Haley Stevens
Haley Stevens (MI-11) disclosed a net worth range between -$664K and $27K 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.
Disclosed net worth band, 2021 to 2025
| Year | Filed | Net worth band |
|---|---|---|
| 2025 | 2026-05-15 | -$664K – $27K |
| 2024 | 2025-08-13 | -$429K – $77K |
| 2023 | 2025-08-13 | -$413K – $142K |
| 2022 | 2023-07-31 | -$321K – $262K |
| 2021 | 2022-08-09 | -$905K – -$121K |
Recent stock trades
No stock trade has been disclosed for this member, so there is no reconstructed portfolio and no performance estimate. Periodic transaction reports cover securities trades only — the assets above are the member's full disclosed holdings.
Assets and liabilities
Disclosed assets
The assets Haley Stevens 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 |
|---|---|---|---|
| Haley Stevens IRA ⇒ Vanguard Div Appreciation ETF (VIG) | EF |
Tax-Deferred
|
$50K - $100K |
| ROTH IRA ⇒ Columbia Dividend Income Fund Class I (GSFTX) | MF |
Tax-Deferred
|
$50K - $100K |
| JPMorgan Liquid Assets Money Market Fund Capital Shares (CJLXX) | MF |
$201 - $1K
Dividends
|
$15K - $50K |
| ROTH IRA ⇒ Vanguard Div Appreciation ETF (VIG) | EF |
Tax-Deferred
|
$15K - $50K |
| Fundamental Investors, Class F-2 Shares (FINFX) | MF |
$201 - $1K
Capital Gains, Dividends
|
$1K - $15K |
| PNC Bank Checking Account | BA | — | $1K - $15K |
| PNC Bank Savings Account | BA | — | $1K - $15K |
| RJ Bank Deposit Program | BA | — | $1K - $15K |
| ROTH IRA ⇒ JPMorgan Ultra-Short Income ETF (JPST) | EF |
Tax-Deferred
|
$1K - $15K |
| Vanguard Div Appreciation ETF (VIG) | EF |
$1 - $200
Dividends
|
$1K - $15K |
| Haley Stevens IRA ⇒ RJ Bank Deposit Program | BA |
Tax-Deferred
|
$1 - $1K |
| ROTH IRA ⇒ RJ Bank Deposit Program | 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 |
|---|---|
| Home Mortgage (Rocket Mortgage) | $250K - $500K |
| Home Mortgage (M Marcotte) | $100K - $250K |
| Home Renovations (Sofi) | $15K - $50K |