Julie Johnson
Julie Johnson (TX-32) disclosed a net worth range between $9M and $53.9M 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.
Net worth band by reporting year
| Year | Filed | Net worth band |
|---|---|---|
| 2025 | 2026-08-13 | $9M – $53.9M |
Disclosed assets
The assets Julie Johnson 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.
Showing the 100 largest of 207 disclosed lines.
| Description | Type | Income | Value |
|---|---|---|---|
| Rental Beach House 2 | RP |
$100K - $1M
Rent
|
$5M - $25M |
| Merrill Lynch Rollover IRA ⇒ iShares Core S&P U.S. Value ETF (IUSV) | EF |
Tax-Deferred
|
$1M - $5M |
| Rental Beach House 1 | RP |
$100K - $1M
Rent
|
$1M - $5M |
| Chase Bank Accounts | BA |
$1 - $200
Interest
|
$500K - $1M |
| Merrill Lynch IRA ⇒ iShares Core S&P U.S. Growth ETF (IUSG) | EF |
Tax-Deferred
|
$500K - $1M |
| Merrill Lynch IRA ⇒ iShares Core S&P U.S. Value ETF (IUSV) | EF |
Tax-Deferred
|
$500K - $1M |
| Merrill Lynch Long Term Growth ⇒ iShares Core S&P Total U.S. Stock Market ETF (ITOT) | EF |
$15K - $50K
Capital Gains, Dividends
|
$500K - $1M |
| Merrill Lynch Long Term Growth ⇒ iShares National Muni Bond ETF (MUB) | EF |
$15K - $50K
Dividends
|
$500K - $1M |
| Merrill Lynch Rollover IRA ⇒ Vanguard FTSE Developed Markets ETF (VEA) | EF |
Tax-Deferred
|
$500K - $1M |
| Merrill Lynch Rollover IRA ⇒ Vanguard Mortgage-Backed Securities ETF (VMBS) | EF |
Tax-Deferred
|
$500K - $1M |
| Merrill Lynch Rollover IRA ⇒ Vanguard Total International Bond ETF (BNDX) | EF |
Tax-Deferred
|
$500K - $1M |
| Merrill Lynch Rollover IRA ⇒ iShares Broad USD Investment Grade Corporate Bond ETF (USIG) | EF |
Tax-Deferred
|
$500K - $1M |
| Merrill Lynch Rollover IRA ⇒ iShares Core S&P U.S. Growth ETF (IUSG) | EF |
Tax-Deferred
|
$500K - $1M |
| Merrill Lynch Rollover IRA ⇒ iShares U.S. Treasury Bond ETF (GOVT) | EF |
Tax-Deferred
|
$500K - $1M |
| Law Office of Julie Johnson PLLC, 100% Interest | OL |
$1M - $5M
Rent
|
$250K - $500K |
| Merrill Lynch IRA ⇒ Vanguard FTSE Developed Markets ETF (VEA) | EF |
Tax-Deferred
|
$250K - $500K |
| Merrill Lynch Long Term Growth ⇒ State Street SPDR MSCI ACWI ex-US ETF (CWI) | EF |
$5K - $15K
Capital Gains, Dividends
|
$250K - $500K |
| Merrill Lynch Rollover IRA ⇒ Vanguard FTSE Emerging Markets ETF (VWO) | EF |
Tax-Deferred
|
$250K - $500K |
| Merrill Lynch Rollover IRA ⇒ Vanguard Russell 2000 ETF (VTWO) | EF |
Tax-Deferred
|
$250K - $500K |
| Frost Bank Accounts | BA |
$1K - $2.5K
Interest
|
$100K - $250K |
| Merrill Lynch IRA ⇒ Vanguard FTSE Emerging Markets ETF (VWO) | EF |
Tax-Deferred
|
$100K - $250K |
| Merrill Lynch IRA ⇒ Vanguard Russell 2000 ETF (VTWO) | EF |
Tax-Deferred
|
$100K - $250K |
| Merrill Lynch Long Term Growth ⇒ VanEck ETF Trust VanEck High Yield Muni ETF (HYD) | EF |
$2.5K - $5K
Dividends
|
$100K - $250K |
| Merrill Lynch Long Term Growth ⇒ Vanguard Div Appreciation ETF (VIG) | EF |
$2.5K - $5K
Capital Gains, Dividends
|
$100K - $250K |
| Merrill Lynch Long Term Growth ⇒ Vanguard Total International Bond ETF (BNDX) | EF |
$5K - $15K
Dividends
|
$100K - $250K |
| Merrill Lynch Long Term Growth ⇒ iShares Broad USD Investment Grade Corporate Bond ETF (USIG) | EF |
$2.5K - $5K
Dividends
