Brent Andersen Net Worth & Financial Disclosure

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Candidate financial disclosure for 2026, filed July 14, 2026. Includes 74 assets and 2 liabilities.

Year:

2026

Est. Net Worth

$2.6M

2026 candidate report

Total Assets

$1.7M - $4.3M

74 assets

Total Liabilities

$260K - $515K

2 liabilities

Total Trades

From PTR filings

Trade Volume

N/A

Midpoint of disclosed ranges

Assets by Category

LLC / Partnership$1.1M (2)

Real Estate$750K (1)

Stocks$355K (30)

ETFs$323K (22)

Mutual Funds$186K (14)

Bank & Cash$183K (3)

Other$65K (2)

All Assets (74)

Asset	Type	Owner	Value	Income
Andersen Fund, LLC, 100% Interest Pompano Beach, FL, US	LLC / Partnership	Self	$250,001 - $500,000	None
Bank of America Checking	Bank & Cash	Joint	$15,001 - $50,000	None
Bank of America Savings	Bank & Cash	Joint	$50,001 - $100,000	Interest $1 - $200
Pilgrim Bay Insurance Agency, Inc, 100% Interest Worcester, MA, US	LLC / Partnership	Self	$500,001 - $1,000,000	K1 $100,001 - $1,000,000
Rental Property Boston / Suffolk, MA, US	Real Estate	Spouse	$500,001 - $1,000,000	Rent $15,001 - $50,000
Charles Schwab ⇒ EuroPacific Growth Fund Cl R-6 (RERGX)	Mutual Funds	Self	$1,001 - $15,000	None
Charles Schwab ⇒ Fidelity 500 Index Fund (FXAIX)	Mutual Funds	Self	$1,001 - $15,000	None
Charles Schwab ⇒ Fidelity International Index Fund (FSPSX)	Mutual Funds	Self	$1,001 - $15,000	None
Charles Schwab ⇒ PIMCO Funds Total Return Fund Institutional Shares (PTTRX)	Mutual Funds	Self	$15,001 - $50,000	None
Charles Schwab ⇒ T. Rowe Price Value Fund - I Class (TRPIX)	Mutual Funds	Self	$1,001 - $15,000	None
Charles Schwab ⇒ T.Rowe Price Institutional Small-Cap Stock Fund (TRSSX)	Mutual Funds	Self	$1,001 - $15,000	None
Charles Schwab ⇒ Vanguard FTSE Social Index Fund Institutional Shs (VFTNX)	Mutual Funds	Self	$1,001 - $15,000	None
Charles Schwab ⇒ Vanguard Index Trust Extended Market Index Fd Instl Shs (VIEIX)	Mutual Funds	Self	$1,001 - $15,000	None
E*Trade ⇒ Alphabet Inc. - Class A Common Stock (GOOGL)(GOOGL)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
E*Trade ⇒ Alphabet Inc. - Class C Capital Stock (GOOG)(GOOG)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
E*Trade ⇒ Cloudflare, Inc. Class A Common Stock (NET)(NET)	Stocks	Spouse	$1,001 - $15,000	None
E*Trade ⇒ Deckers Outdoor Corporation (DECK)(DECK)	Stocks	Spouse	$1,001 - $15,000	None
E*Trade ⇒ MercadoLibre, Inc. - Common Stock (MELI)(MELI)	Stocks	Spouse	$1,001 - $15,000	None
E*Trade ⇒ Microsoft Corporation - Common Stock (MSFT)(MSFT)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
E*Trade ⇒ Oklo Inc. Class A common stock (OKLO)(OKLO)	Stocks	Spouse	$1,001 - $15,000	None
E*Trade ⇒ On Holding AG Class A Ordinary Shares (ONON)(ONON)	Stocks	Spouse	$1,001 - $15,000	None
