Lee McInnis Net Worth & Financial Disclosure

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Candidate financial disclosure for 2026, filed May 8, 2026. Includes 40 assets and 1 liabilities.

Year:

2026

Est. Net Worth

$2.9M

2026 candidate report

Total Assets

$1.9M - $4.6M

40 assets

Total Liabilities

$250K - $500K

1 liabilities

Total Trades

From PTR filings

Trade Volume

N/A

Midpoint of disclosed ranges

Assets by Category

ETFs$3.1M (34)

Bank & Cash$171K (6)

All Assets (40)

Asset	Type	Owner	Value	Income
Invesco QQQ Trust(QQQ)	ETFs	Self	$100,001 - $250,000	Dividends $1,001 - $2,500
Invesco S&P 500	ETFs	Self	$50,001 - $100,000	Dividends $1 - $200
iShares Core S&P	ETFs	Self	$50,001 - $100,000	Dividends $1 - $200
iShares S&P	ETFs	Self	$50,001 - $100,000	Dividends $201 - $1,000
State Street SPDR	ETFs	Self	$100,001 - $250,000	Dividends $1,001 - $2,500
Vanguard Growth(VUG)	ETFs	Self	$100,001 - $250,000	Dividends $201 - $1,000
Vanguard Value(VTV)	ETFs	Self	$100,001 - $250,000	Dividends $201 - $1,000
AB Active ETFs	ETFs	Self	$50,001 - $100,000	Dividends $1 - $200
Invesco BulletShares	ETFs	Self	$50,001 - $100,000	Dividends $1 - $200
Invesco BulletShares	ETFs	Self	$50,001 - $100,000	Dividends $1 - $200
Invesco Exchange	ETFs	Self	$50,001 - $100,000	Dividends $1 - $200
iShares iBonds	ETFs	Self	$50,001 - $100,000	Dividends $1 - $200
iShares Gold(IAU)	ETFs	Self	$50,001 - $100,000	Dividends $1 - $200
UBS Bank Deposit	Bank & Cash	Self	$1,001 - $15,000	Dividends
Auburn University FCU	Bank & Cash	Joint	$15,001 - $50,000	None
Navy FCU	Bank & Cash	Joint	$15,001 - $50,000	None
Tower FCU	Bank & Cash	Joint	$15,001 - $50,000	None
UBS Bank USA Deposit	Bank & Cash	Spouse	$15,001 - $50,000	None
Invesco QQQ(QQQ)	ETFs	Spouse	$100,001 - $250,000	Dividends $100,001 - $1,000,000
Invesco S&P 100	ETFs	Spouse	$50,001 - $100,000	Dividends $50,001 - $100,000
iShares S&P 100(OEF)	ETFs	Spouse	$100,001 - $250,000	Dividends $100,001 - $1,000,000
State Street SPDR	ETFs	Spouse	$250,001 - $500,000	Dividends $100,001 - $1,000,000
Vanguard Growth(VUG)	ETFs	Spouse	$100,001 - $250,000	Dividends $100,001 - $1,000,000
Vanguard Value ETF(VTV)	ETFs	Spouse	$100,001 - $250,000	Dividends $100,001 - $1,000,000
AB Active ETFs	ETFs	Spouse	$50,001 - $100,000	Dividends $50,001 - $100,000
Invesco BulletShares	ETFs	Spouse	$50,001 - $100,000	Dividends $50,001 - $100,000
Invesco Exch TRD SLF	ETFs	Spouse	$50,001 - $100,000	Dividends $50,001 - $100,000
iShares iBond	ETFs	Spouse	$50,001 - $100,000	Dividends $50,001 - $100,000
Closed End Funds ⇒ iShares Gold TR(IAU)	ETFs	Spouse	$100,001 - $250,000	Dividends $100,001 - $1,000,000
UBS Cash Acct	Bank & Cash	Joint	$15,001 - $50,000	None
Invesco QQQ(QQQ)	ETFs	Joint	$1,001 - $15,000	Dividends $2,501 - $5,000
iShares Core S&P	ETFs	Joint	$1,001 - $15,000	Dividends $1,001 - $2,500
iShares S&P 400	ETFs	Joint	$1,001 - $15,000	Dividends $1,001 - $2,500
State Street SPDR	ETFs	Joint	$1,001 - $15,000	Dividends $2,501 - $5,000
Vanguard Value ETF(VTV)	ETFs	Joint	$1,001 - $15,000	Dividends $5,001 - $15,000
AB Active ETFs	ETFs	Joint	$1,001 - $15,000	Dividends $5,001 - $15,000
Invesco BulletShares	ETFs	Joint	$1,001 - $15,000	Dividends $5,001 - $15,000
Invesco Exch TRD	ETFs	Joint	$1,001 - $15,000	Dividends $5,001 - $15,000
iShares iBond	ETFs	Joint	$1,001 - $15,000	Dividends $5,001 - $15,000
iShares Gold(IAU)	ETFs	Joint	$1,001 - $15,000	Dividends $2,501 - $5,000

Liabilities (1)

Creditor	Type	Amount	Rate	Term
UBS	mortgage	$250,001 - $500,000	—	—

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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).