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Ami Bera — 2025 financial disclosure

· Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk

Amendment status is not available for House filings. A filing listed here may since have been amended.

House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.

Report typeAnnual
Filing year2025
Chamberhouse
ABERDEEN STNDRD PHYSCL$1,001 - $15,000 · Capital Gains, Dividends · $201 - $1,000
American Century CA$250,001 - $500,000 · Dividends · $2,501 - $5,000
Elk Grove Commerce Bank$1,001 - $15,000 · Interest · $1 - $200
Energy Select Sector SPDR$15,001 - $50,000 · Dividends · $1,001 - $2,500
FIDELITY MSCI COMM SRV$15,001 - $50,000 · Dividends · $201 - $1,000
Invesco FTSE RAFI US$15,001 - $50,000 · Dividends · $201 - $1,000
Invesco MSCI EAFI Small$50,001 - $100,000 · Dividends · $1,001 - $2,500
Invesco Variable Rate$15,001 - $50,000 · Dividends · $1,001 - $2,500
iShares 500 S&P Growth$100,001 - $250,000 · Capital Gains, Dividends · $5,001 - $15,000
iShares Core S&P Small Cap ETF-Account 1$100,001 - $250,000 · Dividends · $1,001 - $2,500
iShares MSCI Emerging Markets ex China ETF (EMXC)$15,001 - $50,000 · Dividends · $201 - $1,000
iShares MSCI Growth$50,001 - $100,000 · Dividends · $1,001 - $2,500
iShares Nasdaq Biotechnology$15,001 - $50,000 · Dividends · $1 - $200
iShares TR MSCI EAFE$15,001 - $50,000 · Dividends · $1,001 - $2,500
Oppenheimer Global S$50,001 - $100,000 · Dividends · $1,001 - $2,500
PGIM HIGH YIELD Z$15,001 - $50,000 · Dividends · $201 - $1,000
REAL ESTATE SELECT SCTR$1,001 - $15,000 · Capital Gains, Dividends · $5,001 - $15,000
Rental Property 32nd Street, Sacramento, CA$500,001 - $1,000,000 · Rent · $15,001 - $50,000
Rental Property 36th Street, Sacramento, CA$500,001 - $1,000,000 · Rent · $15,001 - $50,000
Rental Property 39th Street, Sacramento, CA$500,001 - $1,000,000 · Rent · $15,001 - $50,000
Rental Property 43rd Street, Sacramento, CA$500,001 - $1,000,000 · Rent · $15,001 - $50,000
Rental Property 4th St DC$500,001 - $1,000,000 · Rent · $5,001 - $15,000
Rental Property Broadway, Sacramento, CA$500,001 - $1,000,000 · Rent · $15,001 - $50,000
Rental Property P Street, Sacramento, CA$1,000,001 - $5,000,000 · Rent · $50,001 - $100,000
Rental Property U Street, Sacramento CA$500,001 - $1,000,000 · Rent · $15,001 - $50,000
Rental Property U Street, Sacramento, CA$500,001 - $1,000,000 · Rent · $15,001 - $50,000
Rental Property V Street, Sacramento, CA$500,001 - $1,000,000 · Rent · $15,001 - $50,000
Schwab Fixed Income Fund$100,001 - $250,000 · Dividends · $2,501 - $5,000
Schwab Checking$15,001 - $50,000 · Dividends · $201 - $1,000
Schwab Fundamental INL$50,001 - $100,000 · Dividends · $2,501 - $5,000
Schwab Government Money Fund$100,001 - $250,000 · Interest · $2,501 - $5,000
Schwab InternationalNone · Dividends · $1,001 - $2,500
Schwab Muni Money Fund$50,001 - $100,000 · Dividends · $201 - $1,000
Schwab Prime Advantage Money Fund- Investor Shares (SWVXX)$100,001 - $250,000 · Interest · $5,001 - $15,000
Schwab US DividendNone · Capital Gains, Dividends · $201 - $1,000
SPDR Bloomberg Emerging MRKT$15,001 - $50,000 · Dividends · $1,001 - $2,500
SPDR S&P 500 ETF$50,001 - $100,000 · Dividends · $201 - $1,000
State Street Financial Select Sector SPDR ETF (XLF)$50,001 - $100,000 · Dividends · $1,001 - $2,500
State Street Industrial Select Sector SPDR ETF (XLI)$1,001 - $15,000 · Dividends · $1 - $200
State Street Technology Select Sector SPDR ETF (XLK)$50,001 - $100,000 · Dividends · $201 - $1,000
…15 more assets: every one is in the complete record on this filing's page

The complete record

Every field KeyVex holds for this filing, as its API serves it. Nothing is withheld here that the API sells.

