Katie Britt
Katie Britt disclosed a net worth range between $1.9M and $10.3M in their 2025 annual filing.
Compare this disclosure with the U.S. Senate 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 | $1.9M – $10.3M |
| 2024 | 2025-08-13 | $288.1K – $8.7M |
| 2023 | 2024-07-15 | -$4.9M – $4M |
| 2022 | 2023-08-23 | $677K – $5.9M |
Disclosed assets
The assets Katie Britt 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 112 disclosed lines.
| Description | Type | Income | Value |
|---|---|---|---|
| AAPL - Apple Inc. - Common Stock | Corporate Securities - Stock |
$2.5K - $5K
Dividends
|
$1M - $5M |
| Commercial Real Estate | Real Estate - Commercial | — | $500K - $1M |
| Commercial Real Estate | Real Estate - Commercial | — | $250K - $500K |
| US Large Company Equity Fund | Mutual Funds - Mutual Fund | — | $250K - $500K |
| AAPL - Apple Inc. - Common Stock | Corporate Securities - Stock | — | $100K - $250K |
| AAPL - Apple Inc. - Common Stock | Corporate Securities - Stock | — | $100K - $250K |
| Commercial Real Estate | Real Estate - Commercial | — | $100K - $250K |
| NFL Player Annuity Program - PSM | Other | — | $100K - $250K |
| SSCQX - State Street Target Retirement 2040 Fund Class K | Mutual Funds - Mutual Fund | — | $100K - $250K |
| Townhome Units | Real Estate - Residential | — | $100K - $250K |
| CICEX - The Investment Company of America Class 529-E S | Mutual Funds - Mutual Fund | — | $50K - $100K |
| CNPEX - New Perspective Fund Class 529-E Shares | Mutual Funds - Mutual Fund | — | $50K - $100K |
| FACAX - Fidelity Advisor 529 College Portfolio - Class A | Mutual Funds - Mutual Fund | — | $50K - $100K |
| ALMXA - Age-Based Moderate Ages 15-16 Portfolio | Mutual Funds - Mutual Fund | — | $15K - $50K |
| ALMXA - Age-Based Moderate Ages 15-16 Portfolio | Mutual Funds - Mutual Fund | — | $15K - $50K |
| BRK.B - Berkshire Hathaway Inc. New Common Stock | Corporate Securities - Stock | — | $15K - $50K |
| BRK.B - Berkshire Hathaway Inc. New Common Stock | Corporate Securities - Stock | — | $15K - $50K |
| EFV - iShares MSCI EAFE Value ETF | Mutual Funds - Exchange Traded Fund/Note | — | $15K - $50K |
| EFV - iShares MSCI EAFE Value ETF | Mutual Funds - Exchange Traded Fund/Note | — | $15K - $50K |
| GSLC - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF | Mutual Funds - Exchange Traded Fund/Note | — | $15K - $50K |
| GSLC - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF | Mutual Funds - Exchange Traded Fund/Note | — | $15K - $50K |
| Gene Upshaw NFL Player Health Reimbursement Account Plan | Retirement Plans - Defined Benefit Pension Plan | — | $15K - $50K |
| IYW - iShares U.S. Technology ETF | Mutual Funds - Exchange Traded Fund/Note | — | $15K - $50K |
| IYW - iShares U.S. Technology ETF | Mutual Funds - Exchange Traded Fund/Note | — | $15K - $50K |
| JEPI - JPMorgan Equity Premium Income ETF | Mutual Funds - Exchange Traded Fund/Note | — | $15K - $50K |
| JIVE - JPMorgan International Value ETF | Mutual Funds - Exchange Traded Fund/Note | — | $15K - $50K |
| Land | Real Estate - Unimproved Land | — | $15K - $50K |
| Regions Bank | Bank Deposit |
Interest
|
$15K - $50K |
| SMH - VanEck Semiconductor ETF | Mutual Funds - Exchange Traded Fund/Note | — | $15K - $50K |
| SO - Southern Company (The) Common Stock | Corporate Securities - Stock |
$201 - $1K
Dividends
|
$15K - $50K |
