John R Curtis Net Worth & Financial Disclosure

senate

Annual financial disclosure for 2024, filed August 13, 2025. Includes 119 assets and 2 liabilities.

Year:

2025 2024

Est. Net Worth

$17.5M

2024 annual disclosure

Total Assets

$8.2M - $26.8M

119 assets

Total Liabilities

2 liabilities

Total Trades

From PTR filings

Trade Volume

$925K

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2024	$17.5M
2025	$17.9M

Assets by Category

Other$6.6M (104)

Private Equity$6M (2)

Bank & Cash$325K (3)

Top Stock Holdings (from trades)

JPMorgan Chase & Co.JPM

$175K

All Assets (119)

Asset	Type	Owner	Value	Income
CSDIX - Cohen & Steers Real Estate Securities Fund Inc.(CSDIX)	Other	Self	$15,001 - $50,000	Excepted Investment Fund
DODIX - Dodge & Cox Income Fund - Class I(DODIX)	Other	Self	$50,001 - $100,000	Excepted Investment Fund
FVADX - Franklin Value Fund Advisor Class(FVADX)	Other	Self	$15,001 - $50,000	Excepted Investment Fund
IVV - iShares Core S&P 500 ETF(IVV)	Other	Self	$250,001 - $500,000	Excepted Investment Fund
TLT - iShares 20+ Year Treasury Bond ETF(TLT)	Other	Self	$1,001 - $15,000	Excepted Investment Fund
IEF - iShares 7-10 Year Treasury Bond ETF(IEF)	Other	Self	$15,001 - $50,000	Excepted Investment Fund
IEFA - iShares Core MSCI EAFE ETF(IEFA)	Other	Self	$100,001 - $250,000	Excepted Investment Fund
IEMG - iShares Core MSCI Emerging Markets ETF(IEMG)	Other	Self	$50,001 - $100,000	Excepted Investment Fund
IJR - iShares Core S&P Small-Cap ETF(IJR)	Other	Self	$15,001 - $50,000	Excepted Investment Fund
AGG - iShares Core U.S. Aggregate Bond ETF(AGG)	Other	Self	$50,001 - $100,000	Excepted Investment Fund
EZU - iShares MSCI Eurozone ETF(EZU)	Other	Self	$15,001 - $50,000	Excepted Investment Fund
PIFZX - PGIM Short-Term Corporate Bond Fund Class Z(PIFZX)	Other	Self	$1,001 - $15,000	Excepted Investment Fund
PONPX - Pimco Income Fund Class I-2(PONPX)	Other	Self	$15,001 - $50,000	Excepted Investment Fund
PCLPX - Pimco Commoditiesplus Strategy Fund Class I-2(PCLPX)	Other	Self	$15,001 - $50,000	Excepted Investment Fund
MDY - S&P Midcap 400 SPDR(MDY)	Other	Self	$15,001 - $50,000	Excepted Investment Fund
VBTLX - Vanguard Total Bond Market Index Fund Admiral Sh(VBTLX)	Other	Self	$50,001 - $100,000	Excepted Investment Fund
VNQ - Vanguard Real Estate ETF(VNQ)	Other	Self	$15,001 - $50,000	Excepted Investment Fund
VO - Vanguard Mid-Cap ETF(VO)	Other	Self	$50,001 - $100,000	Excepted Investment Fund
CSDIX - Cohen & Steers Real Estate Securities Fund Inc.(CSDIX)	Other	Spouse	$1,001 - $15,000	Excepted Investment Fund
DODIX - Dodge & Cox Income Fund - Class I(DODIX)	Other	Spouse	$1,001 - $15,000	Excepted Investment Fund
FVADX - Franklin Value Fund Advisor Class(FVADX)	Other	Spouse	$1,001 - $15,000	Excepted Investment Fund
IVV - iShares Core S&P 500 ETF(IVV)	Other	Spouse	$15,001 - $50,000	Excepted Investment Fund
