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Katie Britt

Senator 2025 disclosure

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.

Latest net worth (band)
$1.9M – $10.3M
Rank by disclosed net worth
Reporting year
2025
Disclosed assets
112
Disclosed liabilities
3

Net worth band by reporting year

2022 2023 2024 2025
Year Net worth band
2025 $1.9M – $10.3M
2024 $288.1K – $8.7M
2023 -$4.9M – $4M
2022 $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.

Disclosed lines
112
Total disclosed (band)
$3.1M – $10.9M

Showing the 100 largest of 112 disclosed lines.

Description Value
AAPL - Apple Inc. - Common Stock $1M - $5M
Commercial Real Estate $500K - $1M
Commercial Real Estate $250K - $500K
US Large Company Equity Fund $250K - $500K
AAPL - Apple Inc. - Common Stock $100K - $250K
AAPL - Apple Inc. - Common Stock $100K - $250K
Commercial Real Estate $100K - $250K
NFL Player Annuity Program - PSM $100K - $250K
SSCQX - State Street Target Retirement 2040 Fund Class K $100K - $250K
Townhome Units $100K - $250K
CICEX - The Investment Company of America Class 529-E S $50K - $100K
CNPEX - New Perspective Fund Class 529-E Shares $50K - $100K
FACAX - Fidelity Advisor 529 College Portfolio - Class A $50K - $100K
ALMXA - Age-Based Moderate Ages 15-16 Portfolio $15K - $50K
ALMXA - Age-Based Moderate Ages 15-16 Portfolio $15K - $50K
BRK.B - Berkshire Hathaway Inc. New Common Stock $15K - $50K
BRK.B - Berkshire Hathaway Inc. New Common Stock $15K - $50K
EFV - iShares MSCI EAFE Value ETF $15K - $50K
EFV - iShares MSCI EAFE Value ETF $15K - $50K
GSLC - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF $15K - $50K
GSLC - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF $15K - $50K
Gene Upshaw NFL Player Health Reimbursement Account Plan $15K - $50K
IYW - iShares U.S. Technology ETF $15K - $50K
IYW - iShares U.S. Technology ETF $15K - $50K
JEPI - JPMorgan Equity Premium Income ETF $15K - $50K
JIVE - JPMorgan International Value ETF $15K - $50K
Land $15K - $50K
Regions Bank $15K - $50K
SMH - VanEck Semiconductor ETF $15K - $50K
SO - Southern Company (The) Common Stock $15K - $50K
VTIVX - Vanguard Target Retirement 2045 Fund $15K - $50K
2f4b LLC $1K - $15K
ALXMC - Age-Based Moderate Ages 15-16 Portfolio $1K - $15K
ALXMC - Age-Based Moderate Ages 15-16 Portfolio $1K - $15K
AMZN - Amazon.com, Inc. - Common Stock $1K - $15K
APCO Empl Credit Union $1K - $15K
BBCA - JPMorgan BetaBuilders Canada ETF $1K - $15K
BBCA - JPMorgan BetaBuilders Canada ETF $1K - $15K
CFAEX - The Bond Fund of America Class 529-E Shares $1K - $15K
EFV - iShares MSCI EAFE Value ETF $1K - $15K
EFV - iShares MSCI EAFE Value ETF $1K - $15K
EMXC - Emrg Mkts Ex China Ishares MSCI ETF $1K - $15K
EMXC - Emrg Mkts Ex China Ishares MSCI ETF $1K - $15K
EMXC - iShares MSCI Emerging Markets ex China ETF $1K - $15K
EMXC - iShares MSCI Emerging Markets ex China ETF $1K - $15K
EOG - EOG Resources, Inc. Common Stock $1K - $15K
EUFN - iShares MSCI Europe Financials ETF $1K - $15K
EUFN - iShares MSCI Europe Financials ETF $1K - $15K
EUFN - iShares MSCI Europe Financials ETF $1K - $15K
Edward Jones Bank Deposit $1K - $15K
FLJP - Franklin FTSE Japan ETF $1K - $15K
FLJP - Franklin FTSE Japan ETF $1K - $15K
GOOG - Alphabet Inc. - Class C Capital Stock $1K - $15K
GSLC - GS Activebeta US Largecap ETF $1K - $15K
GSLC - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF $1K - $15K
Goldman Sachs / Apple $1K - $15K
HDUS - Lattice Strategies Trust Hartford Disciplined US E $1K - $15K
HDUS - Lattice Strategies Trust Hartford Disciplined US E $1K - $15K
IEFA - iShares Core MSCI EAFE ETF $1K - $15K
IEFA - iShares Core MSCI EAFE ETF $1K - $15K
IEFA - iShares Core MSCI EAFE ETF $1K - $15K
IEFA - iShares Core MSCI EAFE ETF $1K - $15K
IEMG - iShares Core MSCI Emerging Markets ETF $1K - $15K
IEMG - iShares Core MSCI Emerging Markets ETF $1K - $15K
IEMG - iShares Core MSCI Emerging Markets ETF $1K - $15K
IEMG - iShares Core MSCI Emerging Markets ETF $1K - $15K
IEO - iShares U.S. Oil & Gas Exploration & Production ETF $1K - $15K
IHI - iShares U.S. Medical Devices ETF $1K - $15K
IHI - iShares U.S. Medical Devices ETF $1K - $15K
IJH - iShares Core S&P Mid-Cap ETF $1K - $15K
IJH - iShares Core S&P Mid-Cap ETF $1K - $15K
IVV - iShares Core S&P 500 $1K - $15K
IVV - iShares Core S&P 500 ETF $1K - $15K
IYG - US Financial Services Ishares ETF $1K - $15K
IYG - iShares U.S. Financial Services ETF $1K - $15K
IYG - iShares U.S. Financial Services ETF $1K - $15K
IYG - iShares U.S. Financial Services ETF $1K - $15K
IYW - iShares U.S. Technology ETF $1K - $15K
IYW - iShares U.S. Technology ETF $1K - $15K
JEPI - JPMorgan Equity Premium Income ETF $1K - $15K
JEPI - JPMorgan Equity Premium Income ETF $1K - $15K
JEPI - JPMorgan Equity Premium Income ETF $1K - $15K
JIVE - JPMorgan International Value ETF $1K - $15K
JIVE - JPMorgan International Value ETF $1K - $15K
JIVE - JPMorgan International Value ETF $1K - $15K
JPM - JP Morgan Chase & Co. Common Stock $1K - $15K
JPST - JPMorgan Ultra-Short Income ETF $1K - $15K
JPST - JPMorgan Ultra-Short Income ETF $1K - $15K
MOTI - VanEck Morningstar International Moat ETF $1K - $15K
MSFT - Microsoft Corporation - Common Stock $1K - $15K
NVDA - NVIDIA Corporation - Common Stock $1K - $15K
PAVE - Global X U.S. Infrastructure Development ETF $1K - $15K
PAVE - Global X U.S. Infrastructure Development ETF $1K - $15K
PAVE - Global X U.S. Infrastructure Development ETF $1K - $15K
PAVE - Global X U.S. Infrastructure Development ETF $1K - $15K
QQQ - Invesco QQQ Trust, Series 1 $1K - $15K
QQQ - Invesco QQQ Trust, Series 1 $1K - $15K
QQQ - Invesco QQQ Trust, Series 1 $1K - $15K
QQQM - Invesco NASDAQ 100 ETF $1K - $15K
QQQM - Invesco NASDAQ 100 ETF $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.