|
$100K - $250K |
| Merrill Lynch Nonmanaged Account ⇒ Nonmanaged Cash Account | BA |
$5K - $15K
Interest
|
$100K - $250K |
| Merrill Lynch Rollover IRA ⇒ State Street SPDR Portfolio High Yield Bond ETF (SPHY) | EF |
Tax-Deferred
|
$100K - $250K |
| Merrill Lynch Tax Efficient Core ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) | ST |
$201 - $1K
Dividends
|
$100K - $250K |
| Merrill Lynch Tax Efficient Core ⇒ Apple Inc. (AAPL) | ST |
$201 - $1K
Dividends
|
$100K - $250K |
| Merrill Lynch Tax Efficient Core ⇒ Microsoft Corporation (MSFT) | ST |
$1K - $2.5K
Capital Gains, Dividends
|
$100K - $250K |
| Merrill Lynch Tax Efficient Core ⇒ NVIDIA Corporation (NVDA) | ST |
$1 - $200
Dividends
|
$100K - $250K |
| Merrill Lynch IRA ⇒ iShares Broad USD Investment Grade Corporate Bond ETF (USIG) | EF |
Tax-Deferred
|
$50K - $100K |
| Merrill Lynch Long Term Growth ⇒ iShares Core S&P U.S. Growth ETF (IUSG) | EF |
$201 - $1K
Dividends
|
$50K - $100K |
| Merrill Lynch Long Term Growth ⇒ iShares Core S&P U.S. Value ETF (IUSV) | EF |
$1K - $2.5K
Dividends
|
$50K - $100K |
| Merrill Lynch Rollover IRA ⇒ Bank of America Bank Account | BA |
Tax-Deferred
|
$50K - $100K |
| Merrill Lynch Rollover IRA ⇒ SPDR Portfolio Long Term Treasury ETF (SPTL) | EF |
Tax-Deferred
|
$50K - $100K |
| Merrill Lynch Tax Efficient Core ⇒ Amazon.com, Inc. (AMZN) | ST | — | $50K - $100K |
| Merrill Lynch Tax Efficient Core ⇒ Broadcom Inc. (AVGO) | ST |
$2.5K - $5K
Capital Gains, Dividends
|
$50K - $100K |
| Merrill Lynch Tax Efficient Core ⇒ Eli Lilly and Company (LLY) | ST |
$201 - $1K
Dividends
|
$50K - $100K |
| Merrill Lynch Tax Efficient Core ⇒ Meta Platforms, Inc. - Class A (META) | ST |
$1 - $200
Dividends
|
$50K - $100K |
| Merrill Lynch IRA ⇒ IRA Cash Account | BA |
Tax-Deferred
|
$15K - $50K |
| Merrill Lynch Long Term Growth ⇒ Bank of America Money Accounts | BA |
$201 - $1K
Interest
|
$15K - $50K |
| Merrill Lynch Rollover IRA ⇒ BlackRock Liquidity Funds FedFund - Premier (BUPXX) | MF |
Tax-Deferred
|
$15K - $50K |
| Merrill Lynch Tax Efficient Core ⇒ Advanced Micro Devices, Inc. (AMD) | ST | — | $15K - $50K |
| Merrill Lynch Tax Efficient Core ⇒ Alphabet Inc. - Class A (GOOGL) | ST |
$1 - $200
Dividends
|
$15K - $50K |
| Merrill Lynch Tax Efficient Core ⇒ Berkshire Hathaway Inc. New (BRK.B) | ST | — | $15K - $50K |
| Merrill Lynch Tax Efficient Core ⇒ Boston Scientific Corporation (BSX) | ST | — | $15K - $50K |
| Merrill Lynch Tax Efficient Core ⇒ Capital One Financial Corporation (COF) | ST |
$1 - $200
Dividends
|
$15K - $50K |
| Merrill Lynch Tax Efficient Core ⇒ Chevron Corporation (CVX) | ST |
$201 - $1K
Capital Gains, Dividends
|
$15K - $50K |
| Merrill Lynch Tax Efficient Core ⇒ Cisco Systems, Inc. (CSCO) | ST |
$201 - $1K
Dividends
|
$15K - $50K |
| Merrill Lynch Tax Efficient Core ⇒ Edwards Lifesciences Corporation (EW) | ST | — | $15K - $50K |
| Merrill Lynch Tax Efficient Core ⇒ GE Aerospace Common Stock (GE) | ST |
$1 - $200
Dividends
|
$15K - $50K |
| Merrill Lynch Tax Efficient Core ⇒ JP Morgan Chase & Co. (JPM) | ST |
$201 - $1K
Dividends
|
$15K - $50K |
| Merrill Lynch Tax Efficient Core ⇒ Mastercard Incorporated (MA) | ST |
$1 - $200
Dividends
|
$15K - $50K |