IEF - iShares 7-10 Year Treasury Bond ETF(IEF)	Other	Spouse	$1,001 - $15,000	Excepted Investment Fund
IEFA - iShares Core MSCI EAFE ETF(IEFA)	Other	Spouse	$1,001 - $15,000	Excepted Investment Fund
IEMG - iShares Core MSCI Emerging Markets ETF(IEMG)	Other	Spouse	$1,001 - $15,000	Excepted Investment Fund
IJR - iShares Core S&P Small-Cap ETF(IJR)	Other	Spouse	$1,001 - $15,000	Excepted Investment Fund
AGG - iShares Core U.S. Aggregate Bond ETF(AGG)	Other	Spouse	$1,001 - $15,000	Excepted Investment Fund
EZU - iShares MSCI Eurozone ETF(EZU)	Other	Spouse	$1,001 - $15,000	Excepted Investment Fund
PONPX - Pimco Income Fund Class I-2(PONPX)	Other	Spouse	$1,001 - $15,000	Excepted Investment Fund
PCLPX - Pimco Commoditiesplus Strategy Fund Class I-2(PCLPX)	Other	Spouse	$1,001 - $15,000	Excepted Investment Fund
MDY - S&P Midcap 400 SPDR(MDY)	Other	Spouse	$1,001 - $15,000	Excepted Investment Fund
VBTLX - Vanguard Total Bond Market Index Fund Admiral Sh(VBTLX)	Other	Spouse	$1,001 - $15,000	Excepted Investment Fund
VNQ - Vanguard Real Estate ETF(VNQ)	Other	Spouse	$1,001 - $15,000	Excepted Investment Fund
VO - Vanguard Mid-Cap ETF(VO)	Other	Spouse	$1,001 - $15,000	Excepted Investment Fund
CSDIX - Cohen & Steers Real Estate Securities Fund Inc.(CSDIX)	Other	Joint	$50,001 - $100,000	Excepted Investment Fund
FVADX - Franklin Value Fund Advisor Class(FVADX)	Other	Joint	$15,001 - $50,000	Excepted Investment Fund
IVV - iShares Core S&P 500 ETF(IVV)	Other	Joint	$500,001 - $1,000,000	Excepted Investment Fund
TLT - iShares 20+ Year Treasury Bond ETF(TLT)	Other	Joint	$15,001 - $50,000	Excepted Investment Fund
IEF - iShares 7-10 Year Treasury Bond ETF(IEF)	Other	Joint	$15,001 - $50,000	Excepted Investment Fund
IEFA - iShares Core MSCI EAFE ETF(IEFA)	Other	Joint	$250,001 - $500,000	Excepted Investment Fund
IEMG - iShares Core MSCI Emerging Markets ETF(IEMG)	Other	Joint	$100,001 - $250,000	Excepted Investment Fund
IJR - iShares Core S&P Small-Cap ETF(IJR)	Other	Joint	$50,001 - $100,000	Excepted Investment Fund
AGG - iShares Core U.S. Aggregate Bond ETF(AGG)	Other	Joint	$1,001 - $15,000	Excepted Investment Fund
EZU - iShares MSCI Eurozone ETF(EZU)	Other	Joint	$15,001 - $50,000	Excepted Investment Fund
PIFZX - PGIM Short-Term Corporate Bond Fund Class Z(PIFZX)	Other	Joint	$1,001 - $15,000	Excepted Investment Fund
PONPX - Pimco Income Fund Class I-2(PONPX)	Other	Joint	$50,001 - $100,000	Excepted Investment Fund
PCLPX - Pimco Commoditiesplus Strategy Fund Class I-2(PCLPX)	Other	Joint	$15,001 - $50,000	Excepted Investment Fund
SCHH - Schwab U.S. REIT ETF(CHH)	Other	Joint	$15,001 - $50,000	Excepted Investment Fund
MDY - S&P Midcap 400 SPDR(MDY)	Other	Joint	$50,001 - $100,000	Excepted Investment Fund
VNQ - Vanguard Real Estate ETF(VNQ)	Other	Joint	$15,001 - $50,000	Excepted Investment Fund
