Sara Jacobs
U.S. Representative, California district 51 (CA51)
Latest disclosure June 26, 2026: Annual report (FD Original) for 2025, filing 10074394.
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 10074394.
As of June 26, 2026, the date it was filed.
Sorted by the lower bound of the disclosed value band, largest band first.
| Ticker | Asset | Owner | Value band | Source |
|---|---|---|---|---|
| QCOM | Sara Jacobs Trust U/A DTD 09/01/2009 ⇒ Merrill Lynch - SJ QCOM ⇒ QUALCOMM Incorporated (QCOM) ST | Member | $5,000,001 - $25,000,000 | p. 4 |
| QCOM | Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ QCOM ⇒ QUALCOMM Incorporated (QCOM) ST | Member | $1,000,001 - $5,000,000 | p. 4 |
| SDG | Merrill Lynch - IRA ⇒ iShares MSCI Global Sustainable Development Goals ETF (SDG) EF | Member | $1,001 - $15,000 | p. 1 |
| TTTXX | Trust #1 ⇒ BlackRock Liquidity Funds Treasury Trust - Institutional (TTTXX) MF | Member | $1,001 - $15,000 | p. 4 |
| SMTHX | Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ ALPS/Smith Total Return Bond Fund Class I (SMTHX) MF | Member | None | p. 1 |
| AMCFX | Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ AMCAP Fund, Class F-2 Shares (AMCFX) MF | Member | None | p. 1 |
| ANGIX | Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ Angel Oak Multi-Strategy Income Fd Inst Shs (ANGIX) MF | Member | None | p. 1 |
| APDFX | Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ Artisan High Income Fund Advisor Shares (APDFX) MF | Member | None | p. 2 |
| BREIX | Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ Baron Real Estate Fd Insti Shs (BREIX) MF | Member | None | p. 2 |
| CGGR | Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ Capital Group Growth ETF Capital Group Growth ETF (CGGR) EF | Member | None | p. 2 |
| CSOIX | Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ Credit Suisse Strategic Income Fd Cl I (CSOIX) MF | Member | None | p. 2 |
| AAAZX | Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ DWS RREEF Real Assets Fund - Class Institutional (AAAZX) MF | Member | None | p. 2 |
| ERBIX | Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ Eaton Vance Richard Bernstein Equity Strategy Fund Cl I (ERBIX) MF | Member | None | p. 2 |
| AEPFX | Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ EuroPacific Growth Fund, Class F-2 Shs (AEPFX) MF | Member | None | p. 2 |
| FTHSX | Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ FullerThaler Behavioral Small-Cap Equity Fund Institutional Shares (FTHSX) MF | Member | None | p. 2 |
| HWAIX | Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ Hotchkis & Wiley Value Opportunities Fund Class I (HWAIX) MF | Member | None | p. 2 |
| CPBYX | Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ Invesco Core Plus Bond Fund Class Y (CPBYX) MF | Member | None | p. 2 |
| PXF | Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ Invesco FTSE RAFI Developed Markets ex-U.S. ETF (PXF) EF | Member | None | p. 2 |
| PXH | Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ Invesco FTSE RAFI Emerging Markets ETF (PXH) EF | Member | None | p. 3 |
| DGRO | Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ iShares Core Dividend Growth ETF (DGRO) EF | Member | None | p. 3 |
| IXUS | Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ iShares Core MSCI Total International Stock ETF (IXUS) EF | Member | None | p. 3 |
| HLIPX | Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ JPMorgan Core Plus Bond Fund I Class (HLIPX) MF | Member | None | p. 3 |
| KGGIX | Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ Kopernik Global All-Cap Fund- Institutional Class (KGGIX) MF | Member | None | p. 3 |
| LAUYX | Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ Lord Abbett Inv. Tr. Income Fund Cl I (LAUYX) MF | Member | None | p. 3 |
| PMZPX | Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ PIMCO Mortgage Opportunities and Bond Fund Class I-2 (PMZPX) MF | Member | None | p. 3 |
| VIG | Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ Vanguard Div Appreciation ETF (VIG) EF | Member | None | p. 3 |
| VIGI | Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ Vanguard International Dividend Appreciation ETF (VIGI) EF | Member | None | p. 3 |
| VTI | Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ Vanguard Total Stock Market ETF (VTI) EF | Member | None | p. 3 |
| WMFFX | Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ Washington Mutual Investors Fund Cl F-2 Shs (WMFFX) MF | Member | None | p. 3 |
| DGRW | Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ WisdomTree U.S. Quality Dividend Growth Fund (DGRW) EF | Member | None | p. 3 |
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.
Transactions
Every row on this member's periodic transaction reports filed in 2025 and 2026.
Sorted by the lower bound of the disclosed amount band, largest band first, then by transaction date, newest first. Each row links to the page of the filing it came from.
| Ticker | Asset | Owner | Type | Transaction date | Amount band | Filed |
|---|---|---|---|---|---|---|
| QCOM | QUALCOMM Incorporated - Common Stock (QCOM) ST | Member | S (partial) | May 7, 2026 | $500,001 - $1,000,000 | May 20, 2026 filing 20034498, p. 1 |
| QCOM | QUALCOMM Incorporated - Common Stock (QCOM) ST | Member | S (partial) | May 6, 2026 | $500,001 - $1,000,000 | May 20, 2026 filing 20034498, p. 1 |
Type is printed as on the filing: P purchase, S sale, S (partial) partial sale, E exchange. Owner as on the filing: Spouse (SP), Joint (JT), Dependent child (DC); blank means the member.
Filings on record
Everything the House Clerk lists for this member in the 2024–2026 indexes, newest first.
- June 26, 2026 Annual report (FD Original) (2025), filing 10074394 itemised above
- May 20, 2026 Periodic transaction report (2026), filing 20034498 itemised above
- March 6, 2026 Extension request (2025), filing 30026681
- August 13, 2025 Annual report (FD Original) (2024), filing 10066924
- April 29, 2025 Extension request (2024), filing 30022914
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