Charles Patrick Wallis — 2026 financial disclosure
Amendment status is not available for House filings. A filing listed here may since have been amended.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
| Report type | Other |
| Filing year | 2026 |
| Chamber | house |
| College Counts 529 - Son | $1 - $1,000 · None |
| College Counts 529 (Daughter) | $1 - $1,000 · None |
| Invesco QQQ Trust, Series 1 (QQQ) | $1,001 - $15,000 · Dividends |
| Invesco QQQ Trust, Series 1 (QQQ) | $1,001 - $15,000 · Dividends |
| Alphabet Inc. - Class A Common Stock (GOOGL) | $1,001 - $15,000 · Dividends |
| Fidelity U.S. Sustainability Index Fund (FITLX) | $1,001 - $15,000 · Dividends |
| Microsoft Corporation - Common Stock (MSFT) | $1,001 - $15,000 · Dividends |
| Vanguard S&P 500 ETF (VOO) | $1,001 - $15,000 · Dividends |
| Fidelity 401(k) Vanguard Target 2040 | $500,001 - $1,000,000 · None |
| Invesco QQQ Trust, Series 1 (QQQ) | $100,001 - $250,000 · None |
| Alphabet Inc. - Class A Common Stock (GOOGL) | $1,001 - $15,000 · None |
| Fidelity U.S. Sustainability Index Fund (FITLX) | $1,001 - $15,000 · None |
| Invesco QQQ Trust, Series 1 (QQQ) | $15,001 - $50,000 · None |
| iShares U.S. Technology ETF (IYW) | $1,001 - $15,000 · None |
| JP Morgan Chase & Co. Common Stock (JPM) | $1,001 - $15,000 · None |
| Microsoft Corporation - Common Stock (MSFT) | $1,001 - $15,000 · None |
| Software and IT Services Portfolio (FSCSX) | $1,001 - $15,000 · None |
| Vanguard Growth ETF (VUG) | $1,001 - $15,000 · None |
| Vanguard S&P 500 ETF (VOO) | $1,001 - $15,000 · None |
| Vanguard S&P 500 Growth ETF (VOOG) | $1,001 - $15,000 · None |
| Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | $1,001 - $15,000 · None |
| Charles Schwab Corporation (SCHW) | $15,001 - $50,000 · Dividends |
| Cisco Systems, Inc. - Common Stock (CSCO) | $100,001 - $250,000 · Dividends |
| Ford Motor Company Common Stock (F) | $1,001 - $15,000 · Dividends |
| Schwab Bank Sweep | $1,001 - $15,000 · Interest |
| The Bank of New York Mellon Corporation Common Stock (BK) | $15,001 - $50,000 · Dividends |
| Walmart Inc. - Common Stock (WMT) | $15,001 - $50,000 · Dividends |
The complete record
| party | — |
| state | CA |
| office | Representative, CA-23 |
| source | HOUSE_CLERK_FD |
| chamber | house |
| filing id | house-fd-10077231 |
| report url | https://disclosures-clerk.house.gov/public_disc/financial-pdfs/2026/10077231.pdf |
| scraped at | 2026-09-20T18:57:57.890Z |
| asset count | 27 |
| bioguide id | — |
| filing date | 2026-05-10 |
| filing year | 2026 |
| member last | Wallis |
| member name | Charles Patrick Wallis |
| report type | Other |
| member first | Charles Patrick |
| content parsed | true |
| report subtype | Candidate Report |
| state district | 23 |
| liability count | 2 |
assets (27)
| owner | ticker | location | asset name | asset type | row number | description | income type | value range | income range | asset subtype |
|---|---|---|---|---|---|---|---|---|---|---|
| — | — | AL | College Counts 529 - Son | 5F | 1 | — | None | $1 - $1,000 | — | — |
| — | — | AL | College Counts 529 (Daughter) | 5F | 2 | — | None | $1 - $1,000 | — | — |
| — | — | — | Invesco QQQ Trust, Series 1 (QQQ) | EF | 3 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Invesco QQQ Trust, Series 1 (QQQ) | EF | 4 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Alphabet Inc. - Class A Common Stock (GOOGL) | ST | 5 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Fidelity U.S. Sustainability Index Fund (FITLX) | MF | 6 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Microsoft Corporation - Common Stock (MSFT) | ST | 7 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Vanguard S&P 500 ETF (VOO) | EF | 8 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Fidelity 401(k) Vanguard Target 2040 | OT | 9 | This is the 401(k) indexed target fund. | None | $500,001 - $1,000,000 | — | — |
| — | — | — | Invesco QQQ Trust, Series 1 (QQQ) | EF | 10 | — | None | $100,001 - $250,000 | — | — |
| — | — | — | Alphabet Inc. - Class A Common Stock (GOOGL) | ST | 11 | — | None | $1,001 - $15,000 | — | — |
| — | — | — | Fidelity U.S. Sustainability Index Fund (FITLX) | MF | 12 | — | None | $1,001 - $15,000 | — | — |
| — | — | — | Invesco QQQ Trust, Series 1 (QQQ) | EF | 13 | — | None | $15,001 - $50,000 | — | — |
| — | — | — | iShares U.S. Technology ETF (IYW) | EF | 14 | — | None | $1,001 - $15,000 | — | — |
| — | — | — | JP Morgan Chase & Co. Common Stock (JPM) | ST | 15 | — | None | $1,001 - $15,000 | — | — |
| — | — | — | Microsoft Corporation - Common Stock (MSFT) | ST | 16 | — | None | $1,001 - $15,000 | — | — |
| — | — | — | Software and IT Services Portfolio (FSCSX) | MF | 17 | — | None | $1,001 - $15,000 | — | — |
| — | — | — | Vanguard Growth ETF (VUG) | EF | 18 | — | None | $1,001 - $15,000 | — | — |
| — | — | — | Vanguard S&P 500 ETF (VOO) | EF | 19 | — | None | $1,001 - $15,000 | — | — |
| — | — | — | Vanguard S&P 500 Growth ETF (VOOG) | EF | 20 | — | None | $1,001 - $15,000 | — | — |
| — | — | — | Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | ST | 21 | — | None | $1,001 - $15,000 | — | — |
| SP | — | — | Charles Schwab Corporation (SCHW) | ST | 22 | — | Dividends | $15,001 - $50,000 | — | — |
| SP | — | — | Cisco Systems, Inc. - Common Stock (CSCO) | ST | 23 | — | Dividends | $100,001 - $250,000 | — | — |
| SP | — | — | Ford Motor Company Common Stock (F) | ST | 24 | — | Dividends | $1,001 - $15,000 | — | — |
| SP | — | — | Schwab Bank Sweep | BA | 25 | — | Interest | $1,001 - $15,000 | — | — |
| SP | — | — | The Bank of New York Mellon Corporation Common Stock (BK) | ST | 26 | — | Dividends | $15,001 - $50,000 | — | — |
| SP | — | — | Walmart Inc. - Common Stock (WMT) | ST | 27 | — | Dividends | $15,001 - $50,000 | — | — |
liabilities (2)
| debtor | comment | creditor | incurred | location | rate term | row number | amount range | liability type |
|---|---|---|---|---|---|---|---|---|
| JT | — | Mr. Cooper | August 2024 | — | — | 1 | $100,001 - $250,000 | Home Mortgage |
| JT | — | USAA | March 2024 | — | — | 2 | $10,000 - $15,000 | Car Loan |