Sara Jacobs Estimated Holdings (2026)

Base report: annual report CY2025 · trades through 2026-05-07 · later PTRs: 1

Estimated total: $26.7M–$140.5M across 15 positions.

Based on the annual report CY2025 and trades reported after it, Rep. Sara Jacobs holds an estimated 15 positions worth $26.7M–$140.5M in total. The largest estimated holding is QCOM ($4M–$29M). 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
QCOM Sara Jacobs Trust U/A DTD 09/01/2009 ⇒ Merrill Lynch - SJ QC	Stock	$4M–$29M	Medium	Report
SJJ Charitable Remainder Unitrust	Other	$5M–$25M	High	Report
Sara Jacobs Trust U/A DTD 09/01/2009 ⇒ Merrill Lynch - SJ QC	Private fund	$5M–$25M	High	Report
Sara Jacobs Trust U/A DTD 09/01/2009 ⇒ Merrill Lynch - SJ QC	Private fund	$5M–$25M	High	Report
Sara Jacobs Trust U/A DTD 09/01/2009 ⇒ Merrill Lynch - SJ QC	Private fund	$5M–$25M	High	Report
Essjane, LLC ⇒ Investment Property	Real estate	$1M–$5M	High	Report
Sara Jacobs Trust U/A DTD 09/01/2009 ⇒ Investment Property	Real estate	$1M–$5M	High	Report
The SJJ Irrevocable Trust Dated 12/10/01 ⇒ Northwestern Mutu	Other	$500K–$1M	High	Report
Trust #1 ⇒ Bank of America - Checking Account	Cash	$100K–$250K	High	Report
Sara Jacobs Trust U/A DTD 09/01/2009 ⇒ Merrill Lynch - SJ Ma	Cash	$50K–$100K	High	Report
Sara Jacobs Trust U/A DTD 09/01/2009 ⇒ Merrill Lynch - SJ QC	Cash	$50K–$100K	High	Report
SDG Merrill Lynch - IRA ⇒ iShares MSCI Global Sustainable Develo	Fund/ETF	$1K–$15K	High	Report
Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ QCOM ⇒ Bank of	Cash	$1K–$15K	High	Report
TTTXX Trust #1 ⇒ BlackRock Liquidity Funds Treasury Trust - Instit	Fund/ETF	$1K–$15K	High	Report
Merrill Lynch - IRA ⇒ Bank of America, NA	Cash	$1–$1K	High	Report

Education, not investment advice. This is an estimate, not a holdings report. We start from the value ranges in the member's most recent financial disclosure and add or subtract later periodic transaction reports (PTRs). Disclosures give ranges, not exact values, and the result can be wrong: valuation dates differ, some trades can't be matched to a holding, and assets may have moved since. Confidence: High = taken directly from the report; Medium = changed by later trades or matched by name; Low = no stated value or unclear match.

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.

Rep. Sara Jacobs D-CA51