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Jordan Wood - Annual Financial Disclosure · Congress.wiki

HouseAnnual Report

Jordan Wood

ME-ME02

Filed March 12, 2026

View Original Document

Transactions

0

Assets

98

Liabilities

2

Details

Report Title: Candidate Report
Submission Method: Electronic
Signed By: Jordan Wood
Signed Date: March 12, 2026

Assets

98 assets

AAE Holdings ⇒ Blueberry Partnership

Ownership Interest (Engaged in a Trade or Business)

Spouse

Value

$15K - $50K

AAE Holdings ⇒ Dream Pops, Inc.

Stock (Not Publicly Traded)

Spouse

Liabilities

2 liabilities

Bangor Savings Bank

Mortgage

Spouse

Amount

$500K - $1M

Charles Schwab Bank

Line of Credit

Spouse

Amount

Value

$15K - $50K

AAE Holdings ⇒ Infex Partnership

Ownership Interest (Engaged in a Trade or Business)

Spouse

Value

$1K - $15K

AAE Holdings ⇒ Jiva Partnership

Ownership Interest (Engaged in a Trade or Business)

Spouse

Value

$15K - $50K

AAE Holdings ⇒ Kloo Ventures LLC

Ownership Interest (Engaged in a Trade or Business)

Spouse

Value

$50K - $100K

AAE Holdings ⇒ Level Inc.

Stock (Not Publicly Traded)

Spouse

Value

$1K - $15K

AAE Holdings ⇒ Phocus Partnership

Ownership Interest (Engaged in a Trade or Business)

Spouse

Value

$15K - $50K

AAE Holdings ⇒ Residential real property, Carpinteria, CA

Real Property

SpouseIncome: Rent($15K - $50K)

Value

$100K - $250K

AAE Holdings ⇒ Residential real property, Charlotte, NC

Real Property

SpouseIncome: Rent($2.5K - $5K)

Value

$50K - $100K

AAE Holdings ⇒ Residential real property, Colorado Springs, CO

Real Property

SpouseIncome: Rent($2.5K - $5K)

Value

$50K - $100K

AAE Holdings ⇒ Residential real property, Columbus, OH

Real Property

SpouseIncome: Rent($2.5K - $5K)

Value

$50K - $100K

AAE Holdings ⇒ Residential real property, Los Angeles, CA

Real Property

SpouseIncome: Rent($2.5K - $5K)

Value

$100K - $250K

AAE Holdings ⇒ Residential real property, Placentia, CA

Real Property

SpouseIncome: Rent

Value

$50K - $100K

AAE Holdings ⇒ Residential real property, Santa Barbara, CA (Isla Vista Greco Equity Fund)

Real Property

Spouse

Value

$50K - $100K

AAE Holdings ⇒ Residential real property, Santa Barbara, CA (Isla Vista Sabado Equity Fund)

Real Property

Spouse

Value

$50K - $100K

AAE Holdings ⇒ Residential real property, St. Charles, MO

Real Property

SpouseIncome: Rent($5K - $15K)

Value

$50K - $100K

AAE Holdings ⇒ Residential real property, Vancouver, WA

Real Property

SpouseIncome: Rent($201 - $1K)

Value

$50K - $100K

AAE Holdings ⇒ Towerview Holdings Inc.

Ownership Interest (Engaged in a Trade or Business)

Spouse

Value

$50K - $100K

Acorns Securities LLC ⇒ iShares Core MSCI Total International Stock ETF (IXUS)

Exchange Traded Funds (ETF)

SelfIncome: Capital Gains, Dividends(Not disclosed)

Value

Not disclosed

Acorns Securities LLC ⇒ iShares Core S&P Mid-Cap ETF (IJH)

Exchange Traded Funds (ETF)

SelfIncome: Capital Gains, Dividends(Not disclosed)

Value

Not disclosed

Acorns Securities LLC ⇒ iShares Core S&P Small-Cap ETF (IJR)

Exchange Traded Funds (ETF)

SelfIncome: Capital Gains, Dividends(Not disclosed)

Value

Not disclosed

Acorns Securities LLC ⇒ Vanguard S&P 500 ETF (VOO)

Exchange Traded Funds (ETF)

SelfIncome: Capital Gains, Dividends(Not disclosed)

Value

Not disclosed

Ally Bank

Bank Accounts, Money Market Accounts and CDs

SpouseIncome: Interest($1K - $2.5K)

Value

$15K - $50K

Bangor Savings Bank

Bank Accounts, Money Market Accounts and CDs

Joint

Value

$1K - $15K

Bank of America

Bank Accounts, Money Market Accounts and CDs

Joint

Value

$1K - $15K

Charles Schwab Bank

Bank Accounts, Money Market Accounts and CDs

Spouse

Value

$100K - $250K

Charles Schwab Brokerage Account 1 ⇒ Charles Schwab Bank (cash)

Bank Accounts, Money Market Accounts and CDs

Spouse

Value

$100K - $250K

Charles Schwab Brokerage Account 1 ⇒ John Deere Capital bond

Corporate Securities (Bonds and Notes)