Disclosed lines
3
Total disclosed (band)
$600K – $1.3M
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

Disclosed trades
24
Avg. disclosure lag
208.3 days
Filed past 45-day deadline
91.7%
Date Stock Type Amount
2026-01-28 JPM Stock · JP Morgan Chase & Company Sell $1K - $15K
2025-11-07 AAPL Stock · Apple Inc Sell $1K - $15K
2025-11-07 GOOG Stock · Alphabet Cl C Sell $1K - $15K
2025-11-07 AMZN Stock · Amazon.com Inc Sell $1K - $15K
2025-11-07 V Stock · Visa Inc Buy $1K - $15K
2025-11-07 UPS Stock · United Parcel Service Buy $1K - $15K
2025-11-07 NVDA Stock · Nvidia Corp Sell $1K - $15K
2025-04-30 AMZN Stock · Amazon.com Inc Buy $1K - $15K
2025-04-30 AAPL Stock · Apple Inc Buy $1K - $15K
2025-04-30 UNH Stock · Unitedhealth Group Inc Sell $1K - $15K
2025-04-30 XOM Stock · Exxon Mobil Corp Sell $1K - $15K
2025-04-30 NVDA Stock · Nvidia Corp Buy $1K - $15K
2025-04-14 JPM Stock · JP Morgan Chase & Company Buy $1K - $15K
2025-04-14 GOOG Stock · Alphabet Cl C Buy $1K - $15K
2025-04-14 EOG Stock · EOG Resources, Inc. Common Stock Buy $1K - $15K
2025-04-14 AAPL Stock · Apple Inc Buy $1K - $15K
2025-04-14 AMZN Stock · Amazon.com Inc Buy $1K - $15K
2025-04-14 WMT Stock · Walmart Inc Buy $1K - $15K
2025-04-14 V Stock · Visa Inc Buy $1K - $15K
2025-04-14 MSFT Stock · Microsoft Corp Buy $1K - $15K
2025-04-14 UNH Stock · Unitedhealth Group Inc Buy $1K - $15K
2025-04-14 NVDA Stock · Nvidia Corp Buy $1K - $15K
2025-04-14 XOM Stock · Exxon Mobil Corp Buy $1K - $15K
2024-07-24 ONEW Stock · OneWater Marine Inc. - Class A Common Stock Sell $1K - $15K

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.

Stock Est. shares Est. value Weight
NVDA 103 $23.3K 19.7%
WMT 84 $9K 7.6%
UPS 83 $8.4K 7.1%
EOG 74 $10.8K 9.1%
AMZN 55 $14K 11.8%
V 48 $17.6K 14.8%
AAPL 47 $15K 12.7%
GOOGL 22 $7.3K 6.2%
MSFT 21 $10.2K 8.6%
JPM 7 $2.6K 2.2%
XOM 2 $263 0.2%

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