M
2023 $5M – $12.7M
2022 $4.5M – $11.5M
2021 $5.5M – $13.6M
2020 $4M – $10.2M

Disclosed assets

The assets Peter Welch 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
113
Total disclosed (band)
$6.9M – $18.9M

Showing the 100 largest of 113 disclosed lines.

Description Value
FDRXX - Fidelity Government Cash Reserves $1M - $5M
FCNTX - Fidelity Contra Fund $250K - $500K
FCVSX - Fidelity Convertible Securities Fund $250K - $500K
FDGRX - Fidelity Growth Company Fund Retail Class $250K - $500K
FDRXX - Fidelity Government Cash Reserves $250K - $500K
SNVXX - Charles Schwab Government Money Market $250K - $500K
SPLG - SPDR Portfolio S&P 500 ETF $250K - $500K
VGPMX - Vanguard Global Capital Cycles Fund Investor Sha $250K - $500K
VTI - Vanguard Total Stock Market ETF $250K - $500K
XLI - SPDR Select Sector Fund - Industrial $250K - $500K
Charles Schwab $100K - $250K
ESGD - iShares ESG Aware MSCI EAFE ETF $100K - $250K
EWZ - iShares Inc iShares MSCI Brazil ETF $100K - $250K
FBALX - Fidelity Balanced Fund $100K - $250K
FCNTX - Fidelity Contra Fund $100K - $250K
FIUIX - Fidelity Utilities Fund $100K - $250K
First American Government Obligations Fund $100K - $250K
RPV - Invesco S&P 500 Pure Value ETF $100K - $250K
SPAXX - Fidelity Government Money Market Fund $100K - $250K
SUSA - iShares MSCI USA ESG Select ETF $100K - $250K
VEU - Vanguard FTSE All World Ex US ETF $100K - $250K
VIG - Vanguard Div Appreciation ETF $100K - $250K
VIOV - Vanguard S&P Small-Cap 600 Value ETF $100K - $250K
VMLUX - Vanguard Limited-Term Tax-Exempt Fd Admiral Shs $100K - $250K
VTI - Vanguard Total Stock Market ETF $100K - $250K
VTSAX - Vanguard Total Stock Market Index Fund - Admiral Shares $100K - $250K
VWIUX - Vanguard Intermediate-Term Tax-Exempt Fd Admiral $100K - $250K
VWLUX - Vanguard Long-Term Tax-Exempt Fd Admiral Shs $100K - $250K
VYM - Vanguard High Dividend Yield ETF $100K - $250K
XLB - Materials Select Sector SPDR $100K - $250K
XLK - SPDR Select Sector Fund - Technology $100K - $250K
XLK - SPDR Select Sector Fund - Technology $100K - $250K
XLU - SPDR Select Sector Fund - Utilities $100K - $250K
XLV - SPDR Select Sector Fund - Health Care $100K - $250K
CWB - SPDR Bloomberg Convertible Securities ETF $50K - $100K
EWW - iShares Inc iShares MSCI Mexico ETF $50K - $100K
IBDR - iShares iBonds Dec 2026 Term Corporate ETF $50K - $100K
IBDS - iShares iBonds Dec 2027 Term Corporate ETF $50K - $100K
IBDT - iShares iBonds Dec 2028 Term Corporate ETF $50K - $100K
IBDU - iShares iBonds Dec 2029 Term Corporate ETF $50K - $100K
JAWWX - Janus Henderson Global Research Fund - Class T $50K - $100K
PFF - iShares Preferred and Income Securities ETF $50K - $100K
PRBLX - Parnassus Core Equity Fund-Investor Shares $50K - $100K
SUSA - iShares MSCI USA ESG Select ETF $50K - $100K
TIAA CREF Growth R3 $50K - $100K
TIAA CREF Large-Cap Value Fund $50K - $100K
TIAA Traditional $50K - $100K
VTSAX - Vanguard Total Stock Market Index Fd Admiral Shs $50K - $100K
XLF - SPDR Select Sector Fund - Financial $50K - $100K
XLV - SPDR Select Sector Fund - Health Care $50K - $100K
XSVM - Invesco S&P Smallcap Value With Momentum ETF $50K - $100K
CREF S&P 500 Index (f/k/a TIAA CREF Equity Index R3) $15K - $50K
Charles Schwab Government Money Market (SNVXX) $15K - $50K
DYNF - iShares U.S. Equity Factor Rotation Active ETF $15K - $50K
FBGRX - Fidelity Blue Chip Growth Fund $15K - $50K
FBSOX - Enterprise Technology Services Portfolio $15K - $50K
FCNTX - Fidelity Contra Fund $15K - $50K
FCNTX - Fidelity Contra Fund $15K - $50K
FXAIX - Fidelity 500 Index Fund $15K - $50K
IAU - ishares Gold Trust $15K - $50K
IXP - iShares Global Comm Services ETF $15K - $50K
Ledyard National Bank $15K - $50K
SPAXX - Fidelity Government Money Market $15K - $50K
SPEM - SPDR Emerging Markets Portfolio ETF $15K - $50K
SPSM - SPDR Portfolio S&P 600 Small Cap ETF $15K - $50K
TIAA CREF Global Equities R3 $15K - $50K
TIAA CREF Quant Small-Cap Equity Fund $15K - $50K
TIAA Real Estate $15K - $50K
TIAA-CREF Real Estate Securities Fund $15K - $50K
University of VT $15K - $50K
VPL - Vanguard FTSE Pacific ETF $15K - $50K
XLB - Materials Select Sector SPDR $15K - $50K
XLC - S&P 500 Communication Sector SPDR $15K - $50K
XLY - SPDR Select Sector Fund - Consumer Discretionary $15K - $50K
ARCC - Ares Capital Corporation - Closed End Fund $1K - $15K
BBCA - JPMorgan BetaBuilders Canada ETF $1K - $15K
BBJP - JPMorgan BetaBuilders Japan ETF $1K - $15K
CALTX - Six Circles Multi-Strategy Fund $1K - $15K
CBTAX - Six Circles Tax Aware Bond Fund $1K - $15K
CIUEX - Six Circles International Unconstrained Equity F $1K - $15K
CREF Global Equities R1 $1K - $15K
CREF Growth R1 $1K - $15K
CREF Responsible Balanced R3 (f/k/a TIAA CREF Social Choice R3) $1K - $15K
CREF Total Global Stock R1 $1K - $15K
CUSUX - Six Circles US Unconstrained Equity Fund $1K - $15K
Charles Schwab $1K - $15K
Charles Schwab $1K - $15K
Charles Schwab Government Money Fund (SNVXX) $1K - $15K
EWT - iShares Inc iShares MSCI Taiwan ETF $1K - $15K
FTEXX - Fidelity Municipal Money Market Fund $1K - $15K
INDA - Ishares MSCI India ETF $1K - $15K
IWN - iShares Russell 2000 Value ETF $1K - $15K
IXP - iShares Global Comm Services ETF $1K - $15K
IXP - iShares Global Comm Services ETF $1K - $15K
PRBLX - Parnassus Core Equity Fund-Investor Shares $1K - $15K
PRBLX - Parnassus Core Equity Fund-Investor Shares $1K - $15K
SPAXX - Fidelity Government Money Market Fund $1K - $15K
SPY - SPDR S&P 500 $1K - $15K
SUSA - iShares MSCI USA ESG Select ETF $1K - $15K
SUSA - iShares MSCI USA ESG Select ETF $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
1
Total disclosed (band)
$50K – $100K
Description Amount owed
Mortgage (Mascoma Savings Banks) $50K - $100K

