Sam T. Liccardo — 2025 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 | Annual |
| Filing year | 2025 |
| Chamber | house |
| American Express Savings | $1 - $1,000 · Interest · $1 - $200 |
| Residential Property | $1,000,001 - $5,000,000 · Rent · $100,001 - $1,000,000 |
| Residential Property | $1,000,001 - $5,000,000 · Rent · $50,001 - $100,000 |
| CalPERS | $250,001 - $500,000 · Capital Gains, Interest · None |
| Fidelity Select Utilities Growth Portfolio (FSUTX) | $50,001 - $100,000 · Tax-Deferred |
| Fidelity ZERO Large Cap Index Fund (FNILX) | $100,001 - $250,000 · Tax-Deferred |
| Vanguard S&P 500 ETF (VOO) | $15,001 - $50,000 · Tax-Deferred |
| Schwab S&P 500 Index Fund- Select Shares (SWPPX) | $15,001 - $50,000 · Dividends · $1 - $200 |
| U.S. Treasuries | $15,001 - $50,000 · Interest · $201 - $1,000 |
| American States Water Company Common Stock (AWR) | $1,001 - $15,000 · Tax-Deferred |
| Bristol-Myers Squibb Company Common Stock (BMY) | $1,001 - $15,000 · Tax-Deferred |
| FHLB (3/2030) | $1,001 - $15,000 · Tax-Deferred |
| FHLB (9/2026) | $50,001 - $100,000 · Tax-Deferred |
| Invesco NASDAQ 100 ETF (QQQM) | $100,001 - $250,000 · Tax-Deferred |
| iShares Core Dividend Growth ETF (DGRO) | $15,001 - $50,000 · Tax-Deferred |
| Schwab International Dividend Equity ETF (SCHY) | $1,001 - $15,000 · Tax-Deferred |
| Schwab Prime Advantage Fund | $50,001 - $100,000 · Tax-Deferred |
| Schwab S&P 500 Index Fund- Select Shares (SWPPX) | $100,001 - $250,000 · Tax-Deferred |
| SWPPX | $100,001 - $250,000 · Tax-Deferred |
| U.S. Treasuries | $100,001 - $250,000 · Tax-Deferred |
| First Trust NASDAQ Cybersecurity ETF (CIBR) | $15,001 - $50,000 · Tax-Deferred |
| Invesco NASDAQ 100 ETF (QQQM) | $15,001 - $50,000 · Tax-Deferred |
| Invesco Water Resources ETF (PHO) | $15,001 - $50,000 · Tax-Deferred |
| Merck & Company, Inc. Common Stock (MRK) | $1,001 - $15,000 · Tax-Deferred |
| NovoCure Limited - Ordinary Shares (NVCR) | $1,001 - $15,000 · Tax-Deferred |
| NVIDIA Corporation - Common Stock (NVDA) | $50,001 - $100,000 · Tax-Deferred |
| Schwab S&P 500 Index Fund- Select Shares (SWPPX) | $15,001 - $50,000 · Tax-Deferred |
| Vanguard S&P 500 ETF (VOO) | $50,001 - $100,000 · Tax-Deferred |
| Schwab S&P 500 Index Fund- Select Shares (SWPPX) | $1,001 - $15,000 · Tax-Deferred |
| Invesco NASDAQ 100 ETF (QQQM) | $15,001 - $50,000 · Dividends, Interest · $1 - $200 |
| Schwab International Dividend Equity ETF (SCHY) | $1,001 - $15,000 · Dividends · $1 - $200 |
| Schwab S&P 500 Index Fund- Select Shares (SWPPX) | $15,001 - $50,000 · Capital Gains, Dividends · $201 - $1,000 |
| Schwab US Dividend Equity ETF (SCHD) | $1,001 - $15,000 · Dividends · $1 - $200 |
| SWVXX | $1 - $1,000 · Interest · None |
| Advanced Micro Devices, Inc. (AMD) | $1,001 - $15,000 · Tax-Deferred |
| Apple Inc. - Common Stock (AAPL) | $1,001 - $15,000 · Tax-Deferred |
| Invesco NASDAQ 100 ETF (QQQM) | $50,001 - $100,000 · Tax-Deferred |
| Schwab S&P 500 Index Fund- Select Shares (SWPPX) | $100,001 - $250,000 · Tax-Deferred |
| Snowflake Inc. Class A Common Stock (SNOW) | $1,001 - $15,000 · Tax-Deferred |
| SWVXX | $50,001 - $100,000 · Tax-Deferred |
| … | 12 more assets: every one is in the complete record on this filing's page |
The complete record
| party | Democrat |
| state | CA |
| office | Representative, CA-16 |
| source | HOUSE_CLERK_FD |
| chamber | house |
| filing id | house-fd-10078554 |
| report url | https://disclosures-clerk.house.gov/public_disc/financial-pdfs/2025/10078554.pdf |
