Bridge preview
Pelosi Tracker
Estimated Pelosi-family holdings converted into an approval-gated, source-aware bridge pack.
Version
pelosi-holdings-v0.1+2026-06-30
As of
2026-06-30
Signals
13 surfaced
Policy
warn
Model card
What this pack is for
Let an agent inspect estimated holdings, concentration, freshness, and official-filing caveats without scraping pages.
Source chain
- • Estimated Pelosi-family current holdings translated into a SignalPack research artifact.
- • PELOSI_TRACKER_ESTIMATED_HOLDINGS: Pelosi-only tracker (2026-06-30)
- • PELOSI_TRACKER_ESTIMATED_HOLDINGS_POSITION: NVIDIA Corporation (Pelosi-only tracker) (2026-06-30)
- • PELOSI_TRACKER_ESTIMATED_HOLDINGS_POSITION: Alphabet Inc. (Pelosi-only tracker) (2026-06-30)
Methodology
- • Import latest PelosiTracker estimated holdings snapshot.
- • Filter to simple US-tradeable tickers.
- • Carry estimated-holdings and disclosure-lag warnings into the pack output.
- • Leave execution disabled and require approval for any downstream draft.
Agent handoff
Clean context before action
Let an agent inspect estimated holdings, concentration, freshness, and official-filing caveats without scraping pages.
Execution
disabled
Human approval
required
Signals
What the pack surfaced
Each row is the normalized research object an agent can consume instead of scraping a source site or raw filing.
NVDA NVIDIA Corporation
unchanged · 16.8% weight · manager count unavailable · watch
PelosiTracker estimated current holding at 17% weight.
GOOGL Alphabet Inc.
unchanged · 14.8% weight · manager count unavailable · watch
PelosiTracker estimated current holding at 15% weight.
AVGO Broadcom Inc.
unchanged · 13.9% weight · manager count unavailable · watch
PelosiTracker estimated current holding at 14% weight.
PANW Palo Alto Networks, Inc.
unchanged · 8.9% weight · manager count unavailable · watch
PelosiTracker estimated current holding at 9% weight.
VST Vistra Corp.
unchanged · 7.9% weight · manager count unavailable · watch
PelosiTracker estimated current holding at 8% weight.
CRWD CrowdStrike Holdings, Inc.
unchanged · 6.9% weight · manager count unavailable · watch
PelosiTracker estimated current holding at 7% weight.
TEM Tempus AI, Inc.
unchanged · 5.9% weight · manager count unavailable · watch
PelosiTracker estimated current holding at 6% weight.
AMZN Amazon.com, Inc.
unchanged · 5.9% weight · manager count unavailable · watch
PelosiTracker estimated current holding at 6% weight.
INTC INTC
unchanged · 3.0% weight · manager count unavailable · watch
PelosiTracker estimated current holding at 3% weight.
TSLA Tesla, Inc.
unchanged · 3.0% weight · manager count unavailable · watch
PelosiTracker estimated current holding at 3% weight.
AAPL Apple Inc.
unchanged · 3.0% weight · manager count unavailable · watch
PelosiTracker estimated current holding at 3% weight.
MSFT Microsoft Corporation
unchanged · 3.0% weight · manager count unavailable · watch
PelosiTracker estimated current holding at 3% weight.
Ethos
How methodologies interpret the same pack
13F has true scored ethos outputs today. Finance-derived packs show honest demo interpretations and clearly mark where formal scoring still needs to be added.
Momentum Default
warnLarge-cap AI and platform exposure creates an understandable momentum watchlist, but this bridge pack has not applied formal ethos scores yet.
NVDA: 16.823% estimated weight
GOOGL: 14.844% estimated weight
AVGO: 13.854% estimated weight
PANW: 8.906% estimated weight
Bogle Default
warnDiversification lens flags concentration in NVDA, GOOGL, AVGO.
Estimated holdings only
Residual weight remains cash
Official filing reconciliation still needed
Intelligent Investor
not-appliedValue/fundamental scoring needs issuer fundamentals before this pack should claim a Graham-style pass/fail.
No fundamentals snapshot attached
Source is estimated current holdings
Use as research context only
Sources
Traceable inputs
The demo keeps source identity, freshness, and limitations attached to every pack output.