partyDemocrat
stateCA
officeRepresentative, CA-06
sourceHOUSE_CLERK_FD
chamberhouse
filing idhouse-fd-10081578
report urlhttps://disclosures-clerk.house.gov/public_disc/financial-pdfs/2025/10081578.pdf
scraped at2026-09-14T10:31:14.917Z
asset count55
bioguide idB001287
filing date2026-08-12
filing year2025
member lastBera
member nameAmi Bera
report typeAnnual
member firstAmi
content parsedtrue
report subtypeAnnual Report
state district06
liability count9

assets (55)

ownertickerlocationasset nameasset typerow numberdescriptionincome typevalue rangeincome rangeasset subtype
JT——ABERDEEN STNDRD PHYSCLEF1Partial Sale on 11/9/23Capital Gains, Dividends$1,001 - $15,000$201 - $1,000—
JT——American Century CAMF2—Dividends$250,001 - $500,000$2,501 - $5,000—
JT——Elk Grove Commerce BankBA3—Interest$1,001 - $15,000$1 - $200—
JT——Energy Select Sector SPDRMF4Purchase on 2/24/22Dividends$15,001 - $50,000$1,001 - $2,500—
JT——FIDELITY MSCI COMM SRVEF5Partial Sale on 10/20/22Dividends$15,001 - $50,000$201 - $1,000—
JT——Invesco FTSE RAFI USMF6—Dividends$15,001 - $50,000$201 - $1,000—
JT——Invesco MSCI EAFI SmallMF7—Dividends$50,001 - $100,000$1,001 - $2,500—
JT——Invesco Variable RateMF8—Dividends$15,001 - $50,000$1,001 - $2,500—
JT——iShares 500 S&P GrowthEF9—Capital Gains, Dividends$100,001 - $250,000$5,001 - $15,000—
———iShares Core S&P Small Cap ETF-Account 1EF10Partial sale 2/4/21Dividends$100,001 - $250,000$1,001 - $2,500—
JT——iShares MSCI Emerging Markets ex China ETF (EMXC)EF11—Dividends$15,001 - $50,000$201 - $1,000—
JT——iShares MSCI GrowthEF12Purchase on 11/9/23Dividends$50,001 - $100,000$1,001 - $2,500—
JT——iShares Nasdaq BiotechnologyEF13—Dividends$15,001 - $50,000$1 - $200—
JT——iShares TR MSCI EAFEEF14Partial sale 7/8/25Dividends$15,001 - $50,000$1,001 - $2,500—
JT——Oppenheimer Global SMF15—Dividends$50,001 - $100,000$1,001 - $2,500—
JT——PGIM HIGH YIELD ZMF16—Dividends$15,001 - $50,000$201 - $1,000—
JT——REAL ESTATE SELECT SCTREF17Partial sale on 11/9/23Capital Gains, Dividends$1,001 - $15,000$5,001 - $15,000—
JT—Sacramento, CA, USRental Property 32nd Street, Sacramento, CARP18—Rent$500,001 - $1,000,000$15,001 - $50,000—
JT—Sacramento, CA, USRental Property 36th Street, Sacramento, CARP19—Rent$500,001 - $1,000,000$15,001 - $50,000—
JT—Sacramento, CA, USRental Property 39th Street, Sacramento, CARP20—Rent$500,001 - $1,000,000$15,001 - $50,000—
JT—Sacramento, CA, USRental Property 43rd Street, Sacramento, CARP21—Rent$500,001 - $1,000,000$15,001 - $50,000—
JT—Washington/ DC, DC, USRental Property 4th St DCRP22—Rent$500,001 - $1,000,000$5,001 - $15,000—
JT—Sacramento, CA, USRental Property Broadway, Sacramento, CARP23—Rent$500,001 - $1,000,000$15,001 - $50,000—
JT—Sacramento, CA, USRental Property P Street, Sacramento, CARP24—Rent$1,000,001 - $5,000,000$50,001 - $100,000—
JT—Sacramento/ Sacramento, CA, USRental Property U Street, Sacramento CARP25—Rent$500,001 - $1,000,000$15,001 - $50,000—
JT—Sacramento, CA, USRental Property U Street, Sacramento, CARP26—Rent$500,001 - $1,000,000$15,001 - $50,000—
JT—Sacramento, CA, USRental Property V Street, Sacramento, CARP27—Rent$500,001 - $1,000,000$15,001 - $50,000—
SP——Schwab Fixed Income FundMF28—Dividends$100,001 - $250,000$2,501 - $5,000—
JT——Schwab CheckingBA29—Dividends$15,001 - $50,000$201 - $1,000—
