Sara Jacobs
DemocratCA·3 disclosed trades·1 tickers
Volume traded
$4.5M
gross buys + sells, not wealth
Net flow
+$1.5M
Median gap
14d
limit is 45d
Filed late
0%
0 of 3
Last trade
2026-05-07
Reported holdings, 31 December 2025
From their annual Financial Disclosure, filed 6/26/2026 — 12 assets, about $85.1M at the middle of each value range.
- QCOM · QUALCOMM Incorporated (QCOM)21.2%
- SJJ Charitable Remainder Unitrust17.6%
- Beldore Capital Fund LLC17.6%
- Belgard Capital Fund LLC Class I17.6%
- Clearfork Capital Fund LLC17.6%
- Other 7 assets8.4%
By type: Hedge Fund 53% · Stock 21% · Other 18% · Real Property 7% · Life Insurance 1% · Bank Deposit 0%
| Asset | Type | Value | Share | Held by |
|---|---|---|---|---|
QCOMQUALCOMM Incorporated (QCOM)in Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ QCOM, Sara Jacobs Trust U/A DTD 09/01/2009 ⇒ Merrill Lynch - SJ QCOM | Stock | ≈ $18.0M | 21.2% | Self |
SJJ Charitable Remainder Unitrust | Other | $5,000,001 - $25,000,000 | 17.6% | Self |
Beldore Capital Fund LLCin Sara Jacobs Trust U/A DTD 09/01/2009 ⇒ Merrill Lynch - SJ QCOM | Hedge Fund | $5,000,001 - $25,000,000 | 17.6% | Self |
Belgard Capital Fund LLC Class Iin Sara Jacobs Trust U/A DTD 09/01/2009 ⇒ Merrill Lynch - SJ QCOM | Hedge Fund | $5,000,001 - $25,000,000 | 17.6% | Self |
Clearfork Capital Fund LLCin Sara Jacobs Trust U/A DTD 09/01/2009 ⇒ Merrill Lynch - SJ QCOM | Hedge Fund | $5,000,001 - $25,000,000 | 17.6% | Self |
Investment Propertyin Essjane, LLC, Sara Jacobs Trust U/A DTD 09/01/2009 | Real Property | ≈ $6.0M | 7.1% | Self |
Northwestern Mutual Survivorship Universal Lifein The SJJ Irrevocable Trust Dated 12/10/01 | Life Insurance | $500,001 - $1,000,000 | 0.9% | Self |
Bank of America - Checking Accountin Trust #1 | Bank Deposit | $100,001 - $250,000 | 0.2% | Self |
Bank of America, N.A.in Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ QCOM, Sara Jacobs Trust U/A DTD 09/01/2009 ⇒ Merrill Lynch - SJ Main, Sara Jacobs Trust U/A DTD 09/01/2009 ⇒ Merrill Lynch - SJ QCOM | Bank Deposit | ≈ $158.0K | 0.2% | Self |
SDGiShares MSCI Global Sustainable Development Goals ETF (SDG)in Merrill Lynch - IRA | Exchange Traded Fund | $1,001 - $15,000 | 0.0% | Self |
TTTXXBlackRock Liquidity Funds Treasury Trust - Institutional (TTTXX) https://fd.house.gov/reference/asset-type-codes.aspx.in Trust #1 | Mutual Fund | $1,001 - $15,000 | 0.0% | Self |
Bank of America, NAin Merrill Lynch - IRA | Bank Deposit | $1 - $1,000 | 0.0% | Self |
The member's own statement of what they, their spouse and dependent children held on 31 December 2025. Values are ranges, so the dollar figure and shares use the middle of each range (the floor of an open-ended one), and an asset held in several accounts is their sum. Assets sold or emptied during the year are left out.
Their most-traded tickers
What they hold it in
Stock
2
Government Security
1
Every disclosed trade
3 rows. Sort any column; Source opens the filed PDF.
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