E*Trade ⇒ Tesla, Inc. - Common Stock (TSLA)(TSLA)	Stocks	Spouse	$15,001 - $50,000	None
Fidelity Investments ⇒ EuroPacific Growth Fund Cl R-6 (RERGX)	Mutual Funds	Self	$15,001 - $50,000	None
Fidelity Investments ⇒ Harbor Capital Appreciation Fund Insti Cl (HACAX)	Mutual Funds	Self	$1,001 - $15,000	None
Fidelity Investments ⇒ JPMorgan Mid Cap Growth Fund R6 (JMGMX)	Mutual Funds	Self	$1,001 - $15,000	None
Fidelity Investments ⇒ PGIM Total Return Bond Fund Class Z (PDBZX)	Mutual Funds	Self	$1,001 - $15,000	None
Fidelity Investments ⇒ Vanguard Index Trust Mid-Cap Index Fund Institutional Shares (VMCIX)	Mutual Funds	Self	$1,001 - $15,000	None
Fidelity Investments ⇒ Vanguard Institutional Index (VINIX)	Mutual Funds	Self	$15,001 - $50,000	None
Pershing LLC ⇒ ADIDAS AG ORD (ADDDF)(ADDDF)	Stocks	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Pershing LLC ⇒ Alphabet Inc. - Class A Common Stock (GOOGL)(GOOGL)	Stocks	Spouse	$15,001 - $50,000	Dividends $1 - $200
Pershing LLC ⇒ Amazon.com, Inc. - Common Stock (AMZN)(AMZN)	Stocks	Spouse	$1,001 - $15,000	None
Pershing LLC ⇒ Apple Inc. - Common Stock (AAPL)(AAPL)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Pershing LLC ⇒ Archer Aviation Inc. Class A Common Stock (ACHR)(ACHR)	Stocks	Spouse	$1,001 - $15,000	None
Pershing LLC ⇒ Bank of America Corporation Common Stock (BAC)(BAC)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Pershing LLC ⇒ Beam Therapeutics Inc. - Common Stock (BEAM)(BEAM)	Stocks	Spouse	$1,001 - $15,000	None
Pershing LLC ⇒ CRISPR Therapeutics AG - Common Shares (CRSP)(CRSP)	Stocks	Spouse	$1,001 - $15,000	None
Pershing LLC ⇒ Entergy Corporation Common Stock (ETR)(ETR)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Pershing LLC ⇒ FEDERATED HERMES GOVERNMENT RESERVES FUND	Bank & Cash	Spouse	$50,001 - $100,000	Dividends $1,001 - $2,500
Pershing LLC ⇒ HSBC Holdings plc	Other	Spouse	$15,001 - $50,000	Interest $1,001 - $2,500
Pershing LLC ⇒ Invesco QQQ Trust, Series 1 (QQQ)(QQQ)	ETFs	Spouse	$15,001 - $50,000	None
Pershing LLC ⇒ iShares 10-20 Year Treasury Bond ETF (TLH)(TLH)	ETFs	Spouse	$1,001 - $15,000	None
Pershing LLC ⇒ iShares A.I. Innovation and Tech Active ETF (BAI)(BAI)	ETFs	Spouse	$1,001 - $15,000	None
Pershing LLC ⇒ iShares Core MSCI Emerging Markets ETF (IEMG)(IEMG)	ETFs	Spouse	$1,001 - $15,000	None
Pershing LLC ⇒ iShares Core S&P 500 ETF (IVV)(IVV)	ETFs	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Pershing LLC ⇒ iShares Core Universal USD Bond ETF (IUSB)(IUSB)	ETFs	Spouse	$1,001 - $15,000	Interest $201 - $1,000
Pershing LLC ⇒ iShares Defense Industrials Active ETF (IDEF)(IDEF)	ETFs	Spouse	$1,001 - $15,000	None
Pershing LLC ⇒ iShares Gold Trust Shares (IAU)(IAU)	ETFs	Spouse	$1,001 - $15,000	None
Pershing LLC ⇒ iShares International Country Rotation Active ETF (CORO)(CORO)	ETFs	Spouse	$1,001 - $15,000	None
