Don Bacon

R-NE-2 Representative for Nebraska’s 2nd district Republican In Congress since 2017

Don Bacon reported no stock trades since Oct 4, 2023. The 2025 annual report lists 74 assets.

Reported holdings

2025 annual report (amended) · filed Sep 9, 2026 · values at year end, in the ranges disclosed · changes vs 2024

Original

$1.3M–$3.5M sum of 74 disclosed ranges

Fund 57
Other 5
Real estate 1
Bond 8
Cash 3

AssetOwner Valuevs 2024
Hay FieldReal estateJoint$250K–$500KSame band
Prudential Life Insurance (Universal)OtherPrudential PruLife UL ProtectorSelf$250K–$500KSame band
WLGAX Delaware Ivy Large Cap Growth Cl AFundLPL FinancialSelf$250K–$500KSame band
Athene Life Insurance (Whole)OtherSelf$50K–$100KSame band
Franklin Mutual Shares Fund--Class AFundRoth @ Fidelity (transfer from Franklin)Self$50K–$100KSame band
IVViShares Core S&P 500 ETFFundFidelity IRA RolloverSpouse$50K–$100KNew
Athene Life Insurance (Whole)OtherSpouse$15K–$50KSame band
BNP Paribas Mtn Zero Coupon 6/11/2029BondFidelity IRA RolloverSpouse$15K–$50KNew
BNP Paribas Mtn Zero Cpn 06/11/2029BondFidelity IRA RolloverSelf$15K–$50KNew
COBALT Federal Credit UnionCashJoint$15K–$50KSame band
Carlyle Structured Lending Note 872280AA0BondFidelity IRA RolloverSelf$15K–$50KNew
MSD INVT Corp Sec B Note 55354LAB5BondFidelity IRA RolloverSelf$15K–$50KNew
Principle Investments (Prin Life Time 2030 Inst Fund)OtherPrincipleSelf$15K–$50KSame band
SCHFSchwab International Equity ETFFundFidelity IRA RolloverSelf$15K–$50KNew
SCHFSchwab International Equity ETFFundFidelity IRA RolloverSelf$15K–$50KNew
SCHFSchwab International Equity ETFFundFidelity IRA RolloverSpouse$15K–$50KNew
SPYVState Street SPDR Portfolio S&P 500 Value ETFFundFidelity IRA RolloverSelf$15K–$50KNew
SPYVState Street SPDR Portfolio S&P 500 Value ETFFundFidelity IRA RolloverSpouse$15K–$50KNew
XSPIXStepStone Private Venture and Growth Fund - Class I SharesFundFidelity IRA RolloverSpouse$15K–$50KNew
XPMIXStepstone Private Markets Class IFundFidelity IRA RolloverSelf$15K–$50KNew
US Bank Savings AccountCashSpouse$15K–$50K▼ $250K–$500K
VUGVanguard Growth ETFFundFidelity IRA RolloverSpouse$15K–$50KNew
VUGVanguard Growth ETFFundFidelity IRA RolloverSelf$15K–$50KNew
VUGVanguard Growth ETFFundFidelity IRA RolloverSelf$15K–$50KNew
VUGVanguard Growth ETFFundRoth @ Fidelity (transfer from Franklin)Self$15K–$50KNew
Victory Capital Fund with USAAOtherVictory Capital USAA 529 College Savings PlanJoint$15K–$50KNew
IVViShares Core S&P 500 ETFFundFidelity IRA RolloverSelf$15K–$50KNew
Blue Owl Technology Fin Corp Note 6.12500% 01/23/2031 Call Make WholeBondFidelity IRA RolloverSelf$1K–$15KNew
Carlyle Secured Lending Inc Note 6.75000% 02/18/2030 Call Make WholeBondFidelity IRA RolloverSpouse$1K–$15KNew
DFSDDimensional Short-Duration Fixed Income ETFFundRoth @ Fidelity (transfer from Franklin)Self$1K–$15KNew
EVTREaton Vance Total Return Bond ETFFundRoth @ Fidelity (transfer from Franklin)Self$1K–$15KNew
JIREJPMorgan International Research Enhanced Equity ETFFundRoth @ Fidelity (transfer from Franklin)Self$1K–$15KNew
Oaktree Specialty Lending Note 6.34000% 02/27/2030 Call Make WholeBondFidelity IRA RolloverSpouse$1K–$15KNew
SCHESchwab Emerging Markets Equity ETFFundFidelity IRA RolloverSelf$1K–$15KNew
SCHESchwab Emerging Markets Equity ETFFundFidelity IRA RolloverSelf$1K–$15KNew
SCHESchwab Emerging Markets Equity ETFFundFidelity IRA RolloverSpouse$1K–$15KNew
SCHESchwab Emerging Markets Equity ETFFundRoth @ Fidelity (transfer from Franklin)Self$1K–$15KNew
SCHCSchwab International Small-Cap Equity ETFFundFidelity IRA RolloverSelf$1K–$15KNew