Pelosi-only tracker
PELOSI_TRACKER_ESTIMATED_HOLDINGS · 2026-06-30
https://pelositracker.app/portfolios/nancy-pelosiNVIDIA Corporation (Pelosi-only tracker)
PELOSI_TRACKER_ESTIMATED_HOLDINGS_POSITION · 2026-06-30
https://pelositracker.app/portfolios/nancy-pelosiAlphabet Inc. (Pelosi-only tracker)
PELOSI_TRACKER_ESTIMATED_HOLDINGS_POSITION · 2026-06-30
https://pelositracker.app/portfolios/nancy-pelosiBroadcom Inc. (Pelosi-only tracker)
PELOSI_TRACKER_ESTIMATED_HOLDINGS_POSITION · 2026-06-30
https://pelositracker.app/portfolios/nancy-pelosiPalo Alto Networks, Inc. (Pelosi-only tracker)
PELOSI_TRACKER_ESTIMATED_HOLDINGS_POSITION · 2026-06-30
https://pelositracker.app/portfolios/nancy-pelosiVistra Corp. (Pelosi-only tracker)
PELOSI_TRACKER_ESTIMATED_HOLDINGS_POSITION · 2026-06-30
https://pelositracker.app/portfolios/nancy-pelosiCrowdStrike Holdings, Inc. (Pelosi-only tracker)
PELOSI_TRACKER_ESTIMATED_HOLDINGS_POSITION · 2026-06-30
https://pelositracker.app/portfolios/nancy-pelosiTempus AI, Inc. (Pelosi-only tracker)
PELOSI_TRACKER_ESTIMATED_HOLDINGS_POSITION · 2026-06-30
https://pelositracker.app/portfolios/nancy-pelosiAmazon.com, Inc. (Pelosi-only tracker)
PELOSI_TRACKER_ESTIMATED_HOLDINGS_POSITION · 2026-06-30
https://pelositracker.app/portfolios/nancy-pelosiINTC (Pelosi-only tracker)
PELOSI_TRACKER_ESTIMATED_HOLDINGS_POSITION · 2026-06-30
https://pelositracker.app/portfolios/nancy-pelosiTesla, Inc. (Pelosi-only tracker)
PELOSI_TRACKER_ESTIMATED_HOLDINGS_POSITION · 2026-06-30
https://pelositracker.app/portfolios/nancy-pelosiApple Inc. (Pelosi-only tracker)
PELOSI_TRACKER_ESTIMATED_HOLDINGS_POSITION · 2026-06-30
https://pelositracker.app/portfolios/nancy-pelosiMicrosoft Corporation (Pelosi-only tracker)
PELOSI_TRACKER_ESTIMATED_HOLDINGS_POSITION · 2026-06-30
https://pelositracker.app/portfolios/nancy-pelosiUBER (Pelosi-only tracker)
PELOSI_TRACKER_ESTIMATED_HOLDINGS_POSITION · 2026-06-30
https://pelositracker.app/portfolios/nancy-pelosiLimitations
Trust notes stay visible
Uses PelosiTracker estimated holdings, not exact live official holdings.
Congressional disclosures are delayed and range-based.
Requires official House/Senate filing verification before commercial use.
Bridge-v0 source records currently point to PelosiTracker and official disclosure portals, not reconciled per-holding PTR links.
Ethos scoring has not yet been applied to this finance-derived bridge artifact.
Pelosi-only model is sourced from PelosiTracker's estimated current holdings, not official exact live holdings.
Congressional disclosures are delayed and report ranges; do not treat this as real-time insider data.
Some PelosiTracker holdings were excluded as likely not directly tradeable in Robinhood.
Policy
Guardrails before broker handoff
The pack carries explicit pass/warn/blocked checks, and the default demo posture never enables execution.
Execution disabled
passPelosi Tracker is research output only. SignalPack does not place trades.
Human approval required
passAny downstream order draft requires explicit human approval outside this artifact.
Freshness and lag visible
warnPelosi-only model is sourced from PelosiTracker's estimated current holdings, not official exact live holdings.
Concentration review
warnArtifact proposes 13 positions and 5% cash.
Agent JSON
What an agent receives
This is the product thesis in concrete form: clean strategy context, source notes, normalized signals, ethos interpretation, and policy in one response.
