Jake Auchincloss
Representative
MA-4
2025 disclosure
Jake Auchincloss (MA-4) disclosed a net worth range between -$3.5M and $4.9M in their 2025 annual filing.
Compare this disclosure with the House of Representatives net worth rankings .
Net worth
Estimated from the ranges in the member's annual financial disclosures: the band runs from the sum of disclosed asset minimums less liability maximums up to the sum of asset maximums less liability minimums. Only electronically filed reports are read — a missing year means no electronic filing, not zero net worth.
Latest net worth (band)
-$3.5M – $4.9M
Rank by disclosed net worth
Reporting year
2025
Disclosed assets
96
Disclosed liabilities
2
Net worth band by reporting year
2020
2021
2022
2023
2024
2025
| Year | Filed | Net worth band |
|---|---|---|
| 2025 | 2026-04-09 | -$3.5M – $4.9M |
| 2024 | 2026-04-09 | $1.5M – $6.3M |
| 2023 | 2024-05-03 | $1.5M – $9.1M |
| 2022 | 2023-05-05 | $1.1M – $7.8M |
| 2021 | 2022-05-15 | $1.2M – $8.1M |
| 2020 | 2022-04-10 | $718.1K – $7.3M |
Disclosed assets
The assets Jake Auchincloss itemised in their 2025 annual report, largest bracket first. Descriptions are the filer's own wording, and each value is the bracket they checked on the form — never a reported amount.
Disclosed lines
96
Total disclosed (band)
$2.5M – $6.4M
| Description | Type | Income | Value |
|---|---|---|---|
| Fidelity Brokerage - MG ⇒ State Street Corporation Common Stock (STT) | RS | — | $250K - $500K |
| Fidelity Brokerage - MG ⇒ Deferred Unit - State Street Corporation Common Stock (STT) | OT | — | $100K - $250K |
| Merrill Lynch Brokerage - JA ⇒ ML Bank Deposit Program | BA |
$2.5K - $5K
Interest
|
$100K - $250K |
| Merrill Lynch Brokerage - JA ⇒ SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) | EF |
$1K - $2.5K
Dividends
|
$100K - $250K |
| Merrill Lynch Brokerage - JA ⇒ iShares MSCI USA ESG Select ETF (SUSA) | EF |
$1K - $2.5K
Dividends
|
$100K - $250K |
| Merrill Lynch Roth IRA - MG ⇒ Ariel Fund Instl Cl (ARAIX) | MF |
Tax-Deferred
|
$100K - $250K |
| Merrill Lynch Roth IRA - MG ⇒ SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) | EF |
Tax-Deferred
|
$100K - $250K |
| Merrill Lynch Roth IRA - MG ⇒ iShares MSCI USA ESG Select ETF (SUSA) | EF |
Tax-Deferred
|
$100K - $250K |
| 529 DC1 ⇒ American Balanced Fund - Class 529-F-2 (FBAFX) | MF |
Tax-Deferred
|
$50K - $100K |
| 529 DC1 ⇒ American Funds Fundamental Investors - Class 529-F-2 (FFXFX) | MF |
Tax-Deferred
|
$50K - $100K |
| 529 DC1 ⇒ Capital World Growth and Income Fund - Class 529-F-2 (FCWGX) | MF |
Tax-Deferred
|
$50K - $100K |
| 529 DC1 ⇒ The New Economy Fund - Class 529-F-2 (FNEEX) | MF |
Tax-Deferred
|
$50K - $100K |
