Tom Perriello Net Worth & Financial Disclosure

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Candidate financial disclosure for 2025, filed April 8, 2026. Includes 102 assets and 1 liabilities.

Year:

2025

Est. Net Worth

$1.7M

2025 candidate report

Total Assets

$997K - $3.1M

102 assets

Total Liabilities

$250K - $500K

1 liabilities

Total Trades

From PTR filings

Trade Volume

N/A

Midpoint of disclosed ranges

Assets by Category

Real Estate$750K (1)

Stocks$659K (90)

Mutual Funds$372K (8)

ETFs$250K (2)

Retirement & Pension$8K (1)

All Assets (102)

Asset	Type	Owner	Value	Income
Alexandria Rental Property Alexandria, VA, US	Real Estate	Self	$500,001 - $1,000,000	Rent $5,001 - $15,000
Davenport & Company Managed Account ⇒ Abbott Laboratories Common Stock (ABT)(ABT)	Stocks	Self	N/A	Dividends
Davenport & Company Managed Account ⇒ Accenture plc Class A Ordinary Shares (ACN)(ACN)	Stocks	Self	$1,001 - $15,000	Dividends
Davenport & Company Managed Account ⇒ Adobe Inc. - Common Stock (ADBE)(ADBE)	Stocks	Self	N/A	Dividends
Davenport & Company Managed Account ⇒ Agilent Technologies, Inc. Common Stock (A)(A)	Stocks	Self	N/A	Dividends
Davenport & Company Managed Account ⇒ Agilent Technologies, Inc. Common Stock (A)(A)	Stocks	Self	$1,001 - $15,000	Dividends
Davenport & Company Managed Account ⇒ Air Products and Chemicals, Inc. Common Stock (APD)(APD)	Stocks	Self	N/A	Dividends
Davenport & Company Managed Account ⇒ Alphabet Inc. - Class A Common Stock (GOOGL)(GOOGL)	Stocks	Self	$15,001 - $50,000	Dividends
Davenport & Company Managed Account ⇒ Amazon.com, Inc. - Common Stock (AMZN)(AMZN)	Stocks	Self	$15,001 - $50,000	None
Davenport & Company Managed Account ⇒ American Tower Corporation (AMT)(AMT)	Stocks	Self	N/A	Dividends
Davenport & Company Managed Account ⇒ Amphenol Corporation Common Stock (APH)(APH)	Stocks	Self	$1,001 - $15,000	None
Davenport & Company Managed Account ⇒ Analog Devices, Inc. - Common Stock (ADI)(ADI)	Stocks	Self	$1,001 - $15,000	Dividends
Davenport & Company Managed Account ⇒ Aon plc Class A Ordinary Shares (AON)(AON)	Stocks	Self	N/A	Dividends
Davenport & Company Managed Account ⇒ Apple Inc. - Common Stock (AAPL)(AAPL)	Stocks	Self	$1,001 - $15,000	Dividends
Davenport & Company Managed Account ⇒ Avantor, Inc. Common Stock (AVTR)(AVTR)	Stocks	Self	N/A	Dividends
Davenport & Company Managed Account ⇒ BellRing Brands, Inc. Common Stock (BRBR)(BRBR)	Stocks	Self	N/A	Dividends
Davenport & Company Managed Account ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B)(BRK.B)	Stocks	Self	$1,001 - $15,000	None
Davenport & Company Managed Account ⇒ Broadcom Corporation - Class A (BRCM)(BRCM)	Stocks	Self	$1,001 - $15,000	Dividends
Davenport & Company Managed Account ⇒ Brookfield Asset Management Inc Class A Limited Voting Shares (BAM)(BAM)	Stocks	Self	$1,001 - $15,000	Dividends
Davenport & Company Managed Account ⇒ Carrier Global Corporation Common Stock (CARR)(CARR)	Stocks	Self	$1,001 - $15,000	Dividends
Davenport & Company Managed Account ⇒ Chevron Corporation Common Stock (CVX)(CVX)	Stocks	Self	$1,001 - $15,000	Dividends
Davenport & Company Managed Account ⇒ Chewy, Inc. Class A Common Stock (CHWY)(CHWY)	Stocks	Self	$1,001 - $15,000	None