VO - Vanguard Mid-Cap ETF(VO)	Other	Joint	$100,001 - $250,000	Excepted Investment Fund
BND - Vanguard Total Bond Market ETF(BND)	Other	Joint	$100,001 - $250,000	Excepted Investment Fund
ANDREWS TX INDPT SCH DIST BLDG PSF GTD B/E CPN	Other	Joint	$1,001 - $15,000	None
CALIFORNIA ST VARIOUS PURP RFDG B/E CPN	Other	Joint	$1,001 - $15,000	None
CALIFORNIA ST UNIV REV STWIDE SER A B/E CPN	Other	Joint	$1,001 - $15,000	None
COLO NESCO CMNTY SCH DIST IA BAM B/E PTC CPN	Other	Joint	$1,001 - $15,000	None
COLORADO ST CTF PARTN RURAL SER A REV B/E CPN	Other	Joint	$1,001 - $15,000	None
EASTERN HOWARD IN 3RD MILLENIUM SCH BLDG 1ST MTG REV B/E ST INCPT PTC CPN	Other	Joint	$1,001 - $15,000	None
GEORGIA ST SER A B/E CPN	Other	Joint	$1,001 - $15,000	None
HENDERSON CNTY NC LTD OBLIG REV B/E CPN	Other	Joint	$1,001 - $15,000	None
HENNEPIN CNTY MN SALES TAX REV SER B DB B/E CPN	Other	Joint	$1,001 - $15,000	None
INDIANA ST FIN AUTH WSTWTR UTIL REV 1ST LIEN RFDG CWA AUTH SER 1 B/E CPN	Other	Joint	$1,001 - $15,000	None
JACKSON MI CAP IMPT BAM B/E CPN	Other	Joint	$1,001 - $15,000	None
METROPOLITAN TRANSN AUTH NY REV RFDG SER D B/E CPN	Other	Joint	$1,001 - $15,000	None
MISSISSIPPI ST SER B B/E CPN	Other	Joint	$1,001 - $15,000	None
NORTH EAST TX REGL MOBIL AUTH REV SR LIEN REV SER A B/E CPN	Other	Joint	$1,001 - $15,000	None
OAK CREEK WI NT ANTIC NT SER B REV B/E PTC CPN	Other	Joint	$1,001 - $15,000	None
OLATHE KS IMPT RFDG 234 DB B/E CPN	Other	Joint	$1,001 - $15,000	None
ONSLOW CNTY NC LTD OBLIG REV B/E PTC CPN	Other	Joint	$1,001 - $15,000	None
OSAGE CNTY KS RFDG & IMPT SER A B/E B/Q PTC CPN	Other	Joint	$1,001 - $15,000	None
PENN IN HIGH SCH BLDG CORP 1ST MTG REV B/E ST INTRCPT PTC CPN	Other	Joint	$1,001 - $15,000	None
ROMEOVILLE IL B/E CPN	Other	Joint	$1,001 - $15,000	None
SANGAMON LOGAN MENARD CNTYS IL CMNTY SCH DIST 015 SER A DB BAM B/E PTC CPN	Other	Joint	$1,001 - $15,000	None
SKAGIT CNTY WA CONS SCH DIST 320 MT VERNON B/E CPN	Other	Joint	$1,001 - $15,000	None
SOUTH CAROLINA TRANSN INFRA BK REV RFDG SER A B/E CPN	Other	Joint	$1,001 - $15,000	None
SULLIVAN CNTY PA SCH DIST NT BAM B/E B/Q CR ENH CPN	Other	Joint	$1,001 - $15,000	None
TEXAS WTR DEV BRD ST REVLVG FD REV B/E CPN	Other	Joint	$1,001 - $15,000	None
TOLEDO OH WTRWKS REV SYS B/E CPN	Other	Joint	$1,001 - $15,000	None
UNION CNTY NC LTD OBLIG RFDG REV B/E CPN	Other	Joint	$1,001 - $15,000	None
WEST CENTRAL IN SCH BLDG AD VALOREM PPTY TAX REV 1ST MTG B/E B/Q CR ENH CPN	Other	Joint	$1,001 - $15,000	None
UTAH CNTY UT TRANSN SALES TAX RFDG REV B/E CPN	Other	Joint	$1,001 - $15,000	None
Provo Rental	Other	Self	$500,001 - $1,000,000	None
Bear Lake Rental	Other	Self	$100,001 - $250,000	Rent/Royalties $5,001 - $15,000
West Gate of Orem, LLC West Gate of Orem, LLC (North Ogden, UT)	Other	Self	N/A	None
