Thomas R Tillis — 2025 financial disclosure
| Report type | Annual |
| Filing year | 2025 |
| Chamber | senate |
| Huntersville Residence | $1,000,001 - $5,000,000 · None · None (or less than $201) |
| IBM - International Business Machines Corporation Common | $100,001 - $250,000 · None · None (or less than $201) |
| Wells Fargo - Banking/Checking | $1,001 - $15,000 · Interest · $201 - $1,000 |
| Morgan Stanley Brokerage Account X066 | -- |
| Morgan Stanley cash account | $15,001 - $50,000 · Interest · None (or less than $201) |
| IXN - iShares Global Tech ETF | $100,001 - $250,000 · Dividends · $201 - $1,000 |
| IWD - iShares Russell 1000 Value ETF | $250,001 - $500,000 · Dividends · $2,501 - $5,000 |
| IWM - iShares Russell 2000 ETF | $50,001 - $100,000 · Dividends · $1,001 - $2,500 |
| DODFX - Dodge & Cox International Stock Fund | $50,001 - $100,000 · Dividends · $1,001 - $2,500 |
| HNACX - Harbor Capital Appreciation Fund - Retirement Cl | $250,001 - $500,000 · None · None (or less than $201) |
| PMAQX - Principal Funds Inc. - Midcap Fund Class R6 | $50,001 - $100,000 · Dividends · None (or less than $201) |
| PONPX - Pimco Income Fund Class I-2 | $100,001 - $250,000 · Dividends, Capital Gains · $5,001 - $15,000 |
| Morgan Stanley IRA Account x065 | -- |
| Morgan Stanley | $15,001 - $50,000 · None · None (or less than $201) |
| IEMG - iShares Core MSCI Emerging Markets ETF | $50,001 - $100,000 · Dividends · $2,501 - $5,000 |
| IWF - iShares Russell 1000 Growth ETF | $250,001 - $500,000 · Dividends · $1,001 - $2,500 |
| ABNFX - The Bond Fd of America Class F-2 Shares | $100,001 - $250,000 · Dividends, Capital Gains · $5,001 - $15,000 |
| MAHQX - Blackrock Total Return Fund Class I | $100,001 - $250,000 · Dividends, Capital Gains · $5,001 - $15,000 |
| CIVIX - Causeway International Value Fund - Institutiona | $50,001 - $100,000 · Interest, Capital Gains · $1,001 - $2,500 |
| GSIMX - Goldman Sachs Gqg Partners International Opportu | $50,001 - $100,000 · Dividends, Capital Gains · $1,001 - $2,500 |
| GQGIX - Gqg Partners Emerging Markets Equity Fund Instit | $50,001 - $100,000 · Dividends, Capital Gains · $1,001 - $2,500 |
| HDGIX - The Hartford Dividend & Growth Fund Class I | $100,001 - $250,000 · Dividends, Capital Gains · $2,501 - $5,000 |
| OANMX - Oakmark Fund Institutional Class | $50,001 - $100,000 · Dividends, Capital Gains · $201 - $1,000 |
| IWD - Russell 1000 Value Ishares ETF | $100,001 - $250,000 · Dividends, Capital Gains · $1,001 - $2,500 |
| IEFA - iShares Core MSCI EAFE ETF | $100,001 - $250,000 · Dividends · $5,001 - $15,000 |
| IVV - iShares Core S&P 500 | $100,001 - $250,000 · Dividends, Capital Gains · $1,001 - $2,500 |
| IWP - iShares Russell Midcap Growth ETF | $50,001 - $100,000 · Dividends, Capital Gains · $201 - $1,000 |
| FBND - Fidelity Total Bond ETF | $100,001 - $250,000 · Dividends, Capital Gains · $5,001 - $15,000 |
| CGGR - Capital Group Growth ETF - Share class | $100,001 - $250,000 · Dividends, Interest · None (or less than $201) |
| WFMIX - Allspring Special Mid Cap Value Fund - Institutional Class | $15,001 - $50,000 · Dividends, Capital Gains · $201 - $1,000 |
| PFTPX - PIMCO Low Duration Income Fund - I-2 | $50,001 - $100,000 · Dividends, Capital Gains · $2,501 - $5,000 |
| IBM Defined Benefit Plan | $50,001 - $100,000 · None · None (or less than $201) |
