Byron Donalds
Reported holdings, 31 December 2025
From their annual Financial Disclosure, filed 8/13/2026 — 37 assets, about $2.3M at the middle of each value range.
- OptimaEd, Inc.32.6%
- Optima Management Services, LLC16.3%
- Dewalt Impact Group, LLC16.3%
- TLXIX · Nuveen Lifecycle Index 2045 Fund R6 (TLXIX) https://fd.house.gov/reference/asset-type-codes.aspx.7.6%
- Bitcoin (CRYPTO:BTC)3.3%
- Other 32 assets24.2%
By type: Business Interest 65% · Stock 22% · Mutual Fund 8% · Cryptocurrency 3% · Pension 1% · Investment Holding 1%
| Asset | Type | Value | Share | Held by |
|---|---|---|---|---|
OptimaEd, Inc.in Onesto, LLC | Business Interest | $500,001 - $1,000,000 | 32.6% | Spouse |
Optima Management Services, LLCin Onesto, LLC | Business Interest | $250,001 - $500,000 | 16.3% | Spouse |
Dewalt Impact Group, LLCin Onesto, LLC ⇒ Optima Management Services, LLC | Business Interest | $250,001 - $500,000 | 16.3% | Spouse |
TLXIXNuveen Lifecycle Index 2045 Fund R6 (TLXIX) https://fd.house.gov/reference/asset-type-codes.aspx.in Optima Ed, Inc 401k | Mutual Fund | $100,001 - $250,000 | 7.6% | Spouse |
Bitcoin (CRYPTO:BTC)in Alto IRA | Cryptocurrency | $50,001 - $100,000 | 3.3% | Spouse |
| Stock | ≈ $40.5K | 1.8% | Self, Spouse | |
FRS 2045 Retirement Fundin Florida Retirement System (ED) | Pension | $15,001 - $50,000 | 1.4% | Spouse |
| Stock | ≈ $16.0K | 0.7% | Self, Spouse | |
| Stock | ≈ $16.0K | 0.7% | Self, Spouse | |
| Stock | ≈ $16.0K | 0.7% | Self, Spouse | |
| Stock | ≈ $16.0K | 0.7% | Self, Spouse | |
| Stock | ≈ $16.0K | 0.7% | Self, Spouse | |
| Stock | ≈ $16.0K | 0.7% | Self, Spouse | |
| Stock | ≈ $16.0K | 0.7% | Self, Spouse | |
| Stock | ≈ $16.0K | 0.7% | Self, Spouse |
The 15 largest of 37. The filed report lists every one.
The member's own statement of what they, their spouse and dependent children held on 31 December 2025. Values are ranges, so the dollar figure and shares use the middle of each range (the floor of an open-ended one), and an asset held in several accounts is their sum. Assets sold or emptied during the year are left out.
Estimated current stock holdings
Stocks bought in the last 5 years with no sale disclosed since — 23 names across 48 purchases, $384.0K at the disclosed midpoints.
- NFLX · Netflix8.3%
- PGR · Progressive6.2%
- V · Visa6.2%
- ZTS · Zoetis4.2%
- LLY · Eli Lilly4.2%
- Other 18 stocks71.4%
| Stock | Disclosed at purchase | Share | Since | Held by |
|---|---|---|---|---|
NFLXNetflix | $32.0K | 8.3% | 2026-04-08 | Self, Spouse |
PGRProgressive | $24.0K | 6.2% | 2025-11-18 | Self, Spouse |
VVisa | $24.0K | 6.2% | 2025-05-24 | Self, Spouse |
ZTSZoetis | $16.0K | 4.2% | 2026-07-15 | Self, Spouse |
LLYEli Lilly | $16.0K | 4.2% | 2026-05-13 | Self, Spouse |
MRVLMarvell Technology | $16.0K | 4.2% | 2026-05-13 | Self, Spouse |
PYPLPayPal Holdings | $16.0K | 4.2% | 2026-04-08 | Self, Spouse |
NOWServiceNow | $16.0K | 4.2% | 2026-03-06 | Self, Spouse |
FIXComfort Systems USA | $16.0K | 4.2% | 2026-01-07 | Self, Spouse |
CCLCarnival | $16.0K | 4.2% | 2025-11-18 | Self, Spouse |
FTNTFortinet | $16.0K | 4.2% | 2025-11-18 | Self, Spouse |
TWTradeweb Markets | $16.0K | 4.2% | 2025-11-18 | Self, Spouse |
The 12 largest of 23.
An estimate, not a statement of what they own. Trade filings report changes, never balances, so this cannot see stock bought more than 5 years ago and never traded since, and a partial sale closes the whole purchase it is matched to. Amounts are what was disclosed at purchase (the middle of each range), not today's value. Options are left out: they expire, and filings never say whether one was a call or a put.
Their most-traded tickers
What they hold it in
Every disclosed trade
174 rows. Sort any column; Source opens the filed PDF.