ATI Founders, Inc. ATI Founders, Inc. (Provo, UT)	Other	Self	$500,001 - $1,000,000	None
Monticello Development Company, LLC Monticello Development Company, LLC (Monticello, UT)	Other	Self	N/A	None
Sundance Debt Partners, LLC	Private Equity	Self	$1,000,001 - $5,000,000	Excepted Investment Fund $100,001 - $1,000,000
PEG Opportunity Zone Investors LLC	Private Equity	Self	$1,000,001 - $5,000,000	Excepted Investment Fund $15,001 - $50,000
Peak Ventures Fund II, L.P. Peak Ventures Fund II, L.P. (Provo, UT)	Other	Self	$250,001 - $500,000	Excepted Investment Fund $50,001 - $100,000
QQUV Investments 2, LLC QQUV Investments 2, LLC (Pleasant Grove & Orem, UT)	Other	Self	N/A	Other (Distribution)
QQUV Investments 3, LLC QQUV Investments 3, LLC (Springville & Spanish Fork, UT)	Other	Self	N/A	Other (Distribution)
QQUV Investments 4, LLC QQUV Investments 4, LLC (Utah County, UT)	Other	Self	N/A	Other (Distribution)
QQUV Investments 5, LLC QQUV Investments 5, LLC (Springville, UT)	Other	Self	N/A	Other (Distribution)
QQCO LLC QQCO LLC (Springville, UT)	Other	Self	N/A	Other (Distribution)
QQCC LLC (previously listed as QQ Corpus Christi) QQCC LLC (previously listed as QQ Corpus Christi) (Corpus Christi, TX)	Other	Self	N/A	Other (Distribution)
QQ135 LLC QQ135 LLC (El Paso, TX)	Other	Self	N/A	Other (Distribution)
QQRGV LLC QQRGV LLC (Rio Grande Valley, TX)	Other	Self	N/A	Other (Distribution)
NLI DB2 LLC NLI DB2 LLC (Salt Lake City, UT)	Other	Self	N/A	None
NLI Falmouth, LLC NLI Falmouth, LLC (Salt Lake City, UT)	Other	Self	N/A	None
CP III NSW Co-Investment, LLC CP III NSW Co-Investment (Salt Lake City, UT)	Other	Self	$15,001 - $50,000	Excepted Investment Fund
Cynosure Partners III, LP Cynosure Partners III, LP (Salt Lake City, UT)	Other	Self	$500,001 - $1,000,000	Excepted Investment Fund $2,501 - $5,000
Zions Bank Checking Account Salt Lake City, UT	Bank & Cash	Self	$50,001 - $100,000	None
UFB Direct/Axos San Diego, CA	Bank & Cash	Self	$50,001 - $100,000	None
Fieldpoint Private Banking Greenwich, CT	Bank & Cash	Self	$100,001 - $250,000	None
OSHKOSH WIS AREA SCH DIST GO PROM NTS 2022	Other	Joint	N/A	Interest, Capital Gains $201 - $1,000
PRINCE GEORGES CNTY MD GO CONS PUB IMPT BDS 2014A	Other	Joint	N/A	Interest, Capital Gains $201 - $1,000
Curtis Family Trust	Other	Self	N/A	None
John Reem Curtis SPE, LLC John Reem Curtis SPE, LLC (North Ogden, UT)	Other	Self	N/A	None
Action Commercial Park LLC (previously listed as Action Opportunity Fund) Action Commercial Park LLC (previously listed as Action Opportunity Fund) (Provo, UT)	Other	Self	N/A	None

Liabilities (2)

Creditor	Type	Amount	Rate	Term
1	other	N/A	—	—
2	other	N/A	—	—

Trading Sector Allocation (from PTR trades)

Financial Services$725K

John R Curtis trades Wealthiest members Most active traders Unknown delegation Articles

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).