| NC State Employees Pension Plan | $15,001 - $50,000 · None · None (or less than $201) |
The complete record
| party | Republican |
| state | NC |
| office | Tillis, Thom (Senator) |
| source | SENATE_EFD_AFD |
| chamber | senate |
| filing id | senate-annual-33b5d7d8-3980-4062-be85-bb00ca02d0bd |
| report url | https://efdsearch.senate.gov/search/view/annual/33b5d7d8-3980-4062-be85-bb00ca02d0bd/ |
| scraped at | 2026-09-14T10:30:11.250Z |
| asset count | 33 |
| bioguide id | T000476 |
| filing date | 2026-08-12 |
| filing year | 2025 |
| member last | Tillis |
| member name | Thomas R Tillis |
| report type | Annual |
| member first | Thomas R |
| content parsed | true |
| report subtype | annual |
| state district | — |
| liability count | 2 |
assets (33)
| owner | ticker | location | asset name | asset type | row number | description | income type | value range | income range | asset subtype |
|---|---|---|---|---|---|---|---|---|---|---|
| Joint | — | — | Huntersville Residence | Real Estate | 1 | Primary Residence - House (Huntersville, NC) | None | $1,000,001 - $5,000,000 | None (or less than $201) | Residential |
| Self | — | — | IBM - International Business Machines Corporation Common | Corporate Securities | 2 | — | None | $100,001 - $250,000 | None (or less than $201) | Stock |
| Joint | — | Cornelius, NC | Wells Fargo - Banking/Checking | Bank Deposit | 3 | Type: Checking | Interest | $1,001 - $15,000 | $201 - $1,000 | — |
| Joint | — | — | Morgan Stanley Brokerage Account X066 | Brokerage/Managed Account | 4 | — | — | -- | — | — |
| Joint | — | Cornelius, NC | Morgan Stanley cash account | Bank Deposit | 4.1 | Type: Checking, Money Market Account | Interest | $15,001 - $50,000 | None (or less than $201) | — |
| Joint | — | — | IXN - iShares Global Tech ETF | Mutual Funds | 4.2 | — | Dividends | $100,001 - $250,000 | $201 - $1,000 | Exchange Traded Fund/Note |
| Joint | — | — | IWD - iShares Russell 1000 Value ETF | Mutual Funds | 4.3 | — | Dividends | $250,001 - $500,000 | $2,501 - $5,000 | Exchange Traded Fund/Note |
| Joint | — | — | IWM - iShares Russell 2000 ETF | Mutual Funds | 4.4 | — | Dividends | $50,001 - $100,000 | $1,001 - $2,500 | Exchange Traded Fund/Note |
| Joint | — | — | DODFX - Dodge & Cox International Stock Fund | Mutual Funds | 4.5 | — | Dividends | $50,001 - $100,000 | $1,001 - $2,500 | Mutual Fund |
| Joint | — | — | HNACX - Harbor Capital Appreciation Fund - Retirement Cl | Mutual Funds | 4.6 | — | None | $250,001 - $500,000 | None (or less than $201) | Mutual Fund |
| Joint | — | — | PMAQX - Principal Funds Inc. - Midcap Fund Class R6 | Mutual Funds | 4.7 | — | Dividends | $50,001 - $100,000 | None (or less than $201) | Mutual Fund |
| Joint | — | — | PONPX - Pimco Income Fund Class I-2 | Mutual Funds | 4.8 | — | Dividends, Capital Gains | $100,001 - $250,000 | $5,001 - $15,000 | Mutual Fund |
| Joint | — | — | Morgan Stanley IRA Account x065 | Brokerage/Managed Account | 5 | — | — | -- | — | — |
| Joint | — | Cornelius, NC | Morgan Stanley | Bank Deposit | 5.1 | Type: Money Market Account | None | $15,001 - $50,000 | None (or less than $201) | — |
| Joint | — | — | IEMG - iShares Core MSCI Emerging Markets ETF | Mutual Funds | 5.2 | — | Dividends | $50,001 - $100,000 | $2,501 - $5,000 | Exchange Traded Fund/Note |
| Joint | — | — | IWF - iShares Russell 1000 Growth ETF | Mutual Funds | 5.3 | — | Dividends | $250,001 - $500,000 | $1,001 - $2,500 | Exchange Traded Fund/Note |