| 529 DC1 ⇒ Washington Mutual Investors Fund - Class 529-F-2 (FWMMX) | MF |
Tax-Deferred
|
$50K - $100K |
| 529 DC2 ⇒ American Balanced Fund - Class 529-F-2 (FBAFX) | MF |
Tax-Deferred
|
$50K - $100K |
| 529 DC2 ⇒ American Funds Fundamental Investors - Class 529-F-2 (FFXFX) | MF |
Tax-Deferred
|
$50K - $100K |
| 529 DC3 ⇒ American Balanced Fund - Class 529-F-2 (FBAFX) | MF |
Tax-Deferred
|
$50K - $100K |
| Bank of America Savings - MG | BA | — | $50K - $100K |
| Fidelity - State Street Salary Savings Program ⇒ State Street Target Retirement 2050 Fund Class K (SSDLX) | MF |
Tax-Deferred
|
$50K - $100K |
| Fidelity Brokerage - MG ⇒ State Street Corporation Common Stock (STT) | ST |
$201 - $1K
Dividends
|
$50K - $100K |
| Merrill Lynch Brokerage - JA ⇒ Vanguard ESG International Stock ETF (VSGX) | EF |
$2.5K - $5K
Dividends
|
$50K - $100K |
| Merrill Lynch Brokerage - JA ⇒ iShares ESG Aware MSCI USA Small-Cap ETF (ESML) | EF |
$201 - $1K
Dividends
|
$50K - $100K |
| Merrill Lynch Brokerage - MG ⇒ SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) | EF |
$201 - $1K
Dividends
|
$50K - $100K |
| Merrill Lynch Brokerage - MG ⇒ iShares MSCI USA ESG Select ETF (SUSA) | EF |
$201 - $1K
Dividends
|
$50K - $100K |
| Merrill Lynch IRA - MG ⇒ iShares MSCI USA ESG Select ETF (SUSA) | EF |
Tax-Deferred
|
$50K - $100K |
| Merrill Lynch Roth IRA - MG ⇒ Hartford Schroders International Stock Fund (SCIEX) | MF |
Tax-Deferred
|
$50K - $100K |
| Merrill Lynch Roth IRA - MG ⇒ iShares ESG Aware MSCI EAFE ETF (ESGD) | EF |
Tax-Deferred
|
$50K - $100K |
| 529 DC2 ⇒ EuroPacific Growth Fund - Class 529-F-2 (FUEPX) | MF |
Tax-Deferred
|
$15K - $50K |
| 529 DC2 ⇒ New World Fund, Inc. - Class 529-F-2 (FNFWX) | MF |
Tax-Deferred
|
$15K - $50K |
| 529 DC2 ⇒ The New Economy Fund - Class 529-F-2 (FNEEX) | MF |
Tax-Deferred
|
$15K - $50K |
| 529 DC2 ⇒ Washington Mutual Investors Fund - Class 529-F-2 (FWMMX) | MF |
Tax-Deferred
|
$15K - $50K |
| 529 DC3 ⇒ AMCAP Fund - Class 529-F-2 (FMMMX) | MF |
Tax-Deferred
|
$15K - $50K |
| 529 DC3 ⇒ Capital Income Builder - Class 529-F-2 (FBCIX) | MF |
Tax-Deferred
|
$15K - $50K |
| 529 DC3 ⇒ EuroPacific Growth Fund - Class 529-F-2 (FUEPX) | MF |
Tax-Deferred
|
$15K - $50K |
| 529 DC3 ⇒ The Bond Fund of America - Class 529-F-2 (FFBOX) | MF |
Tax-Deferred
|
$15K - $50K |
| 529 DC3 ⇒ Washington Mutual Investors Fund - Class 529-F-2 (FWMMX) | MF |
Tax-Deferred
|
$15K - $50K |
| Bank of America Checking - MG | BA | — | $15K - $50K |
| Merrill Lynch Brokerage - JA ⇒ Ariel Fund Instl Cl (ARAIX) | MF |
$2.5K - $5K
Capital Gains, Dividends
|
$15K - $50K |
| Merrill Lynch Brokerage - JA ⇒ First Trust Water ETF (FIW) | EF |
$201 - $1K
Dividends
|
$15K - $50K |