| VTIVX - Vanguard Target Retirement 2045 Fund | Mutual Funds - Mutual Fund | — | $15K - $50K |
| 2f4b LLC | Business Entity - Limited Liability Company (LLC) | — | $1K - $15K |
| ALXMC - Age-Based Moderate Ages 15-16 Portfolio | Mutual Funds - Mutual Fund | — | $1K - $15K |
| ALXMC - Age-Based Moderate Ages 15-16 Portfolio | Mutual Funds - Mutual Fund | — | $1K - $15K |
| AMZN - Amazon.com, Inc. - Common Stock | Corporate Securities - Stock | — | $1K - $15K |
| APCO Empl Credit Union | Bank Deposit |
Interest
|
$1K - $15K |
| BBCA - JPMorgan BetaBuilders Canada ETF | Mutual Funds - Exchange Traded Fund/Note | — | $1K - $15K |
| BBCA - JPMorgan BetaBuilders Canada ETF | Mutual Funds - Exchange Traded Fund/Note | — | $1K - $15K |
| CFAEX - The Bond Fund of America Class 529-E Shares | Mutual Funds - Mutual Fund | — | $1K - $15K |
| EFV - iShares MSCI EAFE Value ETF | Mutual Funds - Exchange Traded Fund/Note | — | $1K - $15K |
| EFV - iShares MSCI EAFE Value ETF | Mutual Funds - Exchange Traded Fund/Note | — | $1K - $15K |
| EMXC - Emrg Mkts Ex China Ishares MSCI ETF | Mutual Funds - Exchange Traded Fund/Note | — | $1K - $15K |
| EMXC - Emrg Mkts Ex China Ishares MSCI ETF | Mutual Funds - Exchange Traded Fund/Note | — | $1K - $15K |
| EMXC - iShares MSCI Emerging Markets ex China ETF | Mutual Funds - Exchange Traded Fund/Note | — | $1K - $15K |
| EMXC - iShares MSCI Emerging Markets ex China ETF | Mutual Funds - Exchange Traded Fund/Note | — | $1K - $15K |
| EOG - EOG Resources, Inc. Common Stock | Corporate Securities - Stock | — | $1K - $15K |
| EUFN - iShares MSCI Europe Financials ETF | Mutual Funds - Exchange Traded Fund/Note | — | $1K - $15K |
| EUFN - iShares MSCI Europe Financials ETF | Mutual Funds - Exchange Traded Fund/Note | — | $1K - $15K |
| EUFN - iShares MSCI Europe Financials ETF | Mutual Funds - Exchange Traded Fund/Note | — | $1K - $15K |
| Edward Jones Bank Deposit | Bank Deposit |
Interest
|
$1K - $15K |
| FLJP - Franklin FTSE Japan ETF | Mutual Funds - Exchange Traded Fund/Note | — | $1K - $15K |
| FLJP - Franklin FTSE Japan ETF | Mutual Funds - Exchange Traded Fund/Note | — | $1K - $15K |
| GOOG - Alphabet Inc. - Class C Capital Stock | Corporate Securities - Stock | — | $1K - $15K |
| GSLC - GS Activebeta US Largecap ETF | Mutual Funds - Exchange Traded Fund/Note | — | $1K - $15K |
| GSLC - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | Mutual Funds - Exchange Traded Fund/Note | — | $1K - $15K |
| Goldman Sachs / Apple | Bank Deposit |
$201 - $1K
Interest
|
$1K - $15K |
| HDUS - Lattice Strategies Trust Hartford Disciplined US E | Mutual Funds - Exchange Traded Fund/Note | — | $1K - $15K |
| HDUS - Lattice Strategies Trust Hartford Disciplined US E | Mutual Funds - Exchange Traded Fund/Note | — | $1K - $15K |
| IEFA - iShares Core MSCI EAFE ETF | Mutual Funds - Exchange Traded Fund/Note | — | $1K - $15K |
| IEFA - iShares Core MSCI EAFE ETF | Mutual Funds - Exchange Traded Fund/Note | — | $1K - $15K |
| IEFA - iShares Core MSCI EAFE ETF | Mutual Funds - Exchange Traded Fund/Note | — | $1K - $15K |
| IEFA - iShares Core MSCI EAFE ETF | Mutual Funds - Exchange Traded Fund/Note | — | $1K - $15K |
| IEMG - iShares Core MSCI Emerging Markets ETF | Mutual Funds - Exchange Traded Fund/Note | — | $1K - $15K |
| IEMG - iShares Core MSCI Emerging Markets ETF | Mutual Funds - Exchange Traded Fund/Note | — | $1K - $15K |
