Jake Auchincloss
Jake Auchincloss Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2024, filed April 9, 2026. Includes 139 assets and 1 liabilities.
Est. Net Worth
$3.9M
2024 annual disclosure
Total Assets
$2.6M - $6.8M
139 assets
Total Liabilities
$500K - $1M
1 liabilities
Total Trades
56
From PTR filings
Trade Volume
$791K
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2024 | $3.9M |
| 2024 | $3M |
| 2025 | -$90K |
Assets by Category
ETFs$1.9M (63)
Mutual Funds$1.2M (39)
Other$998K (15)
Bank & Cash$536K (17)
Retirement & Pension$25K (4)
Stocks$0 (1)
Top Stock Holdings (from trades)
State Street CorporationSTT
$293KBlackRock U.S. Carbon Transition Readiness ETFLCTU
$49KAriel Fund Instl Cl (ARAIX)ARAIX
$41KiShares ESG Aware U.S. Aggregate Bond ETFEAGG
$41KFidelity - State Street Salary Savings Program State Street Target Retirement 2050 Fund Class K (SSDLX)SSDLX
$40KiShares Core S&P 500 ETFIVV
$24KState Street Target Retirement 2050 Fund Class KSSDLX
$24KAll Assets (139)
| Asset | Value |
|---|---|
Bank of America Checking - MG | $15,001 - $50,000 |
Bank of America Savings - MG | $100,001 - $250,000 |
USAA Checking & Savings | $15,001 - $50,000 |
USAA Checking - Joint | $15,001 - $50,000 |
USAA Savings - Joint | $100,001 - $250,000 |
USAA Savings DC1 | $1,001 - $15,000 |
USAA Savings DC2 | $1,001 - $15,000 |
USAA Savings DC3 | $1,001 - $15,000 |
| $15,001 - $50,000 | |
| $50,001 - $100,000 | |
| $50,001 - $100,000 | |
| $50,001 - $100,000 | |
| $50,001 - $100,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $50,001 - $100,000 | |
529 DC3 | $15,001 - $50,000 |
| N/A | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $1 - $1,000 | |
| N/A | |
| $500,001 - $1,000,000 | |
| $100,001 - $250,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| N/A | |
| $15,001 - $50,000 | |
Hartford Schroders International Stock Fund (SCIEX) | $1,001 - $15,000 |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| $50,001 - $100,000 | |
| $15,001 - $50,000 | |
| $100,001 - $250,000 | |
ML Bank Deposit Program | $1,001 - $15,000 |
PIMCO Total Return ESG Fund Institutional Class (PTSAX) | $15,001 - $50,000 |
| $1,001 - $15,000 | |
| $100,001 - $250,000 | |
| $50,001 - $100,000 | |
| $15,001 - $50,000 | |
Advantage Cash Sweep | N/A |
Ariel Fund Instl Cl (ARAIX) | $1,001 - $15,000 |
| $15,001 - $50,000 | |
| N/A | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| $50,001 - $100,000 | |
ML Bank Deposit Program | $1,001 - $15,000 |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| $50,001 - $100,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| N/A | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
ML Bank Deposit Program | $1,001 - $15,000 |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| N/A | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Merrill Lynch Individual Acct - DC2 => ML Bank Deposit Program | $1,001 - $15,000 |
| $1 - $1,000 | |
| $1,001 - $15,000 | |
| N/A | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| N/A | |
Merrill Lynch Individual Acct - DC3 => | $1,001 - $15,000 |
| N/A | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
ML Bank Deposit Program | $1,001 - $15,000 |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| N/A | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
ML Bank Deposit Program | $1,001 - $15,000 |
Merrill Lynch IRA - MG | $15,001 - $50,000 |
| N/A | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
ML Bank Deposit Program | $1,001 - $15,000 |
| $50,001 - $100,000 | |
| $15,001 - $50,000 | |
| N/A | |
| $15,001 - $50,000 | |
| $50,001 - $100,000 | |
Merrill Lynch Roth IRA - MG | $50,001+ |
| $100,000 - $100,000 | |
| $15,001 - $50,000 | |
| $100,001 - $250,000 | |
ML Bank Deposit Program | $1,001 - $15,000 |
| $100,001 - $250,000 | |
Merrill Lynch Brokerage - JA | N/A |
Merrill Lynch Roth IRA - JA | N/A |
Merrill Lynch Brokerage - MG | N/A |
Merrill Lynch Roth IRA - MG | N/A |
529 DC1 MA | N/A |
529 DC2 MA | N/A |
Merrill Lynch Individual Acct - DC1 | N/A |
Merrill Lynch Individual Acct - DC2 | N/A |
529 DC3 MA | N/A |
Merrill Lynch Individual Acct - DC3 | N/A |
Merrill Lynch IRA - MG | N/A |
Fidelity Brokerage - MG | N/A |
Fidelity - State Street Salary Savings Program | N/A |
Liabilities (1)
| Creditor | Type | Amount |
|---|---|---|
| Metro Credit Union | mortgage | $500,001 - $1,000,000 |
Trading Sector Allocation (from PTR trades)
Financial Services$325K
Technology$8K
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).