Zoe Lofgren
Zoe Lofgren (CA-19) disclosed a net worth range between $2.3M and $8.7M 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.
Net worth band by reporting year
| Year | Filed | Net worth band |
|---|---|---|
| 2025 | 2026-08-10 | $2.3M – $8.7M |
| 2024 | 2025-05-09 | $1.9M – $8.5M |
| 2023 | 2026-08-10 | $1.9M – $8.3M |
| 2022 | 2023-08-10 | $1M – $5.3M |
| 2021 | 2022-08-11 | $755.1K – $4.9M |
Disclosed assets
The assets Zoe Lofgren 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 |
|---|---|---|---|
| Residential Rental Property | RP | — | $1M - $5M |
| Collins/Lofgren Family Trust ⇒ PIMCO Income Fund Insti Class (PIMIX) | MF |
$201 - $1K
Dividends
|
$250K - $500K |
| Collins/Lofgren Family Trust ⇒ TCW Transform 500 ETF (VOTE) | EF |
$1K - $2.5K
Dividends
|
$250K - $500K |
| John Marshall Collins Rollover IRA ⇒ PIMCO Income Fund Insti Class (PIMIX) | MF |
Tax-Deferred
|
$250K - $500K |
| John Marshall Collins Rollover IRA ⇒ TCW Transform 500 ETF (VOTE) | EF |
Tax-Deferred
|
$250K - $500K |
| Deskworks Inc. | PS | — | $100K - $250K |
| Fidelity 457 Deferred Compensation ⇒ Fidelity Contrafund K6 (FLCNX) | MF |
Tax-Deferred
|
$100K - $250K |
| Fidelity 457 Deferred Compensation ⇒ MissionSquare PLUS R13 Fund | MF |
Tax-Deferred
|
$100K - $250K |
| Fidelity 457 Deferred Compensation ⇒ Vanguard Extended Market Index Fund Insti Plus (VEMPX) | MF |
Tax-Deferred
|
$100K - $250K |
| First Citizens Bank | BA | — | $100K - $250K |
| Collins/Lofgren Family Trust ⇒ iShares MSCI ACWI ex U.S. ETF (ACWX) | EF |
$1K - $2.5K
Dividends
|
$50K - $100K |
| Fidelity 457 Deferred Compensation ⇒ EuroPacific Growth Fund Cl R-6 (RERGX) | MF |
Tax-Deferred
|
$50K - $100K |
| Fidelity 457 Deferred Compensation ⇒ Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) | MF |
Tax-Deferred
|
$50K - $100K |
| John Marshall Collins Rollover IRA ⇒ iShares MSCI ACWI ex U.S. ETF (ACWX) | EF |
Tax-Deferred
|
$50K - $100K |
| Collins/Lofgren Family Trust ⇒ iShares Core MSCI Emerging Markets ETF (IEMG) | EF |
$201 - $1K
Dividends
|
$15K - $50K |
| Collins/Lofgren Family Trust ⇒ iShares Core S&P Small-Cap ETF (IJR) | EF | — | $15K - $50K |
| John Marshall Collins Rollover IRA ⇒ iShares Core MSCI Emerging Markets ETF (IEMG) | EF |
Tax-Deferred
|
$15K - $50K |
| John Marshall Collins Rollover IRA ⇒ iShares Core S&P Small-Cap ETF (IJR) | EF |
Tax-Deferred
|
$15K - $50K |
| Collins/Lofgren Family Trust ⇒ Cash | BA | — | $1K - $15K |
| Collins/Lofgren Family Trust ⇒ Fidelity Government Cash Reserves (FDRXX) | BA |
$5K - $15K
Dividends
|
$1K - $15K |
| John Marshall Collins Rollover IRA ⇒ Fidelity Government Cash Reserves (FDRXX) | BA |
Tax-Deferred
|
$1K - $15K |
| Zoe Lofgren Trad IRA ⇒ PIMCO Income Fund Insti Class (PIMIX) | MF |
Tax-Deferred
|
$1K - $15K |
| Zoe Lofgren Trad IRA ⇒ TCW Transform 500 ETF (VOTE) | EF |
Tax-Deferred
|
$1K - $15K |
| Zoe Lofgren Trad IRA ⇒ iShares MSCI ACWI ex U.S. ETF (ACWX) | EF |
Tax-Deferred
|
$1K - $15K |
| Zoe Lofgren Trad IRA ⇒ iShares Core S&P Small-Cap ETF (IJR) | EF |
Tax-Deferred
|
$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.
