41 assets, filed Aug 13, 2026 (FD Original).
T
AT&T Inc. · Stock (public)
$100,000
Aged Base Core 11-12 Fund
529 plan holding · Individual 529
$1,001 - $15,000
BABA
Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share · Stock (public) · Charles Schwab 401K SP
$1,001 - $15,000
AAPL
Apple Inc. · Stock (public)
$5,000,000
Bank of America Corp 7% Cumulative Redeemable Preferred
$250,000
BAC
Bank of America Corporation · Stock (public)
$100,000
BAC
Bank of America Corporation · Stock (public)
$500,000
Bank of Tampa Checking
Bank/brokerage account · Spouse
$50,001 - $100,000
IGR
Beneficial Interest · Mutual fund · JP Morgan SEP SP
$1,001 - $15,000
BTZ
BlackRock Credit Allocation Income Trust · Mutual fund
$250,000
BA
Boeing Company · Stock (public) · Charles Schwab 401K SP
$1,001 - $15,000
Capital Group Fixed Income ETF Trust Capital Group U.S.
$250,000
Cash
Bank/brokerage account · Charles Schwab 401K SP
$1,001 - $15,000
Cash
Bank/brokerage account
$250,000
GE
General Electric Company · Stock (public)
$250,000
RYLD
Global X Russell 2000 Covered Call ETF · Exchange-traded fund
$100,000
Golden Touch Fund I, LLC
Hedge fund · Spouse
$500,001 - $1,000,000
INTC
Intel Corporation · Stock (public) · Charles Schwab 401K SP
$15,001 - $50,000
BKLN
Invesco Senior Loan ETF · Exchange-traded fund
$250,000
JPM
JP Morgan Chase & Co. · Stock (public)
$100,000
JPM
JP Morgan Chase & Co. Common Stock · Stock (public)
$100,000
PJLXX
JPM Liquid Asset Fund · Bank/brokerage account
$100,000
Lithia Center
Real property
$500,000
META
Meta Platforms, Inc. - Class A · Stock (public)
$500,000
NOK
Nokia Corporation Sponsored American Depositary Shares · Stock (public) · Charles Schwab 401K SP
$1,001 - $15,000
NTR
Nutrien Ltd. Common Shares · Stock (public)
$100,000
QCOM
QUALCOMM Incorporated · Stock (public)
$100,000
SWVXX
Schwab Value Advantage Money Fund · Mutual fund
$250,000
Schwab Value Advantage Money Fund Ultra Shares (SNAXX)
$250,000
TAL Holdings, 100% Interest
Other liability · Spouse
$1,000,001 - $5,000,000
Tampa Bay Banking Company
Private stock option · Spouse
$100,001 - $250,000
Truist Checking
Bank/brokerage account
$100,001 - $250,000
Truist Savings Account
Bank/brokerage account
$50,001 - $100,000
Truist Savings FCL
Bank/brokerage account · DC
$1,001 - $15,000
HURA
TuHURA Biosciences, Inc. - Common Stock · Stock (public) · Spouse
$15,001 - $50,000
USAA Checking Account
Bank/brokerage account
$100,001 - $250,000
Vanguard 500 Index Fund
Mutual fund
$100,000
WBD
Warner Bros. Discovery, Inc. - Series A · Stock (public) · Charles Schwab 401K SP
$15,001 - $50,000
WFC
Wells Fargo & Company · Stock (public) · Charles Schwab Account LML
$1,001 - $15,000
iShares Broad USD High Yield Corporate Bond ETF (USHY)
$250,000
PFF
iShares Preferred and Income Securities ETF · Exchange-traded fund
$250,000