| scraped at | 2026-07-13T10:30:45.171Z |
| asset count | 52 |
| bioguide id | L000607 |
| filing date | 2026-06-08 |
| filing year | 2025 |
| member last | Liccardo |
| member name | Sam T. Liccardo |
| report type | Annual |
| member first | Sam T. |
| content parsed | true |
| report subtype | Annual Report |
| state district | 16 |
| liability count | 3 |
assets (52)
| owner | ticker | location | asset name | asset type | row number | description | income type | value range | income range | asset subtype |
|---|---|---|---|---|---|---|---|---|---|---|
| — | — | — | American Express Savings | BA | 1 | — | Interest | $1 - $1,000 | $1 - $200 | — |
| JT | — | Washington, DC, DC, US | Residential Property | RP | 2 | — | Rent | $1,000,001 - $5,000,000 | $100,001 - $1,000,000 | — |
| JT | — | Imperial Beach / San Diego County, CA, US | Residential Property | RP | 3 | — | Rent | $1,000,001 - $5,000,000 | $50,001 - $100,000 | — |
| — | — | — | CalPERS | DB | 4 | — | Capital Gains, Interest | $250,001 - $500,000 | None | — |
| — | — | — | Fidelity Select Utilities Growth Portfolio (FSUTX) | MF | 5 | — | Tax-Deferred | $50,001 - $100,000 | — | — |
| — | — | — | Fidelity ZERO Large Cap Index Fund (FNILX) | MF | 6 | This was erroneously listed as "FNLIX" in my prior 2024 filing. I have corrected it here. | Tax-Deferred | $100,001 - $250,000 | — | — |
| — | — | — | Vanguard S&P 500 ETF (VOO) | EF | 7 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Schwab S&P 500 Index Fund- Select Shares (SWPPX) | MF | 8 | — | Dividends | $15,001 - $50,000 | $1 - $200 | — |
| — | — | — | U.S. Treasuries | GS | 9 | — | Interest | $15,001 - $50,000 | $201 - $1,000 | — |
| — | — | — | American States Water Company Common Stock (AWR) | ST | 10 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Bristol-Myers Squibb Company Common Stock (BMY) | ST | 11 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | FHLB (3/2030) | GS | 12 | Fixed coupon bond w/ maturity of March 2030. | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | FHLB (9/2026) | GS | 13 | Fixed coupon bond, maturity date September 2026. | Tax-Deferred | $50,001 - $100,000 | — | — |
| — | — | — | Invesco NASDAQ 100 ETF (QQQM) | EF | 14 | — | Tax-Deferred | $100,001 - $250,000 | — | — |
| — | — | — | iShares Core Dividend Growth ETF (DGRO) | EF | 15 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Schwab International Dividend Equity ETF (SCHY) | EF | 16 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Schwab Prime Advantage Fund | BA | 17 | Money market fund. | Tax-Deferred | $50,001 - $100,000 | — | — |
| — | — | — | Schwab S&P 500 Index Fund- Select Shares (SWPPX) | MF | 18 | — | Tax-Deferred | $100,001 - $250,000 | — | — |
| — | — | — | SWPPX | BA | 19 | — | Tax-Deferred | $100,001 - $250,000 | — | — |
| — | — | — | U.S. Treasuries | GS | 20 | U.S. Treasuries of varying maturity dates. | Tax-Deferred | $100,001 - $250,000 | — | — |
| — | — | — | First Trust NASDAQ Cybersecurity ETF (CIBR) | EF | 21 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Invesco NASDAQ 100 ETF (QQQM) | EF | 22 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Invesco Water Resources ETF (PHO) | EF | 23 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Merck & Company, Inc. Common Stock (MRK) | ST | 24 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | NovoCure Limited - Ordinary Shares (NVCR) | ST | 25 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | NVIDIA Corporation - Common Stock (NVDA) | ST | 26 | The holdings in Nvidia did NOT increase during 2025 -- I held the same number of shares. Rather, the stock price increase pushed the valuation into a larger bracket, as with several of my ETF and mutual fund holdings. | Tax-Deferred | $50,001 - $100,000 | — | — |