| Description | Amount owed |
|---|---|
| Mortgage on personal residence, San Jose, CA (Silicon Valley Bank) | $250K - $500K |
Recent stock trades
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2023-05-26 | ABBV CS · AbbVie Inc. (ABBV) | Sell | SP John Marshall Collins Rollover IRA | $1K - $15K | 2023-06-06 | 11d |
| 2023-05-26 | AMZN CS · Amazon.com, Inc. (AMZN) | Sell | SP John Marshall Collins Rollover IRA | $1K - $15K | 2023-06-06 | 11d |
| 2023-05-26 | AEP CS · American Electric Power Company, Inc. (AEP) | Sell | SP John Marshall Collins Rollover IRA | $1K - $15K | 2023-06-06 | 11d |
| 2023-05-26 | REIT CS · American Tower Corporation (REIT) (AMT) | Sell | SP John Marshall Collins Rollover IRA | $1K - $15K | 2023-06-06 | 11d |
| 2023-05-26 | BUD CS · Anheuser-Busch Inbev SA Sponsored ADR (Belgium) (BUD) | Sell | SP John Marshall Collins Rollover IRA | $1K - $15K | 2023-06-06 | 11d |
| 2023-05-26 | AMAT CS · Applied Materials, Inc. (AMAT) | Sell | SP John Marshall Collins Rollover IRA | $1K - $15K | 2023-06-06 | 11d |
| 2023-05-26 | BAC CS · Bank of America Corporation (BAC) | Sell | SP John Marshall Collins Rollover IRA | $15K - $50K | 2023-06-06 | 11d |
| 2023-05-26 | BMO CS · Bank Of Montreal (BMO) | Sell | SP John Marshall Collins Rollover IRA | $1K - $15K | 2023-06-06 | 11d |
| 2023-05-26 | CAT CS · Caterpillar, Inc. (CAT) | Sell | SP John Marshall Collins Rollover IRA | $1K - $15K | 2023-06-06 | 11d |
| 2023-05-26 | CSCO CS · Cisco Systems, Inc. (CSCO) | Sell | SP John Marshall Collins Rollover IRA | $1K - $15K | 2023-06-06 | 11d |
| 2023-05-26 | C CS · Citigroup, Inc. (C) | Sell | SP John Marshall Collins Rollover IRA | $1K - $15K | 2023-06-06 | 11d |
| 2023-05-26 | CVS CS · CVS Health Corporation (CVS) | Sell | SP John Marshall Collins Rollover IRA | $1K - $15K | 2023-06-06 | 11d |
| 2023-05-26 | JEF CS · Jefferies Financial Group Inc. (JEF) | Sell | SP John Marshall Collins Rollover IRA | $1K - $15K | 2023-06-06 | 11d |
| 2023-05-26 | KLAC CS · KLA Corporation (KLAC) | Sell | SP John Marshall Collins Rollover IRA | $1K - $15K | 2023-06-06 | 11d |
| 2023-05-26 | MS CS · Morgan Stanley (MS) | Sell | SP John Marshall Collins Rollover IRA | $1K - $15K | 2023-06-06 | 11d |
| 2023-05-26 | NTAP CS · NetApp, Inc. (NTAP) | Sell | SP John Marshall Collins Rollover IRA | $1K - $15K | 2023-06-06 | 11d |
