Bernie Moreno
Bernie Moreno disclosed a net worth range between $36.9M and $216.5M 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 | 2026-08-11 | $36.9M – $216.5M |
| 2024 | 2025-08-13 | $39M – $224.7M |
Disclosed assets
The assets Bernie Moreno 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 |
|---|---|---|---|
| Condo | Real Estate - Residential | — | $5M - $25M |
| Condo | Real Estate - Residential | — | $5M - $25M |
| Residential Real Estate | Real Estate - Residential |
$50K - $100K
Rent/Royalties
|
$5M - $25M |
| Unimproved Land | Real Estate - Unimproved Land | — | $5M - $25M |
| Unimproved Land | Real Estate - Unimproved Land | — | $5M - $25M |
| AutoTech Fund II, LP | Business Entity - Limited Partnership (LP) |
None, Excepted Investment Fund
|
$1M - $5M |
| CF Bank | Bank Deposit |
$50K - $100K
Interest
|
$1M - $5M |
| Commercial Real Estate | Real Estate - Commercial |
$100K - $1M
Rent/Royalties
|
$1M - $5M |
| Commercial Real Estate | Real Estate - Commercial | — | $1M - $5M |
| Commercial Real Estate | Real Estate - Commercial | — | $1M - $5M |
| Commercial Real Estate | Real Estate - Commercial |
$100K - $1M
Rent/Royalties
|
$1M - $5M |
| Eastchester, NY Single Family Home | Real Estate - Residential | — | $1M - $5M |
| Historic Investment Fund 2019 (QP), LLC | Business Entity - Limited Liability Company (LLC) |
$1K - $2.5K
Excepted Investment Fund
|
$1M - $5M |
| KeyBank National Association | Bank Deposit |
$15K - $50K
Interest
|
$1M - $5M |
| Narya Capital Fund, LP | Business Entity - Limited Partnership (LP) |
None, Excepted Investment Fund
|
$1M - $5M |
| Residential Real Estate | Real Estate - Residential |
$15K - $50K
Rent/Royalties
|
$1M - $5M |
| Residential Real Estate | Real Estate - Residential | — | $1M - $5M |
| Residential real estate | Real Estate - Residential |
$15K - $50K
Rent/Royalties
|
$1M - $5M |
| Single Family Home | Real Estate - Residential | — | $1M - $5M |
| Single Family Home | Real Estate - Residential | — | $1M - $5M |
| Yellowstone Housing Opportunities Fund III, LP | Investment Fund - Private Equity Fund |
$100K - $1M
Excepted Investment Fund, Other (Partnership Income)
|
$1M - $5M |
| Dixon CA Single Family Home | Real Estate - Residential | — | $500K - $1M |
| Immunai | Corporate Securities - Non-Public Stock | — | $500K - $1M |
| KeyBank National Association | Bank Deposit |
$15K - $50K
Interest
|
$500K - $1M |
| Residential Real Estate | Real Estate - Residential | — | $500K - $1M |
| Residential Real Estate | Real Estate - Residential | — | $500K - $1M |
| Residential Real Estate | Real Estate - Residential | — | $500K - $1M |
| Residential Real Estate | Real Estate - Residential | — | $500K - $1M |
| Residential Real Estate | Real Estate - Residential | — | $500K - $1M |
| eToro | Corporate Securities - Non-Public Stock | — | $500K - $1M |
| iAngels Ingenuity Fund, LP | Business Entity - Limited Partnership (LP) |
None, Excepted Investment Fund
|
$500K - $1M |
| iAngels Technologies, LP | Business Entity - Limited Partnership (LP) |
None, Excepted Investment Fund
|
$500K - $1M |
| Cardone Equity Fund XV, LLC | Business Entity - Limited Liability Company (LLC) |
$15K - $50K
Excepted Investment Fund
|
$250K - $500K |
| NAD, HV LLC | Business Entity - Limited Liability Company (LLC) | — | $250K - $500K |
| Treatment Technologies & Insights, LLC | Business Entity - Limited Liability Company (LLC) | — | $250K - $500K |
| Fund 0 A Series of Comeback Capital, LP | Business Entity - Limited Partnership (LP) |
None, Excepted Investment Fund
|
$100K - $250K |
| SPYD - SPDR S&P 500 High Dividend Portfolio ETF | Mutual Funds - Exchange Traded Fund/Note | — | $100K - $250K |
| SPYG - SPDR S&P 500 Growth Portfolio ETF | Mutual Funds - Exchange Traded Fund/Note |
None, Excepted Investment Fund
|
$100K - $250K |
| FEZ - Euro Stoxx 50 ETF SPDR | Mutual Funds - Exchange Traded Fund/Note | — | $50K - $100K |
| MDY - S&P Midcap 400 SPDR | Mutual Funds - Exchange Traded Fund/Note |
None, Excepted Investment Fund
|
$50K - $100K |
| SLYG - S&P Smallcap Growth ETF SPDR | Mutual Funds - Exchange Traded Fund/Note |
None, Excepted Investment Fund
|
$50K - $100K |
| SLYV - S&P Smallcap Value ETF SPDR | Mutual Funds - Exchange Traded Fund/Note | — | $50K - $100K |
| UBS Prime Reserves Funds (UPRXX) | Mutual Funds - Mutual Fund | — | $50K - $100K |
| XLU - S&P 500 Utilities Sector SPDR | Mutual Funds - Exchange Traded Fund/Note | — | $50K - $100K |
| SSBYX - State Street Target Retirement 2030 Fund Class K | Mutual Funds - Mutual Fund |
None, Excepted Investment Fund
|
$15K - $50K |
| Barclays Bank PLC 2/16/28 | Equity Index-Linked Note | — | $1K - $15K |
| BofA Finance LLC Trigger Autocallable Contingent Yield Notes 12/22/2028 | Other | — | $1K - $15K |
| Canadian Imperial Bank of Commerce Autocallable Contingent Yield Notes 12/21/2028 | Other | — | $1K - $15K |
| GS Finance Corp. Trigger Autocallable Yield Note 10/26/2028 | Other | — | $1K - $15K |
| Morgan Stanley Finance 6/21/27 | Equity Index-Linked Note | — | $1K - $15K |
| Royal Bank of Canada TARSS Int'l Basket 12/19/28 | Equity Index-Linked Note | — | $1K - $15K |
| UBS | Bank Deposit | — | $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 (CF Bank) | $1M - $5M |
| Mortgage (Mercedes-Benz Financial Services) | $1M - $5M |
| Mortgage (CF Bank) | $250K - $500K |
| Mortgage (Key Bank) | $250K - $500K |
Recent stock trades
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2026-05-06 | ETOR Stock · eToro Group Ltd. - Class A Common Shares | Sell | Self | $100K - $250K | 2026-05-22 | 16d |
| 2025-03-17 | BEEP Stock · Mobile Infrastructure Corp | Sell | Self | $15K - $50K | 2025-04-30 | 44d |
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.
No Reconstructed Holdings
No open positions could be reconstructed from this member's disclosed trades.