“...pleasure and pain, they come and go and don't last... bear them patiently”—Gita
Base report: annual report CY2025 · trades through 2026-01-28 · later PTRs: 1
Estimated total: $3.1M–open-ended (some lines have no upper bound) across 58 positions.
Based on the annual report CY2025 and trades reported after it, Sen. Katie Boyd Britt holds an estimated 58 positions worth $3.1M–open-ended (some lines have no upper bound) in total. The largest estimated holding is AAPL ($1.2M–$5.5M). Disclosures give value ranges, not exact amounts, so treat this as a rough estimate for education, not investment advice.
| Asset | Type | Estimated range | Confidence | Came from |
|---|---|---|---|---|
| AAPL AAPL - Apple Inc. - Common Stock | Stock | $1.2M–$5.5M | High | Report |
| Commercial Real Estate | Real estate | $850K–$1.8M | High | Report |
| US Large Company Equity Fund | Fund/ETF | $250K–$500K | High | Report |
| SSCQX SSCQX - State Street Target Retirement 2040 Fund Class K | Fund/ETF | $100K–$250K | High | Report |
| NFL Player Annuity Program - PSM | Other | $100K–$250K | High | Report |
| Townhome Units | Real estate | $100K–$250K | High | Report |
| GSLC GSLC - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF | Fund/ETF | $32K–$130K | High | Report |
| IYW IYW - iShares U.S. Technology ETF | Fund/ETF | $32K–$130K | High | Report |
| EFV EFV - iShares MSCI EAFE Value ETF | Fund/ETF | $32K–$130K | High | Report |
| CICEX CICEX - The Investment Company of America Class 529-E S | Fund/ETF | $50K–$100K | High | Report |
| CNPEX CNPEX - New Perspective Fund Class 529-E Shares | Fund/ETF | $50K–$100K | High | Report |
| FACAX FACAX - Fidelity Advisor 529 College Portfolio - Class A | Fund/ETF | $50K–$100K | High | Report |
| ALMXA ALMXA - Age-Based Moderate Ages 15-16 Portfolio | Fund/ETF | $30K–$100K | High | Report |
| BRK.B BRK.B - Berkshire Hathaway Inc. New Common Stock | Stock | $30K–$100K | High | Report |
| JEPI JEPI - JPMorgan Equity Premium Income ETF | Fund/ETF | $18K–$95K | High | Report |
| JIVE JIVE - JPMorgan International Value ETF | Fund/ETF | $18K–$95K | High | Report |
| SMH SMH - VanEck Semiconductor ETF | Fund/ETF | $16K–$65K | High | Report |
| SO SO - Southern Company (The) Common Stock | Stock | $16K–$65K | High | Report |
| PAVE PAVE - Global X U.S. Infrastructure Development ETF | Fund/ETF | $4K–$60K | High | Report |
| IYG IYG - iShares U.S. Financial Services ETF | Fund/ETF | $4K–$60K | High | Report |
| IEFA IEFA - iShares Core MSCI EAFE ETF | Fund/ETF | $4K–$60K | High | Report |
| IEMG IEMG - iShares Core MSCI Emerging Markets ETF | Fund/ETF | $4K–$60K | High | Report |
| EMXC EMXC - iShares MSCI Emerging Markets ex China ETF | Fund/ETF | $4K–$60K | High | Report |
| QQQM QQQM - Invesco NASDAQ 100 ETF | Fund/ETF | $4K–$60K | High | Report |
| Regions Bank | Cash | $15K–$50K | High | Report |
| Gene Upshaw NFL Player Health Reimbursement Account Plan | Other | $15K–$50K | High | Report |
| VTIVX VTIVX - Vanguard Target Retirement 2045 Fund | Fund/ETF | $15K–$50K | High | Report |
| Land | Real estate | $15K–$50K | High | Report |
| QQQ QQQ - Invesco QQQ Trust, Series 1 | Fund/ETF | $3K–$45K | High | Report |
| EUFN EUFN - iShares MSCI Europe Financials ETF | Fund/ETF | $3K–$45K | High | Report |
| ALXMC ALXMC - Age-Based Moderate Ages 15-16 Portfolio | Fund/ETF | $2K–$30K | High | Report |
| Raymond James | Cash | $2K–$30K | High | Report |
| FLJP FLJP - Franklin FTSE Japan ETF | Fund/ETF | $2K–$30K | High | Report |
| IJH IJH - iShares Core S&P Mid-Cap ETF | Fund/ETF | $2K–$30K | High | Report |
| IHI IHI - iShares U.S. Medical Devices ETF | Fund/ETF | $2K–$30K | High | Report |
| BBCA BBCA - JPMorgan BetaBuilders Canada ETF | Fund/ETF | $2K–$30K | High | Report |
| Raymond James Bank Deposit | Cash | $2K–$30K | High | Report |
| HDUS HDUS - Lattice Strategies Trust Hartford Disciplined US E | Fund/ETF | $2K–$30K | High | Report |
| IVV IVV - iShares Core S&P 500 ETF | Fund/ETF | $2K–$30K | High | Report |
| JPST JPST - JPMorgan Ultra-Short Income ETF | Fund/ETF | $2K–$30K | High | Report |
| Edward Jones Bank Deposit | Cash | $1K–$15K | High | Report |
| APCO Empl Credit Union | Cash | $1K–$15K | High | Report |
| Goldman Sachs / Apple | Cash | $1K–$15K | High | Report |
| Bert Bell/Pete Rozelle NFL Player Retirement Plan | Other | $0–open-ended | Low | Report |
| Southern Company Pension Plan | Other | $0–open-ended | Low | Report |
| Asset | Type | Estimated range | Confidence | Came from |
|---|---|---|---|---|
| GOOG GOOG - Alphabet Inc. - Class C Capital Stock | Stock | $1K–$15K | High | Report |
| AMZN AMZN - Amazon.com, Inc. - Common Stock | Stock | $1K–$15K | High | Report |
| EOG EOG - EOG Resources, Inc. Common Stock | Stock | $1K–$15K | High | Report |
| MSFT MSFT - Microsoft Corporation - Common Stock | Stock | $1K–$15K | High | Report |
| NVDA NVDA - NVIDIA Corporation - Common Stock | Stock | $1K–$15K | High | Report |
| UPS UPS - United Parcel Service, Inc. Common Stock | Stock | $1K–$15K | High | Report |
| V V - Visa Inc. | Stock | $1K–$15K | High | Report |
| WMT WMT - Walmart Inc. - Common Stock | Stock | $1K–$15K | High | Report |
| IEO IEO - iShares U.S. Oil & Gas Exploration & Production ETF | Fund/ETF | $1K–$15K | High | Report |
| XLY XLY - The Consumer Discretionary Select Sector SPDR Fund | Fund/ETF | $1K–$15K | High | Report |
| CFAEX CFAEX - The Bond Fund of America Class 529-E Shares | Fund/ETF | $1K–$15K | High | Report |
| 2f4b LLC | Other | $1K–$15K | High | Report |
| MOTI MOTI - VanEck Morningstar International Moat ETF | Fund/ETF | $1K–$15K | High | Report |
Sources: U.S. House Clerk Periodic Transaction Reports (disclosures-clerk.house.gov) and U.S. Senate eFD Periodic Transaction Reports (efdsearch.senate.gov), filed 2024 to present; SEC EDGAR submissions (Form 4 and 8-K filing dates); committee assignments from the unitedstates/congress-legislators project (current membership); daily closing prices from Yahoo Finance's public chart data (query1.finance.yahoo.com), which is unofficial and may be revised. Built 2026-11-03.