Sara Jacobs Net Worth & Financial Disclosure

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Annual financial disclosure for 2025, filed June 26, 2026. Includes 43 assets and 2 liabilities.

Year:

2025

Est. Net Worth

$81.7M

2025 annual disclosure

Total Assets

$28.7M - $141.5M

43 assets

Total Liabilities

$1.3M - $5.5M

2 liabilities

Total Trades

101

From PTR filings

Trade Volume

$9.2M

Midpoint of disclosed ranges

Assets by Category

Other$60M (4)

Stocks$18M (2)

Real Estate$6M (2)

Insurance$750K (1)

Bank & Cash$334K (6)

ETFs$8K (10)

Mutual Funds$8K (18)

Top Stock Holdings (from trades)

QUALCOMM IncorporatedQCOM

$1.5M

All Assets (43)

Asset	Type	Owner	Value	Income
SJJ Charitable Remainder Unitrust	Other	Self	$5,000,001 - $25,000,000	Capital Gains, Dividends, Interest $100,001 - $1,000,000
Essjane, LLC New York, NY, US	Real Estate	Self	$1,000,001 - $5,000,000	Rent $100,001 - $1,000,000
Merrill Lynch - IRA	Bank & Cash	Self	$1 - $1,000	Tax-Deferred
iShares MSCI Global Sustainable Development Goals ETF(SDG)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
ALPS/Smith Total Return Bond Fund Class I(SMTHX)	Mutual Funds	Self	N/A	Capital Gains, Dividends $201 - $1,000
AMCAP Fund, Class F-2 Shares(AMCFX)	Mutual Funds	Self	N/A	Capital Gains $1,001 - $2,500
Angel Oak Multi-Strategy Income Fd Inst Shs(ANGIX)	Mutual Funds	Self	N/A	Capital Gains, Dividends $201 - $1,000
Artisan High Income Fund Advisor Shares(APDFX)	Mutual Funds	Self	N/A	Capital Gains, Dividends $201 - $1,000
Bank of America, N.A.	Bank & Cash	Self	N/A	None
Baron Real Estate Fd Insti Shs(BREIX)	Mutual Funds	Self	N/A	Capital Gains $201 - $1,000
Capital Group Growth ETF(CGGR)	ETFs	Self	N/A	Capital Gains $1,001 - $2,500
Credit Suisse Strategic Income Fd Cl I(CSOIX)	Mutual Funds	Self	N/A	None
DWS RREEF Real Assets Fund - Class Institutional(AAAZX)	Mutual Funds	Self	N/A	Capital Gains $1,001 - $2,500
Eaton Vance Richard Bernstein Equity Strategy Fund Cl I(ERBIX)	Mutual Funds	Self	N/A	Capital Gains $1,001 - $2,500
EuroPacific Growth Fund, Class F-2 Shs(AEPFX)	Mutual Funds	Self	N/A	Capital Gains $201 - $1,000
FullerThaler Behavioral Small-Cap Equity Fund Institutional Shares(FTHSX)	Mutual Funds	Self	N/A	Capital Gains $1,001 - $2,500
Hotchkis & Wiley Value Opportunities Fund Class I(HWAIX)	Mutual Funds	Self	N/A	Capital Gains $2,501 - $5,000
Invesco Core Plus Bond Fund Class Y(CPBYX)	Mutual Funds	Self	N/A	Dividends $201 - $1,000
Invesco FTSE RAFI Developed Markets ex-U.S. ETF(PXF)	ETFs	Self	N/A	Capital Gains $1,001 - $2,500
Invesco FTSE RAFI Emerging Markets ETF(PXH)	ETFs	Self	N/A	Capital Gains $201 - $1,000
iShares Core Dividend Growth ETF(DGRO)	ETFs	Self	N/A	Capital Gains, Dividends $2,501 - $5,000
iShares Core MSCI Total International Stock ETF(IXUS)	ETFs	Self	N/A	Capital Gains $5,001 - $15,000
JPMorgan Core Plus Bond Fund I Class(HLIPX)	Mutual Funds	Self	N/A	Dividends $201 - $1,000
Kopernik Global All-Cap Fund- Institutional Class(KGGIX)	Mutual Funds	Self	N/A	None
Lord Abbett Inv. Tr. Income Fund Cl I(LAUYX)	Mutual Funds	Self	N/A	None
PIMCO Mortgage Opportunities and Bond Fund Class I-2(PMZPX)	Mutual Funds	Self	N/A	None
Vanguard Div Appreciation ETF(VIG)	ETFs	Self	N/A	Capital Gains $2,501 - $5,000
Vanguard International Dividend Appreciation ETF(VIGI)	ETFs	Self	N/A	Capital Gains $1,001 - $2,500
Vanguard Total Stock Market ETF(VTI)	ETFs	Self	N/A	Capital Gains $15,001 - $50,000
Washington Mutual Investors Fund Cl F-2 Shs(WMFFX)	Mutual Funds	Self	N/A	Capital Gains $1,001 - $2,500
WisdomTree U.S. Quality Dividend Growth Fund(DGRW)	ETFs	Self	N/A	Capital Gains, Dividends $5,001 - $15,000
Bank of America, N.A.	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
QUALCOMM Incorporated(QCOM)	Stocks	Self	$1,000,001 - $5,000,000	Dividends $15,001 - $50,000
Investment Property Washington, DC, US	Real Estate	Self	$1,000,001 - $5,000,000	Rent $15,001 - $50,000
Bank of America, N.A.	Bank & Cash	Self	$50,001 - $100,000	Interest $1 - $200
Bank of America, N.A.	Bank & Cash	Self	$50,001 - $100,000	Interest $201 - $1,000
Beldore Capital Fund LLC	Other	Self	$5,000,001 - $25,000,000	Partnership Income $100,001 - $1,000,000
Belgard Capital Fund LLC Class I	Other	Self	$5,000,001 - $25,000,000	Partnership Income $100,001 - $1,000,000
Clearfork Capital Fund LLC	Other	Self	$5,000,001 - $25,000,000	Partnership Income $100,001 - $1,000,000
QUALCOMM Incorporated(QCOM)	Stocks	Self	$5,000,001 - $25,000,000	Dividends $100,001 - $1,000,000
Northwestern Mutual Survivorship Universal Life	Insurance	Self	$500,001 - $1,000,000	None
Bank of America - Checking Account	Bank & Cash	Self	$100,001 - $250,000	None
BlackRock Liquidity Funds Treasury Trust - Institutional(TTTXX)	Mutual Funds	Self	$1,001 - $15,000	Dividends $1,001 - $2,500

Liabilities (2)

Creditor	Type	Amount	Rate	Term
Bank of America, N.A.	mortgage	$250,001 - $500,000	—	—
Merrill Lynch	line of credit	$1,000,001 - $5,000,000	—	—

Trading Sector Allocation (from PTR trades)

Technology$2M

Energy$41K

Healthcare$613K

Financial Services$418K

Industrials$163K

Consumer Cyclical$130K

Real Estate$140K

Utilities$65K

Consumer Defensive$205K

Communication Services$183K

Basic Materials$75K

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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).