Paul Wikstrom Net Worth & Financial Disclosure

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Candidate financial disclosure for 2026, filed July 12, 2026. Includes 82 assets.

Year:

2026

Est. Net Worth

$5.3M

2026 candidate report

Total Assets

$3M - $7.6M

82 assets

Total Liabilities

0 liabilities

Total Trades

From PTR filings

Trade Volume

N/A

Midpoint of disclosed ranges

Assets by Category

Mutual Funds$2M (27)

ETFs$1.8M (20)

Stocks$878K (20)

Other$523K (5)

Bank & Cash$90K (6)

Retirement & Pension$84K (3)

Gov. Securities$501 (1)

All Assets (82)

Asset	Type	Owner	Value	Income
Cash	Bank & Cash	Joint	$15,001 - $50,000	Dividends $1 - $200
Cash	Bank & Cash	Spouse	$1,001 - $15,000	Dividends $1 - $200
EE Bond	Gov. Securities	Self	$1 - $1,000	Interest $1 - $200
International Business Machines Corporation Common Stock (IBM)(IBM)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Kyndryl Holdings, Inc. Common Stock (KD)(KD)	Stocks	Spouse	$1 - $1,000	None
Medtronic Pension	Other	Self	$1,001 - $15,000	pension $5,001 - $15,000
Pension	Retirement & Pension	Spouse	$50,001 - $100,000	None
RTX ESOP Fund	Other	Self	$15,001 - $50,000	None
RTX Stock Fund	Other	Self	$15,001 - $50,000	Dividends $201 - $1,000
401(k) ⇒ Target Retirement 2050 Fund	Other	Self	$250,001 - $500,000	None
401(k) ⇒ Target Retirement 2070 Fund	Other	Self	$50,001 - $100,000	None
Brokerage 1 ⇒ Apple Inc. - Common Stock (AAPL)(AAPL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Brokerage 1 ⇒ Fidelity Government Money Market Fund (SPAXX)(SPAXX)	Mutual Funds	Self	$1 - $1,000	Dividends $1 - $200
Brokerage 1 ⇒ Medtronic plc. Ordinary Shares (MDT)(MDT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Brokerage 2 ⇒ Medtronic plc. Ordinary Shares (MDT)(MDT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
CU IRA ⇒ IRA - C.U.	Retirement & Pension	Spouse	$1,001 - $15,000	None
Inherited IRA ⇒ AMCAP Fund, Class A Shares A (AMCPX)(AMCPX)	Mutual Funds	Spouse	$15,001 - $50,000	None
Inherited IRA ⇒ Capital Income Builder Cl A Shs (CAIBX)(CAIBX)	Mutual Funds	Spouse	$15,001 - $50,000	None
Inherited IRA ⇒ Cash	Retirement & Pension	Spouse	$1 - $1,000	None
Inherited IRA ⇒ New Perspective Fund, Class A Shares (ANWPX)(ANWPX)	Mutual Funds	Spouse	$15,001 - $50,000	None
Inherited IRA ⇒ PIMCO Fds Total Return Fd Cl A (PTTAX)(PTTAX)	Mutual Funds	Spouse	$1,001 - $15,000	None
Inherited IRA ⇒ The Bond Fund of America, Class A Shares (ABNDX)(ABNDX)	Mutual Funds	Spouse	$1,001 - $15,000	None
Inherited IRA ⇒ The Growth Fund of America Class A Shares (AGTHX)(AGTHX)	Mutual Funds	Spouse	$1 - $1,000	None
IRA ⇒ AllianzIM U.S. Large Cap Buffer20 Jul ETF (JULW)(JULW)	ETFs	Spouse	$100,001 - $250,000	None
IRA ⇒ AllianzIM U.S. Large Cap Buffer20 Jul ETF (JULW)(JULW)	ETFs	Self	$100,001 - $250,000	None
