Sara Jacobs
Sara Jacobs (CA-51) disclosed a net worth range between $23.2M and $140.2M 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 | 2026-06-26 | $23.2M – $140.2M |
| 2024 | 2025-08-13 | $26.8M – $141.1M |
| 2023 | 2024-08-13 | $22.9M – $121.4M |
| 2022 | 2023-06-14 | $20.4M – $102.9M |
| 2021 | 2022-07-21 | $25M – $127.1M |
Disclosed assets
The assets Sara Jacobs 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 |
|---|---|---|---|
| SJJ Charitable Remainder Unitrust | OT |
$100K - $1M
Capital Gains, Dividends, Interest
|
$5M - $25M |
| Sara Jacobs Trust U/A DTD 09/01/2009 ⇒ Merrill Lynch - SJ QCOM ⇒ Beldore Capital Fund LLC | HE |
$100K - $1M
Partnership Income
|
$5M - $25M |
| Sara Jacobs Trust U/A DTD 09/01/2009 ⇒ Merrill Lynch - SJ QCOM ⇒ Belgard Capital Fund LLC Class I | HE |
$100K - $1M
Partnership Income
|
$5M - $25M |
| Sara Jacobs Trust U/A DTD 09/01/2009 ⇒ Merrill Lynch - SJ QCOM ⇒ Clearfork Capital Fund LLC | HE |
$100K - $1M
Partnership Income
|
$5M - $25M |
| Sara Jacobs Trust U/A DTD 09/01/2009 ⇒ Merrill Lynch - SJ QCOM ⇒ QUALCOMM Incorporated (QCOM) | ST |
$100K - $1M
Dividends
|
$5M - $25M |
| Essjane, LLC ⇒ Investment Property | RP |
$100K - $1M
Rent
|
$1M - $5M |
| Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ QCOM ⇒ QUALCOMM Incorporated (QCOM) | ST |
$15K - $50K
Dividends
|
$1M - $5M |
| Sara Jacobs Trust U/A DTD 09/01/2009 ⇒ Investment Property | RP |
$15K - $50K
Rent
|
$1M - $5M |
| The SJJ Irrevocable Trust Dated 12/10/01 ⇒ Northwestern Mutual Survivorship Universal Life | WU | — | $500K - $1M |
| Trust #1 ⇒ Bank of America - Checking Account | BA | — | $100K - $250K |
| Sara Jacobs Trust U/A DTD 09/01/2009 ⇒ Merrill Lynch - SJ Main ⇒ Bank of America, N.A. | BA |
$1 - $200
Interest
|
$50K - $100K |
| Sara Jacobs Trust U/A DTD 09/01/2009 ⇒ Merrill Lynch - SJ QCOM ⇒ Bank of America, N.A. | BA |
$201 - $1K
Interest
|
$50K - $100K |
| Merrill Lynch - IRA ⇒ iShares MSCI Global Sustainable Development Goals ETF (SDG) | EF |
Tax-Deferred
|
$1K - $15K |
| Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ QCOM ⇒ Bank of America, N.A. | BA |
$1 - $200
Interest
|
$1K - $15K |
| Trust #1 ⇒ BlackRock Liquidity Funds Treasury Trust - Institutional (TTTXX) | MF |
$1K - $2.5K
Dividends
|
$1K - $15K |
| Merrill Lynch - IRA ⇒ Bank of America, NA | BA |
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 |
|---|---|
| Line of Credit (Merrill Lynch) | $1M - $5M |
| Mortgage on Washington, DC investment property (Bank of America, N.A.) | $250K - $500K |
Recent stock trades
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2026-05-07 | QCOM ST · QUALCOMM Incorporated - Common Stock (QCOM) | Sell | — Sara J Jacobs 1999 Trust > Merrill Lynch - SJ QCOM | $500K - $1M | 2026-05-20 | 13d |
| 2026-05-06 | QCOM ST · QUALCOMM Incorporated - Common Stock (QCOM) | Sell | — Sara J Jacobs 1999 Trust > Merrill Lynch - SJ QCOM | $500K - $1M | 2026-05-20 | 14d |
| 2021-07-06 | AAPL Apple Inc. (AAPL) | Sell | — | $100K - $250K | 2021-08-17 | 42d |
| 2021-04-09 | ACN Accenture plc Class A Ordinary Shares (ACN) | Sell | — | $50K - $100K | 2021-05-28 | 49d late |
| 2021-04-09 | AFL AFLAC Incorporated (AFL) | Sell | — | $50K - $100K | 2021-05-28 | 49d late |
| 2021-04-09 | AZN AstraZeneca PLC - American Depositary Shares (AZN) | Sell | — | $15K - $50K | 2021-05-28 | 49d late |
| 2021-04-09 | AVB Avalonbay Communities, Inc. (AVb) | Sell | — | $15K - $50K | 2021-05-28 | 49d late |
| 2021-04-09 | BDX becton, Dickinson and Company (bDX) | Sell | — | $15K - $50K | 2021-05-28 | 49d late |
| 2021-04-09 | BLKB blackbaud, Inc. (bLKb) | Sell | — | $15K - $50K | 2021-05-28 | 49d late |
| 2021-04-09 | FSLR First Solar, Inc. (FSLR) | Sell | — | $15K - $50K | 2021-05-28 | 49d late |
| 2021-04-09 | GILD gilead Sciences, Inc. (gILD) | Sell | — | $15K - $50K | 2021-05-28 | 49d late |
| 2021-04-09 | HXL Hexcel Corporation (HXL) | Sell | — | $15K - $50K | 2021-05-28 | 49d late |
| 2021-04-09 | IFF Internationa Flavors & Fragrances, Inc. (IFF) | Sell | — | $15K - $50K | 2021-05-28 | 49d late |
| 2021-04-09 | JLL Jones Lang LaSalle Incorporated (JLL) | Sell | — | $15K - $50K | 2021-05-28 | 49d late |
| 2021-04-09 | LW Lamb Weston Holdings, Inc. (LW) | Sell | — | $15K - $50K | 2021-05-28 | 49d late |
| 2021-04-09 | LIN Linde plc Ordinary Share (LIN) | Sell | — | $50K - $100K | 2021-05-28 | 49d late |
| 2021-04-09 | LPLA LPL Financial Holdings Inc. (LPLA) | Sell | — | $15K - $50K | 2021-05-28 | 49d late |
| 2021-04-09 | MKC McCormick & Company, Incorporated (MKC) | Sell | — | $15K - $50K | 2021-05-28 | 49d late |
| 2021-04-09 | MDT Medtronic plc. Ordinary Shares (MDT) | Sell | — | $50K - $100K | 2021-05-28 | 49d late |
| 2021-04-09 | MRK Merck & Company, Inc. Common Stock (MRK) | Sell | — | $50K - $100K | 2021-05-28 | 49d late |
| 2021-04-09 | NYT New York Times Company (NYT) | Sell | — | $50K - $100K | 2021-05-28 | 49d late |
| 2021-04-09 | OMCL Omnicell, Inc. (OMCL) | Sell | — | $50K - $100K | 2021-05-28 | 49d late |
| 2021-04-09 | ORA Ormat Technologies, Inc. (ORA) | Sell | — | $15K - $50K | 2021-05-28 | 49d late |
| 2021-04-09 | PAYC Paycom Software, Inc. (PAYC) | Sell | — | $15K - $50K | 2021-05-28 | 49d late |
| 2021-04-09 | PG Procter & gamble Company (Pg) | Sell | — | $50K - $100K | 2021-05-28 | 49d 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.