Adam B. Schiff Net Worth & Financial Disclosure

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Annual financial disclosure for 2008, filed May 15, 2008. Includes 22 assets and 1 liabilities.

Year:

2025 2024 2013 2012 2011 2010 2009 2008

Est. Net Worth

$325K

2008 annual disclosure

Total Assets

$225K - $775K

22 assets

Total Liabilities

$100K - $250K

1 liabilities

Total Trades

117

From PTR filings

Trade Volume

$3M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2008	$325K
2009	$585K
2010	$1M
2011	$1.2M
2012	-$1.3M
2013	-$428K
2024	$1.9M
2025	$2.2M

Assets by Category

ETFs$196K (10)

Retirement & Pension$175K (1)

Stocks$89K (8)

Mutual Funds$41K (2)

Bank & Cash$0 (1)

Top Stock Holdings (from trades)

All Assets (22)

Asset	Type	Owner	Value	Income
Blackrock Mun Holdings Calif Insd Fund	Mutual Funds	Self	$1,001 - $15,000	Interest $201 - $1,000
Blackrock Mun Yield Insd. Fund	Mutual Funds	Self	$15,001 - $50,000	Interest $201 - $1,000
Constellation Brands Inc CL A(STZ)	Stocks	Self	$1,001 - $15,000	None
Diamonds Trust Ser 1(SPY)	ETFs	Self	$1,001 - $15,000	Dividends $201 - $1,000
Dow Chemical(DOW)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Fidelity Puritan IRA	Retirement & Pension	Self	$100,001 - $250,000	Dividends $5,001 - $15,000
Fortune Brands(FBIN)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
General Electric(GE)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Hewlett Packard(HPQ)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
iShares DJ US Select Dividend Index	ETFs	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
iShares DJ Select Dividend Index IRA	ETFs	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
iShares DJ Tech Sector Index Fund	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
iShares DJ US Financial Sector Index Fund	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
iShares DJ US Healthcare Sector Index Fund	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
iShares DJ US Industrial Sector Index Fund	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
iShares Trust Russell 2000	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
iShares Trust S&P 500 Index	ETFs	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Nasdaq 100 Shares(QQQ)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Pepsico(PEP)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
UBS Wealth Management	Bank & Cash	Self	N/A	None
Wellpoint(WLP)	Stocks	Self	$1,001 - $15,000	None
Wyeth(WYE)	Stocks	Spouse	$15,001 - $50,000	Dividends/Capital Gains $100,001 - $1,000,000

Liabilities (1)

Creditor	Type	Amount	Rate	Term
UBS	margin loan	$100,001 - $250,000	—	—

Trading Sector Allocation (from PTR trades)

Manufacturing$8K

Consumer Cyclical$8K

Technology$308K

Financial Services$81K

Basic Materials$8K

Industrials$8K

Consumer Defensive$158K

Healthcare$367K

Energy$32K

Real Estate$83K

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Methodology: Net worth is calculated from annual financial disclosures filed under the STOCK Act. Congress members report asset values and liabilities in ranges (e.g., $1,001-$15,000), not exact amounts. The “estimated net worth” shown is the midpoint of total assets minus the midpoint of total liabilities. Actual values may differ. Stock trading data comes from separate Periodic Transaction Reports (PTRs).