Adam B Schiff — 2025 financial disclosure
| Report type | Annual |
| Filing year | 2025 |
| Chamber | senate |
| UBS - Inherited IRA | -- |
| SMH - VanEck Semiconductor ETF | $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) |
| UBS Brokerage Account | -- |
| AAPL - Apple Inc | $100,001 - $250,000 · Dividends, Capital Gains · $15,001 - $50,000 |
| IVV - iShares Core S&P 500 ETF | $50,001 - $100,000 · Excepted Investment Fund · $15,001 - $50,000 |
| QQQ - Invesco QQQ Trust, Series 1 | $50,001 - $100,000 · Excepted Investment Fund · $50,001 - $100,000 |
| UBS Insured Sweep Program | $1,001 - $15,000 · Interest · None (or less than $201) |
| UBS - IRA | -- |
| FPURX - Fidelity Puritan Fund | $500,001 - $1,000,000 · Excepted Investment Fund · None (or less than $201) |
| UBS - IRA | -- |
| IVV - iShares Core S&P 500 ETF | $100,001 - $250,000 · Excepted Investment Fund · None (or less than $201) |
| QQQ - Invesco QQQ Trust, Series 1 | $250,001 - $500,000 · Excepted Investment Fund · None (or less than $201) |
| UBS Financial Services, Inc. | $1,001 - $15,000 · None · None (or less than $201) |
| Franklin Templeton – Brokerage Account | -- |
| FGRAX - Franklin Growth Opportunities Fund Class A | $100,001 - $250,000 · Excepted Investment Fund · $15,001 - $50,000 |
| TEDIX - Mutual Global Discovery Fund Class A | $50,001 - $100,000 · Excepted Investment Fund · $5,001 - $15,000 |
| FRDPX - Franklin Managed Trust Rising Dividends Fund Cl | $100,001 - $250,000 · Excepted Investment Fund · $5,001 - $15,000 |
| TESIX - Franklin Mutual Shares Fund Class A | $15,001 - $50,000 · Excepted Investment Fund · $5,001 - $15,000 |
| Allianze Life Insurance – Inherited Fixed Annuity | $15,001 - $50,000 · None · None (or less than $201) |
The complete record
| party | Democrat |
| state | CA |
| office | Schiff, Adam B. (Senator) |
| source | SENATE_EFD_AFD |
| chamber | senate |
| filing id | senate-annual-0ced71f1-1a11-48aa-87da-f6ed733836b8 |
| report url | https://efdsearch.senate.gov/search/view/annual/0ced71f1-1a11-48aa-87da-f6ed733836b8/ |
| scraped at | 2026-06-15T10:30:08.044Z |
| asset count | 19 |
| bioguide id | S001150 |
| filing date | 2026-05-13 |
| filing year | 2025 |
| member last | Schiff |
| member name | Adam B Schiff |
| report type | Annual |
| member first | Adam B |
| content parsed | true |
| report subtype | annual |
| state district | — |
| liability count | 3 |
assets (19)
| owner | ticker | location | asset name | asset type | row number | description | income type | value range | income range | asset subtype |
|---|---|---|---|---|---|---|---|---|---|---|
| Spouse | — | — | UBS - Inherited IRA | Retirement Plans | 1 | — | — | -- | — | IRA |
| Spouse | — | — | SMH - VanEck Semiconductor ETF | Mutual Funds | 1.1 | — | Excepted Investment Fund | $50,001 - $100,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Spouse | — | — | UBS Brokerage Account | Brokerage/Managed Account | 2 | — | — | -- | — | — |
| Spouse | — | — | AAPL - Apple Inc | Corporate Securities | 2.1 | — | Dividends, Capital Gains | $100,001 - $250,000 | $15,001 - $50,000 | Stock |
| Spouse | — | — | IVV - iShares Core S&P 500 ETF | Mutual Funds | 2.2 | — | Excepted Investment Fund | $50,001 - $100,000 | $15,001 - $50,000 | Exchange Traded Fund/Note |
| Spouse | — | — | QQQ - Invesco QQQ Trust, Series 1 | Mutual Funds | 2.3 | — | Excepted Investment Fund | $50,001 - $100,000 | $50,001 - $100,000 | Exchange Traded Fund/Note |
| Spouse | — | Washington, DC | UBS Insured Sweep Program | Bank Deposit | 2.4 | Type: Brokerage Sweep Account | Interest | $1,001 - $15,000 | None (or less than $201) | — |
| Spouse | — | — | UBS - IRA | Retirement Plans | 3 | — | — | -- | — | IRA |
| Spouse | — | — | FPURX - Fidelity Puritan Fund | Mutual Funds | 3.1 | — | Excepted Investment Fund | $500,001 - $1,000,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | UBS - IRA | Retirement Plans | 4 | — | — | -- | — | IRA |
| Self | — | — | IVV - iShares Core S&P 500 ETF | Mutual Funds | 4.1 | — | Excepted Investment Fund | $100,001 - $250,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Self | — | — | QQQ - Invesco QQQ Trust, Series 1 | Mutual Funds | 4.2 | — | Excepted Investment Fund | $250,001 - $500,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Self | — | San Diego, CA | UBS Financial Services, Inc. | Bank Deposit | 4.3 | Type: IRA Cash Accounts | None | $1,001 - $15,000 | None (or less than $201) | — |
| Joint | — | — | Franklin Templeton – Brokerage Account | Brokerage/Managed Account | 5 | — | — | -- | — | — |
| Joint | — | — | FGRAX - Franklin Growth Opportunities Fund Class A | Mutual Funds | 5.1 | — | Excepted Investment Fund | $100,001 - $250,000 | $15,001 - $50,000 | Mutual Fund |
| Joint | — | — | TEDIX - Mutual Global Discovery Fund Class A | Mutual Funds | 5.2 | — | Excepted Investment Fund | $50,001 - $100,000 | $5,001 - $15,000 | Mutual Fund |
| Joint | — | — | FRDPX - Franklin Managed Trust Rising Dividends Fund Cl | Mutual Funds | 5.3 | — | Excepted Investment Fund | $100,001 - $250,000 | $5,001 - $15,000 | Mutual Fund |
| Joint | — | — | TESIX - Franklin Mutual Shares Fund Class A | Mutual Funds | 5.4 | — | Excepted Investment Fund | $15,001 - $50,000 | $5,001 - $15,000 | Mutual Fund |
| Self | — | — | Allianze Life Insurance – Inherited Fixed Annuity | Annuity | 6 | Provider: Allianze Life Insurance Company Of North America | None | $15,001 - $50,000 | None (or less than $201) | Fixed |
liabilities (3)
| debtor | comment | creditor | incurred | location | rate term | row number | amount range | liability type |
|---|---|---|---|---|---|---|---|---|
| Joint | n/a | Valon Mortgage, Inc. | 2020 | Phoenix, AZ | 3.0% (22 years) | 1 | $250,001 - $500,000 | Mortgage |
| Joint | n/a | PHH Mortgage Corporation | 2020 | West Palm Beach, FL | 3.0% (30 years) | 2 | $100,001 - $250,000 | Mortgage |
| Spouse | Rate change - previously reported 7.706% | UBS Financial Services Inc. | 2024 | San Diego, CA | 6.756% (on demand) | 3 | $100,001 - $250,000 | Other (Margin Loan) |