Endpoint
GET /api/packs/pelosi-tracker/latest{
"pack": "pelosi-tracker",
"title": "Pelosi Tracker",
"version": "pelosi-holdings-v0.1+2026-06-30",
"asOf": "2026-06-30T02:46:09Z",
"status": "bridge",
"view": null,
"managers": [],
"source": {
"type": "PELOSI_TRACKER_ESTIMATED_HOLDINGS",
"sample": false,
"urls": [
"https://pelositracker.app/portfolios/nancy-pelosi"
],
"freshnessNotes": [
"Source artifact generated at 2026-06-30T02:46:09Z."
],
"limitations": [
"Uses PelosiTracker estimated holdings, not exact live official holdings.",
"Congressional disclosures are delayed and range-based.",
"Requires official House/Senate filing verification before commercial use.",
"Bridge-v0 source records currently point to PelosiTracker and official disclosure portals, not reconciled per-holding PTR links."
]
},
"methodologyVersion": "pelosi-holdings-v0.1",
"signals": [
{
"ticker": "NVDA",
"action": "unchanged",
"reviewStatus": "watch",
"weightPct": 16.823,
"summary": "PelosiTracker estimated current holding at 17% weight.",
"convictionSignals": [
"Target weight 16.823%",
"Source score 0.17",
"Source weight 17%",
"1 position source URL"
],
"sourceIds": [
"pelosi-tracker:source:latest",
"pelosi-tracker:source:nvda"
],
"managers": [],
"ethosScores": []
},
{
"ticker": "GOOGL",
"action": "unchanged",
"reviewStatus": "watch",
"weightPct": 14.844,
"summary": "PelosiTracker estimated current holding at 15% weight.",
"convictionSignals": [
"Target weight 14.844%",
"Source score 0.15",
"Source weight 15%",
"1 position source URL"
],
"sourceIds": [
"pelosi-tracker:source:latest",
"pelosi-tracker:source:googl"
],
"managers": [],
"ethosScores": []
},
{
"ticker": "AVGO",
"action": "unchanged",
"reviewStatus": "watch",
"weightPct": 13.854,
"summary": "PelosiTracker estimated current holding at 14% weight.",
"convictionSignals": [
"Target weight 13.854%",
"Source score 0.14",
"Source weight 14%",
"1 position source URL"
],
"sourceIds": [
"pelosi-tracker:source:latest",
"pelosi-tracker:source:avgo"
],
"managers": [],
"ethosScores": []
},
{
"ticker": "PANW",
"action": "unchanged",
"reviewStatus": "watch",
"weightPct": 8.906,
"summary": "PelosiTracker estimated current holding at 9% weight.",
"convictionSignals": [
"Target weight 8.906%",
"Source score 0.09",
"Source weight 9%",
"1 position source URL"
],
"sourceIds": [
"pelosi-tracker:source:latest",
"pelosi-tracker:source:panw"
],
"managers": [],
"ethosScores": []
},
{
"ticker": "VST",
"action": "unchanged",
"reviewStatus": "watch",
"weightPct": 7.917,
"summary": "PelosiTracker estimated current holding at 8% weight.",
"convictionSignals": [
"Target weight 7.917%",
"Source score 0.08",
"Source weight 8%",
"1 position source URL"
],
"sourceIds": [
"pelosi-tracker:source:latest",
"pelosi-tracker:source:vst"
],
"managers": [],
"ethosScores": []
},
{
"ticker": "CRWD",
"action": "unchanged",
"reviewStatus": "watch",
"weightPct": 6.927,
"summary": "PelosiTracker estimated current holding at 7% weight.",
"convictionSignals": [
"Target weight 6.927%",
"Source score 0.07",
"Source weight 7%",
"1 position source URL"
],
"sourceIds": [
"pelosi-tracker:source:latest",
"pelosi-tracker:source:crwd"
],
"managers": [],
"ethosScores": []
},
{
"ticker": "TEM",
"action": "unchanged",
"reviewStatus": "watch",
"weightPct": 5.937,
"summary": "PelosiTracker estimated current holding at 6% weight.",
"convictionSignals": [
"Target weight 5.937%",
"Source score 0.06",
"Source weight 6%",
"1 position source URL"
],
"sourceIds": [
"pelosi-tracker:source:latest",
"pelosi-tracker:source:tem"
],
"managers": [],
"ethosScores": []
},
{
"ticker": "AMZN",
"action": "unchanged",
"reviewStatus": "watch",
"weightPct": 5.937,
"summary": "PelosiTracker estimated current holding at 6% weight.",
"convictionSignals": [
"Target weight 5.937%",
"Source score 0.06",
"Source weight 6%",
"1 position source URL"
],
"sourceIds": [
"pelosi-tracker:source:latest",
"pelosi-tracker:source:amzn"
],
"managers": [],
"ethosScores": []
}
],
"ethos": [
{
"id": "momentum-default",
"status": "warn",
"summary": "Large-cap AI and platform exposure creates an understandable momentum watchlist, but this bridge pack has not applied formal ethos scores yet."