| Merrill Lynch Brokerage - JA ⇒ Vanguard ESG U.S. Stock ETF (ESGV) | EF |
$201 - $1K
Dividends
|
$15K - $50K |
| Merrill Lynch Brokerage - JA ⇒ iShares ESG Aware MSCI EAFE ETF (ESGD) | EF |
$1K - $2.5K
Dividends
|
$15K - $50K |
| Merrill Lynch Brokerage - MG ⇒ First Trust Water ETF (FIW) | EF | — | $15K - $50K |
| Merrill Lynch Brokerage - MG ⇒ Hartford Schroders International Stock Fund (SCIEX) | MF |
$1K - $2.5K
Dividends
|
$15K - $50K |
| Merrill Lynch Brokerage - MG ⇒ iShares ESG Aware MSCI EAFE ETF (ESGD) | EF |
$1K - $2.5K
Dividends
|
$15K - $50K |
| Merrill Lynch Brokerage - MG ⇒ iShares ESG Aware MSCI USA Small-Cap ETF (ESML) | EF |
$201 - $1K
Dividends
|
$15K - $50K |
| Merrill Lynch IRA - MG ⇒ Ariel Fund Instl Cl (ARAIX) | MF |
Tax-Deferred
|
$15K - $50K |
| Merrill Lynch IRA - MG ⇒ Hartford Schroders International Stock Fund (SCIEX) | MF |
Tax-Deferred
|
$15K - $50K |
| Merrill Lynch IRA - MG ⇒ SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) | EF |
Tax-Deferred
|
$15K - $50K |
| Merrill Lynch IRA - MG ⇒ iShares ESG Aware MSCI EAFE ETF (ESGD) | EF |
Tax-Deferred
|
$15K - $50K |
| Merrill Lynch Individual Acct - DC1 ⇒ iShares ESG Advanced MSCI EAFE ETF (DMXF) | EF |
$201 - $1K
Dividends
|
$15K - $50K |
| Merrill Lynch Individual Acct - DC1 ⇒ iShares ESG Advanced MSCI USA ETF (USXF) | EF |
$201 - $1K
Dividends
|
$15K - $50K |
| Merrill Lynch Individual Acct - DC1 ⇒ iShares ESG Aware MSCI EM ETF (ESGE) | EF |
$201 - $1K
Dividends
|
$15K - $50K |
| Merrill Lynch Individual Acct - DC1 ⇒ iShares ESG Aware MSCI USA ETF (ESGU) | EF | — | $15K - $50K |
| Merrill Lynch Individual Acct - DC1 ⇒ iShares MSCI KLD 400 Social ETF (DSI) | EF | — | $15K - $50K |
| Merrill Lynch Individual Acct - DC2 ⇒ iShares ESG Advanced MSCI USA ETF (USXF) | EF | — | $15K - $50K |
| Merrill Lynch Individual Acct - DC2 ⇒ iShares ESG Aware MSCI USA ETF (ESGU) | EF | — | $15K - $50K |
| Merrill Lynch Individual Acct - DC2 ⇒ iShares MSCI KLD 400 Social ETF (DSI) | EF | — | $15K - $50K |
| Merrill Lynch Roth IRA - JA ⇒ iShares ESG Advanced MSCI EAFE ETF (DMXF) | EF |
Tax-Deferred
|
$15K - $50K |
| Merrill Lynch Roth IRA - JA ⇒ iShares ESG Advanced MSCI USA ETF (USXF) | EF |
Tax-Deferred
|
$15K - $50K |
| Merrill Lynch Roth IRA - JA ⇒ iShares ESG Aware MSCI USA ETF (ESGU) | EF |
Tax-Deferred
|
$15K - $50K |
| Merrill Lynch Roth IRA - JA ⇒ iShares MSCI KLD 400 Social ETF (DSI) | EF |
Tax-Deferred
|
$15K - $50K |
| Merrill Lynch Roth IRA - MG ⇒ First Trust Water ETF (FIW) | EF |
Tax-Deferred
|
$15K - $50K |
| Merrill Lynch Roth IRA - MG ⇒ ML Bank Deposit Program | BA |
Tax-Deferred
|
$15K - $50K |
| Merrill Lynch Roth IRA - MG ⇒ iShares ESG Aware MSCI EM ETF (ESGE) | EF |
Tax-Deferred
|
$15K - $50K |
