Pat Forbes Net Worth & Financial Disclosure

house

Candidate financial disclosure for 2026, filed October 22, 2026. Includes 17 assets.

Year:

2026

Est. Net Worth

$2.7M

2026 candidate report

Total Assets

$1.6M - $3.7M

17 assets

Total Liabilities

0 liabilities

Total Trades

From PTR filings

Trade Volume

N/A

Midpoint of disclosed ranges

Assets by Category

ETFs$1.8M (8)

Mutual Funds$433K (4)

LLC / Partnership$250K (2)

Bank & Cash$208K (2)

Other$0 (1)

All Assets (17)

Asset	Type	Owner	Value	Income
30 Bennett Street, LLC, 50% Interest Baton Rouge, LA, US	LLC / Partnership	Joint	$100,001 - $250,000	Business Income
Lakeland Development, LLC, 33% Interest Baton Rouge, LA, US	LLC / Partnership	Joint	$50,001 - $100,000	Business Income $201 - $1,000
Louisiana State Employees' Retirement System	Other	Self	N/A	Pension Income $50,001 - $100,000
Vanguard Cash Plus (Bank Sweep Program)	Bank & Cash	Spouse	$100,001 - $250,000	Interest $2,501 - $5,000
Vanguard IRA #1 ⇒ Vanguard Intermediate-Term Investment Grade Fund Admiral Shrs (VFIDX)(VFIDX)	Mutual Funds	Self	$100,001 - $250,000	Tax-Deferred
Vanguard IRA #1 ⇒ Vanguard Morningstar Total Stock Market ETF (VTI)(VTI)	ETFs	Self	$250,001 - $500,000	Tax-Deferred
Vanguard IRA #1 ⇒ Vanguard Short-Term Investment Grade Fund Admiral Shrs (VFSUX)(VFSUX)	Mutual Funds	Self	$100,001 - $250,000	Tax-Deferred
Vanguard IRA #1 ⇒ Vanguard Total Bond Market ETF (BND)(BND)	ETFs	Self	$100,001 - $250,000	Tax-Deferred
Vanguard IRA #1 ⇒ Vanguard Total International Bond ETF (BNDX)(BNDX)	ETFs	Self	$100,001 - $250,000	Tax-Deferred
Vanguard IRA #1 ⇒ Vanguard Total International Stock ETF (VXUS)(VXUS)	ETFs	Self	$500,001 - $1,000,000	Tax-Deferred
Vanguard IRA #2 ⇒ Vanguard FTSE Social Index Fund Admiral Shares (VFTAX)(VFTAX)	Mutual Funds	Spouse	$50,001 - $100,000	Tax-Deferred
Vanguard IRA #2 ⇒ Vanguard Intermediate-Term Investment Grade Fund Admiral Shrs (VFIDX)(VFIDX)	Mutual Funds	Spouse	$1,001 - $15,000	Tax-Deferred
Vanguard IRA #2 ⇒ Vanguard Morningstar Total Stock Market ETF (VTI)(VTI)	ETFs	Spouse	$50,001 - $100,000	Tax-Deferred
Vanguard IRA #2 ⇒ Vanguard Total Bond Market ETF (BND)(BND)	ETFs	Spouse	$100,001 - $250,000	Tax-Deferred
Vanguard IRA #2 ⇒ Vanguard Total International Bond ETF (BNDX)(BNDX)	ETFs	Spouse	$1,001 - $15,000	Tax-Deferred
Vanguard IRA #2 ⇒ Vanguard Total International Stock ETF (VXUS)(VXUS)	ETFs	Spouse	$15,001 - $50,000	Tax-Deferred
Vanguard IRA #3 ⇒ Vanguard Federal Money Market Fund	Bank & Cash	Spouse	$15,001 - $50,000	Tax-Deferred

Pat Forbes trades Wealthiest members Most active traders LA 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).