Julie Fortier Net Worth & Financial Disclosure

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Candidate financial disclosure for 2026, filed September 24, 2026. Includes 77 assets and 1 liabilities.

Year:

2026

Est. Net Worth

$5.7M

2026 candidate report

Total Assets

$3.3M - $8.1M

77 assets

Total Liabilities

$15K - $50K

1 liabilities

Total Trades

From PTR filings

Trade Volume

N/A

Midpoint of disclosed ranges

Assets by Category

Mutual Funds$4.7M (60)

Stocks$358K (3)

Other$273K (4)

Bank & Cash$256K (5)

Gov. Securities$81K (4)

Retirement & Pension$33K (1)

All Assets (77)

Asset	Type	Owner	Value	Income
Brightstart529 IL	Other	Spouse	$15,001 - $50,000	Tax-Deferred
Brightstart529 IL	Other	Spouse	$100,001 - $250,000	Tax-Deferred
Cash at Bank of America	Bank & Cash	Joint	$100,001 - $250,000	None
Cash at Scott Credit Union	Bank & Cash	Joint	$15,001 - $50,000	Dividends $1 - $200
Fidelity-IRA	Retirement & Pension	Self	$15,001 - $50,000	None
Metlife Total control Accnt	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Cetera Advisors ⇒ AMCAP Fund, Class A Shares A (AMCPX)(AMCPX)	Mutual Funds	Self	$15,001 - $50,000	Capital Gains
Cetera Advisors ⇒ American Balanced Fund, Class A Shs (ABALX)(ABALX)	Mutual Funds	Self	$50,001 - $100,000	Capital Gains, Dividends $201 - $1,000
Cetera Advisors ⇒ American Funds Investment Co of America A (AIVSX)(AIVSX)	Mutual Funds	Self	$50,001 - $100,000	Capital Gains, Dividends $201 - $1,000
Cetera Advisors ⇒ American Mutual Fund Class A Shares (AMRMX)(AMRMX)	Mutual Funds	Self	$15,001 - $50,000	Capital Gains, Dividends $201 - $1,000
Cetera Advisors ⇒ Capital Income Builder Cl A Shs (CAIBX)(CAIBX)	Mutual Funds	Self	$15,001 - $50,000	Capital Gains, Dividends $201 - $1,000
Cetera Advisors ⇒ Fundamental Investors, Class A Shares (ANCFX)(ANCFX)	Mutual Funds	Self	$50,001 - $100,000	Capital Gains, Dividends $1 - $200
Cetera Advisors ⇒ New Perspective Fund, Class A Shares (ANWPX)(ANWPX)	Mutual Funds	Self	$15,001 - $50,000	Capital Gains, Dividends
Cetera Advisors ⇒ The Bond Fund of America, Class A Shares (ABNDX)(ABNDX)	Mutual Funds	Self	$1,001 - $15,000	Capital Gains, Dividends $1 - $200
Cetera Advisors ⇒ The Growth Fund of America Class A Shares (AGTHX)(AGTHX)	Mutual Funds	Self	$50,001 - $100,000	Capital Gains, Dividends
Cetera Advisors ⇒ The Income Fund of America, Class A Shares (AMECX)(AMECX)	Mutual Funds	Self	$15,001 - $50,000	Capital Gains, Dividends $201 - $1,000
Cetera Advisors ⇒ Washington Mutual Invs Fd Cl A Shs (AWSHX)(AWSHX)	Mutual Funds	Self	$50,001 - $100,000	Capital Gains, Dividends $201 - $1,000
Cetera Advisors Mutual Fund ⇒ American Balanced Fund, Class A Shs (ABALX)(ABALX)	Mutual Funds	Self	$15,001 - $50,000	Capital Gains, Dividends $201 - $1,000