| Joint | — | — | ABNFX - The Bond Fd of America Class F-2 Shares | Mutual Funds | 5.4 | — | Dividends, Capital Gains | $100,001 - $250,000 | $5,001 - $15,000 | Mutual Fund |
| Joint | — | — | MAHQX - Blackrock Total Return Fund Class I | Mutual Funds | 5.5 | — | Dividends, Capital Gains | $100,001 - $250,000 | $5,001 - $15,000 | Mutual Fund |
| Joint | — | — | CIVIX - Causeway International Value Fund - Institutiona | Mutual Funds | 5.6 | — | Interest, Capital Gains | $50,001 - $100,000 | $1,001 - $2,500 | Mutual Fund |
| Joint | — | — | GSIMX - Goldman Sachs Gqg Partners International Opportu | Mutual Funds | 5.7 | — | Dividends, Capital Gains | $50,001 - $100,000 | $1,001 - $2,500 | Mutual Fund |
| Joint | — | — | GQGIX - Gqg Partners Emerging Markets Equity Fund Instit | Mutual Funds | 5.8 | — | Dividends, Capital Gains | $50,001 - $100,000 | $1,001 - $2,500 | Mutual Fund |
| Joint | — | — | HDGIX - The Hartford Dividend & Growth Fund Class I | Mutual Funds | 5.9 | — | Dividends, Capital Gains | $100,001 - $250,000 | $2,501 - $5,000 | Mutual Fund |
| Joint | — | — | OANMX - Oakmark Fund Institutional Class | Mutual Funds | 5.10 | — | Dividends, Capital Gains | $50,001 - $100,000 | $201 - $1,000 | Mutual Fund |
| Joint | — | — | IWD - Russell 1000 Value Ishares ETF | Mutual Funds | 5.11 | — | Dividends, Capital Gains | $100,001 - $250,000 | $1,001 - $2,500 | Exchange Traded Fund/Note |
| Joint | — | — | IEFA - iShares Core MSCI EAFE ETF | Mutual Funds | 5.12 | — | Dividends | $100,001 - $250,000 | $5,001 - $15,000 | Exchange Traded Fund/Note |
| Joint | — | — | IVV - iShares Core S&P 500 | Mutual Funds | 5.13 | — | Dividends, Capital Gains | $100,001 - $250,000 | $1,001 - $2,500 | Exchange Traded Fund/Note |
| Joint | — | — | IWP - iShares Russell Midcap Growth ETF | Mutual Funds | 5.14 | — | Dividends, Capital Gains | $50,001 - $100,000 | $201 - $1,000 | Exchange Traded Fund/Note |
| Joint | — | — | FBND - Fidelity Total Bond ETF | Mutual Funds | 5.15 | — | Dividends, Capital Gains | $100,001 - $250,000 | $5,001 - $15,000 | Exchange Traded Fund/Note |
| Joint | — | — | CGGR - Capital Group Growth ETF - Share class | Mutual Funds | 5.16 | — | Dividends, Interest | $100,001 - $250,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Joint | — | — | WFMIX - Allspring Special Mid Cap Value Fund - Institutional Class | Mutual Funds | 5.17 | — | Dividends, Capital Gains | $15,001 - $50,000 | $201 - $1,000 | Mutual Fund |
| Joint | — | — | PFTPX - PIMCO Low Duration Income Fund - I-2 | Mutual Funds | 5.18 | — | Dividends, Capital Gains | $50,001 - $100,000 | $2,501 - $5,000 | Mutual Fund |
| Joint | — | — | IBM Defined Benefit Plan | Retirement Plans | 6 | — | None | $50,001 - $100,000 | None (or less than $201) | Defined Benefit Pension Plan |
| Self | — | — | NC State Employees Pension Plan | Retirement Plans | 7 | — | None | $15,001 - $50,000 | None (or less than $201) | Defined Benefit Pension Plan |
liabilities (2)
| debtor | comment | creditor | incurred | location | rate term | row number | amount range | liability type |
|---|---|---|---|---|---|---|---|---|
| Joint | n/a | Wells Fargo | 2005 | Cornelius, NC | 2.75% (30 years) | 1 | $100,001 - $250,000 | Home Equity Line of Credit |
| Joint | n/a | Wells Fargo | 2005 | Cornelius, NC | 3.5% (30 years) | 2 | $100,001 - $250,000 | Mortgage |