Congress Holdings

All members

Hakeem S. Jeffries

U.S. Representative, New York district 8 (NY08)

Latest disclosure May 15, 2026: Annual report (FD Original) for 2025, filing 10076550.

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 10076550.

As of May 15, 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
SDY Merrill Edge Investment Account-Non Retirement ⇒ SPDR S&P Dividend ETF (SDY) EF Joint $50,001 - $100,000 p. 3
LARCX HSBC Brokerage Account ⇒ Lord Abbett Inv Tr, Lord Abbett Floating Rate Fd -- Cl C (LARCX) MF Member $15,001 - $50,000 p. 2
VEIRX Lutheran Medical Center 401K ⇒ Vanguard Equity Income Fund Admiral Shares (VEIRX) MF Spouse $15,001 - $50,000 p. 2
VTTHX Lutheran Medical Center 401K ⇒ Vanguard Target Retirement 2035 Fund (VTTHX) MF Spouse $15,001 - $50,000 p. 3
REGL Merrill Edge Investment Account-Non Retirement ⇒ ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) EF Joint $15,001 - $50,000 p. 3
VNQ Merrill Edge Investment Account-Non Retirement ⇒ Vanguard Real Estate ETF (VNQ) EF Joint $15,001 - $50,000 p. 3
none Principal Trust Company 401K ⇒ BlackRock Lifepath Index Fund 2035 K Fund MF Spouse $15,001 - $50,000 p. 4
RERGX Empower - Legal Services 403b Plan ⇒ EuroPacific Growth Fund Cl R-6 (RERGX) MF Spouse $1,001 - $15,000 p. 2
FSPGX Empower - Legal Services 403b Plan ⇒ Fidelity Large Cap Growth Index Fund (FSPGX) MF Spouse $1,001 - $15,000 p. 2
FTKFX Empower - Legal Services 403b Plan ⇒ Fidelity Total Bond K6 Fund (FTKFX) MF Spouse $1,001 - $15,000 p. 2
JDMNX Empower - Legal Services 403b Plan ⇒ Janus Henderson Enterprise Fund - N Shares (JDMNX) MF Spouse $1,001 - $15,000 p. 2
MVCKX Empower - Legal Services 403b Plan ⇒ MFS Mid Cap Value Fund Class R6 (MVCKX) MF Spouse $1,001 - $15,000 p. 2
VEIRX Empower - Legal Services 403b Plan ⇒ Vanguard Equity Income Fund Admiral Shares (VEIRX) MF Spouse $1,001 - $15,000 p. 2
LFRAX HSBC Brokerage Account ⇒ Lord Abbett Inv Tr, Lord Abbett Floating Rate Fd - Cl A (LFRAX) MF Member $1,001 - $15,000 p. 2
VBMPX Lutheran Medical Center 401K ⇒ Vanguard Total Bond Market Insti Plus Shares (VBMPX) MF Spouse $1,001 - $15,000 p. 3
IUSG Merrill Edge Guided Investing Traditional IRA ⇒ iShares Core S&P U.S. Growth ETF (IUSG) EF Member $1,001 - $15,000 p. 3
IUSV Merrill Edge Guided Investing Traditional IRA ⇒ iShares Core S&P U.S. Value ETF (IUSV) EF Member $1,001 - $15,000 p. 3
VEA Merrill Edge Guided Investing Traditional IRA ⇒ Vanguard FTSE Developed Markets ETF (VEA) EF Member $1,001 - $15,000 p. 3
VWO Merrill Edge Guided Investing Traditional IRA ⇒ Vanguard FTSE Emerging Markets ETF (VWO) ST Member $1,001 - $15,000 p. 3
VTWO Merrill Edge Guided Investing Traditional IRA ⇒ Vanguard Russell 2000 ETF (VTWO) EF Member $1,001 - $15,000 p. 3
VFIAX Vanguard Brokerage (DC 2) ⇒ Vanguard 500 Index Fd Admiral Shs (VFIAX) MF Dependent child $1,001 - $15,000 p. 4
VOO Vanguard Brokerage (DC 2) ⇒ Vanguard S&P 500 ETF (VOO) EF Dependent child $1 - $1,000 p. 4

13 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.

2 row(s) on this report give no value band (for example “Undetermined”) and are left out.

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.

Discussion

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