| Merrill Lynch Tax Efficient Core ⇒ McDonald's Corporation (MCD) | ST |
$201 - $1K
Dividends
|
$15K - $50K |
| Merrill Lynch Tax Efficient Core ⇒ Netflix, Inc. (NFLX) | ST | — | $15K - $50K |
| Merrill Lynch Tax Efficient Core ⇒ Oracle Corporation Common Stock (ORCL) | ST |
$1 - $200
Dividends
|
$15K - $50K |
| Merrill Lynch Tax Efficient Core ⇒ Palo Alto Networks, Inc. (PANW) | ST | — | $15K - $50K |
| Merrill Lynch Tax Efficient Core ⇒ Royal Caribbean Cruises Ltd. (RCL) | ST |
$1 - $200
Dividends
|
$15K - $50K |
| Merrill Lynch Tax Efficient Core ⇒ Tax Efficient Core Cash Account | BA |
$201 - $1K
Interest
|
$15K - $50K |
| Merrill Lynch Tax Efficient Core ⇒ UnitedHealth Group Incorporated Common Stock (UNH) | ST |
$201 - $1K
Dividends
|
$15K - $50K |
| Merrill Lynch Tax Efficient Core ⇒ Visa Inc. (V) | ST |
$1 - $200
Dividends
|
$15K - $50K |
| Merrill Lynch Tax Efficient Core ⇒ Walmart Inc. (WMT) | ST |
$1 - $200
Dividends
|
$15K - $50K |
| Charter Oak Production Co LLC | OL |
$201 - $1K
Capital Gains
|
$1K - $15K |
| Charter Oak Production Co LLC | OL |
$201 - $1K
Capital Gains
|
$1K - $15K |
| Fidelity GI Alliance 401k ⇒ Vanguard Target Retirement 2025 Fund (VTTVX) | MF |
Tax-Deferred
|
$1K - $15K |
| Fidelity Investment Account (2705) ⇒ Fidelity Investment Account (cash) | BA |
$1 - $200
Interest
|
$1K - $15K |
| Merrill Lynch IRA ⇒ BlackRock Liquidity Funds FedFund - Premier (BUPXX) | MF |
Tax-Deferred
|
$1K - $15K |
| Merrill Lynch Long Term Growth ⇒ BlackRock Liquidity Funds FedFund - Premier (BUPXX) | MF |
$1 - $200
Dividends
|
$1K - $15K |
| Merrill Lynch Long Term Growth ⇒ State Street SPDR Portfolio High Yield Bond ETF (SPHY) | EF |
$201 - $1K
Dividends
|
$1K - $15K |
| Merrill Lynch Long Term Growth ⇒ Vanguard Mortgage-Backed Securities ETF (VMBS) | EF |
$1K - $2.5K
Dividends
|
$1K - $15K |
| Merrill Lynch Tax Efficient Core ⇒ AMETEK, Inc. (AME) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Merrill Lynch Tax Efficient Core ⇒ AT&T Inc. (T) | ST |
$201 - $1K
Dividends
|
$1K - $15K |
| Merrill Lynch Tax Efficient Core ⇒ AbbVie Inc. (ABBV) | ST |
$201 - $1K
Dividends
|
$1K - $15K |
| Merrill Lynch Tax Efficient Core ⇒ Abbott Laboratories (ABT) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Merrill Lynch Tax Efficient Core ⇒ Accenture plc Class A Ordinary Shares (ACN) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Merrill Lynch Tax Efficient Core ⇒ Air Products and Chemicals, Inc. (APD) | ST |
$201 - $1K
Capital Gains, Dividends
|
$1K - $15K |
| Merrill Lynch Tax Efficient Core ⇒ Allstate Corporation (ALL) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Merrill Lynch Tax Efficient Core ⇒ American Express Company (AXP) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Merrill Lynch Tax Efficient Core ⇒ Ameriprise Financial, Inc. Common Stock (AMP) | ST | — | $1K - $15K |
| Merrill Lynch Tax Efficient Core ⇒ Amgen Inc. (AMGN) | ST |
$201 - $1K
Dividends
|
$1K - $15K |
| Merrill Lynch Tax Efficient Core ⇒ Analog Devices, Inc. (ADI) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Merrill Lynch Tax Efficient Core ⇒ Aon plc Class A Ordinary Shares (AON) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Merrill Lynch Tax Efficient Core ⇒ Applied Materials, Inc. (AMAT) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Merrill Lynch Tax Efficient Core ⇒ Autodesk, Inc. (ADSK) | ST | — | $1K - $15K |