},
{
"id": "bogle-default",
"status": "warn",
"summary": "Diversification lens flags concentration in NVDA, GOOGL, AVGO."
},
{
"id": "intelligent-investor",
"status": "not-applied",
"summary": "Value/fundamental scoring needs issuer fundamentals before this pack should claim a Graham-style pass/fail."
}
],
"policy": {
"executionEnabled": false,
"humanApprovalRequired": true,
"status": "warn",
"blockedReasons": [],
"checks": [
{
"id": "execution-disabled",
"label": "Execution disabled",
"status": "pass",
"message": "Pelosi Tracker is research output only. SignalPack does not place trades."
},
{
"id": "human-approval-required",
"label": "Human approval required",
"status": "pass",
"message": "Any downstream order draft requires explicit human approval outside this artifact."
},
{
"id": "freshness-and-source-lag",
"label": "Freshness and lag visible",
"status": "warn",
"message": "Pelosi-only model is sourced from PelosiTracker's estimated current holdings, not official exact live holdings."
},
{
"id": "concentration-review",
"label": "Concentration review",
"status": "warn",
"message": "Artifact proposes 13 positions and 5% cash."
}
]
},
"handoff": {
"executionEnabled": false,
"humanApprovalRequired": true,
"nextAgentAction": "prepare_review_brief"
}
}Raw artifact preview
{
"id": "pelosi-tracker:latest",
"pack": "pelosi-tracker",
"version": "pelosi-holdings-v0.1+2026-06-30",
"asOf": "2026-06-30T02:46:09Z",
"sourceSummary": {
"sourceType": "PELOSI_TRACKER_ESTIMATED_HOLDINGS",
"sample": false,
"description": "Estimated Pelosi-family current holdings translated into a SignalPack research artifact.",
"filingCount": 14,
"sourceUrls": [
"https://pelositracker.app/portfolios/nancy-pelosi"
],
"freshnessNotes": [
"Source artifact generated at 2026-06-30T02:46:09Z."
],
"limitations": [
"Uses PelosiTracker estimated holdings, not exact live official holdings.",
"Congressional disclosures are delayed and range-based.",
"Requires official House/Senate filing verification before commercial use.",
"Bridge-v0 source records currently point to PelosiTracker and official disclosure portals, not reconciled per-holding PTR links.",
"Ethos scoring has not yet been applied to this finance-derived bridge artifact.",
"Pelosi-only model is sourced from PelosiTracker's estimated current holdings, not official exact live holdings.",
"Congressional disclosures are delayed and report ranges; do not treat this as real-time insider data.",
"Some PelosiTracker holdings were excluded as likely not directly tradeable in Robinhood."
