Mike Kennedy
Mike Kennedy (UT-3) disclosed a net worth range between $854K and $2.2M in their 2025 annual filing.
Compare this disclosure with the House of Representatives net worth rankings .
Trading
Purchases and sales by quarter
BRKB is the most traded stock
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, 2025 to 2025
| Year | Filed | Net worth band |
|---|---|---|
| 2025 | 2026-08-10 | $854K – $2.2M |
Recent stock trades
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2025-05-09 | BRKB ST · Berkshire Hathaway Inc. New Common Stock (BRK.B) | Buy | — Schwab accounts | $1K - $15K | 2025-06-20 | 42d |
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 2026-11-06. 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.
| Window | Portfolio | SPY | vs SPY |
|---|---|---|---|
| 1 week | +5.2% | -2.7% | +7.9% |
| 1 month | +12.9% | -5.6% | +18.6% |
| 1 quarter | +8.8% | -4.3% | +13.2% |
| Year to date | +13.6% | +7.8% | +5.8% |
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-11-06). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
| Stock | Est. shares | Est. value | Weight |
|---|---|---|---|
| BRK-B | 16 | $8.9K | 100.0% |
Assets and liabilities
Disclosed assets
The assets Mike Kennedy 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 |
|---|---|---|---|
| Kennedy for US Senate | DO | — | $250K - $500K |
| Bank 1 ⇒ Savings | BA |
$1 - $200
Interest
|
$100K - $250K |
| Fidelity Investments ⇒ UUHC 401A ⇒ FID FRDM BLND 2035 | OT |
Tax-Deferred
|
$100K - $250K |
| Mike Kennedy for Utah | DO | — | $100K - $250K |
| Azova, Inc. ⇒ Azova, Inc. | PS |
Dividends
|
$50K - $100K |
| Fidelity Investments ⇒ UUHC 403b ⇒ Fidelity Freedom Blend 2035 Fund Class K6 (FHJDX) | MF |
Tax-Deferred
|
$50K - $100K |
| Fidelity Investments ⇒ UUHC 457B ⇒ Fidelity Freedom Blend 2035 Fund Class K6 (FHJDX) | MF |
Tax-Deferred
|
$50K - $100K |
| Michael Kennedy, MD, Inc. ⇒ Premier Family Medical, LLC | OL |
$100K - $1M
Business Income
|
$50K - $100K |
| Alta CDs | BA |
$201 - $1K
Interest
|
$15K - $50K |
| Bank 3 ⇒ Savings | BA |
$201 - $1K
Interest
|
$15K - $50K |
| Fidelity Investments ⇒ UUHC 403b ⇒ DFA U.S. Targeted Value Portfolio (DFFVX) | MF |
Tax-Deferred
|
$15K - $50K |
| Fidelity Investments ⇒ UUHC 457B ⇒ DFA U.S. Targeted Value Portfolio (DFFVX) | MF |
Tax-Deferred
|
$15K - $50K |
| Schwab accounts ⇒ Apple Inc. - Common Stock (AAPL) | ST |
$1 - $200
Dividends, Interest
|
$15K - $50K |
| State Retirement ⇒ URS Retirement Plan-401(k) Target Date 2035, 100% Interest | OT |
Tax-Deferred
|
$15K - $50K |
| Alta Checking Account | BA |
$1 - $200
Interest
|
$1K - $15K |
| Bank 2 ⇒ Savings | BA |
Interest
|
$1K - $15K |
| Cash Account - Schwab | BA |
$1 - $200
Interest
|
$1K - $15K |
| Fidelity Investments ⇒ UUHC 403b ⇒ Fidelity Diversified International Fund Class K (FDIKX) | MF |
Tax-Deferred
|
$1K - $15K |
| Fidelity Investments ⇒ UUHC 457B ⇒ Fidelity Diversified International Fund Class K (FDIKX) | MF |
Tax-Deferred
|
$1K - $15K |
| Schwab accounts ⇒ ASML Holding N.V. - New York Registry Shares (ASML) | ST |
$1 - $200
Dividends, Interest
|
$1K - $15K |
| Schwab accounts ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) | ST | — | $1K - $15K |
| Schwab accounts ⇒ Cloudflare, Inc. Class A Common Stock (NET) | ST | — | $1K - $15K |
| Schwab accounts ⇒ EA Series Trust Strive U.S. Energy ETF (DRLL) | EF |
$1 - $200
Dividends, Interest
|
$1K - $15K |
| Schwab accounts ⇒ Invesco QQQ Trust, Series 1 (QQQ) | EF | — | $1K - $15K |
| Schwab accounts ⇒ Microsoft Corporation - Common Stock (MSFT) | ST |
$1 - $200
Dividends, Interest
|
$1K - $15K |
| Schwab accounts ⇒ Schwab S&P 500 Index Fund- Select Shares (SWPPX) | MF |
$1 - $200
Dividends, Interest
|
$1K - $15K |
| Schwab accounts ⇒ Tesla, Inc. - Common Stock (TSLA) | ST | — | $1K - $15K |
| Schwab accounts ⇒ Vanguard S&P 500 ETF (VOO) | EF |
$1 - $200
Dividends, Interest
|
$1K - $15K |
| Kennedy Capital, LLC | OL | — | $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.
No Itemised Liabilities
The latest annual report lists no liability with a disclosed value bracket.