Davenport & Company Managed Account ⇒ Clean Harbors, Inc. Common Stock (CLH)(CLH)	Stocks	Self	$1,001 - $15,000	None
Davenport & Company Managed Account ⇒ ConocoPhillips Common Stock (COP)(COP)	Stocks	Self	N/A	Dividends
Davenport & Company Managed Account ⇒ Costco Wholesale Corporation - Common Stock (COST)(COST)	Stocks	Self	$1,001 - $15,000	Dividends
Davenport & Company Managed Account ⇒ Danaher Corporation Common Stock (DHR)(DHR)	Stocks	Self	$1,001 - $15,000	Dividends
Davenport & Company Managed Account ⇒ Davenport Equity Opportunities Fund (DEOPX)(DEOPX)	Mutual Funds	Self	$1,001 - $15,000	Dividends
Davenport & Company Managed Account ⇒ Davenport Small Cap Focus Fund (DSCPX)(DSCPX)	Mutual Funds	Self	$1,001 - $15,000	Dividends
Davenport & Company Managed Account ⇒ DraftKings Inc. - Class A Common Stock (DKNG)(DKNG)	Stocks	Self	$1,001 - $15,000	None
Davenport & Company Managed Account ⇒ Eastman Chemical Company Common Stock (EMN)(EMN)	Stocks	Self	$1,001 - $15,000	None
Davenport & Company Managed Account ⇒ Eaton Corporation, PLC Ordinary Shares (ETN)(ETN)	Stocks	Self	$1,001 - $15,000	Dividends
Davenport & Company Managed Account ⇒ Elevance Health, Inc. Common Stock (ELV)(ELV)	Stocks	Self	N/A	Dividends
Davenport & Company Managed Account ⇒ Enovis Corporation Common Stock (ENOV)(ENOV)	Stocks	Self	N/A	Dividends
Davenport & Company Managed Account ⇒ ESAB Corporation Common Stock (ESAB)(ESAB)	Stocks	Self	$1,001 - $15,000	Dividends
Davenport & Company Managed Account ⇒ Exxon Mobil Corporation Common Stock (XOM)(XOM)	Stocks	Self	$1,001 - $15,000	Dividends
Davenport & Company Managed Account ⇒ FAIRFAX FIN PFD F 5 YR (FXFHF)(FXFHF)	Stocks	Self	N/A	Dividends
Davenport & Company Managed Account ⇒ Fairfax Financial Holdings Ltd Ordinary Shares (FRFHF)(FRFHF)	Stocks	Self	$1,001 - $15,000	Dividends
Davenport & Company Managed Account ⇒ Federated Hermes Government Obligations Fund Premier Shares (GOFXX)(GOFXX)	Mutual Funds	Self	$15,001 - $50,000	Interest
Davenport & Company Managed Account ⇒ Generac Holdlings Inc. Common Stock (GNRC)(GNRC)	Stocks	Self	N/A	None
Davenport & Company Managed Account ⇒ HealthEquity, Inc. - Common Stock (HQY)(HQY)	Stocks	Self	$1,001 - $15,000	None
Davenport & Company Managed Account ⇒ Healthpeak Properties, Inc. Common Stock (DOC)(DOC)	Stocks	Self	$1,001 - $15,000	Dividends
Davenport & Company Managed Account ⇒ Holbrook Income Fund Class I (HOBIX)(HOBIX)	Mutual Funds	Self	$15,001 - $50,000	Dividends
Davenport & Company Managed Account ⇒ Home Depot, Inc. (HD)(HD)	Stocks	Self	$1,001 - $15,000	Dividends
Davenport & Company Managed Account ⇒ Intercontinental Exchange Inc. Common Stock (ICE)(ICE)	Stocks	Self	$1,001 - $15,000	Dividends
Davenport & Company Managed Account ⇒ Intuitive Surgical, Inc. - Common Stock (ISRG)(ISRG)	Stocks	Self	$15,001 - $50,000	None
Davenport & Company Managed Account ⇒ Kinsale Capital Group, Inc. (KNSL)(KNSL)	Stocks	Self	$1,001 - $15,000	Dividends
Davenport & Company Managed Account ⇒ Lamar Advertising Company - Class A Common Stock (LAMR)(LAMR)	Stocks	Self	N/A	None
Davenport & Company Managed Account ⇒ Lowe's Companies, Inc. Common Stock (LOW)(LOW)	Stocks	Self	N/A	Dividends
Davenport & Company Managed Account ⇒ Markel Group Inc. Common Stock (MKL)(MKL)	Stocks	Self	$1,001 - $15,000	None
