Congress Holdings

All members

Ami Bera

U.S. Representative, California district 6 (CA06)

Latest disclosure August 12, 2026: Annual report (FD Original) for 2025, filing 10081578.

Everything below is as of the disclosure date of the filing it came from, not live. Members report trades up to 45 days after they happen.

Holdings

From Annual report (FD Original) for 2025, filing 10081578.

As of August 12, 2026, the date it was filed.

Source Original filing (PDF, House Clerk)

Sorted by the lower bound of the disclosed value band, largest band first.

TickerAssetOwnerValue bandSource
none American Century CA MF Joint $250,001 - $500,000 p. 1
none TPMG Conservative MF Spouse $250,001 - $500,000 p. 4
none TPMG Moderate Account 1 MF Spouse $250,001 - $500,000 p. 4
none VANGUARD CA INTERM-TERM TRE MF Joint $250,001 - $500,000 p. 4
none iShares 500 S&P Growth EF Joint $100,001 - $250,000 p. 2
none iShares Core S&P Small Cap ETF-Account 1 EF Member $100,001 - $250,000 p. 2
none Schwab Fixed Income Fund MF Spouse $100,001 - $250,000 p. 3
none Schwab Government Money Fund MF Joint $100,001 - $250,000 p. 3
SWVXX Schwab Prime Advantage Money Fund- Investor Shares (SWVXX) MF Joint $100,001 - $250,000 p. 4
none TPMG Mod- Account 2 MF Spouse $100,001 - $250,000 p. 4
none Invesco MSCI EAFI Small MF Joint $50,001 - $100,000 p. 1
none iShares MSCI Growth EF Joint $50,001 - $100,000 p. 2
none Oppenheimer Global S MF Joint $50,001 - $100,000 p. 2
none Schwab Fundamental INL EF Joint $50,001 - $100,000 p. 3
none SPDR S&P 500 ETF EF Joint $50,001 - $100,000 p. 4
XLF State Street Financial Select Sector SPDR ETF (XLF) EF Joint $50,001 - $100,000 p. 4
XLK State Street Technology Select Sector SPDR ETF (XLK) EF Joint $50,001 - $100,000 p. 4
none Energy Select Sector SPDR MF Joint $15,001 - $50,000 p. 1
none FIDELITY MSCI COMM SRV EF Joint $15,001 - $50,000 p. 1
none Invesco FTSE RAFI US MF Joint $15,001 - $50,000 p. 1
none Invesco Variable Rate MF Joint $15,001 - $50,000 p. 1
EMXC iShares MSCI Emerging Markets ex China ETF (EMXC) EF Joint $15,001 - $50,000 p. 2
none iShares Nasdaq Biotechnology EF Joint $15,001 - $50,000 p. 2
none iShares TR MSCI EAFE EF Joint $15,001 - $50,000 p. 2
none PGIM HIGH YIELD Z MF Joint $15,001 - $50,000 p. 2
none SPDR Bloomberg Emerging MRKT MF Joint $15,001 - $50,000 p. 4
XLU State Street Utilities Select Sector SPDR ETF (XLU) EF Member $15,001 - $50,000 p. 4
VDC Vanguard Consumer Staples ETF (VDC) EF Joint $15,001 - $50,000 p. 4
VEU Vanguard FTSE All World Ex US ETF (VEU) EF Joint $15,001 - $50,000 p. 5
VGK Vanguard FTSEEuropean ETF (VGK) EF Joint $15,001 - $50,000 p. 5
none Vanguard High Yeild Corp MF Joint $15,001 - $50,000 p. 5
none ABERDEEN STNDRD PHYSCL EF Joint $1,001 - $15,000 p. 1
none REAL ESTATE SELECT SCTR EF Joint $1,001 - $15,000 p. 2
XLI State Street Industrial Select Sector SPDR ETF (XLI) EF Joint $1,001 - $15,000 p. 4
none Vanguard Health Care MF Joint $1,001 - $15,000 p. 5
VAIPX Vanguard Inflation Protected Securities Fund Admiral Shares (VAIPX) MF Joint $1,001 - $15,000 p. 5
none Schwab International EF Joint None p. 3
none Schwab US Dividend EF Joint None p. 4
DIS Walt Disney Company (DIS) ST Joint None p. 5
none WASATCH ULTRA GROWTH INS MF Joint None p. 5

15 other assets on this report (bank accounts, real property, retirement plans, private businesses and similar) are not securities and are not listed here. They are on the filing.

Transactions

Every row on this member's periodic transaction reports filed in 2025 and 2026.

No transactions itemised from periodic transaction reports in this period.

Filings on record

Everything the House Clerk lists for this member in the 2024–2026 indexes, newest first.

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