SCHCSchwab International Small-Cap Equity ETFFundFidelity IRA RolloverSpouse$1K–$15KNew
SCHCSchwab International Small-Cap Equity ETFFundFidelity IRA RolloverSelf$1K–$15KNew
SCHCSchwab International Small-Cap Equity ETFFundRoth @ Fidelity (transfer from Franklin)Self$1K–$15KNew
SCHXSchwab U.S. Large-Cap ETFFundRoth @ Fidelity (transfer from Franklin)Self$1K–$15KNew
SCHMSchwab U.S. Mid Cap ETFFundFidelity IRA RolloverSelf$1K–$15KNew
SCHMSchwab U.S. Mid Cap ETFFundFidelity IRA RolloverSelf$1K–$15KNew
SCHMSchwab U.S. Mid Cap ETFFundFidelity IRA RolloverSpouse$1K–$15KNew
SCHMSchwab U.S. Mid Cap ETFFundRoth @ Fidelity (transfer from Franklin)Self$1K–$15KNew
SCHASchwab U.S. Small-Cap ETFFundRoth @ Fidelity (transfer from Franklin)Self$1K–$15KNew
SCHDSchwab US Dividend Equity ETFFundFidelity IRA RolloverSpouse$1K–$15KNew
SCHDSchwab US Dividend Equity ETFFundFidelity IRA RolloverSelf$1K–$15KNew
SCHDSchwab US Dividend Equity ETFFundRoth @ Fidelity (transfer from Franklin)Self$1K–$15KNew
SPYVState Street SPDR Portfolio S&P 500 Value ETFFundFidelity IRA RolloverSpouse$1K–$15KNew
SPYVState Street SPDR Portfolio S&P 500 Value ETFFundFidelity IRA RolloverSelf$1K–$15KNew
SPYVState Street SPDR Portfolio S&P 500 Value ETFFundFidelity IRA RolloverSelf$1K–$15KNew
SPYVState Street SPDR Portfolio S&P 500 Value ETFFundRoth @ Fidelity (transfer from Franklin)Self$1K–$15KNew
SLYGState Street SPDR S&P 600 Small Cap Growth ETFFundFidelity IRA RolloverSpouse$1K–$15KNew
SLYGState Street SPDR S&P 600 Small Cap Growth ETFFundFidelity IRA RolloverSelf$1K–$15KNew
SLYVState Street SPDR S&P 600 Small Cap Value ETFFundFidelity IRA RolloverSelf$1K–$15KNew
SLYVState Street SPDR S&P 600 Small Cap Value ETFFundFidelity IRA RolloverSelf$1K–$15KNew
SLYVState Street SPDR S&P 600 Small Cap Value ETFFundFidelity IRA RolloverSpouse$1K–$15KNew
SLYVState Street SPDR S&P 600 Small Cap Value ETFFundRoth @ Fidelity (transfer from Franklin)Self$1K–$15KNew
Trinity Cap Inc Note Call Make Whole 7.00000% 505/21/2031BondFidelity IRA RolloverSelf$1K–$15KNew
US Bank Savings AccountCashSpouse$1K–$15K▼ $250K–$500K
VGKVanguard FTSEEuropean ETFFundRoth @ Fidelity (transfer from Franklin)Self$1K–$15KNew
VUGVanguard Growth ETFFundFidelity IRA RolloverSelf$1K–$15KNew
VUGVanguard Growth ETFFundFidelity IRA RolloverSpouse$1K–$15KNew
VUGVanguard Growth ETFFundRoth @ Fidelity (transfer from Franklin)Self$1K–$15KNew
VOEVanguard Mid-Cap Value ETFFundFidelity IRA RolloverSelf$1K–$15KNew
VOEVanguard Mid-Cap Value ETFFundFidelity IRA RolloverSpouse$1K–$15KNew
VOEVanguard Mid-Cap Value ETFFundFidelity IRA RolloverSelf$1K–$15KNew
VOEVanguard Mid-Cap Value ETFFundRoth @ Fidelity (transfer from Franklin)Self$1K–$15KNew
IVViShares Core S&P 500 ETFFundFidelity IRA RolloverSpouse$1K–$15KNew
IVViShares Core S&P 500 ETFFundFidelity IRA RolloverSelf$1K–$15KNew
IVViShares Core S&P 500 ETFFundFidelity IRA RolloverSelf$1K–$15KNew
SCHXSchwab U.S. Large-Cap ETFFundRoth @ Fidelity (transfer from Franklin)Self$0–$1KNew

Not in the 2025 report

Listed in 2024 with a value, gone a year later: sold, or under $1,001.

USAA College Fund $15K–$50K
Wells Fargo Checking and Savings $0–$1K
Wells Fargo Checking and Savings $0–$1K

Source filings

Every report we read for this page · newest first

Sep 9, 2026 2025 annual report · amended 74 assets View original
May 5, 2025 2024 annual report 13 assets View original
May 10, 2024 2023 annual report 12 assets View original

From STOCK Act disclosures filed with the Clerk of the House. Amounts are the disclosed ranges. Trades cover the last three years; holdings come from the latest annual report. How we read these reports.