Derek Tran
Derek Tran (CA-45) disclosed a net worth range between -$4.4M and $6M 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 | 2026-08-13 | -$4.4M – $6M |
| 2024 | 2026-08-13 | -$3.4M – $7.3M |
Disclosed assets
The assets Derek Tran 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 |
|---|---|---|---|
| Nguyen Win, Inc. | OL |
$100K - $1M
Partnership income
|
$1M - $5M |
| Nguyen Win, Inc. Cash Balance Plan - John Hancock ⇒ DFA US Large Company Portfolio (DFUSX) | MF |
Tax-Deferred
|
$250K - $500K |
| Bank of America bank account | BA | — | $50K - $100K |
| LPL Financial Rollover IRA ⇒ Harbor ETF Trust Harbor Long-Term Growers ETF (WINN) | EF |
Tax-Deferred
|
$50K - $100K |
| LPL Financial Rollover IRA ⇒ Pacer US Cash Cows 100 ETF (COWZ) | EF |
Tax-Deferred
|
$50K - $100K |
| LPL Financial Rollover IRA ⇒ Vanguard S&P 500 ETF (VOO) | EF |
Tax-Deferred
|
$50K - $100K |
| Nguyen Win, Inc. 401(k) - John Hancock ⇒ BlackRock LifePath Index 2045 Port Insti Cl (LIHIX) | MF |
Tax-Deferred
|
$50K - $100K |
| Nguyen Win, Inc. Cash Balance Plan - John Hancock ⇒ Hartford Schroders US MidCap Opportunities Fund Class SDR (SMDRX) | MF |
Tax-Deferred
|
$50K - $100K |
| Nguyen Win, Inc. Cash Balance Plan - John Hancock ⇒ John Hancock Income Fund Class R6 (JSNWX) | MF |
Tax-Deferred
|
$50K - $100K |
| Nguyen Win, Inc. Cash Balance Plan - John Hancock ⇒ Nuveen Small Cap Blend Index Fund R6 (TISBX) | MF |
Tax-Deferred
|
$50K - $100K |
| Nguyen Win, Inc. Cash Balance Plan - John Hancock ⇒ The Bond Fund of America, Class R-6 Shares (RBFGX) | MF |
Tax-Deferred
|
$50K - $100K |
| Pacific Life (fixed annuity) | FN |
Tax-Deferred
|
$50K - $100K |
| Binance cryptocurrency wallet ⇒ Bitcoin | CT | — | $15K - $50K |
| Chase bank account | BA | — | $15K - $50K |
| Coinbase cryptocurrency wallet ⇒ Ethereum | CT | — | $15K - $50K |
| E*Trade Brokerage 1 ⇒ Amazon.com, Inc. (AMZN) | ST | — | $15K - $50K |
| E*Trade Brokerage 2 ⇒ CVS Health Corporation (CVS) | ST |
$201 - $1K
Dividends
|
$15K - $50K |
| LPL Financial Rollover IRA ⇒ Pacer US Small Cap Cash Cows 100 ETF (CALF) | EF |
Tax-Deferred
|
$15K - $50K |
| LPL Financial Rollover IRA ⇒ Vanguard Growth ETF (VUG) | EF |
Tax-Deferred
|
$15K - $50K |
| Nguyen Win, Inc. 401(k) - John Hancock ⇒ JHF III U.S. Growth Fund Class R6 (JSGTX) | MF |
Tax-Deferred
|
$15K - $50K |
| Nguyen Win, Inc. 401(k) - John Hancock ⇒ John Hancock Variable Insurance Trust 500 Index Trust Series 1 (JFIVX) | MF |
Tax-Deferred
|
$15K - $50K |
| Nguyen Win, Inc. 401(k) - John Hancock ⇒ Vanguard International Growth Fund (VWIGX) | MF |
Tax-Deferred
|
$15K - $50K |
| Nguyen Win, Inc. Cash Balance Plan - John Hancock ⇒ Fidelity International Index Fund (FSPSX) | MF |
Tax-Deferred
|
$15K - $50K |
| The Tran Firm, Inc. | OL |
$100K - $1M
Capital Gains
|
$15K - $50K |
| The Tran Firm, Inc. 401(k) (Principal) ⇒ Principal Fds, Inc. LargeCap S&P 500 Idx Fd Instl Cl (PLFIX) | MF |
Tax-Deferred
|
$15K - $50K |
| The Tran Firm, Inc. 401(k) (Principal) ⇒ Principal Fds, Inc. SmallCap S&P 600 Index Fd Insti Cl (PSSIX) | MF |
