Tim Walberg
Reported holdings, 31 December 2025
From their annual Financial Disclosure, filed 5/13/2026 — 22 assets, about $635.0K at the middle of each value range.
- CREF Growth R111.8%
- AMZN · Amazon.com, Inc. - Common Stock (AMZN)5.1%
- AAPL · Apple Inc. - Common Stock (AAPL)5.1%
- BA · Boeing Company (BA)5.1%
- CAT · Caterpillar, Inc. Common Stock (CAT)5.1%
- Other 17 assets67.7%
By type: Stock 50% · Annuity 25% · Exchange Traded Fund 15% · Mutual Fund 10%
| Asset | Type | Value | Share | Held by |
|---|---|---|---|---|
CREF Growth R1 | Annuity | $50,001 - $100,000 | 11.8% | Joint |
AMZNAmazon.com, Inc. - Common Stock (AMZN) | Stock | $15,001 - $50,000 | 5.1% | Joint |
AAPLApple Inc. - Common Stock (AAPL) | Stock | $15,001 - $50,000 | 5.1% | Joint |
BABoeing Company (BA) | Stock | $15,001 - $50,000 | 5.1% | Joint |
CATCaterpillar, Inc. Common Stock (CAT) | Stock | $15,001 - $50,000 | 5.1% | Joint |
CVXChevron Corporation Common Stock (CVX) | Stock | $15,001 - $50,000 | 5.1% | Joint |
CREF Global Equities R1 | Annuity | $15,001 - $50,000 | 5.1% | Joint |
CREF Total Global Stk R1 | Annuity | $15,001 - $50,000 | 5.1% | Joint |
ETNEaton Corporation, PLC Ordinary Shares (ETN) | Stock | $15,001 - $50,000 | 5.1% | Joint |
FSDAXFidelity Select Defense & Aerospace (FSDAX) | Mutual Fund | $15,001 - $50,000 | 5.1% | Joint |
SDVYFirst Trust SMID Cap Rising Dividend Achievers ETF (SDVY) | Exchange Traded Fund | $15,001 - $50,000 | 5.1% | Joint |
BUFDFT Vest Laddered Deep Buffer ETF (BUFD) | Exchange Traded Fund | $15,001 - $50,000 | 5.1% | Joint |
QQQMInvesco NASDAQ 100 ETF (QQQM) | Exchange Traded Fund | $15,001 - $50,000 | 5.1% | Joint |
JJacobs Solutions Inc. Common Stock (J) | Stock | $15,001 - $50,000 | 5.1% | Joint |
LHXL3Harris Technologies, Inc. Common Stock (LHX) | Stock | $15,001 - $50,000 | 5.1% | Joint |
The 15 largest of 22. 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. 2 assets are valued "undetermined" and not counted.
Estimated current stock holdings
Stocks bought in the last 5 years with no sale disclosed since — 12 names across 12 purchases, $341.0K at the disclosed midpoints.
- AAPL · Apple9.5%
- BA · Boeing9.5%
- BAC · Bank of America9.5%
- CAT · Caterpillar9.5%
- CVX · Chevron9.5%
- Other 7 stocks52.1%
| Stock | Disclosed at purchase | Share | Since | Held by |
|---|---|---|---|---|
AAPLApple | $32.5K | 9.5% | 2026-06-03 | Joint |
BABoeing | $32.5K | 9.5% | 2026-06-03 | Joint |
BACBank of America | $32.5K | 9.5% | 2026-06-03 | Joint |
CATCaterpillar | $32.5K | 9.5% | 2026-06-03 | Joint |
CVXChevron | $32.5K | 9.5% | 2026-06-03 | Joint |
ETNEaton | $32.5K | 9.5% | 2026-06-03 | Joint |
JJacobs Solutions | $32.5K | 9.5% | 2026-06-03 | Joint |
LHXL3Harris Technologies | $32.5K | 9.5% | 2026-06-03 | Joint |
WFCWells Fargo | $32.5K | 9.5% | 2026-06-03 | Joint |
XOMExxon Mobil | $32.5K | 9.5% | 2026-06-03 | Joint |
AMZNAmazon.com | $8.0K | 2.3% | 2026-06-03 | Joint |
LMTLockheed Martin | $8.0K | 2.3% | 2026-06-03 | Joint |
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.
Every disclosed trade
16 rows. Sort any column; Source opens the filed PDF.