| USAA Checking & Savings | BA | — | $15K - $50K |
| Fidelity Health Savings Account ⇒ FDIC Insured Deposit at Wells Fargo HSA | BA | — | $1K - $15K |
| Merrill Lynch Brokerage - JA ⇒ Hartford Schroders International Stock Fund (SCIEX) | MF |
$201 - $1K
Dividends
|
$1K - $15K |
| Merrill Lynch Brokerage - MG ⇒ Ariel Fund Instl Cl (ARAIX) | MF |
$1K - $2.5K
Capital Gains, Dividends
|
$1K - $15K |
| Merrill Lynch Brokerage - MG ⇒ ML Bank Deposit Program | BA |
$2.5K - $5K
Interest
|
$1K - $15K |
| Merrill Lynch Brokerage - MG ⇒ Vanguard ESG U.S. Stock ETF (ESGV) | EF | — | $1K - $15K |
| Merrill Lynch IRA - MG ⇒ First Trust Water ETF (FIW) | EF |
Tax-Deferred
|
$1K - $15K |
| Merrill Lynch IRA - MG ⇒ ML Bank Deposit Program | BA |
Tax-Deferred
|
$1K - $15K |
| Merrill Lynch IRA - MG ⇒ iShares ESG Aware MSCI EM ETF (ESGE) | EF |
Tax-Deferred
|
$1K - $15K |
| Merrill Lynch Individual Acct - DC1 ⇒ ML Bank Deposit Program | BA |
$201 - $1K
Interest
|
$1K - $15K |
| Merrill Lynch Individual Acct - DC2 ⇒ ML Bank Deposit Program | BA |
$201 - $1K
Interest
|
$1K - $15K |
| Merrill Lynch Individual Acct - DC2 ⇒ iShares ESG Advanced MSCI EAFE ETF (DMXF) | EF |
$201 - $1K
Dividends
|
$1K - $15K |
| Merrill Lynch Individual Acct - DC2 ⇒ iShares ESG Aware MSCI EM ETF (ESGE) | EF |
$201 - $1K
Dividends
|
$1K - $15K |
| Merrill Lynch Individual Acct - DC3 ⇒ ML Bank Deposit Program | BA | — | $1K - $15K |
| Merrill Lynch Individual Acct - DC3 ⇒ iShares Core MSCI Emerging Markets ETF (IEMG) | EF | — | $1K - $15K |
| Merrill Lynch Individual Acct - DC3 ⇒ iShares Core S&P 500 ETF (IVV) | EF | — | $1K - $15K |
| Merrill Lynch Individual Acct - DC3 ⇒ iShares MSCI EAFE Growth ETF (EFG) | EF | — | $1K - $15K |
| Merrill Lynch Individual Acct - DC3 ⇒ iShares MSCI EAFE Value ETF (EFV) | EF |
$201 - $1K
Dividends
|
$1K - $15K |
| Merrill Lynch Individual Acct - DC3 ⇒ iShares MSCI Emerging Markets ex China ETF (EMXC) | EF | — | $1K - $15K |
| Merrill Lynch Individual Acct - DC3 ⇒ iShares MSCI USA Momentum Factor ETF (MTUM) | EF | — | $1K - $15K |
| Merrill Lynch Individual Acct - DC3 ⇒ iShares MSCI USA Quality Factor ETF (QUAL) | EF | — | $1K - $15K |
| Merrill Lynch Individual Acct - DC3 ⇒ iShares S&P 500 Growth ETF (IVW) | EF | — | $1K - $15K |
| Merrill Lynch Individual Acct - DC3 ⇒ iShares S&P 500 Value ETF (IVE) | EF | — | $1K - $15K |
| Merrill Lynch Individual Acct - DC3 ⇒ iShares U.S. Equity Factor Rotation Active ETF (DYNF) | EF | — | $1K - $15K |
| Merrill Lynch Individual Acct - DC3 ⇒ iShares U.S. Technology ETF (IYW) | EF | — | $1K - $15K |
| Merrill Lynch Roth IRA - JA ⇒ iShares ESG Aware MSCI EM ETF (ESGE) | EF |
Tax-Deferred
|
$1K - $15K |
| USAA Checking - Joint | BA | — | $1K - $15K |
