Trump's trades get a tracker

An X account called "Donald Trump Portfolio Tracker" has caught the market's attention. It pulls from public filings by the US Office of Government Ethics (OGE) to reconstruct Trump's portfolio and trading history, then tracks the holdings in near real time. People are already calling it the Trump version of the Pelosi Tracker.

It drew tens of thousands of followers within a day of going live, then got briefly banned by X for "violating platform rules." The account is back up and running now.

The scale of the portfolio

Public filings show Trump holds one of the largest disclosed investment portfolios of any US president. The assets are run by investment advisors rather than traded by Trump himself, but the sheer volume is striking. In the first quarter of 2026 alone, the accounts made about 3,642 securities trades, worth a combined $210 million to $690 million. Across all of 2025, the trade count topped 21,000.

The single biggest holding is Trump Media & Technology Group (DJT), disclosed at around $980 million. The portfolio leans heavily into tech: Nvidia, Apple, Microsoft, Amazon, Meta, Oracle, and AMD all show up frequently in the trading records, alongside growth names like Broadcom, Adobe, ServiceNow, Dell, and Intel, plus some energy, utilities, and ETF positions.

The trade everyone is talking about

One position stands out, and plenty of outlets have called it the wildest trade in the portfolio. Filings show the accounts built a position in a rare earth mining company at around $20 a share. Not long after, the Pentagon announced it was taking a major stake in the same company to shore up the US domestic rare earth supply chain, and the news sent the stock sharply higher. The position was then trimmed or sold near the highs, locking in a sizable gain.

Because the timing landed squarely on US supply-chain security and critical-minerals policy, it has fueled wide debate about how sensitive the trades are to policy moves.

Crypto in the mix

Beyond traditional stocks, the Trump family has moved aggressively into crypto. Public information shows the family's crypto-related ventures brought in roughly $1 billion to $1.2 billion in 2025, a wealth source the market is watching closely.

Since some of the investments touch companies heavily shaped by government policy, Trump's activity keeps raising questions about potential conflicts of interest. Under the US disclosure system, though, the assets are managed by professional advisors, and filings report values in ranges rather than exact figures, so they can't fully reflect real-time holdings.

With the tracker back online, Trump's portfolio is once again a focus for Wall Street and the crypto market, putting official financial-disclosure rules back in the public eye.