
R Republican House · Republican · TX, District 06 — U.S. Representative (TX-06)
Every stock, fund and option trade Jake Ellzey has disclosed under the STOCK Act, with the filed value brackets, holdings from the latest annual disclosure and net worth as filed.
Trade date, the asset as named in the filing, the bracket filed and the number of days between the trade and its disclosure (the STOCK Act allows 45).
No stock, fund or option trades on file.
From the 2025 annual disclosure (as of Dec 31, 2025), updated by trades filed since.
| Asset | Class | Value (filed) | % of net worth | Last trade | As of |
|---|---|---|---|---|---|
| RFFTXAmerican Funds 2035 Target Date Retirement Fd Cl R-6 | Fund | $250K – $500K | 6.5% | — | |
| VTTHXVanguard Target Retirement 2035 Fund | Fund | $100K – $250K | 3.0% | — | |
| MEIKXMFS Value Fund Class R6 | Fund | $50K – $100K | 1.3% | — | |
| FATRXFrost Total Return Bond Fund Investor Class Shares | Fund | $50K – $100K | 1.3% | — | |
| DFTEXDFA Intermediate Term Extended Quality Ptf | Fund | $15K – $50K | 0.6% | — | |
| FICEXFrost Core Growth Equity Fund Insti Class | Fund | $15K – $50K | 0.6% | — |
| Report year | Filed | Net worth (midpoint) | Filed bracket |
|---|---|---|---|
| 2025 | Aug 13, 2026 | $5.76M | $2.56M – $8.96M |
Information and analytics, not investment advice. Source: House Clerk / Senate eFD disclosures.
| —Fidelity Advisor Mid Cap II Fund | Fund | $15K – $50K | 0.6% | — |
| ARTFXArtisan High Income Fund Investor Shares | Fund | $15K – $50K | 0.6% | — |
| —Fidelity Advisor Small Cap Fund | Fund | $15K – $50K | 0.6% | — |
| —Fidelity Advisor New Insights Fund | Fund | $15K – $50K | 0.6% | — |
| CSRIXCohen & Steers Institutional Realty Shs Inc | Fund | $15K – $50K | 0.6% | — |
| DFCEXEmerging Markets Core Equity 2 Portfolio | Fund | $15K – $50K | 0.6% | — |
| DFIEXInternational Core Equity 2 Portfolio | Fund | $15K – $50K | 0.6% | — |
| HWDIXThe Hartford World Bond Fd Cl I | Fund | $15K – $50K | 0.6% | — |
| TILIXNuveen Large Cap Growth Index Fund R6 | Fund | $15K – $50K | 0.6% | — |
| VIMAXVanguard Mid-Cap Index Fund Admiral Shares | Fund | $15K – $50K | 0.6% | — |
| VSMAXVanguard Small Cap Index Fd Admiral Shs | Fund | $15K – $50K | 0.6% | — |
| —Fidelity Advisor International Discovery | Fund | $1K – $15K | 0.1% | — |
| —Franklin Mutual Shares Fund - Class A | Fund | $1K – $15K | 0.1% | — |
| —Fidelity Advisor Government Income | Fund | $1 – $1K | 0.0% | — |
| —Fidelity Advisor Strategic Income Fund | Fund | $1 – $1K | 0.0% | — |
| —Fidelity Government Income | Fund | $1 – $1K | 0.0% | — |
| DFEQXDFA Short-Term Extended Quality Ptf | Fund | Not disclosed | — | — |
The listed stock, fund and option positions cover 19.8% of the filed net worth; the rest is real estate, cash, debt and other assets the filing does not itemize by ticker.