| USAA Savings - Joint | BA | — | $1K - $15K |
| USAA Savings DC1 | BA | — | $1K - $15K |
| USAA Savings DC2 | BA | — | $1K - $15K |
| USAA Savings DC3 | BA | — | $1K - $15K |
| Fidelity Brokerage - MG ⇒ Fidelity Government Money Market Fund (SPAXX) | MF |
$201 - $1K
Dividends
|
$1 - $1K |
| Merrill Lynch Roth IRA - JA ⇒ ML Bank Deposit Program | BA |
Tax-Deferred
|
$1 - $1K |
Disclosed liabilities
The liabilities itemised in the 2025 annual report, largest bracket first. These are the amounts subtracted when the net worth band above is rolled up.
Disclosed lines
2
Total disclosed (band)
$1.5M – $6M
| Description | Amount owed |
|---|---|
| Mortgage primary residence (Bank of America) | $1M - $5M |
| Mortgage primary residence (Metro Credit Union) | $500K - $1M |
Recent stock trades
Disclosed trades
9
Avg. disclosure lag
4.1 days
Filed past 45-day deadline
0%
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2026-05-18 | STT ST · State Street Corporation Common Stock (STT) | Sell | SP Fidelity Brokerage - MG | $15K - $50K | 2026-05-22 | 4d |
| 2026-05-18 | STT ST · State Street Corporation Common Stock (STT) | Sell | SP Fidelity Brokerage - MG | $15K - $50K | 2026-05-22 | 4d |
| 2026-02-17 | STT ST · State Street Corporation Common Stock (STT) | Sell | — | $15K - $50K | 2026-02-19 | 2d |
| 2025-11-17 | STT ST · State Street Corporation Common Stock (STT) | Sell | SP | $15K - $50K | 2025-11-18 | 1d |
| 2025-08-18 | STT ST · State Street Corporation Common Stock (STT) | Sell | SP | $15K - $50K | 2025-08-27 | 9d |
| 2025-05-16 | STT ST · State Street Corporation Common Stock (STT) | Sell | SP | $15K - $50K | 2025-05-22 | 6d |
| 2025-02-18 | STT ST · State Street Corporation Common Stock (STT) | Sell | SP | $15K - $50K | 2025-02-21 | 3d |
| 2024-11-18 | STT ST · State Street Corporation Common Stock (STT) | Sell | SP | $15K - $50K | 2024-11-21 | 3d |
| 2024-08-16 | STT ST · State Street Corporation Common Stock (STT) | Sell | SP | $15K - $50K | 2024-08-21 | 5d |
Estimated portfolio performance
Price return of the portfolio reconstructed from this member's disclosed trades over each trailing window, versus the S&P 500 (SPY), as of 2026-09-09. Trade sizes are disclosed only as ranges, so every figure is an estimate. Returns use comparable raw closes and exclude dividends; a window crossing a captured split is left unavailable instead of mixing price bases.
No Performance Estimate
This member hasn't disclosed enough priced trades to estimate a portfolio return yet.
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-09-09). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
No Reconstructed Holdings
No open positions could be reconstructed from this member's disclosed trades.