]
},
"inputs": [
{
"id": "pelosi-tracker:source:latest",
"type": "PELOSI_TRACKER_ESTIMATED_HOLDINGS",
"cik": "n/a",
"managerName": "Pelosi-only tracker",
"accessionNumber": "pelosi_only:latest",
"filedAt": "2026-06-30T02:46:09Z",
"reportQuarter": "2026-06-30",
"sourceUrl": "https://pelositracker.app/portfolios/nancy-pelosi"
},
{
"id": "pelosi-tracker:source:nvda",
"type": "PELOSI_TRACKER_ESTIMATED_HOLDINGS_POSITION",
"cik": "n/a",
"managerName": "NVIDIA Corporation (Pelosi-only tracker)",
"accessionNumber": "pelosi_only:NVDA:latest",
"filedAt": "2026-06-30T02:46:09Z",
"reportQuarter": "2026-06-30",
"sourceUrl": "https://pelositracker.app/portfolios/nancy-pelosi"
},
{
"id": "pelosi-tracker:source:googl",
"type": "PELOSI_TRACKER_ESTIMATED_HOLDINGS_POSITION",
"cik": "n/a",
"managerName": "Alphabet Inc. (Pelosi-only tracker)",
"accessionNumber": "pelosi_only:GOOGL:latest",
"filedAt": "2026-06-30T02:46:09Z",
"reportQuarter": "2026-06-30",
"sourceUrl": "https://pelositracker.app/portfolios/nancy-pelosi"
},
{
"id": "pelosi-tracker:source:avgo",
"type": "PELOSI_TRACKER_ESTIMATED_HOLDINGS_POSITION",
"cik": "n/a",
"managerName": "Broadcom Inc. (Pelosi-only tracker)",
"accessionNumber": "pelosi_only:AVGO:latest",
"filedAt": "2026-06-30T02:46:09Z",
"reportQuarter": "2026-06-30",
"sourceUrl": "https://pelositracker.app/portfolios/nancy-pelosi"
},
{
"id": "pelosi-tracker:source:panw",
"type": "PELOSI_TRACKER_ESTIMATED_HOLDINGS_POSITION",
"cik": "n/a",
"managerName": "Palo Alto Networks, Inc. (Pelosi-only tracker)",
"accessionNumber": "pelosi_only:PANW:latest",
"filedAt": "2026-06-30T02:46:09Z",
"reportQuarter": "2026-06-30",
"sourceUrl": "https://pelositracker.app/portfolios/nancy-pelosi"
},
{
"id": "pelosi-tracker:source:vst",
"type": "PELOSI_TRACKER_ESTIMATED_HOLDINGS_POSITION",
"cik": "n/a",
"managerName": "Vistra Corp. (Pelosi-only tracker)",
"accessionNumber": "pelosi_only:VST:latest",
"filedAt": "2026-06-30T02:46:09Z",
"reportQuarter": "2026-06-30",
"sourceUrl": "https://pelositracker.app/portfolios/nancy-pelosi"
},
{
"id": "pelosi-tracker:source:crwd",
"type": "PELOSI_TRACKER_ESTIMATED_HOLDINGS_POSITION",
"cik": "n/a",
"managerName": "CrowdStrike Holdings, Inc. (Pelosi-only tracker)",
"accessionNumber": "pelosi_only:CRWD:latest",
"filedAt": "2026-06-30T02:46:09Z",
"reportQuarter": "2026-06-30",
"sourceUrl": "https://pelositracker.app/portfolios/nancy-pelosi"
},
{
"id": "pelosi-tracker:source:tem",
"type": "PELOSI_TRACKER_ESTIMATED_HOLDINGS_POSITION",
"cik": "n/a",
"managerName": "Tempus AI, Inc. (Pelosi-only tracker)",
"accessionNumber": "pelosi_only:TEM:latest",
"filedAt": "2026-06-30T02:46:09Z",
"reportQuarter": "2026-06-30",
"sourceUrl": "https://pelositracker.app/portfolios/nancy-pelosi"
},
{
"id": "pelosi-tracker:source:amzn",
"type": "PELOSI_TRACKER_ESTIMATED_HOLDINGS_POSITION",
"cik": "n/a",
"managerName": "Amazon.com, Inc. (Pelosi-only tracker)",
"accessionNumber": "pelosi_only:AMZN:latest",
"filedAt": "2026-06-30T02:46:09Z",
"reportQuarter": "2026-06-30",
"sourceUrl": "https://pelositracker.app/portfolios/nancy-pelosi"
},
{
"id": "pelosi-tracker:source:intc",
"type": "PELOSI_TRACKER_ESTIMATED_HOLDINGS_POSITION",
"cik": "n/a",
"managerName": "INTC (Pelosi-only tracker)",
"accessionNumber": "pelosi_only:INTC:latest",
"filedAt": "2026-06-30T02:46:09Z",
"reportQuarter": "2026-06-30",
"sourceUrl": "https://pelositracker.app/portfolios/nancy-pelosi"
},
{
