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Lindsey Graham — 2025 financial disclosure

· Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk

Report typeAnnual
Filing year2025
Chambersenate
VIG-Vanguard Dividend Apprec Idx ETF$100,001 - $250,000 · Dividends · None (or less than $201)
VIG - Vanguard Dividend Appreciation Index Fund ETF IRA$15,001 - $50,000 · Dividends · None (or less than $201)
DODGX-Dodge & Cox Stock (NASDAQ) IRA$1,001 - $15,000 · Dividends, Capital Gains · None (or less than $201)
DODGX - Dodge & Cox Stock (NASDAQ)$50,001 - $100,000 · Dividends, Capital Gains · $201 - $1,000
HOVLX-Homestead Value (NASDAQ) IRA$1,001 - $15,000 · Dividends · None (or less than $201)
HOVLX - Homestead Value (NASDAQ)$15,001 - $50,000 · Dividends · $201 - $1,000
TRBCX-T. Rowe Price Blue Chip Growth (NASDAQ)$100,001 - $250,000 · Dividends · $201 - $1,000
yacktman fund (YACKX)$15,001 - $50,000 · Dividends · $201 - $1,000
MERDX - Meridian Growth Legacy (NASDAQ)$1,001 - $15,000 · Dividends, Capital Gains · $201 - $1,000
US Senate Federal Credit Union (savings)None (or less than $1,001) · None · None (or less than $201)
US Senate Federal Credit Union (checking)$1,001 - $15,000 · None · None (or less than $201)
First Citizens (savings)$15,001 - $50,000 · Interest · None (or less than $201)
First Citizens (checking)$15,001 - $50,000 · Interest · None (or less than $201)
TD Ameritrade Cash Account$100,001 - $250,000 · Interest · None (or less than $201)
TD Ameritrade Insured Dep. Acct. (IRA)$15,001 - $50,000 · Interest · None (or less than $201)
FLOT - iShares Floating Rate Bond ETF$15,001 - $50,000 · Dividends · $201 - $1,000
TFLO - iShares Treasury Floating Rate Bond ETF$15,001 - $50,000 · Dividends · $201 - $1,000
PRF - Invesco FTSE RAFI US 1000 ETF$15,001 - $50,000 · None · None (or less than $201)
SYLD - Cambria Shareholder Yield ETF$1,001 - $15,000 · None · None (or less than $201)
USFR - Wisdomtree Floating Rate Treasury Fund$15,001 - $50,000 · Dividends · $1,001 - $2,500
BSCR - Invesco BulletShares 2027 Corporate Bond ETF$15,001 - $50,000 · None · None (or less than $201)
USFR - Wisdomtree Floating Rate Treasury Fund (IRA)$15,001 - $50,000 · Dividends · $1,001 - $2,500
XHLF - BondBloxx ETF Trust BondBloxx Bloomberg Six Month$50,001 - $100,000 · Dividends · $201 - $1,000
BSCT - Invesco BulletShares 2029 Corporate Bond ETF$15,001 - $50,000 · None · None (or less than $201)
XONE - BondBloxx ETF Trust BondBloxx Bloomberg One Year T (IRA)$15,001 - $50,000 · None · None (or less than $201)
BSCU - Invesco BulletShares 2030 Corporate Bond ETF (IRA)$15,001 - $50,000 · None · None (or less than $201)
BSCS - Invesco BulletShares 2028 Corporate Bond ETF$15,001 - $50,000 · None · None (or less than $201)
US Treasury Bill 26US T Bill Due 4/02/26$50,001 - $100,000 · None · None (or less than $201)
US Treasury Bill26 US T Bill Due 1/02/26$50,001 - $100,000 · None · None (or less than $201)
BSCQ - Invesco BulletShares 2026 Corporate Bond ETF$15,001 - $50,000 · Dividends · None (or less than $201)
VWUAX - Vanguard U.S. Growth Fund - Admiral Shares$50,001 - $100,000 · Dividends, Capital Gains · $5,001 - $15,000
BSCV - Invesco BulletShares 2031 Corporate Bond ETF$15,001 - $50,000 · Dividends · None (or less than $201)
XONE - BondBloxx Bloomberg One Year Target Duration US Treasury ETF$15,001 - $50,000 · Dividends · None (or less than $201)
US Treasury Bill25US T Bill Due 10/16/25None (or less than $1,001) · Interest · $201 - $1,000
US Treasury Bill26 US T Bill Due 4/02/26 (IRA)$15,001 - $50,000 · None · None (or less than $201)
US Treasury Bill due 7/3/25 (912797NX1)None (or less than $1,001) · Interest · $1,001 - $2,500
US TREASURY BILL25US T Bill due 4/3/25None (or less than $1,001) · Interest · $201 - $1,000