| IEMG - iShares Core MSCI Emerging Markets ETF | Mutual Funds - Exchange Traded Fund/Note | — | $1K - $15K |
| IEMG - iShares Core MSCI Emerging Markets ETF | Mutual Funds - Exchange Traded Fund/Note | — | $1K - $15K |
| IEO - iShares U.S. Oil & Gas Exploration & Production ETF | Mutual Funds - Exchange Traded Fund/Note | — | $1K - $15K |
| IHI - iShares U.S. Medical Devices ETF | Mutual Funds - Exchange Traded Fund/Note | — | $1K - $15K |
| IHI - iShares U.S. Medical Devices ETF | Mutual Funds - Exchange Traded Fund/Note | — | $1K - $15K |
| IJH - iShares Core S&P Mid-Cap ETF | Mutual Funds - Exchange Traded Fund/Note | — | $1K - $15K |
| IJH - iShares Core S&P Mid-Cap ETF | Mutual Funds - Exchange Traded Fund/Note | — | $1K - $15K |
| IVV - iShares Core S&P 500 | Mutual Funds - Exchange Traded Fund/Note | — | $1K - $15K |
| IVV - iShares Core S&P 500 ETF | Mutual Funds - Exchange Traded Fund/Note | — | $1K - $15K |
| IYG - US Financial Services Ishares ETF | Mutual Funds - Exchange Traded Fund/Note | — | $1K - $15K |
| IYG - iShares U.S. Financial Services ETF | Mutual Funds - Exchange Traded Fund/Note | — | $1K - $15K |
| IYG - iShares U.S. Financial Services ETF | Mutual Funds - Exchange Traded Fund/Note | — | $1K - $15K |
| IYG - iShares U.S. Financial Services ETF | Mutual Funds - Exchange Traded Fund/Note | — | $1K - $15K |
| IYW - iShares U.S. Technology ETF | Mutual Funds - Exchange Traded Fund/Note | — | $1K - $15K |
| IYW - iShares U.S. Technology ETF | Mutual Funds - Exchange Traded Fund/Note | — | $1K - $15K |
| JEPI - JPMorgan Equity Premium Income ETF | Mutual Funds - Exchange Traded Fund/Note | — | $1K - $15K |
| JEPI - JPMorgan Equity Premium Income ETF | Mutual Funds - Exchange Traded Fund/Note | — | $1K - $15K |
| JEPI - JPMorgan Equity Premium Income ETF | Mutual Funds - Exchange Traded Fund/Note | — | $1K - $15K |
| JIVE - JPMorgan International Value ETF | Mutual Funds - Exchange Traded Fund/Note | — | $1K - $15K |
| JIVE - JPMorgan International Value ETF | Mutual Funds - Exchange Traded Fund/Note | — | $1K - $15K |
| JIVE - JPMorgan International Value ETF | Mutual Funds - Exchange Traded Fund/Note | — | $1K - $15K |
| JPM - JP Morgan Chase & Co. Common Stock | Corporate Securities - Stock | — | $1K - $15K |
| JPST - JPMorgan Ultra-Short Income ETF | Mutual Funds - Exchange Traded Fund/Note | — | $1K - $15K |
| JPST - JPMorgan Ultra-Short Income ETF | Mutual Funds - Exchange Traded Fund/Note | — | $1K - $15K |
| MOTI - VanEck Morningstar International Moat ETF | Mutual Funds - Exchange Traded Fund/Note | — | $1K - $15K |
| MSFT - Microsoft Corporation - Common Stock | Corporate Securities - Stock | — | $1K - $15K |
| NVDA - NVIDIA Corporation - Common Stock | Corporate Securities - Stock | — | $1K - $15K |
| PAVE - Global X U.S. Infrastructure Development ETF | Mutual Funds - Exchange Traded Fund/Note | — | $1K - $15K |
| PAVE - Global X U.S. Infrastructure Development ETF | Mutual Funds - Exchange Traded Fund/Note | — | $1K - $15K |
| PAVE - Global X U.S. Infrastructure Development ETF | Mutual Funds - Exchange Traded Fund/Note | — | $1K - $15K |
| PAVE - Global X U.S. Infrastructure Development ETF | Mutual Funds - Exchange Traded Fund/Note | — | $1K - $15K |
| QQQ - Invesco QQQ Trust, Series 1 | Mutual Funds - Exchange Traded Fund/Note | — | $1K - $15K |