Cetera Advisors Mutual Fund ⇒ American Funds Investment Co of America A (AIVSX)(AIVSX)	Mutual Funds	Self	$15,001 - $50,000	Capital Gains, Dividends $1 - $200
Cetera Advisors Mutual Fund ⇒ American Mutual Fund Class A Shares (AMRMX)(AMRMX)	Mutual Funds	Self	$15,001 - $50,000	Capital Gains, Dividends $1 - $200
Cetera Advisors Mutual Fund ⇒ Capital Income Builder Cl A Shs (CAIBX)(CAIBX)	Mutual Funds	Self	$15,001 - $50,000	Capital Gains, Dividends $201 - $1,000
Cetera Advisors Mutual Fund ⇒ Fundamental Investors, Class A Shares (ANCFX)(ANCFX)	Mutual Funds	Self	$50,001 - $100,000	Capital Gains, Dividends $1,001 - $2,500
Cetera Advisors Mutual Fund ⇒ The Income Fund of America, Class A Shares (AMECX)(AMECX)	Mutual Funds	Self	$15,001 - $50,000	Capital Gains, Dividends $201 - $1,000
Cetera Advisors Mutual Fund ⇒ Washington Mutual Invs Fd Cl A Shs (AWSHX)(AWSHX)	Mutual Funds	Self	$15,001 - $50,000	Capital Gains, Dividends $201 - $1,000
Charles Schwab - 401k from Extreme Networks ⇒ Fidelity Total International Index Fund (FTIHX)(FTIHX)	Mutual Funds	Spouse	$50,001 - $100,000	Tax-Deferred
Charles Schwab - 401k from Extreme Networks ⇒ Franklin Stable Value Fund 15bps	Bank & Cash	Spouse	$1,001 - $15,000	Tax-Deferred
Charles Schwab - 401k from Extreme Networks ⇒ JPMorgan Large Cap Growth Fund R6 (JLGMX)(JLGMX)	Mutual Funds	Spouse	$100,001 - $250,000	Tax-Deferred
Charles Schwab - 401k from Extreme Networks ⇒ Vanguard Wellington Fund Admiral Shares (VWENX)(VWENX)	Mutual Funds	Spouse	$100,001 - $250,000	Tax-Deferred
E*Trade via Morgan Stanley ⇒ Boeing Company (BA)(BA)	Stocks	Spouse	$1,001 - $15,000	None
E*Trade via Morgan Stanley ⇒ Calix (CALX) stock(CALX)	Other	Spouse	$15,001 - $50,000	None
E*Trade via Morgan Stanley ⇒ Calix, Inc Common Stock (CALX)(CALX)	Stocks	Spouse	$100,001 - $250,000	None
ETrade via Morgan Stanley ⇒ Cash at ETrade	Bank & Cash	Spouse	$15,001 - $50,000	None
E*Trade via Morgan Stanley ⇒ Extreme Networks, Inc. - Common Stock (EXTR)(EXTR)	Stocks	Spouse	$100,001 - $250,000	Capital Gains $15,001 - $50,000
Edward Jones Brokerage Accnt ⇒ Carson CA Redevelopment Agency Proj Area 1-B	Gov. Securities	Spouse	$15,001 - $50,000	None
Edward Jones Brokerage Accnt ⇒ Federated Hermes International Leaders Fund Class A (FGFAX)(FGFAX)	Mutual Funds	Spouse	$15,001 - $50,000	Capital Gains, Dividends
Edward Jones Brokerage Accnt ⇒ Federated Hermes Prime Cash Obligations Fund Wealth Shares (PCOXX)(PCOXX)	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Edward Jones Brokerage Accnt ⇒ Federated Hermes Strategic Value Dividend Fund Class A (SVAAX)(SVAAX)	Mutual Funds	Spouse	$15,001 - $50,000	Capital Gains, Dividends $201 - $1,000
Edward Jones Brokerage Accnt ⇒ Hartford MidCap Fund Class A (HFMCX)(HFMCX)	Mutual Funds	Spouse	$50,001 - $100,000	Capital Gains