| — | — | — | Schwab S&P 500 Index Fund- Select Shares (SWPPX) | MF | 27 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Vanguard S&P 500 ETF (VOO) | EF | 28 | — | Tax-Deferred | $50,001 - $100,000 | — | — |
| — | — | — | Schwab S&P 500 Index Fund- Select Shares (SWPPX) | MF | 29 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Invesco NASDAQ 100 ETF (QQQM) | EF | 30 | — | Dividends, Interest | $15,001 - $50,000 | $1 - $200 | — |
| — | — | — | Schwab International Dividend Equity ETF (SCHY) | EF | 31 | — | Dividends | $1,001 - $15,000 | $1 - $200 | — |
| — | — | — | Schwab S&P 500 Index Fund- Select Shares (SWPPX) | MF | 32 | — | Capital Gains, Dividends | $15,001 - $50,000 | $201 - $1,000 | — |
| — | — | — | Schwab US Dividend Equity ETF (SCHD) | EF | 33 | — | Dividends | $1,001 - $15,000 | $1 - $200 | — |
| — | — | — | SWVXX | BA | 34 | — | Interest | $1 - $1,000 | None | — |
| SP | — | — | Advanced Micro Devices, Inc. (AMD) | ST | 35 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Apple Inc. - Common Stock (AAPL) | ST | 36 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Invesco NASDAQ 100 ETF (QQQM) | EF | 37 | — | Tax-Deferred | $50,001 - $100,000 | — | — |
| SP | — | — | Schwab S&P 500 Index Fund- Select Shares (SWPPX) | MF | 38 | — | Tax-Deferred | $100,001 - $250,000 | — | — |
| SP | — | — | Snowflake Inc. Class A Common Stock (SNOW) | ST | 39 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | SWVXX | BA | 40 | — | Tax-Deferred | $50,001 - $100,000 | — | — |
| SP | — | — | U.S. Treasuries | GS | 41 | — | Tax-Deferred | $50,001 - $100,000 | — | — |
| SP | — | — | Arm Holdings plc - American Depositary Shares (ARM) | ST | 42 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | AT&T Inc. (T) | ST | 43 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Invesco QQQ Trust, Series 1 (QQQ) | EF | 44 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | Netflix, Inc. - Common Stock (NFLX) | ST | 45 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | NVIDIA Corporation - Common Stock (NVDA) | ST | 46 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Schwab S&P 500 Index Fund- Select Shares (SWPPX) | MF | 47 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | Verizon Communications Inc. Common Stock (VZ) | ST | 48 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Fidelity Select Utilities Growth Portfolio (FSUTX) | MF | 49 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Palo Alto Networks, Inc. (PANW) | ST | 50 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Sprott Physical Gold Trust ETV (PHYS) | EF | 51 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Series I Savings Bond | GS | 52 | — | Interest | $15,001 - $50,000 | $201 - $1,000 | — |
liabilities (3)
| debtor | comment | creditor | incurred | location | rate term | row number | amount range | liability type |
|---|---|---|---|---|---|---|---|---|
| — | — | BSI Financial Services | Sept 2020 | — | — | 1 | $250,001 - $500,000 | Mortgage on residential property in San Jose, CA |
| JT | — | PHH Mortgage | June 2018 | — | — | 2 | $250,001 - $500,000 | Mortgage on residential property in Imperial Beach, CA |
| JT | — | Shellpoint Mortgage | January 2025 | — | — | 3 | $500,001 - $1,000,000 | Mortgage on residential property in Washington, DC |