The complete record

Every field KeyVex holds for this filing, as its API serves it. Nothing is withheld here that the API sells.

partyRepublican
stateSC
officeGraham, Lindsey (Senator)
sourceSENATE_EFD_AFD
chambersenate
filing idsenate-annual-36d82cf5-0045-4868-9c74-029ee2ac9e53
report urlhttps://efdsearch.senate.gov/search/view/annual/36d82cf5-0045-4868-9c74-029ee2ac9e53/
scraped at2026-06-15T10:30:08.044Z
asset count37
bioguide idG000359
filing date2026-05-13
filing year2025
member lastGraham
member nameLindsey Graham
report typeAnnual
member firstLindsey
content parsedtrue
report subtypeannual
state district—
liability count1

assets (37)

ownertickerlocationasset nameasset typerow numberdescriptionincome typevalue rangeincome rangeasset subtype
Self——VIG-Vanguard Dividend Apprec Idx ETFMutual Funds1—Dividends$100,001 - $250,000None (or less than $201)Exchange Traded Fund/Note
Self——VIG - Vanguard Dividend Appreciation Index Fund ETF IRAMutual Funds2—Dividends$15,001 - $50,000None (or less than $201)Exchange Traded Fund/Note
Self——DODGX-Dodge & Cox Stock (NASDAQ) IRAMutual Funds3—Dividends, Capital Gains$1,001 - $15,000None (or less than $201)Mutual Fund
Self——DODGX - Dodge & Cox Stock (NASDAQ)Mutual Funds4—Dividends, Capital Gains$50,001 - $100,000$201 - $1,000Mutual Fund
Self——HOVLX-Homestead Value (NASDAQ) IRAMutual Funds5—Dividends$1,001 - $15,000None (or less than $201)Mutual Fund
Self——HOVLX - Homestead Value (NASDAQ)Mutual Funds6—Dividends$15,001 - $50,000$201 - $1,000Mutual Fund
Self——TRBCX-T. Rowe Price Blue Chip Growth (NASDAQ)Mutual Funds7—Dividends$100,001 - $250,000$201 - $1,000Mutual Fund
Self——yacktman fund (YACKX)Mutual Funds8—Dividends$15,001 - $50,000$201 - $1,000Mutual Fund
Self——MERDX - Meridian Growth Legacy (NASDAQ)Mutual Funds9—Dividends, Capital Gains$1,001 - $15,000$201 - $1,000Mutual Fund
Self—Washington,, DCUS Senate Federal Credit Union (savings)Bank Deposit10Type: SavingsNoneNone (or less than $1,001)None (or less than $201)—
Self—Washington, DCUS Senate Federal Credit Union (checking)Bank Deposit11Type: CheckingNone$1,001 - $15,000None (or less than $201)—
Self—Columbia, SCFirst Citizens (savings)Bank Deposit12Type: SavingsInterest$15,001 - $50,000None (or less than $201)—
Self—Columbia, SCFirst Citizens (checking)Bank Deposit13Type: CheckingInterest$15,001 - $50,000None (or less than $201)—
Self—Omaha, NETD Ameritrade Cash AccountBank Deposit14Type: Money Market AccountInterest$100,001 - $250,000None (or less than $201)—
Self—Omaha, NETD Ameritrade Insured Dep. Acct. (IRA)Bank Deposit15Type: IRA Cash AccountsInterest$15,001 - $50,000None (or less than $201)—
Self——FLOT - iShares Floating Rate Bond ETFMutual Funds16—Dividends$15,001 - $50,000$201 - $1,000Exchange Traded Fund/Note
Self——TFLO - iShares Treasury Floating Rate Bond ETFMutual Funds17—Dividends$15,001 - $50,000$201 - $1,000Exchange Traded Fund/Note
Self——PRF - Invesco FTSE RAFI US 1000 ETFMutual Funds18—None$15,001 - $50,000None (or less than $201)Exchange Traded Fund/Note
Self——SYLD - Cambria Shareholder Yield ETFMutual Funds19—None$1,001 - $15,000None (or less than $201)Exchange Traded Fund/Note
