Net worth · from the 2026 annual disclosure, filed
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 (2026)
$382K – $2.6M
+$978K midpoint change vs 2018
Assets
$1.4M – $3.0M
19 line items
Liabilities
$450K – $1.0M
3 line items
By year
| Year | Chamber | Assets | Liabilities | Net worth range | Items | Filing |
|---|---|---|---|---|---|---|
| 2026 | senate | $1.4M – $3.0M | $450K – $1.0M | $382K – $2.6M | 19 / 3 | |
| 2025 | senate | $1.2M – $2.7M | $400K – $850K | $332K – $2.3M | 19 / 3 | |
| 2023 | house | $831K – $1.9M | $350K – $750K | $81K – $1.6M | 16 / 2 | PDF 2024-08-07 |
| 2022 | house | $818K – $1.8M | $450K – $1.0M | −$182K – $1.3M | 16 / 3 | PDF 2023-08-11 |
| 2021 | house | $913K – $2.3M | $450K – $1.0M | −$87K – $1.9M | 19 / 3 | PDF 2022-07-14 |
| 2020 | house | $815K – $2.0M | $400K – $850K | −$35K – $1.6M | 23 / 3 | PDF 2021-08-13 |
| 2019 | house | $1.0M – $2.6M | $350K – $750K | $271K – $2.2M | 27 / 2 | PDF 2020-08-13 |
| 2018 | house | $830K – $2.0M | $600K – $1.3M | −$420K – $1.4M | 24 / 2 | PDF 2019-05-15 |
Where the money is (2026)
Largest disclosed assets (2026)
| Holding | Class | Owner | Disclosed value |
|---|---|---|---|
| FPURX - Fidelity Puritan Fund Excepted Investment Fund |
Mutual funds | spouse | $500K – $1.0M |
| QQQ - Invesco QQQ Trust, Series 1 Excepted Investment Fund |
ETFs | self | $250K – $500K |
| IVV - iShares Core S&P 500 ETF Excepted Investment Fund |
ETFs | self | $100K – $250K |
| FGRAX - Franklin Growth Opportunities Fund Class A Excepted Investment Fund |
Mutual funds | joint | $100K – $250K |
| AAPL - Apple Inc Dividends, Capital Gains |
Stocks | spouse | $100K – $250K |
| FRDPX - Franklin Managed Trust Rising Dividends Fund Cl Excepted Investment Fund |
Mutual funds | joint | $100K – $250K |
| IVV - iShares Core S&P 500 ETF Excepted Investment Fund |
ETFs | spouse | $50K – $100K |
| TEDIX - Mutual Global Discovery Fund Class A Excepted Investment Fund |
Mutual funds | joint | $50K – $100K |
| QQQ - Invesco QQQ Trust, Series 1 Excepted Investment Fund |
ETFs | spouse | $50K – $100K |
| SMH - VanEck Semiconductor ETF Excepted Investment Fund |
ETFs | spouse | $50K – $100K |
| Allianze Life Insurance – Inherited Fixed AnnuityProvider: Allianze Life Insurance Company None |
Retirement | self | $15K – $50K |
| TESIX - Franklin Mutual Shares Fund Class A Excepted Investment Fund |
Mutual funds | joint | $15K – $50K |
| UBS Insured Sweep Program(Washington, DC)Type: Brokerage Sweep Account Interest |
Cash & bank | spouse | $1K – $15K |
| UBS Financial Services, Inc.(San Diego, CA)Type: IRA Cash Accounts None |
Cash & bank | self | $1K – $15K |
| UBS - IRA | Retirement | self | — |
Liabilities (2026)
| Creditor | Type | Owner | Amount |
|---|---|---|---|
| Valon Mortgage, Inc. Phoenix, AZ | Mortgage | self | $250K – $500K |
| PHH Mortgage Corporation West Palm Beach, FL | Mortgage | self | $100K – $250K |
| UBS Financial Services Inc. San Diego, CA | Other (Margin Loan) | self | $100K – $250K |
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.