IRA ⇒ Baron Partners Fund Inst Shs (BPTIX)(BPTIX)	Mutual Funds	Self	$50,001 - $100,000	None
IRA ⇒ BNY Mellon Dynamic Value ETF (BKDV)(BKDV)	ETFs	Spouse	$50,001 - $100,000	None
IRA ⇒ BNY Mellon Dynamic Value Fund Class I (DRGVX)(DRGVX)	Mutual Funds	Spouse	$50,001 - $100,000	None
IRA ⇒ Capital Group Dividend Value ETF (CGDV)(CGDV)	ETFs	Self	$50,001 - $100,000	None
IRA ⇒ Cash	Bank & Cash	Spouse	$1,001 - $15,000	None
IRA ⇒ Cash	Bank & Cash	Self	$15,001 - $50,000	None
IRA ⇒ CION Ares Diversified Credit Fund - I (CADUX)(CADUX)	Mutual Funds	Self	$50,001 - $100,000	None
IRA ⇒ Eaton Vance Global Macro Absolute Return Fund Class I (EIGMX)(EIGMX)	Mutual Funds	Self	$100,001 - $250,000	None
IRA ⇒ Eaton Vance Global Macro Absolute Return Fund Class I (EIGMX)(EIGMX)	Mutual Funds	Spouse	$50,001 - $100,000	None
IRA ⇒ First Trust Alternative Opportunities Fund - Class I (VFLEX)(VFLEX)	Mutual Funds	Self	$100,001 - $250,000	None
IRA ⇒ FT Vest U.S. Equity Buffer ETF - June (FJUN)(FJUN)	ETFs	Self	$100,001 - $250,000	None
IRA ⇒ FT Vest U.S. Equity Buffer ETF - June (FJUN)(FJUN)	ETFs	Spouse	$15,001 - $50,000	None
IRA ⇒ Goldman Sachs GQG Partners International Opportunities Fund Institutional Shares (GSIMX)(GSIMX)	Mutual Funds	Spouse	$50,001 - $100,000	None
IRA ⇒ Harbor Commodity All-Weather Strategy ETF (HGER)(HGER)	ETFs	Spouse	$15,001 - $50,000	None
IRA ⇒ Harbor Commodity All-Weather Strategy ETF (HGER)(HGER)	ETFs	Self	$50,001 - $100,000	None
IRA ⇒ Harbor Long-Term Growers ETF (WINN)(WINN)	ETFs	Spouse	$15,001 - $50,000	None
IRA ⇒ Innovator U.S. Equity Power Buffer ETF - July (PJUL)(PJUL)	ETFs	Spouse	$100,001 - $250,000	None
IRA ⇒ Innovator U.S. Equity Power Buffer ETF - July (PJUL)(PJUL)	ETFs	Self	$100,001 - $250,000	None
IRA ⇒ Janus Henderson Multi-Sector Income Fund - I Shares (JMUIX)(JMUIX)	Mutual Funds	Spouse	$50,001 - $100,000	None
IRA ⇒ Janus Henderson Multi-Sector Income Fund - I Shares (JMUIX)(JMUIX)	Mutual Funds	Self	$15,001 - $50,000	None
IRA ⇒ JPMorgan U.S. Quality Factor ETF (JQUA)(JQUA)	ETFs	Spouse	$50,001 - $100,000	None
IRA ⇒ JPMorgan U.S. Quality Factor ETF (JQUA)(JQUA)	ETFs	Self	$100,001 - $250,000	None
IRA ⇒ Lord Abbett Investment Grade Floating Rate Fund - Class I (LGRYX)(LGRYX)	Mutual Funds	Self	$100,001 - $250,000	None
IRA ⇒ Lord Abbett Short Duration High Yield Fund Class I (LSYIX)(LSYIX)	Mutual Funds	Self	$50,001 - $100,000	None
IRA ⇒ Lord Abbett Short Duration High Yield Fund Class I (LSYIX)(LSYIX)	Mutual Funds	Spouse	$50,001 - $100,000	None
IRA ⇒ Navigator Tactical Fixed Income Fund Class I (NTBIX)(NTBIX)	Mutual Funds	Self	$100,001 - $250,000	None
IRA ⇒ PIMCO Income Fund Insti Class (PIMIX)(PIMIX)	Mutual Funds	Self	$100,001 - $250,000	None
IRA ⇒ PIMCO Income Fund Insti Class (PIMIX)(PIMIX)	Mutual Funds	Spouse	$100,001 - $250,000	None
IRA ⇒ Putnam Large Cap Value Fund Class Y (PEIYX)(PEIYX)	Mutual Funds	Self	$50,001 - $100,000	None
