Our reconstruction from the PDF filings — can be wrong. Always check the source PDF. Not advice.
Peter Welch
SenateFollowing their disclosures vs. same money in SPY: -31.5 pts
Cumulative return you could actually have earned by copying them (blue) vs. the same dollars on the same days in SPY (amber). Every position is opened at the close of the session after the filing became public — not on the day they traded, which nobody could have known at the time. Each position is sized from the middle of its disclosed range — filings give a band, not a number. Returns are time-weighted, so money paid in is stripped out and only performance is left. Each vertical line is a notable disclosed buy / sell, tagged with the company logo (their biggest, earliest and most recent trades). A dotted line / ° is an options trade: we buy that many dollars of the underlying stock, since the filing gives no strike or expiry — which understates the real leverage rather than overstating it.
Trades
| Ticker | Amount | Traded | Disclosed | ||
|---|---|---|---|---|---|
| SELL |  TL TLT
|
$100K–$250K | 2025-12-31 | 2026-05-05 | PDF → |
| SELL |  SP SPXU
other
|
$100K–$250K | 2025-12-31 | 2026-05-05 | PDF → |
| SELL |  IW IWM
|
$100K–$250K | 2025-12-31 | 2026-05-05 | PDF → |
| SELL | TIAA CREF Growth R3 other | $1K–$15K | 2025-12-29 | 2026-05-05 | PDF → |
| SELL | TIAA CREF Large-Cap Value Fund other | $1K–$15K | 2025-12-29 | 2026-05-05 | PDF → |
| SELL | TIAA CREF Global Equities R3 other | $1K–$15K | 2025-12-29 | 2026-05-05 | PDF → |
| SELL | TIAA Traditional other | $1K–$15K | 2025-12-29 | 2026-05-05 | PDF → |
| BUY |  FC FCVSX
mutual fund
|
$15K–$50K | 2025-12-26 | 2026-05-05 | PDF → |
| BUY |  FI FIUIX
mutual fund
|
$1K–$15K | 2025-12-26 | 2026-05-05 | PDF → |
| BUY |  FD FDGRX
mutual fund
|
$1K–$15K | 2025-12-26 | 2026-05-05 | PDF → |
| BUY |  FB FBSOX
mutual fund
|
$1K–$15K | 2025-12-26 | 2026-05-05 | PDF → |
| BUY |  VG VGPMX
mutual fund
|
$1K–$15K | 2025-12-24 | 2026-05-05 | PDF → |
| BUY |  FB FBALX
mutual fund
|
$1K–$15K | 2025-12-19 | 2026-05-05 | PDF → |
| SELL |  IB IBDQ
(spouse)
|
$50K–$100K | 2025-12-18 | 2026-05-05 | PDF → |
| BUY |  FC FCNTX
mutual fund
|
$15K–$50K | 2025-12-05 | 2026-05-05 | PDF → |
| BUY | FC FCNTX
mutual fund
|
$1K–$15K | 2025-12-05 | 2026-05-05 | PDF → |
| BUY |  PR PRBLX
mutual fund
|
$1K–$15K | 2025-12-05 | 2026-05-05 | PDF → |
| BUY | FC FCNTX
mutual fund
|
$1K–$15K | 2025-12-05 | 2026-05-05 | PDF → |
| BUY | PR PRBLX
mutual fund
|
$1K–$15K | 2025-12-05 | 2026-05-05 | PDF → |
| BUY | PR PRBLX
mutual fund
|
$1K–$15K | 2025-12-05 | 2026-05-05 | PDF → |
| BUY |  VM VMLUX
mutual fund
|
$1K–$15K | 2025-11-18 | 2026-05-05 | PDF → |
| SELL |  XL XLRE
real property
|
$100K–$250K | 2025-11-13 | 2026-05-05 | PDF → |
| SELL |  VN VNQ
|
$100K–$250K | 2025-11-13 | 2026-05-05 | PDF → |
| BUY |  AR ARCC
other
(spouse)
|
$1K–$15K | 2025-10-31 | 2026-05-05 | PDF → |
| SELL |  UR URA
(spouse)
|
$1K–$15K | 2025-10-31 | 2026-05-05 | PDF → |
| BUY | FB FBALX
mutual fund
|
$1K–$15K | 2025-10-10 | 2026-05-05 | PDF → |
| BUY | FC FCVSX
mutual fund
|
$1K–$15K | 2025-10-03 | 2026-05-05 | PDF → |
| BUY | SP SPXU
other
|
$100K–$250K | 2025-09-25 | 2026-05-05 | PDF → |
| BUY | ProShares TR UltraPro Short S&P 500 other | $100K–$250K | 2025-09-10 | 2026-05-05 | PDF → |
| SELL | ProShares TR UltraPro Short S&P 500 other | $100K–$250K | 2025-09-10 | 2026-05-05 | PDF → |
Estimated current holdings
Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Oct 29, 2026) — our best estimate of what Welch still holds (options and bonds aren't counted). A recent tag means they've traded that name in the last 18 months, so it's more likely still current; the rest could have been sold in a filing we haven't matched.
