Dwight Evans
Reported holdings, 31 December 2025
From their annual Financial Disclosure, filed 5/14/2026 — 35 assets, about $1.3M at the middle of each value range.
- COMMONWEALTH OF PA PENSION58.6%
- 1602 E CARDEZA ST13.7%
- ARIEL FUND INVESTOR2.5%
- CALVERT GREEN BOND FUND CLASS 12.5%
- GOLDMAN SACHS EMERGING MARKETS2.5%
- Other 30 assets19.3%
By type: Pension 59% · Real Property 14% · Stock 13% · Mutual Fund 10% · Exchange Traded Fund 3% · REIT 1%
| Asset | Type | Value | Share | Held by |
|---|---|---|---|---|
COMMONWEALTH OF PA PENSION | Pension | $500,001 - $1,000,000 | 58.6% | Self |
1602 E CARDEZA ST | Real Property | $100,001 - $250,000 | 13.7% | Self |
ARIEL FUND INVESTORin CETERA | Mutual Fund | $15,001 - $50,000 | 2.5% | Self |
CALVERT GREEN BOND FUND CLASS 1in CETERA | Mutual Fund | $15,001 - $50,000 | 2.5% | Self |
GOLDMAN SACHS EMERGING MARKETSin CETERA | Mutual Fund | $15,001 - $50,000 | 2.5% | Self |
| Stock | $15,001 - $50,000 | 2.5% | Self | |
| Stock | $1,001 - $15,000 | 0.6% | Self | |
ALEXANDRIA REAL ESTATE EQUITIESin CETERA | REIT | $1,001 - $15,000 | 0.6% | Self |
AMERICAN TOWER CORPin CETERA | REIT | $1,001 - $15,000 | 0.6% | Self |
| Stock | $1,001 - $15,000 | 0.6% | Self | |
MBXIXCatalyst/Millburn Hedge Strategy Fund Class I (MBXIX)in CETERA | Mutual Fund | $1,001 - $15,000 | 0.6% | Self |
| Stock | $1,001 - $15,000 | 0.6% | Self | |
| Stock | $1,001 - $15,000 | 0.6% | Self | |
EMERALD BANKING & FINANCE FUNDin CETERA | Mutual Fund | $1,001 - $15,000 | 0.6% | Self |
FGROXEmerald Growth Fund Institutional Class (FGROX)in CETERA | Mutual Fund | $1,001 - $15,000 | 0.6% | Self |
The 15 largest of 35. 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 — 5 names across 6 purchases, $48.0K at the disclosed midpoints.
- NVDA · Nvidia33.3%
- AMZN · Amazon.com16.7%
- IBM · International Business Machines16.7%
- RHHBY · Roche Holdings AG Basel16.7%
- SRE · DBA Sempra16.7%
| Stock | Disclosed at purchase | Share | Since | Held by |
|---|---|---|---|---|
NVDANvidia | $16.0K | 33.3% | 2025-04-17 | Self |
AMZNAmazon.com | $8.0K | 16.7% | 2025-04-17 | Self |
IBMInternational Business Machines | $8.0K | 16.7% | 2025-04-17 | Self |
RHHBYRoche Holdings AG Basel | $8.0K | 16.7% | 2022-11-21 | Self |
SREDBA Sempra | $8.0K | 16.7% | 2022-11-21 | Self |
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
63 rows. Sort any column; Source opens the filed PDF.