| Merrill Lynch Tax Efficient Core ⇒ Automatic Data Processing, Inc. - Common Stock (ADP) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Merrill Lynch Tax Efficient Core ⇒ Baker Hughes Company (BKR) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Merrill Lynch Tax Efficient Core ⇒ Bio-Techne Corp - Common Stock (TECH) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Merrill Lynch Tax Efficient Core ⇒ BlackRock, Inc. (BLK) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Merrill Lynch Tax Efficient Core ⇒ Booking Holdings Inc. (BKNG) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Merrill Lynch Tax Efficient Core ⇒ Broadridge Financial Solutions, Inc. (BR) | ST | — | $1K - $15K |
| Merrill Lynch Tax Efficient Core ⇒ CBRE Group Inc Common Stock Class A (CBRE) | ST | — | $1K - $15K |
| Merrill Lynch Tax Efficient Core ⇒ CME Group Inc. - Class A (CME) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Merrill Lynch Tax Efficient Core ⇒ CSX Corporation (CSX) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Merrill Lynch Tax Efficient Core ⇒ Canadian Pacific Kansas City Limited Common Shares (CP) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Merrill Lynch Tax Efficient Core ⇒ Carnival Corporation (CCL) | ST | — | $1K - $15K |
| Merrill Lynch Tax Efficient Core ⇒ Caterpillar, Inc. (CAT) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Merrill Lynch Tax Efficient Core ⇒ Charles Schwab Corporation (SCHW) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Merrill Lynch Tax Efficient Core ⇒ Chubb Limited (CB) | ST |
$1 - $200
Dividends
|
$1K - $15K |
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.
| Description | Amount owed |
|---|---|
| Mortgage on Rental Beach House 2 (Capital City) | $1M - $5M |
| LMA Line of Credit (Merrill Lynch) | $500K - $1M |
| Mortgage on Rental Beach House 1 (Carrington Mortgage Services) | $500K - $1M |
Recent stock trades
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2026-05-12 | ACN ST · Accenture plc Class A Ordinary Shares (ACN) | Sell | JT Merrill Lynch Tax Efficient Core | $1K - $15K | 2026-06-12 | 31d |
| 2026-05-12 | ABT ST · Abbott Laboratories Common Stock (ABT) | Sell | JT Merrill Lynch Tax Efficient Core | $1K - $15K | 2026-06-12 | 31d |
| 2025-12-18 | MMM ST · 3M Company Common Stock (MMM) | Sell | JT Chase Brokerage Account (3935) | $1K - $15K | 2026-01-15 | 28d |
| 2025-12-18 | ABT ST · Abbott Laboratories Common Stock (ABT) | Sell | JT Chase Brokerage Account (3935) | $1K - $15K | 2026-01-15 | 28d |
| 2025-12-18 | ABBV ST · AbbVie Inc. Common Stock (ABBV) | Sell | JT Chase Brokerage Account (3935) | $1K - $15K | 2026-01-15 | 28d |
| 2025-12-18 | APD ST · Air Products and Chemicals, Inc. Common Stock (APD) | Sell | JT Chase Brokerage Account (3935) | $1K - $15K | 2026-01-15 | 28d |
| 2025-12-18 | GOOG ST · Alphabet Inc. - Class C Capital Stock (GOOG) | Sell | JT Chase Brokerage Account (3935) | $1K - $15K | 2026-01-15 | 28d |