| QQQ - Invesco QQQ Trust, Series 1 | Mutual Funds - Exchange Traded Fund/Note | — | $1K - $15K |
| QQQ - Invesco QQQ Trust, Series 1 | Mutual Funds - Exchange Traded Fund/Note | — | $1K - $15K |
| QQQM - Invesco NASDAQ 100 ETF | Mutual Funds - Exchange Traded Fund/Note | — | $1K - $15K |
| QQQM - Invesco NASDAQ 100 ETF | Mutual Funds - Exchange Traded Fund/Note | — | $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 |
|---|---|
| Line of Credit (Max Credit Union) | $250K - $500K |
| Mortgage (Regions Mortgage) | $250K - $500K |
| Line of Credit (All in Credit Union) | $100K - $250K |
Recent stock trades
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2026-01-28 | JPM Stock · JP Morgan Chase & Company | Sell | Spouse | $1K - $15K | 2026-01-29 | 1d |
| 2025-11-07 | AAPL Stock · Apple Inc | Sell | Spouse | $1K - $15K | 2026-01-26 | 80d late |
| 2025-11-07 | GOOG Stock · Alphabet Cl C | Sell | Spouse | $1K - $15K | 2026-01-26 | 80d late |
| 2025-11-07 | AMZN Stock · Amazon.com Inc | Sell | Spouse | $1K - $15K | 2026-01-26 | 80d late |
| 2025-11-07 | V Stock · Visa Inc | Buy | Spouse | $1K - $15K | 2026-01-26 | 80d late |
| 2025-11-07 | UPS Stock · United Parcel Service | Buy | Spouse | $1K - $15K | 2026-01-26 | 80d late |
| 2025-11-07 | NVDA Stock · Nvidia Corp | Sell | Spouse | $1K - $15K | 2026-01-26 | 80d late |
| 2025-04-30 | AMZN Stock · Amazon.com Inc | Buy | Spouse | $1K - $15K | 2026-01-26 | 271d late |
| 2025-04-30 | AAPL Stock · Apple Inc | Buy | Spouse | $1K - $15K | 2026-01-26 | 271d late |
| 2025-04-30 | UNH Stock · Unitedhealth Group Inc | Sell | Spouse | $1K - $15K | 2026-01-26 | 271d late |
| 2025-04-30 | XOM Stock · Exxon Mobil Corp | Sell | Spouse | $1K - $15K | 2026-01-26 | 271d late |
| 2025-04-30 | NVDA Stock · Nvidia Corp | Buy | Spouse | $1K - $15K | 2026-01-26 | 271d late |
| 2025-04-14 | JPM Stock · JP Morgan Chase & Company | Buy | Spouse | $1K - $15K | 2026-01-26 | 287d late |
| 2025-04-14 | GOOG Stock · Alphabet Cl C | Buy | Spouse | $1K - $15K | 2026-01-26 | 287d late |
| 2025-04-14 | EOG Stock · EOG Resources, Inc. Common Stock | Buy | Spouse | $1K - $15K | 2026-01-26 | 287d late |
| 2025-04-14 | AAPL Stock · Apple Inc | Buy | Spouse | $1K - $15K | 2026-01-26 | 287d late |
| 2025-04-14 | AMZN Stock · Amazon.com Inc | Buy | Spouse | $1K - $15K | 2026-01-26 | 287d late |
| 2025-04-14 | WMT Stock · Walmart Inc | Buy | Spouse | $1K - $15K | 2026-01-26 | 287d late |
| 2025-04-14 | V Stock · Visa Inc | Buy | Spouse | $1K - $15K | 2026-01-26 | 287d late |
| 2025-04-14 | MSFT Stock · Microsoft Corp | Buy | Spouse | $1K - $15K | 2026-01-26 | 287d late |
| 2025-04-14 | UNH Stock · Unitedhealth Group Inc | Buy | Spouse | $1K - $15K | 2026-01-26 | 287d late |
| 2025-04-14 | NVDA Stock · Nvidia Corp | Buy | Spouse | $1K - $15K | 2026-01-26 | 287d late |
| 2025-04-14 | XOM Stock · Exxon Mobil Corp | Buy | Spouse | $1K - $15K | 2026-01-26 | 287d late |
| 2024-07-24 | ONEW Stock · OneWater Marine Inc. - Class A Common Stock | Sell | Joint | $1K - $15K | 2024-07-29 | 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 2026-09-08. 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 | -0.1% | +0.6% | -0.7% |
| 1 month | -0.7% | -0.9% | +0.2% |
| 1 quarter | +4.9% | +3.6% | +1.3% |
| Year to date | +11.3% | +12.3% | -1.0% |
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-09-08). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.