Pershing LLC ⇒ iShares Large Cap Core Active ETF (BLCR)(BLCR)	ETFs	Spouse	$1,001 - $15,000	None
Pershing LLC ⇒ iShares MBS ETF (MBB)(MBB)	ETFs	Spouse	$1,001 - $15,000	None
Pershing LLC ⇒ iShares MSCI EAFE Growth ETF (EFG)(EFG)	ETFs	Spouse	$1,001 - $15,000	None
Pershing LLC ⇒ iShares MSCI EAFE Value ETF (EFV)(EFV)	ETFs	Spouse	$1,001 - $15,000	None
Pershing LLC ⇒ iShares MSCI USA Momentum Factor ETF (MTUM)(MTUM)	ETFs	Spouse	$1,001 - $15,000	None
Pershing LLC ⇒ iShares Russell 2000 Index Fund (IWM)(IWM)	ETFs	Spouse	$15,001 - $50,000	None
Pershing LLC ⇒ iShares S&P 500 Growth ETF (IVW)(IVW)	ETFs	Spouse	$15,001 - $50,000	None
Pershing LLC ⇒ iShares S&P 500 Value ETF (IVE)(IVE)	ETFs	Spouse	$1,001 - $15,000	None
Pershing LLC ⇒ iShares Systematic Alternatives Active ETF (IALT)(IALT)	ETFs	Spouse	$1,001 - $15,000	None
Pershing LLC ⇒ iShares U.S. Thematic Rotation Active ETF (THRO)(THRO)	ETFs	Spouse	$1,001 - $15,000	None
Pershing LLC ⇒ iShares U.S. Treasury Bond ETF (GOVT)(GOVT)	ETFs	Spouse	$1,001 - $15,000	None
Pershing LLC ⇒ NextEra Energy, Inc. Common Stock (NEE)(NEE)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Pershing LLC ⇒ NuScale Power Corporation Class A Common Stock (SMR)(SMR)	Stocks	Spouse	$1 - $1,000	None
Pershing LLC ⇒ Oklo Inc. Class A common stock (OKLO)(OKLO)	Stocks	Spouse	$1,001 - $15,000	None
Pershing LLC ⇒ On Holding AG Class A Ordinary Shares (ONON)(ONON)	Stocks	Spouse	$15,001 - $50,000	None
Pershing LLC ⇒ Palantir Technologies Inc. - Class A Common Stock (PLTR)(PLTR)	Stocks	Spouse	$1,001 - $15,000	None
Pershing LLC ⇒ Roblox Corporation Class A Common Stock (RBLX)(RBLX)	Stocks	Spouse	$1,001 - $15,000	None
Pershing LLC ⇒ Roku, Inc. - Class A Common Stock (ROKU)(ROKU)	Stocks	Spouse	$1,001 - $15,000	None
Pershing LLC ⇒ Shopify Inc. - Class A Subordinate Voting Shares (SHOP)(SHOP)	Stocks	Spouse	$1,001 - $15,000	None
Pershing LLC ⇒ Société Générale SA / SG group	Other	Spouse	$15,001 - $50,000	Interest $1,001 - $2,500
Pershing LLC ⇒ Super Micro Computer, Inc. - Common Stock (SMCI)(SMCI)	Stocks	Spouse	$1,001 - $15,000	None
Pershing LLC ⇒ Tempus AI, Inc. - Class A Common Stock (TEM)(TEM)	Stocks	Spouse	$1,001 - $15,000	None
Pershing LLC ⇒ Tesla, Inc. - Common Stock (TSLA)(TSLA)	Stocks	Spouse	$15,001 - $50,000	None
Pershing LLC ⇒ Truist Financial Corporation Common Stock (TFC)(TFC)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Pershing LLC ⇒ Vanguard Div Appreciation ETF (VIG)(VIG)	ETFs	Spouse	$15,001 - $50,000	None
Pershing LLC ⇒ Vanguard S&P 500 ETF (VOO)(VOO)	ETFs	Spouse	$15,001 - $50,000	Dividends $201 - $1,000

Liabilities (2)

Creditor	Type	Amount	Rate	Term
Cornerstone Bank	mortgage	$250,001 - $500,000	—	—
Citibank	credit card	$10,000 - $15,000	—	—

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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).