| 2025-12-18 | AXP ST · American Express Company Common Stock (AXP) | Sell | JT Chase Brokerage Account (3935) | $1K - $15K | 2026-01-15 | 28d |
| 2025-12-18 | ADI ST · Analog Devices, Inc. - Common Stock (ADI) | Sell | JT Chase Brokerage Account (3935) | $1K - $15K | 2026-01-15 | 28d |
| 2025-12-18 | AJG ST · Arthur J. Gallagher & Co. Common Stock (AJG) | Sell | JT Chase Brokerage Account (3935) | $1K - $15K | 2026-01-15 | 28d |
| 2025-12-18 | BAC ST · Bank of America Corporation Common Stock (BAC) | Sell | JT Chase Brokerage Account (3935) | $1K - $15K | 2026-01-15 | 28d |
| 2025-12-18 | BX ST · Blackstone Inc. Common Stock (BX) | Sell | JT Chase Brokerage Account (3935) | $1K - $15K | 2026-01-15 | 28d |
| 2025-12-18 | BMY ST · Bristol-Myers Squibb Company Common Stock (BMY) | Sell | JT Chase Brokerage Account (3935) | $1K - $15K | 2026-01-15 | 28d |
| 2025-12-18 | COF ST · Capital One Financial Corporation Common Stock (COF) | Sell | JT Chase Brokerage Account (3935) | $1K - $15K | 2026-01-15 | 28d |
| 2025-12-18 | CARR ST · Carrier Global Corporation Common Stock (CARR) | Sell | JT Chase Brokerage Account (3935) | $1K - $15K | 2026-01-15 | 28d |
| 2025-12-18 | SCHW ST · Charles Schwab Corporation (SCHW) | Sell | JT Chase Brokerage Account (3935) | $1K - $15K | 2026-01-15 | 28d |
| 2025-12-18 | CVX ST · Chevron Corporation Common Stock (CVX) | Sell | JT Chase Brokerage Account (3935) | $1K - $15K | 2026-01-15 | 28d |
| 2025-12-18 | CME ST · CME Group Inc. - Class A Common Stock (CME) | Sell | JT Chase Brokerage Account (3935) | $1K - $15K | 2026-01-15 | 28d |
| 2025-12-18 | CMS ST · CMS Energy Corporation Common Stock (CMS) | Sell | JT Chase Brokerage Account (3935) | $1K - $15K | 2026-01-15 | 28d |
| 2025-12-18 | CMCSA ST · Comcast Corporation - Class A Common Stock (CMCSA) | Sell | JT Chase Brokerage Account (3935) | $1K - $15K | 2026-01-15 | 28d |
| 2025-12-18 | COP ST · ConocoPhillips Common Stock (COP) | Sell | JT Chase Brokerage Account (3935) | $1K - $15K | 2026-01-15 | 28d |
| 2025-12-18 | DHR ST · Danaher Corporation Common Stock (DHR) | Sell | JT Chase Brokerage Account (3935) | $1K - $15K | 2026-01-15 | 28d |
| 2025-12-18 | DE ST · Deere & Company Common Stock (DE) | Sell | JT Chase Brokerage Account (3935) | $1K - $15K | 2026-01-15 | 28d |
| 2025-12-18 | DOV ST · Dover Corporation Common Stock (DOV) | Sell | JT Chase Brokerage Account (3935) | $1K - $15K | 2026-01-15 | 28d |
| 2025-12-18 | ETN ST · Eaton Corporation, PLC Ordinary Shares (ETN) | Sell | JT Chase Brokerage Account (3935) | $1K - $15K | 2026-01-15 | 28d |
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 2026-09-04. 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 (2026-09-04). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
| Stock | Est. shares | Est. value | Weight |
|---|---|---|---|
| DOW | 198 | $5.8K | 5.1% |
| PLTR | 150 | $26.1K | 22.8% |
| ES | 141 | $10K | 8.8% |
| BNY | 133 | $21.9K | 19.1% |
| DG | 117 | $15.5K | 13.5% |
| COF | 64 | $14.1K | 12.3% |
| F | 62 | $905 | 0.8% |
| CRL | 46 | $13.3K | 11.6% |
| SMCI | 30 | $1.2K | 1.0% |
| EIX | 16 | $890 | 0.8% |
| HAS | 14 | $1.3K | 1.1% |
| DLTR | 8 | $992 | 0.9% |
| HSY | 6 | $961 | 0.8% |
| SBAC | 4 | $808 | 0.7% |
| BA | 4 | $852 | 0.7% |
| FCX | 1 | $68 | 0.1% |