SpouseIncome: Capital Gains, Interest($1K - $2.5K)

Value

Not disclosed

Charles Schwab Brokerage Account 1 ⇒ Sherwin-Williams bond

Corporate Securities (Bonds and Notes)

SpouseIncome: Interest($1K - $2.5K)

Value

$50K - $100K

Charles Schwab Brokerage Account 1 ⇒ The Home Depot, Inc. bond

Corporate Securities (Bonds and Notes)

SpouseIncome: Interest($1K - $2.5K)

Value

$50K - $100K

Charles Schwab Brokerage Account 1 ⇒ U.S. Treasury Notes

Government Securities and Agency Debt

SpouseIncome: Capital Gains, Interest($15K - $50K)

Value

$100K - $250K

Charles Schwab Brokerage Account 2 ⇒ Alphabet Inc. - Class A Common Stock (GOOGL)

Stocks (including ADRs)

SpouseIncome: Dividends($201 - $1K)

Value

$250K - $500K

Charles Schwab Brokerage Account 2 ⇒ Amazon.com, Inc. - Common Stock (AMZN)

Stocks (including ADRs)

Spouse

Value

$100K - $250K

Charles Schwab Brokerage Account 2 ⇒ APi Group Corporation - Common Stock (APG)

Stocks (including ADRs)

Spouse

Value

$100K - $250K

Charles Schwab Brokerage Account 2 ⇒ AppFolio, Inc. - Class A Common Stock (APPF)

Stocks (including ADRs)

Spouse

Value

$50K - $100K

Charles Schwab Brokerage Account 2 ⇒ Apple Inc. - Common Stock (AAPL)

Stocks (including ADRs)

SpouseIncome: Dividends($201 - $1K)

Value

$100K - $250K

Charles Schwab Brokerage Account 2 ⇒ Arista Networks, Inc. - Common Stock (ANET)

Stocks (including ADRs)

Spouse

Value

$250K - $500K

Charles Schwab Brokerage Account 2 ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B)

Stocks (including ADRs)

Spouse

Value

$100K - $250K

Charles Schwab Brokerage Account 2 ⇒ Blackstone Inc. - Common Stock (BX)

Stocks (including ADRs)

SpouseIncome: Dividends($201 - $1K)

Value

Not disclosed

Charles Schwab Brokerage Account 2 ⇒ Brookfield Asset Management Inc Class A (BAM)

Stocks (including ADRs)

SpouseIncome: Dividends($5K - $15K)

Value

$100K - $250K

Charles Schwab Brokerage Account 2 ⇒ Brookfield Corporation Class A (BN)

Stocks (including ADRs)

SpouseIncome: Dividends($201 - $1K)

Value

$100K - $250K

Charles Schwab Brokerage Account 2 ⇒ Constellation Software Inc (CNSWF)

Stocks (including ADRs)

SpouseIncome: Dividends($201 - $1K)

Value

$250K - $500K

Charles Schwab Brokerage Account 2 ⇒ Copart, Inc. - Common Stock (CPRT)

Stocks (including ADRs)

Spouse

Value

$100K - $250K

Charles Schwab Brokerage Account 2 ⇒ CoStar Group, Inc. - Common Stock (CSGP)

Stocks (including ADRs)

Spouse

Value

$50K - $100K

Charles Schwab Brokerage Account 2 ⇒ Coupang, Inc. (CPNG)

Stocks (including ADRs)

Spouse

Value

$50K - $100K

Charles Schwab Brokerage Account 2 ⇒ Dream Finders Homes, Inc. (DFH)

Stocks (including ADRs)

Spouse

Value

$15K - $50K

Charles Schwab Brokerage Account 2 ⇒ Etsy, Inc. - Common Stock (ETSY)

Stocks (including ADRs)

SpouseIncome: Capital Gains

Value

Not disclosed

Charles Schwab Brokerage Account 2 ⇒ EVOLUTION AB UNSP/ADR (EVVTY)

Stocks (including ADRs)

SpouseIncome: Dividends($2.5K - $5K)

Value

$50K - $100K

Charles Schwab Brokerage Account 2 ⇒ Floor & Decor Holdings, Inc. (FND)

Stocks (including ADRs)

Spouse

Value

$50K - $100K

Charles Schwab Brokerage Account 2 ⇒ Invesco QQQ Trust (QQQ)

Exchange Traded Funds (ETF)

SpouseIncome: Dividends($1K - $2.5K)

Value

$250K - $500K

Charles Schwab Brokerage Account 2 ⇒ Invesco S&P 500 Equal Weight ETF (RSP)

Exchange Traded Funds (ETF)

SpouseIncome: Dividends($5K - $15K)

Value

$250K - $500K

Charles Schwab Brokerage Account 2 ⇒ iShares Core S&P Small-Cap ETF (IJR)

Exchange Traded Funds (ETF)

SpouseIncome: Dividends($1K - $2.5K)

Value

$100K - $250K

Charles Schwab Brokerage Account 2 ⇒ KKR & Co. Inc. Common Stock (KKR)

Stocks (including ADRs)

SpouseIncome: Dividends($201 - $1K)