Self——USFR - Wisdomtree Floating Rate Treasury FundMutual Funds20—Dividends$15,001 - $50,000$1,001 - $2,500Mutual Fund
Self——BSCR - Invesco BulletShares 2027 Corporate Bond ETFMutual Funds21—None$15,001 - $50,000None (or less than $201)Exchange Traded Fund/Note
Self——USFR - Wisdomtree Floating Rate Treasury Fund (IRA)Mutual Funds22—Dividends$15,001 - $50,000$1,001 - $2,500Mutual Fund
Self——XHLF - BondBloxx ETF Trust BondBloxx Bloomberg Six MonthMutual Funds23—Dividends$50,001 - $100,000$201 - $1,000Exchange Traded Fund/Note
Self——BSCT - Invesco BulletShares 2029 Corporate Bond ETFMutual Funds24—None$15,001 - $50,000None (or less than $201)Exchange Traded Fund/Note
Self——XONE - BondBloxx ETF Trust BondBloxx Bloomberg One Year T (IRA)Mutual Funds25—None$15,001 - $50,000None (or less than $201)Exchange Traded Fund/Note
Self——BSCU - Invesco BulletShares 2030 Corporate Bond ETF (IRA)Mutual Funds26—None$15,001 - $50,000None (or less than $201)Exchange Traded Fund/Note
Self——BSCS - Invesco BulletShares 2028 Corporate Bond ETFMutual Funds27—None$15,001 - $50,000None (or less than $201)Exchange Traded Fund/Note
Self——US Treasury Bill 26US T Bill Due 4/02/26Government Securities28Rate/Coupon: None Matures: NoneNone$50,001 - $100,000None (or less than $201)US Treasury/Agency Security
Self——US Treasury Bill26 US T Bill Due 1/02/26Government Securities29Rate/Coupon: None Matures: None; Filer comment: This asset corresponds to the one purchased on 9/30/25. The due date 1/2/26.None$50,001 - $100,000None (or less than $201)US Treasury/Agency Security
Self——BSCQ - Invesco BulletShares 2026 Corporate Bond ETFCorporate Securities30—Dividends$15,001 - $50,000None (or less than $201)Stock
Self——VWUAX - Vanguard U.S. Growth Fund - Admiral SharesMutual Funds31—Dividends, Capital Gains$50,001 - $100,000$5,001 - $15,000Mutual Fund
Self——BSCV - Invesco BulletShares 2031 Corporate Bond ETFMutual Funds32—Dividends$15,001 - $50,000None (or less than $201)Exchange Traded Fund/Note
Self——XONE - BondBloxx Bloomberg One Year Target Duration US Treasury ETFMutual Funds33—Dividends$15,001 - $50,000None (or less than $201)Exchange Traded Fund/Note
Self——US Treasury Bill25US T Bill Due 10/16/25Government Securities34Rate/Coupon: None Matures: NoneInterestNone (or less than $1,001)$201 - $1,000US Treasury/Agency Security
Self——US Treasury Bill26 US T Bill Due 4/02/26 (IRA)Government Securities35Rate/Coupon: None Matures: NoneNone$15,001 - $50,000None (or less than $201)US Treasury/Agency Security
Self——US Treasury Bill due 7/3/25 (912797NX1)Government Securities36Rate/Coupon: None Matures: NoneInterestNone (or less than $1,001)$1,001 - $2,500US Treasury/Agency Security
Self——US TREASURY BILL25US T Bill due 4/3/25Government Securities37Rate/Coupon: None Matures: NoneInterestNone (or less than $1,001)$201 - $1,000US Treasury/Agency Security

liabilities (1)

debtorcommentcreditorincurredlocationrate termrow numberamount rangeliability type
SelfMr. Cooper Mortgage was acquired by Rocket Mortgage thus the name change.Rocket Mortgage2012Washington, DC3.625% (30 years)1$100,001 - $250,000Mortgage

Original filing document