"id": "pelosi-tracker:source:tsla",
"type": "PELOSI_TRACKER_ESTIMATED_HOLDINGS_POSITION",
"cik": "n/a",
"managerName": "Tesla, Inc. (Pelosi-only tracker)",
"accessionNumber": "pelosi_only:TSLA:latest",
"filedAt": "2026-06-30T02:46:09Z",
"reportQuarter": "2026-06-30",
"sourceUrl": "https://pelositracker.app/portfolios/nancy-pelosi"
},
{
"id": "pelosi-tracker:source:aapl",
"type": "PELOSI_TRACKER_ESTIMATED_HOLDINGS_POSITION",
"cik": "n/a",
"managerName": "Apple Inc. (Pelosi-only tracker)",
"accessionNumber": "pelosi_only:AAPL:latest",
"filedAt": "2026-06-30T02:46:09Z",
"reportQuarter": "2026-06-30",
"sourceUrl": "https://pelositracker.app/portfolios/nancy-pelosi"
},
{
"id": "pelosi-tracker:source:msft",
"type": "PELOSI_TRACKER_ESTIMATED_HOLDINGS_POSITION",
"cik": "n/a",
"managerName": "Microsoft Corporation (Pelosi-only tracker)",
"accessionNumber": "pelosi_only:MSFT:latest",
"filedAt": "2026-06-30T02:46:09Z",
"reportQuarter": "2026-06-30",
"sourceUrl": "https://pelositracker.app/portfolios/nancy-pelosi"
},
{
"id": "pelosi-tracker:source:uber",
"type": "PELOSI_TRACKER_ESTIMATED_HOLDINGS_POSITION",
"cik": "n/a",
"managerName": "UBER (Pelosi-only tracker)",
"accessionNumber": "pelosi_only:UBER:latest",
"filedAt": "2026-06-30T02:46:09Z",
"reportQuarter": "2026-06-30",
"sourceUrl": "https://pelositracker.app/portfolios/nancy-pelosi"
}
],
"changes": [
{
"ticker": "NVDA",
"issuerName": "NVIDIA Corporation",
"action": "unchanged",
"currentWeightPct": 16.823,
"convictionSignals": [
"Target weight 16.823%",
"Source score 0.17",
"Source weight 17%",
"1 position source URL"
],
"sourceIds": [
"pelosi-tracker:source:latest",
"pelosi-tracker:source:nvda"
],
"reviewStatus": "watch",
"summary": "PelosiTracker estimated current holding at 17% weight."
},
{
"ticker": "GOOGL",
"issuerName": "Alphabet Inc.",
"action": "unchanged",
"currentWeightPct": 14.844,
"convictionSignals": [
"Target weight 14.844%",
"Source score 0.15",
"Source weight 15%",
"1 position source URL"
],
"sourceIds": [
"pelosi-tracker:source:latest",
"pelosi-tracker:source:googl"
],
"reviewStatus": "watch",
"summary": "PelosiTracker estimated current holding at 15% weight."
},
{
"ticker": "AVGO",
"issuerName": "Broadcom Inc.",
"action": "unchanged",
"currentWeightPct": 13.854,
"convictionSignals": [
"Target weight 13.854%",
"Source score 0.14",
"Source weight 14%",
"1 position source URL"
],
"sourceIds": [
"pelosi-tracker:source:latest",
"pelosi-tracker:source:avgo"
],
"reviewStatus": "watch",
"summary": "PelosiTracker estimated current holding at 14% weight."
}
],
"ethosScores": [],
"policy": {
"executionEnabled": false,
"humanApprovalRequired": true,
"status": "warn",
"blockedReasons": [],
"checks": [
{
"id": "execution-disabled",
"label": "Execution disabled",
"status": "pass",
"message": "Pelosi Tracker is research output only. SignalPack does not place trades."
},
{
"id": "human-approval-required",
"label": "Human approval required",
"status": "pass",
"message": "Any downstream order draft requires explicit human approval outside this artifact."
},
{
"id": "freshness-and-source-lag",
"label": "Freshness and lag visible",
"status": "warn",
"message": "Pelosi-only model is sourced from PelosiTracker's estimated current holdings, not official exact live holdings."
},
{
"id": "concentration-review",
"label": "Concentration review",
"status": "warn",
"message": "Artifact proposes 13 positions and 5% cash."
}
]
}
}