| 2023-05-26 | OCLCF CS · Oracle Corporation Ordinary Shares (OCLCF) | Sell | SP John Marshall Collins Rollover IRA | $15K - $50K | 2023-06-06 | 11d |
| 2023-05-26 | PFE CS · Pfizer, Inc. (PFE) | Sell | SP John Marshall Collins Rollover IRA | $1K - $15K | 2023-06-06 | 11d |
| 2023-05-26 | USB CS · U.S. Bancorp (USB) | Sell | SP John Marshall Collins Rollover IRA | $1K - $15K | 2023-06-06 | 11d |
| 2023-05-26 | UNP CS · Union Pacific Corporation (UNP) | Sell | SP John Marshall Collins Rollover IRA | $15K - $50K | 2023-06-06 | 11d |
| 2023-05-26 | DE CS · UnitedHealth Group Incorporated Common Stock (DE) (UNH) | Sell | SP John Marshall Collins Rollover IRA | $1K - $15K | 2023-06-06 | 11d |
| 2023-05-26 | VZ CS · Verizon Communications Inc. (VZ) | Sell | SP John Marshall Collins Rollover IRA | $1K - $15K | 2023-06-06 | 11d |
| 2023-05-26 | WBA CS · Walgreens Boots Alliance, Inc. (WBA) | Sell | SP John Marshall Collins Rollover IRA | $1K - $15K | 2023-06-06 | 11d |
| 2023-05-26 | WFC CS · Wells Fargo & Company (WFC) | Sell | SP John Marshall Collins Rollover IRA | $1K - $15K | 2023-06-06 | 11d |
| 2023-05-26 | WBK CS · Westpac Banking Corporation (WBK) | Sell | SP John Marshall Collins Rollover IRA | $1K - $15K | 2023-06-06 | 11d |
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.
| Stock | Est. shares | Est. value | Weight |
|---|---|---|---|
| NWL | 723 | $4.4K | 0.7% |
| AMAT | 447 | $203.3K | 32.5% |
| ALLY | 388 | $17K | 2.7% |
| FHN | 248 | $6.2K | 1.0% |
| SBUX | 191 | $19.9K | 3.2% |
| BX | 169 | $23K | 3.7% |
| GIS | 162 | $6.2K | 1.0% |
| BUD | 142 | $11.4K | 1.8% |
| BCE | 142 | $3.4K | 0.5% |
| WFC | 140 | $12.6K | 2.0% |
| TJX | 137 | $18.1K | 2.9% |
| HCA | 126 | $51.2K | 8.2% |
| AON | 124 | $40.1K | 6.4% |
| PFE | 121 | $3.4K | 0.6% |
| QCOM | 118 | $20K | 3.2% |
| SYF | 117 | $9.4K | 1.5% |
| HIG | 111 | $15.4K | 2.5% |
| NXPI | 103 | $23.4K | 3.7% |
| ABBV | 82 | $21.1K | 3.4% |
| NTAP | 80 | $14.8K | 2.4% |
| ACN | 70 | $13K | 2.1% |
| MS | 63 | $13.8K | 2.2% |
| FITB | 58 | $3.2K | 0.5% |
| TMUS | 39 | $7.1K | 1.1% |
| CSCO | 26 | $2.8K | 0.5% |
| EXPE | 24 | $7.1K | 1.1% |
| GILD | 20 | $2.9K | 0.5% |
| ROP | 18 | $7.4K | 1.2% |
| SHW | 17 | $5.5K | 0.9% |
| TRU | 16 | $1.3K | 0.2% |
| ASML | 10 | $17.5K | 2.8% |
| EQIX | 9 | $9.3K | 1.5% |
| PWR | 8 | $5.1K | 0.8% |
| CAT | 8 | $6.2K | 1.0% |
| UNH | 0 | $16 | 0.0% |