| Ticker | Est. value | Weight | Return on lots held | 1st buy | Last trade | |
|---|---|---|---|---|---|---|
 SP SPLG |
recent | $243K | 25.7% | +13.6% | Aug 2025 | Jun 2025 |
 VE VEU |
recent | $170K | 18.1% | +21.8% | Aug 2025 | Aug 2025 |
 RP RPV |
$91K | 9.7% | +29.3% | Aug 2025 | Apr 2023 | |
 IB IBDR |
$74K | 7.8% | +4.2% | Aug 2025 | Sep 2023 | |
 IB IBDS |
$73K | 7.8% | +3.9% | Aug 2025 | Sep 2023 | |
 IB IBDT |
$73K | 7.7% | +2.8% | Aug 2025 | Sep 2023 | |
 PA PANW |
$53K | 5.7% | +1199.2% | Nov 2018 | Apr 2020 | |
 SP SPEM |
$32K | 3.4% | +15.8% | Aug 2025 | Jul 2024 | |
 VG VGLT |
$31K | 3.3% | -2.0% | Aug 2025 | Oct 2022 | |
 DY DYNF |
recent | $29K | 3.1% | +5.7% | May 2026 | Jun 2025 |
 AM AMP |
$18K | 1.9% | +332.9% | Aug 2018 | May 2019 | |
| TL TLT |
recent | $14K | 1.5% | -2.7% | Aug 2025 | Dec 2025 |
 BB BBJP |
$10K | 1.0% | +24.2% | Aug 2025 | Dec 2024 | |
 EW EWZ |
$5K | 0.5% | +26.0% | Aug 2025 | Dec 2024 | |
 BB BBEU |
$4K | 0.5% | +14.3% | Aug 2025 | Oct 2022 | |
 AS ASHR |
$4K | 0.4% | +7.7% | Aug 2025 | Jun 2023 | |
 BB BBCA |
$4K | 0.4% | +6.6% | May 2026 | Feb 2025 | |
 VG VGIT |
$4K | 0.4% | -0.2% | Aug 2025 | Feb 2024 | |
 IN INDA |
$3K | 0.3% | -10.7% | Aug 2025 | Feb 2025 | |
 MI MITK |
$3K | 0.3% | +87.9% | Jun 2019 | Nov 2021 | |
 HU HUBB |
$3K | 0.3% | +360.2% | Nov 2018 | Oct 2018 | |
 PY PYPL |
$2K | 0.2% | -46.2% | Apr 2020 | Mar 2020 |
Filings 36 on file · every disclosure Welch has made
| # | Type | Filed | Trades in it | Filing |
|---|---|---|---|---|
| 1 | Annual | 2026-05-05 177d ago | 76 | PDF → |
| 2 | Annual | 2025-08-13 442d ago | 73 | PDF → |
| 3 | Annual | 2025-08-13 442d ago LATE | 53 | PDF → |
| 4 | Annual | 2025-08-13 442d ago LATE | 122 | PDF → |
| 5 | PTR | 2022-08-13 1538d ago | 1 | PDF → |
| 6 | PTR | 2021-12-17 1777d ago | 18 | PDF → |
| 7 | PTR | 2021-12-03 1791d ago | 1 | PDF → |
| 8 | PTR | 2021-11-09 1815d ago | 1 | PDF → |
| 9 | PTR | 2020-12-04 2155d ago | 3 | PDF → |
| 10 | PTR | 2020-07-01 2311d ago | 1 | PDF → |
| 11 | PTR | 2020-06-08 2334d ago | 3 | PDF → |
| 12 | PTR | 2020-05-05 2368d ago | 4 | PDF → |
| 13 | PTR | 2020-04-10 2393d ago | 6 | PDF → |
| 14 | PTR | 2020-04-03 2400d ago | 4 | PDF → |
| 15 | PTR | 2020-03-10 2424d ago | 5 | PDF → |
| 16 | PTR | 2020-01-05 2489d ago | 1 | PDF → |
| 17 | PTR | 2019-12-11 2514d ago | 1 | PDF → |
| 18 | PTR | 2019-11-14 2541d ago | 3 | PDF → |
| 19 | PTR | 2019-10-14 2572d ago | 5 | PDF → |
| 20 | PTR | 2019-09-01 2615d ago | 2 | PDF → |
| 21 | PTR | 2019-07-31 2647d ago | 3 | PDF → |
| 22 | PTR | 2019-07-09 2669d ago | 2 | PDF → |
| 23 | PTR | 2019-06-04 2704d ago | 6 | PDF → |
| 24 | PTR | 2019-05-03 2736d ago | 5 | PDF → |
| 25 | PTR | 2019-04-19 2750d ago | 1 | PDF → |
| 26 | PTR | 2019-03-12 2788d ago | 1 | PDF → |
| 27 | PTR | 2019-02-07 2821d ago | 2 | PDF → |
| 28 | PTR | 2019-01-09 2850d ago | 4 | PDF → |
| 29 | PTR | 2018-12-05 2885d ago | 5 | PDF → |
| 30 | PTR | 2018-11-06 2914d ago | 5 | PDF → |
| 31 | PTR | 2018-10-05 2946d ago | 3 | PDF → |
| 32 | PTR | 2018-09-05 2976d ago | 1 | PDF → |
| 33 | PTR | 2018-08-03 3009d ago | 2 | PDF → |
| 34 | PTR | 2018-07-06 3037d ago | 6 | PDF → |
| 35 | PTR | 2018-05-30 3074d ago | 6 | PDF → |
| 36 | PTR | 2018-05-08 3096d ago | 4 | PDF → |
Source: the Secretary of the Senate, Periodic Transaction Reports. Filings are a legal disclosure, not a recommendation, and can lag the actual trade by up to 45 days. Not investment advice.
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