Jim M. Costa
Jim M. Costa (CA-16) disclosed a net worth range between $617K and $6.5M 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.
Disclosed net worth band, 2021 to 2025
| Year | Filed | Net worth band |
|---|---|---|
| 2025 | 2026-08-13 | $617K – $6.5M |
| 2024 | 2025-08-12 | $351K – $6.3M |
| 2023 | 2024-08-09 | $1M – $7.6M |
| 2022 | 2023-08-11 | $888K – $7.3M |
| 2021 | 2022-08-12 | $580K – $7.4M |
Recent stock trades
No stock trade has been disclosed for this member, so there is no reconstructed portfolio and no performance estimate. Periodic transaction reports cover securities trades only — the assets above are the member's full disclosed holdings.
Assets and liabilities
Disclosed assets
The assets Jim M. Costa 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.
| Description | Type | Income | Value |
|---|---|---|---|
| James M. Costa Farms (Sole Proprietorship) | FA |
$100K - $1M
Farm Income
|
$1M - $5M |
| Rental Home | RP |
$15K - $50K
Rent
|
$500K - $1M |
| Wells Fargo Advisors 401(k) ⇒ MFS SER TR 1 VALUE FD | MF |
Tax-Deferred
|
$50K - $100K |
| Wells Fargo Advisors 401(k) ⇒ NYLI Winslow Large Cap Growth Fund Class I (MLAIX) | MF |
Tax-Deferred
|
$50K - $100K |
| Wells Fargo Advisors 401(k) ⇒ T Rowe Price Overseas Stock Fund | MF |
Tax-Deferred
|
$50K - $100K |
| UMB Financial Corporation - Common Stock (UMBF) | ST |
$201 - $1K
Dividends
|
$15K - $50K |
| Wells Fargo Advisors 401(k) ⇒ Allspring Special Mid Cap Value Fund Insti Class (WFMIX) | MF |
Tax-Deferred
|
$15K - $50K |
| Wells Fargo Advisors 401(k) ⇒ American Funds Washington Mutual Investors Fund Class F-2 | MF |
Tax-Deferred
|
$15K - $50K |
| Wells Fargo Advisors 401(k) ⇒ Baird Aggregate Bond Fund Class Institutional | MF |
Tax-Deferred
|
$15K - $50K |
| Wells Fargo Advisors 401(k) ⇒ Baron Invt Funds Trust Small Cap Fund | MF |
Tax-Deferred
|
$15K - $50K |
| Wells Fargo Advisors 401(k) ⇒ Baron Select Funds Emerging Markets FD | MF |
Tax-Deferred
|
$15K - $50K |
| Wells Fargo Advisors 401(k) ⇒ Dodge & Cox Stk FD | MF |
Tax-Deferred
|
$15K - $50K |
| Wells Fargo Advisors 401(k) ⇒ Eaton Vance Income Fund of Boston Class I | MF |
Tax-Deferred
|
$15K - $50K |
| Wells Fargo Advisors 401(k) ⇒ Embark Commodity Strategy Fund Institutional Class (ECSWX) | MF |
Tax-Deferred
|
$15K - $50K |
| Wells Fargo Advisors 401(k) ⇒ JPMorgan Emerging Markets Equity Fund Class L (JMIEX) | MF |
Tax-Deferred
|
$15K - $50K |
| Wells Fargo Advisors 401(k) ⇒ JPMorgan U.S. Equity Fund Class L (JMUEX) | MF |
Tax-Deferred
|
$15K - $50K |
| Wells Fargo Advisors 401(k) ⇒ Lazard Emerging Markets Equity Portfolio Institutional Shares (LZEMX) | MF |
Tax-Deferred
|
$15K - $50K |
| Wells Fargo Advisors 401(k) ⇒ ROWE T PRICE MID CAP GROWTH FUND | MF |
Tax-Deferred
|
$15K - $50K |
| Wells Fargo Advisors 401(k) ⇒ Victory Sycamore Small Co Oppty | MF |
Tax-Deferred
|
$15K - $50K |
| Bank of America | BA |
$1 - $200
Interest
|
$1K - $15K |
| Portuguese Fraternal Society of America | WU | — | $1K - $15K |
| United Security Bank | BA | — | $1K - $15K |
| Wells Fargo Advisors 401(k) ⇒ Causeway International Value Fund - Institutional Class (CIVIX) | MF |
Tax-Deferred
|
$1K - $15K |
| Wells Fargo Advisors 401(k) ⇒ EuroPacific Growth Fund, Class F-2 Shs (AEPFX) | MF |
Tax-Deferred
|
$1K - $15K |
| Wells Fargo Advisors 401(k) ⇒ Goldman Sachs FS Treasury Instruments Fund | MF |
Tax-Deferred
|
$1K - $15K |
| Wells Fargo Advisors 401(k) ⇒ PIMCO Commodities Plus Strategy FD CL | MF |
Tax-Deferred
|
$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 Washington D.C. property (The National Capital Bank) | $250K - $500K |
| Mortgage on personal residence (PNC Bank) | $250K - $500K |
| Line of Credit (Premier Valley Bank) | $100K - $250K |