Net worth · from the 2025 annual disclosure, filed 2026-04-15
Members report every asset and liability in a value band, never a figure. The range below is the arithmetic floor and ceiling those bands allow: assets at their minimums minus liabilities at their maximums, and the reverse. Midpoints are shown only for year-over-year comparison.
Net worth range (2025)
$1.5M – $3.4M
+$783K midpoint change vs 2018
Assets
$1.5M – $3.4M
32 line items
Liabilities
$0
0 line items
By year
| Year | Chamber | Assets | Liabilities | Net worth range | Items | Filing |
|---|---|---|---|---|---|---|
| 2025 | house | $1.5M – $3.4M | $0 | $1.5M – $3.4M | 32 / 0 | PDF 2026-04-15 |
| 2024 | house | $1.0M – $2.1M | $100K – $250K | $781K – $2.0M | 8 / 1 | PDF 2025-05-05 |
| 2023 | house | $1.8M – $4.3M | $100K – $250K | $1.6M – $4.2M | 40 / 1 | PDF 2024-05-07 |
| 2022 | house | $603K – $1.9M | $100K – $250K | $353K – $1.8M | 42 / 1 | PDF 2023-05-08 |
| 2021 | house | $712K – $1.9M | $100K – $250K | $462K – $1.8M | 34 / 1 | PDF 2022-05-14 |
| 2020 | house | $764K – $2.0M | $100K – $250K | $514K – $1.9M | 28 / 1 | PDF 2021-05-28 |
| 2019 | house | $745K – $2.1M | $100K – $250K | $495K – $2.0M | 37 / 1 | PDF 2020-07-21 |
| 2018 | house | $780K – $3.0M | $100K – $250K | $530K – $2.9M | 88 / 1 | PDF 2019-09-10 |
Where the money is (2025)
Largest disclosed assets (2025)
| Holding | Class | Owner | Disclosed value |
|---|---|---|---|
| OWNS ETF (OWNS) Dividends |
ETFs | self | $250K – $500K |
| Canaan LLC Dividends |
Other | self | $250K – $500K |
| OWNS ETF (OWNS) Dividends |
ETFs | self | $250K – $500K |
| OWNS ETF (OWNS) Dividends |
ETFs | self | $250K – $500K |
| OASC OneAscent Enhanced Small and Mid Cap ETF (OASC) | ETFs | self | $50K – $100K |
| EQH Equitable Holdings, Inc. (EQH) Dividends |
Stocks | self | $50K – $100K |
| WBD (WBD) Dividends |
Stocks | self | $50K – $100K |
| OAIM OneAscent International Equity ETF (OAIM) | ETFs | self | $50K – $100K |
| OAIM OneAscent International Equity ETF (OAIM) | ETFs | self | $50K – $100K |
| OAIM OneAscent International Equity ETF (OAIM) | ETFs | self | $50K – $100K |
| VGIT Vanguard Intermediate-Term Treasury ETF (VGIT) Interest |
ETFs | self | $15K – $50K |
| OASC OneAscent Enhanced Small and Mid Cap ETF (OASC) | ETFs | self | $15K – $50K |
| ELCV Strategy Shares Eventide High Dividend ETF (ELCV) Dividends |
ETFs | self | $15K – $50K |
| OAEM OneAscent Emerging Markets ETF (OAEM) | ETFs | self | $15K – $50K |
| SWVXX (SWVXX) Dividends |
Mutual funds | self | $15K – $50K |
Source: pfd_filings / pfd_assets / pfd_liabilities (House Clerk and Senate eFD annual reports, parsed). Bands are the form's own brackets; the top bracket on some forms is unbounded, which is why a ceiling can read "≥". The form does not state what secures a loan, so liability types are the filer's wording.