Everyone wants to know the secret sauce. For years, retail traders on Reddit and TikTok have treated Nancy Pelosi’s financial disclosures like a holy grail for wealth. It’s not hard to see why. When your portfolio consistently outpaces the S&P 500, people notice. Honestly, the fascination with what stocks is nancy pelosi buying has reached a fever pitch lately, especially as we move into 2026.
Some call it luck. Others call it "political intuition." Whatever you label it, the numbers are hard to ignore. We aren't just talking about a few thousand dollars here; we're talking about multimillion-dollar bets on the very industries that Congress regulates.
The Big AI Bet of 2025 and 2026
If you look at the filings from the last year, one thing is glaringly obvious: the Pelosis are all-in on Artificial Intelligence. While the rest of the world was debating if the AI bubble would burst, Paul Pelosi—Nancy’s husband and the primary engine behind these trades—was doubling down.
In early 2025, the disclosures showed a massive haul of LEAPS (Long-Term Equity Anticipation Securities). These aren't your standard "buy and hold" stock moves. They are aggressive, leveraged bets that a stock will be significantly higher a year or two down the road.
Specifically, they loaded up on:
- NVIDIA (NVDA): They purchased call options with an $80 strike price expiring in January 2026. Given where NVIDIA is trading now, that's a monster win.
- Broadcom (AVGO): This one was huge. In June 2025, Pelosi disclosed exercising 200 call options, which converted into 20,000 shares of common stock. That’s a multi-million dollar position in a key semiconductor player.
- Alphabet (GOOGL) & Amazon (AMZN): Similar story here. 50 call options each, both betting on a 2026 surge.
It sorta feels like they’re building a "Who’s Who" of the Magnificent Seven. But there were two outliers that caught everyone off guard: Tempus AI (TEM) and Vistra Corp (VST). Tempus AI is a data-driven precision medicine company. Vistra, on the other hand, is a massive utility company that’s becoming a major player in nuclear power to feed—you guessed it—AI data centers.
Why Everyone Is Watching These Specific Disclosures
There’s a reason "Nancy Pelosi stock tracker" is a top-tier search term. It’s about the timing.
Remember the CHIPS Act? The Pelosis bought NVIDIA right before the government announced massive subsidies for the chip industry. Critics lost their minds. They eventually sold for a loss to avoid the optics, but the pattern remained. More recently, they dumped Visa (V) shares just weeks before the Department of Justice hit the company with a massive antitrust lawsuit.
Coincidence? Maybe. But for the average investor, it looks like a roadmap.
Kinda makes you wonder about the STOCK Act. This is the law that's supposed to stop insider trading in Congress. It requires members to disclose trades within 45 days. The problem is, the fines for filing late are often just $200. When you’re making $5 million on a trade, a $200 fine is basically a rounding error. It’s a parking ticket for a bank heist.
The 2026 Pivot: Pelosi’s Farewell Tour?
Here is the thing most people are missing: Nancy Pelosi has announced she isn't seeking re-election in 2026.
This changes the game for people tracking what stocks is nancy pelosi buying. Once she leaves the House of Representatives, the "Pelosi Tracker" goes dark. She will no longer be required to file these public disclosures.
Does that mean she’ll stop trading? Probably not. But it does mean the public "alpha"—that edge we get by seeing her moves—is about to evaporate.
Breaking Down the Portfolio Structure
The Pelosi strategy isn't actually that complicated, but it requires a lot of capital. They don't day trade. They don't buy penny stocks.
They use a "Deep-in-the-Money" Call Option strategy. Basically, they buy options that already have intrinsic value (the strike price is way lower than the current stock price). This gives them the upside of the stock with a bit of leverage, but less risk than a "YOLO" bet on a cheap option.
- They pick a sector that is likely to receive government tailwinds (Tech, Green Energy, Chips).
- They buy LEAPS with expiration dates 12 to 24 months out.
- They exercise those options to take delivery of the actual shares once the stock has run up.
It’s a sophisticated way to play the market. Honestly, it’s more "Hedge Fund" than "Grandma’s Portfolio."
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Is It Still Safe to Copy These Trades?
Look, following a politician’s trades is risky. By the time you see the disclosure, the trade might be 30 or 45 days old. The "Pelosi Premium" might already be priced in.
Also, Nancy Pelosi has had losing trades. She sold Tesla at a point where she missed out on a massive recovery. She sold NVIDIA in 2022 right before it started its historic 1,000% run. She’s human.
But if you’re looking at what stocks is nancy pelosi buying as a sentiment indicator, the message is clear: the 2026 outlook is all about energy and computing power. The bet on Vistra Corp tells you she thinks the AI revolution won't be powered by code alone—it needs electricity. Lots of it.
Actionable Steps for Your Portfolio
If you want to apply the "Pelosi Method" without getting into political hot water, here’s how to do it smartly.
Watch the Sector, Not Just the Ticker
Don't just buy the exact stock she bought 40 days ago. Look at the industry. If she’s buying Vistra, maybe you look at the broader utility sector or nuclear energy ETFs.
Use Unusual Whales or Quiver Quantitative
These are the tools the pros use to track congressional data in real-time. They scrape the SEC and Congressional filings so you don't have to read through messy PDFs.
Check the "Expiration Date"
If you see her buying 2026 options, don't expect a profit tomorrow. She is playing the long game. Patience is a requirement for this strategy.
Monitor the "Exit"
People obsess over what she buys, but what she sells is often more telling. When she started trimming her Apple (AAPL) position in late 2025, it was a signal that the tech giant might be hitting a local ceiling.
The era of the "Pelosi Trade" might be coming to a close with her retirement, but the lessons it taught a generation of retail investors about the intersection of policy and profit are going to stick around for a long time.
To stay ahead, keep an eye on the official House Financial Disclosure database. That's the source of truth. Everything else is just noise. Focus on the trades that align with major legislative shifts—because that’s where the real money has always been made in Washington.