Edward Jones Brokerage Accnt ⇒ Illinois Housing Dev Auth – Multi family Revenue	Gov. Securities	Spouse	$15,001 - $50,000	Interest $1,001 - $2,500
Edward Jones Brokerage Accnt ⇒ Invesco Developing Markets Fund Class A (ODMAX)(ODMAX)	Mutual Funds	Spouse	$1,001 - $15,000	Capital Gains, Dividends
Edward Jones Brokerage Accnt ⇒ Lord Abbett Dividend Growth Fd Cl A (LAMAX)(LAMAX)	Mutual Funds	Spouse	$100,001 - $250,000	Capital Gains, Dividends $201 - $1,000
Edward Jones Brokerage Accnt ⇒ Lord Abbett International Value Fund - Class A (LIDAX)(LIDAX)	Mutual Funds	Spouse	$50,001 - $100,000	Dividends $201 - $1,000
Edward Jones Brokerage Accnt ⇒ Lord Abbett Mid Cap Stock Fd Cl A (LAVLX)(LAVLX)	Mutual Funds	Spouse	$15,001 - $50,000	Capital Gains, Dividends $201 - $1,000
Edward Jones Brokerage Accnt ⇒ Southwestern IL Dev Auth Rev Local Govt Prgm	Gov. Securities	Spouse	$1,001 - $15,000	None
Edward Jones Brokerage Accnt ⇒ Southwestern IL Dev Auth Rev Local Govt Prgm Escrow	Gov. Securities	Spouse	$1,001 - $15,000	None
Edward Jones Brokerage Accnt ⇒ The Hartford Healthcare Fund Class A (HGHAX)(HGHAX)	Mutual Funds	Spouse	$15,001 - $50,000	Capital Gains
Edward Jones Individual 529 ⇒ Edward Jones Individual 529 IL	Other	Spouse	$15,001 - $50,000	Tax-Deferred
Edward Jones Roth IRA ⇒ Invesco International Small-Mid Company Fund Class A (OSMAX)(OSMAX)	Mutual Funds	Spouse	$1,001 - $15,000	Tax-Deferred
Edward Jones Roth IRA ⇒ Lord Abbett Affiliated Fund Inc. Class A (LAFFX)(LAFFX)	Mutual Funds	Spouse	$100,001 - $250,000	Tax-Deferred
Edward Jones Roth IRA ⇒ Lord Abbett Affiliated Fund Inc. Class A (LAFFX)(LAFFX)	Mutual Funds	Self	$50,001 - $100,000	Tax-Deferred
Edward Jones Roth IRA ⇒ Lord Abbett Bond-Debenture Fund Inc. Cl A (LBNDX)(LBNDX)	Mutual Funds	Self	$15,001 - $50,000	Tax-Deferred
Edward Jones Roth IRA ⇒ Lord Abbett Bond-Debenture Fund Inc. Cl A (LBNDX)(LBNDX)	Mutual Funds	Spouse	$15,001 - $50,000	Tax-Deferred
Edward Jones Roth IRA ⇒ Lord Abbett Fundamental Equity Fund Class A (LDFVX)(LDFVX)	Mutual Funds	Self	$50,001 - $100,000	Tax-Deferred
Edward Jones Roth IRA ⇒ Lord Abbett International Value Fund - Class A (LIDAX)(LIDAX)	Mutual Funds	Self	$15,001 - $50,000	Tax-Deferred
Edward Jones Trad IRA ⇒ Columbia Government Money Market Fund Class A (IDSXX)(IDSXX)	Mutual Funds	Spouse	$100,001 - $250,000	Tax-Deferred
Edward Jones Trad IRA ⇒ Lord Abbett Affiliated Fund Inc. Class A (LAFFX)(LAFFX)	Mutual Funds	Spouse	$250,001 - $500,000	Tax-Deferred
Edward Jones Trad IRA ⇒ Lord Abbett Affiliated Fund Inc. Class A (LAFFX)(LAFFX)	Mutual Funds	Self	$50,001 - $100,000	Tax-Deferred
Edward Jones Trad IRA ⇒ Lord Abbett Bond-Debenture Fund Inc. Cl A (LBNDX)(LBNDX)	Mutual Funds	Self	$15,001 - $50,000	Tax-Deferred
