Seth Moulton
Reported holdings, 31 December 2025
From their annual Financial Disclosure, filed 6/25/2026 — 23 assets, about $13.1M at the middle of each value range.
- webAI, Inc.45.8%
- Oura Health OY Series C Preferred Shares22.9%
- Residential property located in Salem, MA22.9%
- BAFLX · Brown Advisory Global Leaders Fund - Institutional Shares (BAFLX)1.3%
- Divergent Technologies, Inc. Series D Preferred Stock1.1%
- Other 18 assets6.5%
By type: Stock (private) 70% · Real Property 23% · Mutual Fund 6% · Bank Deposit 1% · 529 Plan 0% · Hedge Fund 0%
| Asset | Type | Value | Share | Held by |
|---|---|---|---|---|
webAI, Inc.in Seth: Fidelity Investments Roth IRA | Stock (private) | ≈ $6.0M | 45.8% | Self |
Oura Health OY Series C Preferred Shares | Stock (private) | $1,000,001 - $5,000,000 | 22.9% | Joint |
Residential property located in Salem, MA | Real Property | $1,000,001 - $5,000,000 | 22.9% | Joint |
BAFLXBrown Advisory Global Leaders Fund - Institutional Shares (BAFLX)in Fidelity Investments Transfer of Death Account, Liz: Fidelity Investments IRA#1, Liz: Fidelity Investments IRA#2 | Mutual Fund | ≈ $164.0K | 1.3% | Joint, Self, Spouse |
Divergent Technologies, Inc. Series D Preferred Stockin Lateralus Holdings IV, LLC | Stock (private) | ≈ $150.0K | 1.1% | Joint |
BAFWXBrown Advisory Sustainable Growth Fd Inst Shs (BAFWX)in Fidelity Investments Transfer of Death Account, Liz: Fidelity Investments IRA#1, Liz: Fidelity Investments IRA#2 | Mutual Fund | ≈ $139.5K | 1.1% | Joint, Self, Spouse |
BASVXBrown Advisory Sustainable Value Fund - Institutional Shares (BASVX)in Fidelity Investments Transfer of Death Account, Liz: Fidelity Investments IRA#1, Liz: Fidelity Investments IRA#2 | Mutual Fund | ≈ $139.5K | 1.1% | Joint, Self, Spouse |
BAUUXBrown Advisory Small-Cap Fundamental Value Fund - Institutional Shares (BAUUX)in Fidelity Investments Transfer of Death Account, Liz: Fidelity Investments IRA#1, Liz: Fidelity Investments IRA#2 | Mutual Fund | ≈ $97.0K | 0.7% | Joint, Self, Spouse |
USAA accounts | Bank Deposit | $50,001 - $100,000 | 0.6% | Joint |
BTEIXBrown Advisory Tax-Exempt Bond Fund - Institutional Shares (BTEIX)in Fidelity Investments Transfer of Death Account | Mutual Fund | $50,001 - $100,000 | 0.6% | Joint |
BAFSXBrown Advisory Small Cap Growth Fund Inst Shares (BAFSX)in Fidelity Investments Transfer of Death Account, Liz: Fidelity Investments IRA#1, Liz: Fidelity Investments IRA#2 | Mutual Fund | ≈ $72.5K | 0.6% | Joint, Self, Spouse |
BAISXBrown Advisory Sustainable Bond Fund - Institutional Shares (BAISX)in Liz: Fidelity Investments IRA#1, Liz: Fidelity Investments IRA#2, Seth: Fidelity Investments Rollover IRA | Mutual Fund | ≈ $56.5K | 0.4% | Self, Spouse |
APHKXArtisan International Value Fd Insti Shs (APHKX)in Liz: Fidelity Investments IRA#1, Seth: Fidelity Investments Rollover IRA, Seth: Fidelity Investments Roth IRA | Mutual Fund | ≈ $48.5K | 0.4% | Self, Spouse |
BAFQXBrown Advisory Emerging Markets Select Fund - Institutional Shares (BAFQX)in Liz: Fidelity Investments IRA#1, Liz: Fidelity Investments IRA#2, Seth: Fidelity Investments Rollover IRA | Mutual Fund | ≈ $24.5K | 0.2% | Self, Spouse |
BAFJXBrown Advisory - WMC Japan Equity Fund Institutional Shares (BAFJX)in Liz: Fidelity Investments IRA#1, Liz: Fidelity Investments IRA#2 | Mutual Fund | ≈ $16.0K | 0.1% | Spouse |
The 15 largest of 23. The filed report lists every one.
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. 1 asset is valued "undetermined" and not counted.
Estimated current stock holdings
Stocks bought in the last 5 years with no sale disclosed since — 1 names across 1 purchases, $8.0K at the disclosed midpoints.
- AMZN · Amazon.com100.0%
| Stock | Disclosed at purchase | Share | Since | Held by |
|---|---|---|---|---|
AMZNAmazon.com | $8.0K | 100.0% | 2023-01-27 | Spouse |
An estimate, not a statement of what they own. Trade filings report changes, never balances, so this cannot see stock bought more than 5 years ago and never traded since, and a partial sale closes the whole purchase it is matched to. Amounts are what was disclosed at purchase (the middle of each range), not today's value. Options are left out: they expire, and filings never say whether one was a call or a put.
Every disclosed trade
10 rows. Sort any column; Source opens the filed PDF.