Tax-Deferred
|
$15K - $50K |
| The Tran Firm, Inc. 401(k) (Principal) ⇒ Principal Funds, Inc. - Equity Income, Class J (PEIJX) | MF |
Tax-Deferred
|
$15K - $50K |
| The Tran Firm, Inc. 401(k) (Principal) ⇒ Principal Funds, Inc. -SmallCap Growth Fund I (PCSMX) | MF |
Tax-Deferred
|
$15K - $50K |
| The Tran Firm, Inc. 401(k) (Principal) ⇒ Principal Funds, Inc. -SmallCap Value Fund II (PSMVX) | MF |
Tax-Deferred
|
$15K - $50K |
| The Tran Firm, Inc. 401(k) (Principal) ⇒ Principal Funds, Inc.- LargeCap Growth Fund I (PLCGX) | MF |
Tax-Deferred
|
$15K - $50K |
| Victory Capital 529 Education Savings Plan - DC1 ⇒ | — |
Tax-Deferred
|
$15K - $50K |
| Binance cryptocurrency wallet ⇒ Ethereum | CT | — | $1K - $15K |
| Binance cryptocurrency wallet ⇒ Shiba Inu | CT | — | $1K - $15K |
| Coinbase cryptocurrency wallet ⇒ Bitcoin | CT | — | $1K - $15K |
| E*Trade Brokerage 1 ⇒ American Express Company (AXP) | ST | — | $1K - $15K |
| E*Trade Brokerage 1 ⇒ Apple Inc. (AAPL) | ST | — | $1K - $15K |
| E*Trade Brokerage 1 ⇒ Heico Corporation (HEI) | ST | — | $1K - $15K |
| E*Trade Brokerage 1 ⇒ NVIDIA Corporation - Common Stock (NVDA) | ST | — | $1K - $15K |
| E*Trade Brokerage 1 ⇒ Realty Income Corporation Common Stock (O) | ST | — | $1K - $15K |
| E*Trade Brokerage 1 ⇒ Starbucks Corporation (SBUX) | ST | — | $1K - $15K |
| E*Trade Brokerage 1 ⇒ Visa Inc. (V) | ST | — | $1K - $15K |
| E*Trade Brokerage 2 ⇒ Apple Inc. (AAPL) | ST | — | $1K - $15K |
| E*Trade Brokerage 2 ⇒ Starbucks Corporation (SBUX) | ST | — | $1K - $15K |
| LPL Financial Rollover IRA ⇒ Schaumburg Bank & Trust Company | BA |
Tax-Deferred
|
$1K - $15K |
| The Tran Firm, Inc. 401(k) (Principal) ⇒ American Fds 2040 Target Date Retirement Fd Cl R4 (RDGTX) | MF |
Tax-Deferred
|
$1K - $15K |
| The Tran Firm, Inc. 401(k) (Principal) ⇒ Principal Funds, Inc. - Diversified International Fund Class R-6 (PDIFX) | MF |
Tax-Deferred
|
$1K - $15K |
| USAA bank account | BA |
Interest
|
$1K - $15K |
| Venmo ⇒ Bitcoin | CT | — | $1K - $15K |
| Victory Capital 529 Education Savings Plan - DC2 ⇒ Victory Capital 529 Moderate Portfolio [5F] | — |
Tax-Deferred
|
$1K - $15K |
| Victory Capital 529 Education Savings Plan - DC2 ⇒ Victory Capital 529 Very Aggressive Portfolio [5F] | — |
Tax-Deferred
|
$1K - $15K |
| Victory Capital 529 Education Savings Plan - DC3 ⇒ | — |
Tax-Deferred
|
$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 on personal residence (Lakeview) | $1M - $5M |
| Mortgage on Stanton, CA residential property (Chase) | $500K - $1M |
| Mortgage on personal residence (Rocket Mortgage) | $250K - $500K |
Recent stock trades
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2025-07-28 | LTC CT · Litecoin (LTC) | Sell | — Coinbase cryptocurrency wallet | $1K - $15K | 2026-08-13 | 381d late |
| 2025-07-28 | LTC CT · Litecoin (LTC) F S: New S O: Coinbase cryptocurrency wallet C: Filer believes that the value of the coin was < fluctuated to just over | Sell | — | $1K - $15K | 2026-08-13 | 381d late |
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.