Edward Jones Trad IRA ⇒ Lord Abbett Bond-Debenture Fund Inc. Cl A (LBNDX)(LBNDX)	Mutual Funds	Spouse	$50,001 - $100,000	Tax-Deferred
Edward Jones Trad IRA ⇒ Lord Abbett Growth Leaders Fd Cl A (LGLAX)(LGLAX)	Mutual Funds	Spouse	$250,001 - $500,000	Tax-Deferred
Edward Jones Trad IRA ⇒ Lord Abbett International Value Fund - Class A (LIDAX)(LIDAX)	Mutual Funds	Spouse	$100,001 - $250,000	Tax-Deferred
Edward Jones Trad IRA ⇒ Lord Abbett Investment Trust Income Fd Cl A (LAGVX)(LAGVX)	Mutual Funds	Spouse	$100,001 - $250,000	Tax-Deferred
Edward Jones Trad IRA ⇒ Lord Abbett Multi-Asset Balanced Opportunity Fund-Class A (LABFX)(LABFX)	Mutual Funds	Spouse	$100,001 - $250,000	Tax-Deferred
Edward Jones Trad IRA ⇒ Lord Abbett Securities Tr, Lord Abbett Value Opportunities Fd Cl A (LVOAX)(LVOAX)	Mutual Funds	Spouse	$50,001 - $100,000	Tax-Deferred
Edward Jones Trad IRA ⇒ Lord Abbett Securities Trust - Alpha Strategy Fund Class A (ALFAX)(ALFAX)	Mutual Funds	Spouse	$15,001 - $50,000	Tax-Deferred
Edward Jones Trad IRA ⇒ Lord Abbett Securities Trust International Opportunities Fund Class A (LAIEX)(LAIEX)	Mutual Funds	Spouse	$50,001 - $100,000	Tax-Deferred
Edward Jones Trad IRA ⇒ Lord Abbett Total Return Fund Class A (LTRAX)(LTRAX)	Mutual Funds	Spouse	$100,001 - $250,000	Tax-Deferred
Empower - 401k from Enterasys (pka Putnam) ⇒ Artisan International Value Fund Investor Shs (ARTKX)(ARTKX)	Mutual Funds	Spouse	$15,001 - $50,000	Tax-Deferred
Empower - 401k from Enterasys (pka Putnam) ⇒ Putnam Large Cap Value Fund Class Y (PEIYX)(PEIYX)	Mutual Funds	Spouse	$1,001 - $15,000	Tax-Deferred
Empower - 401k from Enterasys (pka Putnam) ⇒ Victory Pioneer Fundamental Growth Fund Class Y (FUNYX)(FUNYX)	Mutual Funds	Spouse	$100,001 - $250,000	Tax-Deferred
Fidelity 401K from Calix ⇒ CIT: T. Rowe Price Retirement Blend Select Trust 2035 Fee Class 1 (WTRAGX)(WTRAGX)	Mutual Funds	Spouse	$50,001 - $100,000	Tax-Deferred
Fidelity 401K from Calix ⇒ Fidelity 500 Index Fund (FXAIX)(FXAIX)	Mutual Funds	Spouse	$100,001 - $250,000	Tax-Deferred
Fidelity 401K from Calix ⇒ Fidelity International Index Fund (FSPSX)(FSPSX)	Mutual Funds	Spouse	$50,001 - $100,000	Tax-Deferred
Fidelity-IRA ⇒ AQR Managed Futures Strategy Fund Class N (AQMNX)(AQMNX)	Mutual Funds	Self	$1 - $1,000	None
Fidelity-IRA ⇒ Eaton Vance Global Macro Absolute Return Fund Cl A (EAGMX)(EAGMX)	Mutual Funds	Self	$1 - $1,000	None
Fidelity-IRA ⇒ Pimco CommodityRealReturn Strategy Fund Institutional Class (PCRIX)(PCRIX)	Mutual Funds	Self	$1 - $1,000	None
Washington University Retirement Plan ⇒ Vanguard Target Retirement 2035 Fund (VTTHX)(VTTHX)	Mutual Funds	Self	$15,001 - $50,000	Tax-Deferred

Liabilities (1)

Creditor	Type	Amount	Rate	Term
Greensky	other	$15,001 - $50,000	—	—

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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).