Josh Gottheimer
Reported holdings, 31 December 2025
From their annual Financial Disclosure, filed 8/10/2026 — 299 assets, about $37.1M at the middle of each value range.
- MSFT · Microsoft Corporation (MSFT)48.8%
- Microsoft Corporation - Common Stock (MSFT10.1%
- VOO · Vanguard S&P 500 ETF (VOO)8.2%
- SPY · SPDR S&P 500 (SPY)2.5%
- AAPL · Apple Inc. (AAPL)2.2%
- Other 294 assets24.4%
By type: Stock 61% · Exchange Traded Fund 14% · Option 12% · Mutual Fund 8% · 529 Plan 2% · Hedge Fund 1%
| Asset | Type | Value | Share | Held by |
|---|---|---|---|---|
MSFTMicrosoft Corporation (MSFT)in Morgan Stanley - Active Asset Account # 3, Morgan Stanley - Portfolio Management Active Assets Account, Morgan Stanley - Select UMA Account # 1 | Stock | ≈ $18.1M | 48.8% | Joint |
Microsoft Corporation - Common Stock (MSFTin Morgan Stanley - Portfolio Management Active Assets Account | Option | ≈ $3.8M | 10.1% | Joint |
VOOVanguard S&P 500 ETF (VOO)in Morgan Stanley - Portfolio Management, Wealthfront | Exchange Traded Fund | ≈ $3.0M | 8.2% | Joint, Self |
SPYSPDR S&P 500 (SPY)in Morgan Stanley - Active Asset Account # 1, Morgan Stanley - Active Asset Account # 4, Morgan Stanley - Portfolio Management | Exchange Traded Fund | ≈ $932.5K | 2.5% | Joint, Self, Spouse |
AAPLApple Inc. (AAPL)in Morgan Stanley - Active Asset Account # 3, Morgan Stanley - Select UMA Account # 1, Wealthfront | Stock | ≈ $833.0K | 2.2% | Joint, Self |
MSFTMicrosoft Corporation - Common Stock (MSFT)in Morgan Stanley - Portfolio Management Active Assets Account | Option | $500,001 - $1,000,000 | 2.0% | Joint |
VFORXVanguard Target Retirement 2040 Fund (VFORX)in Columbia University- Voluntary Retirement Savings, Tusk Strategies 401(k) Profit Sharing Plan, Vanguard SEP IRA | Mutual Fund | ≈ $440.0K | 1.2% | Spouse |
METAMeta Platforms, Inc. - Class A (META)in Morgan Stanley - Active Asset Account # 3, Morgan Stanley - Select UMA Account # 1, Wealthfront | Stock | ≈ $415.5K | 1.1% | Joint, Self |
FXAIXFidelity 500 Index Fund (FXAIX)in Tusk Strategies 401(k) Profit Sharing Plan, Wells Fargo - SEP IRA | Mutual Fund | ≈ $407.5K | 1.1% | Self, Spouse |
JANA STRATEGIC INVESTMENTS BENCHMARK FUND, LP | Hedge Fund | $250,001 - $500,000 | 1.0% | Self |
DC College Savings in College Portfolioin DC College Savings - Dependent # 1 | 529 Plan | $250,001 - $500,000 | 1.0% | Spouse |
Blackstone Real Estate Income Trust, Inc.in Morgan Stanley - Active Asset Account # 1 | REIT | $250,001 - $500,000 | 1.0% | Self |
XCAPXACAP Strategic Fund (XCAPX)in Morgan Stanley - Traditional Inherited IRA | Mutual Fund | $250,001 - $500,000 | 1.0% | Self |
QQQInvesco QQQ Trust, Series 1 (QQQ)in Morgan Stanley - Active Asset Account # 1, Morgan Stanley - Active Asset Account # 4, Morgan Stanley - Portfolio Management | Exchange Traded Fund | ≈ $240.0K | 0.6% | Joint, Self, Spouse |
Tusk Venture Partners I GP, LLC | Business Interest | $100,001 - $250,000 | 0.5% | Spouse |
The 15 largest of 299. 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 — 134 names across 220 purchases, $1.8M at the disclosed midpoints.
- TSLA · Tesla4.9%
- WMT · Walmart2.7%
- NOW · ServiceNow2.2%
- UNH · UnitedHealth Group2.2%
- CRM · Salesforce2.2%
- Other 129 stocks81.2%
| Stock | Disclosed at purchase | Share | Since | Held by |
|---|---|---|---|---|
TSLATesla | $88.0K | 4.9% | 2024-12-05 | Joint |
WMTWalmart | $48.0K | 2.7% | 2025-01-14 | Joint |
NOWServiceNow | $40.0K | 2.2% | 2024-09-11 | Joint |
UNHUnitedHealth Group | $40.0K | 2.2% | 2022-08-29 | Joint, Self |
CRMSalesforce | $40.0K | 2.2% | 2022-08-29 | Joint, Self |
MAMastercard | $40.0K | 2.2% | 2024-08-15 | Joint |
SBUXStarbucks | $32.5K | 1.8% | 2022-08-29 | Self |
AMDAdvanced Micro Devices | $32.0K | 1.8% | 2024-08-15 | Joint |
TELTE Connectivity | $32.0K | 1.8% | 2024-11-06 | Joint |
DHID.R. Horton | $32.0K | 1.8% | 2024-08-15 | Joint |
SHOPShopify | $32.0K | 1.8% | 2023-07-11 | Joint |
JNJJohnson & Johnson | $32.0K | 1.8% | 2025-01-14 | Joint |
The 12 largest of 134.
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
250 rows. Sort any column; Source opens the filed PDF.
Showing the 250 most recent of 2168. search the full log for the rest.