Davenport & Company Managed Account ⇒ Marsh & McLennan Companies, Inc. Common Stock (MMC)(MMC)	Stocks	Self	$1,001 - $15,000	Dividends
Davenport & Company Managed Account ⇒ Martin Marietta Materials, Inc. Common Stock (MLM)(MLM)	Stocks	Self	$1,001 - $15,000	Dividends
Davenport & Company Managed Account ⇒ Marvell Technology, Inc. - Common Stock (MRVL)(MRVL)	Stocks	Self	$1,001 - $15,000	Dividends
Davenport & Company Managed Account ⇒ Mastercard Incorporated Common Stock (MA)(MA)	Stocks	Self	$1,001 - $15,000	Dividends
Davenport & Company Managed Account ⇒ McDonald's Corporation Common Stock (MCD)(MCD)	Stocks	Self	$1,001 - $15,000	Dividends
Davenport & Company Managed Account ⇒ Meta Platforms, Inc. - Class A Common Stock (META)(META)	Stocks	Self	$1,001 - $15,000	Dividends
Davenport & Company Managed Account ⇒ Microsoft Corporation - Common Stock (MSFT)(MSFT)	Stocks	Self	$1,001 - $15,000	Dividends
Davenport & Company Managed Account ⇒ Netflix, Inc. - Common Stock (NFLX)(NFLX)	Stocks	Self	$1,001 - $15,000	None
Davenport & Company Managed Account ⇒ Noble Corporation plc A Ordinary Shares (NE)(NE)	Stocks	Self	N/A	Dividends
Davenport & Company Managed Account ⇒ NOVO NORDISK A/S B NEW (NONOF)(NONOF)	Stocks	Self	N/A	Dividends
Davenport & Company Managed Account ⇒ NVIDIA Corporation - Common Stock (NVDA)(NVDA)	Stocks	Self	$15,001 - $50,000	Dividends
Davenport & Company Managed Account ⇒ O'Reilly Automotive, Inc. - Common Stock (ORLY)(ORLY)	Stocks	Self	$1,001 - $15,000	None
Davenport & Company Managed Account ⇒ Okta, Inc. - Class A Common Stock (OKTA)(OKTA)	Stocks	Self	N/A	None
Davenport & Company Managed Account ⇒ Old Dominion Freight Line, Inc. - Common Stock (ODFL)(ODFL)	Stocks	Self	N/A	Dividends
Davenport & Company Managed Account ⇒ Pacer International, Inc. (PACR)(PACR)	Stocks	Self	N/A	None
Davenport & Company Managed Account ⇒ Palo Alto Networks, Inc. (PANW)(PANW)	Stocks	Self	$1,001 - $15,000	None
Davenport & Company Managed Account ⇒ Progressive Corporation (PGR)(PGR)	Stocks	Self	$1,001 - $15,000	Dividends
Davenport & Company Managed Account ⇒ PTC Inc. - Common Stock (PTC)(PTC)	Stocks	Self	N/A	Dividends
Davenport & Company Managed Account ⇒ Republic Services, Inc. Common Stock (RSG)(RSG)	Stocks	Self	$1,001 - $15,000	Dividends
Davenport & Company Managed Account ⇒ Salesforce, Inc. Common Stock (CRM)(CRM)	Stocks	Self	N/A	Dividends
Davenport & Company Managed Account ⇒ Salesforce, Inc. Common Stock (CRM)(CRM)	Stocks	Self	$1,001 - $15,000	Dividends
Davenport & Company Managed Account ⇒ ServiceNow, Inc. Common Stock (NOW)(NOW)	Stocks	Self	$1,001 - $15,000	None
Davenport & Company Managed Account ⇒ Sherwin-Williams Company (SHW)(SHW)	Stocks	Self	$1,001 - $15,000	Dividends
Davenport & Company Managed Account ⇒ SLB Limited Common Shares (SLB)(SLB)	Stocks	Self	N/A	None
Davenport & Company Managed Account ⇒ Spotify Technology S.A. Ordinary Shares (SPOT)(SPOT)	Stocks	Self	$1,001 - $15,000	None
Davenport & Company Managed Account ⇒ Take-Two Interactive Software, Inc. - Common Stock (TTWO)(TTWO)	Stocks	Self	N/A	None
Davenport & Company Managed Account ⇒ The Cooper Companies, Inc. (COO)(COO)	Stocks	Self	$1,001 - $15,000	None
Davenport & Company Managed Account ⇒ TJX Companies, Inc. (TJX)(TJX)	Stocks	Self	$1,001 - $15,000	Dividends