Recent stock trades

Disclosed trades
88
Avg. disclosure lag
59.6 days
Filed past 45-day deadline
10.2%
Date Stock Type Amount
2021-11-26 GE general Electric Company (gE) Sell $1K - $15K
2021-11-26 IBM International business Machines Corporation (IbM) Sell $1K - $15K
2021-11-26 UNP Union Pacific Corporation (UNP) Sell $15K - $50K
2021-11-18 A Agilent Technologies, Inc. (A) Sell $1K - $15K
2021-11-18 CHD Church & dwight Company, Inc. (CHd) Sell $15K - $50K
2021-11-18 CSCO Cisco Systems, Inc. (CSCO) Sell $15K - $50K
2021-11-18 GE general Electric Company (gE) Sell $1K - $15K
2021-11-18 KYOCF Kyocera Corp Ordinary Shares (KYOCF) Sell $1K - $15K
2021-11-18 MITK Mitek Systems, Inc. (MITK) Sell $1K - $15K
2021-11-18 TNC Tennant Company (TNC) Sell $1K - $15K
2021-11-18 USB U.S. bancorp (USb) Sell $15K - $50K
2021-11-03 WFC Wells Fargo & Company (WFC) Sell $1K - $15K
2021-11-03 WFC ST · Wells Fargo & Company (WFC) F ILINg S TATUS : New S UbHOLDINg O F : Welch Account Sell $1K - $15K
2021-09-17 XOM Exxon mobil Corporation (XOm) Sell $1K - $15K
2021-09-17 XOM ST · Exxon mobil Corporation (XOm) F IlINg S TATuS : New C OmmENTS : Spouse inherited the stock from her mother Sell $1K - $15K
2020-11-26 CTRCF ST · Centrotec Sustainable Ag, brilon Ordinary Shares (CTRCF) F ILINg S TATUS : New S UbHOLDINg O F : Welch Account Sell $1K - $15K
2020-11-16 DBX Dropbox, Inc. - Class A (DbX) Sell $1K - $15K
2020-11-16 UPS United Parcel Service, Inc. (UPS) Sell $1K - $15K
2020-11-16 UPS ST · United Parcel Service, Inc. (UPS) F ILINg S TATUS : New S UbHOLDINg O F : Welch Account Sell $1K - $15K
2020-11-16 DBX ST · Dropbox, Inc. - Class A (DbX) F ILINg S TATUS : New S UbHOLDINg O F : Welch Account Sell $1K - $15K
2020-06-03 BDN brandywine Realty Trust (bDN) Sell $1K - $15K
2020-06-03 BDN ST · brandywine Realty Trust (bDN) F ILINg S TATUS : New S UbHOLDINg O F : Welch Account Sell $1K - $15K
2020-05-19 SPSC SPS Commerce, Inc. (SPSC) Sell $1K - $15K
2020-05-19 SPSC ST · SPS Commerce, Inc. (SPSC) F ILINg S TaTUS : New S UbHoLDINg o F : Welch account Sell $1K - $15K
2020-05-14 GIS general Mills, Inc. (gIS) Sell $1K - $15K

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.

Stock Est. shares Est. value Weight
PYPL 185 $9.6K 100.0%

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