3 Stocks to Buy After Nancy Pelosi’s $69 Million Tech Reshuffle

As Congress prepares for leadership changes, financial disclosures show that Nancy Pelosi’s portfolio activity managed by her husband, Paul Pelosi has intersected with some of the biggest tech companies in the market. Data from Capitol Trades and federal filings reveal recent sales and option purchases involving Nvidia (NVDA:US), Apple (AAPL:US), and Alphabet (GOOGL:US), totaling moves of roughly $69 million.

Pelosi, a veteran politician and Speaker of the House, has stated she does not personally trade stocks. Paul Pelosi independently manages the couple’s investments, which are filed under Nancy Pelosi’s name due to California community property law. Despite this, their portfolio performance has outpaced the S&P 500 by a wide margin, making these disclosures closely watched by investors.

In November 2023, Pelosi purchased 50 Nvidia call options, anticipating the company’s rapid growth in the AI sector. After Nvidia implemented a 10-for-1 stock split in June 2024, Pelosi increased exposure further. On December 24, 2025, Pelosi sold 20,000 shares of NVDA to take profits and then purchased 20 long-dated, deep in-the-money (ITM) call options with a $100 strike expiring January 2027, maintaining leveraged exposure to future gains.

Apple stock saw a similar strategy. Pelosi sold 45,000 shares in two phases: a direct sale on December 24, 2025, followed by a 28,200-share contribution to a donor-advised fund on December 30. She then purchased 20 ITM call options on AAPL, also with a $100 strike and January 2027 expiry. These trades allow Pelosi to lock in profits while retaining significant upside potential, with a floor price of $100 per share.

Alphabet appears to be the most bullish position. Pelosi did not sell any GOOGL shares directly but contributed 7,704 shares to a donor-advised fund and purchased 20 ITM call options at a $150 strike expiring January 2027. The combined value of these transactions is estimated at $2.42 million, with call options valued between $250,000 and $500,000 and transferred shares between $1 million and $5 million.

Trades by members of Congress and their spouses are legal, but disclosures can raise questions about conflicts of interest, particularly when lawmakers oversee policies impacting sectors in which they hold positions. While Pelosi has emphasized that she does not personally trade, these moves highlight the transparency and oversight challenges associated with congressional stock disclosures.

Recent patterns suggest that the Pelosis are strategically managing risk: selling shares to realize gains while maintaining exposure to potential upside through leveraged option positions. Analysts note that this approach can yield significant returns under conservative market assumptions, estimated at $10 million to $20 million in combined realized and unrealized gains according to Capitol Trades.

Pelosi’s portfolio activity underscores the intersection of personal finance, market strategy, and public scrutiny. As debates over congressional stock trading and ethics continue, her moves serve as a high-profile example of how lawmakers’ families navigate investments while remaining within legal disclosure frameworks.