Follow-The-Filings

Lisa Murkowski

R-AK Senator for Alaska Republican In Congress since 2003

Lisa Murkowski reported no stock trades since Oct 4, 2023. The 2025 annual report lists 77 assets.

Reported holdings

2025 annual report · filed May 15, 2026 · values at year end, in the ranges disclosed · changes vs 2024

Original
$1.5M–$3.9M sum of 77 disclosed ranges
  • Fund 65
  • Real estate 1
  • Stock 1
  • Cash 8
  • Other 1
  • Private business 1
  1. Basement apartmentReal estateJoint$500K–$1MSame band
  2. WFCWells Fargo & CompanySelf$500K–$1M▲ $250K–$500K
  3. National Capital BankCashSelf$100K–$250K▲ $50K–$100K
  4. SPYS&P 500 SPDRFundSelf$50K–$100KSame band
  5. State of Alaska Public Employee Retirement System (PERS)OtherSelf$50K–$100KSame band
  6. VWIUXVanguard Intermediate-Term Tax-Exempt Fd AdmiralFundSelf$50K–$100KSame band
  7. Wells FargoCashSelf$50K–$100KSame band
  8. CMNIXCalamos Market Neutral Income Fund - Class IFundSelf$15K–$50KNew
  9. First BankCashSelf$15K–$50KSame band
  10. First BankPrivate businessSelf$15K–$50KSame band
  11. NFRAFlexShares STOXX Global Broad Infrastructure IndexFundSelf$15K–$50KSame band
  12. QAIIQ Hedge MultiIQ Hedge Multi-Strategy Tracker ETFFundSelf$15K–$50K▲ $1K–$15K
  13. SPYSPDR??S&P 500? ETF TrustFundJoint$15K–$50KSame band
  14. VWEAXVanguard High-Yield Corporate Fund Admiral ShareFundSelf$15K–$50KSame band
  15. VWIUXVanguard Intermediate-Term Tax-Exempt Fd AdmiralFundJoint$15K–$50KSame band
  16. BNDVanguard Total Bond Market ETFFundSelf$15K–$50KSame band
  17. IEFAiShares Core MSCI EAFE ETFFundSelf$15K–$50KSame band
  18. IJHiShares Core S&P Mid-CapFundSelf$15K–$50KSame band
  19. IJRiShares Core S&P Small-CapFundSelf$15K–$50KSame band
  20. BIMBXBlackrock Systematic Multi-Strategy Fund InstituFundSelf$1K–$15KSame band
  21. BIMBXBlackrock Systematic Multi-Strategy Fund InstituFundJoint$1K–$15KSame band
  22. CMNIXCalamos Market Neutral Income Fund - Class IFundJoint$1K–$15KNew
  23. Charles SchwabCashSelf$1K–$15KSame band
  24. Charles SchwabCashJoint$1K–$15KSame band
  25. First BankCashSelf$1K–$15K▼ $15K–$50K
  26. GRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index FundFundSelf$1K–$15KNew
  27. NFRAFlexShares STOXX Global Broad Infrastructure IndexFundJoint$1K–$15KSame band
  28. NFRAFlexshares Global Broad Infr FundFundSpouse$1K–$15KSame band
  29. BUGGlobal X Cybersecurity ETFFundSelf$1K–$15KNew
  30. QAIIQ Hedge Multi-Strategy Tracker ETFFundJoint$1K–$15KSame band
  31. XMHQInvesco S&P Midcap Quality ETFFundJoint$1K–$15KSame band
  32. BBREJPMorgan BetaBuilders MSCI U.S. REIT ETFFundSelf$1K–$15KSame band
  33. HELOJPMorgan Hedged Equity Laddered Overlay ETFFundSelf$1K–$15KNew
  34. Northrim BankCashSelf$1K–$15KSame band
  35. SHMSPDR Nuveen Bloomberg Barclays Short Term MunicipaFundSelf$1K–$15KSame band
  36. SHMSPDR Nuveen Bloomberg Barclays Short Term MunicipaFundJoint$1K–$15KSame band
  37. SPHYSPDR Portfolio High Yield Bond ETFFundSpouse$1K–$15KSame band
  38. SPHYSPDR Portfolio High Yield Bond ETFFundJoint$1K–$15KSame band
  39. SPMDSPDR Portfolio S&P 400 Mid Cap ETFFundSpouse$1K–$15KSame band
  40. SPSMSPDR Portfolio S&P 600 Small Cap ETFFundSpouse$1K–$15KSame band

Not in the 2025 report

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

  • CCOR Core Alternative ETF $1K–$15K
  • CCOR Core Alternative ETF $1K–$15K
  • SPHQ Invesco S&P 500 Quality ETF $1K–$15K
  • JHEQX Jpmorgan Hedged Equity Fund I Class $1K–$15K
  • JHEQX Jpmorgan Hedged Equity Fund I Class $1K–$15K
  • SPLG SPDR Large Cap Portfolio ETF $1K–$15K
  • SPLG SPDR Large Cap Portfolio ETF $1K–$15K
  • CMDY iShares Bloomberg Roll Select Commodity Strat... $1K–$15K
  • CMDY iShares Bloomberg Roll Select Commodity Strat... $1K–$15K
  • EWJ iShares MSCI Japan Index Fund $1K–$15K

Source filings

Every report we read for this page · newest first

  1. May 15, 2026 2025 annual report 77 assets View original
  2. May 15, 2025 2024 annual report 73 assets View original
  3. May 15, 2025 2023 annual report · amended 68 assets View original

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