IRA ⇒ SPDR Gold Shares (GLD)(GLD)	ETFs	Spouse	$15,001 - $50,000	None
IRA ⇒ SPDR Gold Shares (GLD)(GLD)	ETFs	Self	$100,001 - $250,000	None
Roth IRA ⇒ Cash	Bank & Cash	Self	$1 - $1,000	None
Roth IRA ⇒ Cash	Bank & Cash	Spouse	$1,001 - $15,000	None
Roth IRA ⇒ Fidelity Wise Origin Bitcoin Fund (FBTC)(FBTC)	ETFs	Self	$15,001 - $50,000	None
Roth IRA ⇒ First Trust Alternative Opportunities Fund - Class I (VFLEX)(VFLEX)	Mutual Funds	Spouse	$15,001 - $50,000	None
Roth IRA ⇒ Goldman Sachs GQG Partners International Opportunities(GSIMX)	Mutual Funds	Spouse	$15,001 - $50,000	None
Roth IRA ⇒ JPMorgan Active Growth ETF (JGRO)(JGRO)	ETFs	Spouse	$15,001 - $50,000	None
Roth IRA ⇒ JPMorgan Equity Premium Income ETF (JEPI)(JEPI)	ETFs	Spouse	$1,001 - $15,000	None
Roth IRA ⇒ North Square Strategic Income Fund Class I (ADVNX)(ADVNX)	Mutual Funds	Spouse	$15,001 - $50,000	None
Roth IRA ⇒ PIMCO Income Fund Insti Class (PIMIX)(PIMIX)	Mutual Funds	Spouse	$1,001 - $15,000	None
Roth IRA ⇒ SPDR Gold MiniShares Trust (GLDM)(GLDM)	ETFs	Spouse	$1,001 - $15,000	None
Roth IRA ⇒ T. Rowe Price Capital Appreciation Equity ETF (TCAF)(TCAF)	ETFs	Spouse	$15,001 - $50,000	None
Trust ⇒ 3M Company Common Stock (MMM)(MMM)	Stocks	Joint	$100,001 - $250,000	Dividends $1,001 - $2,500
Trust ⇒ CBRE Group Inc Common Stock Class A (CBRE)(CBRE)	Stocks	Joint	$1,001 - $15,000	None
Trust ⇒ Garrett Motion Inc. (GTX)(GTX)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Trust ⇒ Honeywell Aerospace Inc. - Common Stock (HONAV)(HONAV)	Stocks	Joint	$15,001 - $50,000	None
Trust ⇒ Honeywell International Inc. (HON)(HON)	Stocks	Joint	$15,001 - $50,000	None
Trust ⇒ Intel Corporation - Common Stock (INTC)(INTC)	Stocks	Joint	$100,001 - $250,000	None
Trust ⇒ International Business Machines Corporation Common Stock (IBM)(IBM)	Stocks	Joint	$50,001 - $100,000	Dividends $1,001 - $2,500
Trust ⇒ Kyndryl Holdings, Inc. Common Stock (KD)(KD)	Stocks	Joint	$1 - $1,000	None
Trust ⇒ Medtronic plc. Ordinary Shares (MDT)(MDT)	Stocks	Joint	$100,001 - $250,000	Dividends $1,001 - $2,500
Trust ⇒ Microsoft Corporation - Common Stock (MSFT)(MSFT)	Stocks	Joint	$50,001 - $100,000	Dividends $201 - $1,000
Trust ⇒ Pfizer, Inc. Common Stock (PFE)(PFE)	Stocks	Joint	$15,001 - $50,000	Dividends $201 - $1,000
Trust ⇒ Resideo Technologies, Inc. Common Stock (REZI)(REZI)	Stocks	Joint	$1,001 - $15,000	None
Trust ⇒ Solstice Advanced Materials Inc. - Common Stock (SOLS)(SOLS)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Trust ⇒ Solventum Corporation Common Stock (SOLV)(SOLV)	Stocks	Joint	$15,001 - $50,000	None
Trust ⇒ Viatris Inc. - Common Stock (VTRS)(VTRS)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200

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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).