JT——Schwab Fundamental INLEF30Purchase on 11/9/23Dividends$50,001 - $100,000$2,501 - $5,000—
JT——Schwab Government Money FundMF31—Interest$100,001 - $250,000$2,501 - $5,000—
JT——Schwab InternationalEF32Purchase on 3/24/23DividendsNone$1,001 - $2,500—
JT——Schwab Muni Money FundBA33Partial Sale 3/17/2025Dividends$50,001 - $100,000$201 - $1,000—
JT——Schwab Prime Advantage Money Fund- Investor Shares (SWVXX)MF34Purchase on 11/10/23 Partial Sale 3/17/2025Interest$100,001 - $250,000$5,001 - $15,000—
JT——Schwab US DividendEF35Full Sale on 10/1/2025Capital Gains, DividendsNone$201 - $1,000—
JT——SPDR Bloomberg Emerging MRKTMF36purchaseDividends$15,001 - $50,000$1,001 - $2,500—
JT——SPDR S&P 500 ETFEF37—Dividends$50,001 - $100,000$201 - $1,000—
JT——State Street Financial Select Sector SPDR ETF (XLF)EF38added to the position on 2/18/22Dividends$50,001 - $100,000$1,001 - $2,500—
JT——State Street Industrial Select Sector SPDR ETF (XLI)EF39—Dividends$1,001 - $15,000$1 - $200—
JT——State Street Technology Select Sector SPDR ETF (XLK)EF40Purchased additional on 11/9/23 Partial Sale 10/1/2025Dividends$50,001 - $100,000$201 - $1,000—
———State Street Utilities Select Sector SPDR ETF (XLU)EF41Purchased 3/17/2025Dividends$15,001 - $50,000$201 - $1,000—
SP——TPMG ConservativeMF42—None$250,001 - $500,000——
SP——TPMG Mod- Account 2MF43—None$100,001 - $250,000——
SP——TPMG Moderate Account 1MF44—None$250,001 - $500,000——
JT——VANGUARD CA INTERM-TERM TREMF45Purchased on 2/5/21 with a partial sale on 8/30/21Dividends$250,001 - $500,000$2,501 - $5,000—
JT——Vanguard Consumer Staples ETF (VDC)EF46Purchase on 10/23/24 Purchase on 3/17/2025Dividends$15,001 - $50,000$201 - $1,000—
JT——Vanguard FTSE All World Ex US ETF (VEU)EF47Asset purchased 3/24/23Dividends$15,001 - $50,000$1,001 - $2,500—
JT——Vanguard FTSEEuropean ETF (VGK)EF48—Dividends$15,001 - $50,000$1,001 - $2,500—
JT——Vanguard Health CareMF49—Dividends$1,001 - $15,000$1 - $200—
JT——Vanguard High Yeild CorpMF50partial saleDividends$15,001 - $50,000$1,001 - $2,500—
JT——Vanguard Inflation Protected Securities Fund Admiral Shares (VAIPX)MF51Purchase 3/17/2025Dividends$1,001 - $15,000$201 - $1,000—
JT——Walt Disney Company (DIS)ST52Full sale 11/3/2025DividendsNone$5,001 - $15,000—
JT——WASATCH ULTRA GROWTH INSMF53—DividendsNone$2,501 - $5,000—
JT——Wells Fargo CheckingBA54—Interest$15,001 - $50,000$1 - $200—
JT——Wells Fargo SavingsBA55—Interest$15,001 - $50,000$1 - $200—

liabilities (9)

debtorcommentcreditorincurredlocationrate termrow numberamount rangeliability type
JT—Shellpoint MortgageNovember 2020——1$250,001 - $500,000Mortgage on Rental Property, Washington DC
JT—NewRez LLCJanuary 2013——2$250,001 - $500,000Mortgage ,Washington DC
JT—NewRez LLCJune 2008——3$50,001 - $100,000Mortgage on Rental, Sacramento, CA
JT—NewRez LLCJune 2006——4$50,001 - $100,000Mortgage on Rental Property, Sac CA
JT—Bank of AmericaMarch 2008——5$50,001 - $100,000Mortgage on Rental, Sacramento, CA
JT—Guild MortgageNovember 2009——6$100,001 - $250,000Mortgage on Rental, Sacramento, CA
JT—Guild MortgageNovember 2008——7$100,001 - $250,000Morgage, Elk Grove, CA
JT—Wells Fargo MortgageApril 2016——8$100,001 - $250,000Rental Property, Sacramento CA
JT—Freedom MortgageJune 2011——9$100,001 - $250,000Mortgage on Rental Property, Sac CA

Original filing document