Davenport & Company Managed Account ⇒ Trane Technologies plc (TT)(TT)	Stocks	Self	$1,001 - $15,000	Dividends
Davenport & Company Managed Account ⇒ UnitedHealth Group Incorporated Common Stock (UNH)(UNH)	Stocks	Self	N/A	Dividends
Davenport & Company Managed Account ⇒ Vanguard Total International Stock Index Fd Admiral (VTIAX)(VTIAX)	Mutual Funds	Self	$15,001 - $50,000	Dividends
Davenport & Company Managed Account ⇒ Visa Inc. (V)(V)	Stocks	Self	$1,001 - $15,000	Dividends
Davenport & Company Managed Account ⇒ Watsco, Inc. Common Stock (WSO)(WSO)	Stocks	Self	N/A	Dividends
Davenport & Company Managed Account ⇒ Xylem Inc. Common Stock New (XYL)(XYL)	Stocks	Self	$1,001 - $15,000	Dividends
Schwab Brokerage ⇒ Amazon.com, Inc. - Common Stock (AMZN)(AMZN)	Stocks	Self	$1,001 - $15,000	None
Schwab Brokerage ⇒ Apple Inc. - Common Stock (AAPL)(AAPL)	Stocks	Self	$1,001 - $15,000	Dividends
Schwab Brokerage ⇒ BlackRock, Inc. Common Stock (BLK)(BLK)	Stocks	Self	$15,001 - $50,000	Dividends
Schwab Brokerage ⇒ Corning Incorporated Common Stock (GLW)(GLW)	Stocks	Self	$1,001 - $15,000	Dividends
Schwab Brokerage ⇒ Costco Wholesale Corporation - Common Stock (COST)(COST)	Stocks	Self	$1,001 - $15,000	Dividends
Schwab Brokerage ⇒ Eli Lilly and Company Common Stock (LLY)(LLY)	Stocks	Self	$1,001 - $15,000	Dividends
Schwab Brokerage ⇒ Goldman Sachs Group, Inc. (GS)(GS)	Stocks	Self	$1,001 - $15,000	Dividends
Schwab Brokerage ⇒ iShares Core S&P Mid-Cap ETF (IJH)(IJH)	ETFs	Self	$50,001 - $100,000	None
Schwab Brokerage ⇒ Netflix, Inc. - Common Stock (NFLX)(NFLX)	Stocks	Self	$1,001 - $15,000	None
Schwab Brokerage ⇒ NVIDIA Corporation - Common Stock (NVDA)(NVDA)	Stocks	Self	$15,001 - $50,000	Dividends
Schwab Brokerage ⇒ Reddit, Inc. Class A Common Stock (RDDT)(RDDT)	Stocks	Self	$1,001 - $15,000	None
Schwab Brokerage ⇒ Schwab Prime Advantage Money Fund- Investor Shares (SWVXX)(SWVXX)	Mutual Funds	Self	$50,001 - $100,000	Interest $1 - $200
Schwab Brokerage ⇒ Vanguard S&P 500 ETF (VOO)(VOO)	ETFs	Self	$100,001 - $250,000	Dividends
Schwab IRA ⇒ Ford Motor Company Common Stock (F)(F)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Schwab IRA ⇒ Mastercard Incorporated Common Stock (MA)(MA)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Schwab IRA ⇒ Schwab Bank Sweep	Retirement & Pension	Self	$1,001 - $15,000	Tax-Deferred
Schwab IRA ⇒ Schwab Prime Advantage Money Fund- Investor Shares (SWVXX)(SWVXX)	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred
Schwab IRA ⇒ Starbucks Corporation - Common Stock (SBUX)(SBUX)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Vanguard IRA ⇒ Vanguard 500 Index Fd Admiral Shs (VFIAX)(VFIAX)	Mutual Funds	Self	$100,001 - $250,000	Tax-Deferred

Liabilities (1)

Creditor	Type	Amount	Rate	Term
Wells Fargo	mortgage	$250,001 - $500,000	—	—

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Methodology: Net worth is calculated from annual financial disclosures filed under the STOCK Act. Congress members report asset values and liabilities in ranges (e.g., $1,001-$15,000), not exact amounts. The “estimated net worth” shown is the midpoint of total assets minus the midpoint of total liabilities. Actual values may differ. Stock trading data comes from separate Periodic Transaction Reports (PTRs).