Value

Not disclosed

Charles Schwab Brokerage Account 2 ⇒ LUMINE GROUP INC SUB VTG (LMGIF)

Stocks (including ADRs)

Spouse

Value

$15K - $50K

Charles Schwab Brokerage Account 2 ⇒ Markel Group Inc. Common Stock (MKL)

Stocks (including ADRs)

SpouseIncome: Capital Gains($15K - $50K)

Value

$50K - $100K

Charles Schwab Brokerage Account 2 ⇒ Meta Platforms, Inc. - Class A Common Stock (META)

Stocks (including ADRs)

SpouseIncome: Dividends($201 - $1K)

Value

$100K - $250K

Charles Schwab Brokerage Account 2 ⇒ Microsoft Corporation - Common Stock (MSFT)

Stocks (including ADRs)

SpouseIncome: Dividends($1K - $2.5K)

Value

$100K - $250K

Charles Schwab Brokerage Account 2 ⇒ MSCI Inc. Common Stock (MSCI)

Stocks (including ADRs)

SpouseIncome: Dividends($201 - $1K)

Value

$15K - $50K

Charles Schwab Brokerage Account 2 ⇒ NVR, Inc. Common Stock (NVR)

Stocks (including ADRs)

Spouse

Value

$50K - $100K

Charles Schwab Brokerage Account 2 ⇒ Old Dominion Freight Line, Inc. (ODFL)

Stocks (including ADRs)

SpouseIncome: Dividends($201 - $1K)

Value

$15K - $50K

Charles Schwab Brokerage Account 2 ⇒ Perimeter Solutions, SA Common Stock (PRM)

Stocks (including ADRs)

Spouse

Value

$100K - $250K

Charles Schwab Brokerage Account 2 ⇒ RH Common Stock (RH)

Stocks (including ADRs)

Spouse

Value

$15K - $50K

Charles Schwab Brokerage Account 2 ⇒ Schwab Fundamental Emerging Markets Equity ETF (FNDE)

Exchange Traded Funds (ETF)

SpouseIncome: Dividends($5K - $15K)

Value

$100K - $250K

Charles Schwab Brokerage Account 2 ⇒ Schwab Fundamental International Equity ETF (FNDF)

Exchange Traded Funds (ETF)

SpouseIncome: Dividends($5K - $15K)

Value

$250K - $500K

Charles Schwab Brokerage Account 2 ⇒ Schwab Fundamental International Small Equity ETF (FNDC)

Exchange Traded Funds (ETF)

SpouseIncome: Dividends($5K - $15K)

Value

$100K - $250K

Charles Schwab Brokerage Account 2 ⇒ Schwab Government Money Fund - Investor Shares (SNVXX)

Mutual Funds

SpouseIncome: Dividends($201 - $1K)

Value

$15K - $50K

Charles Schwab Brokerage Account 2 ⇒ Schwab U.S. Broad Market ETF (SCHB)

Exchange Traded Funds (ETF)

SpouseIncome: Dividends($201 - $1K)

Value

$50K - $100K

Charles Schwab Brokerage Account 2 ⇒ Sherwin-Williams Company (SHW)

Stocks (including ADRs)

SpouseIncome: Dividends($201 - $1K)

Value

$15K - $50K

Charles Schwab Brokerage Account 2 ⇒ TOPICUS COM INC SUB VTG (TOITF)

Stocks (including ADRs)

Spouse

Value

$100K - $250K

Charles Schwab Brokerage Account 2 ⇒ U.S. Treasury Notes (Schwab acct)

Government Securities and Agency Debt

SpouseIncome: Capital Gains, Interest($50K - $100K)

Value

$1M

Charles Schwab Brokerage Account 2 ⇒ Vanguard FTSE All World Ex US ETF (VEU)

Exchange Traded Funds (ETF)

SpouseIncome: Dividends($15K - $50K)

Value

$500K - $1M

Charles Schwab Brokerage Account 2 ⇒ Vanguard S&P 500 ETF (VOO) (Schwab acct)

Exchange Traded Funds (ETF)

SpouseIncome: Dividends($15K - $50K)

Value

$1M

Charles Schwab Brokerage Account 2 ⇒ Vanguard S&P 500 Growth ETF (VOOG)

Exchange Traded Funds (ETF)

SpouseIncome: Capital Gains

Value

Not disclosed

Charles Schwab Brokerage Account 2 ⇒ Vanguard Total International Stock Index Fd Admiral (VTIAX)

Mutual Funds

SpouseIncome: Dividends($5K - $15K)

Value

$250K - $500K

Charles Schwab Brokerage Account 2 ⇒ Vanguard Total Stock Market Index Fd Admiral Shs (VTSAX)

Mutual Funds

SpouseIncome: Dividends($201 - $1K)

Value

$500K - $1M

Charles Schwab Brokerage Account 2 ⇒ Walker & Dunlop, Inc Common Stock (WD)

Stocks (including ADRs)

SpouseIncome: Dividends($2.5K - $5K)

Value

$50K - $100K

Charles Schwab Brokerage Account 2 ⇒ WisdomTree U.S. MidCap Fund (EZM)

Exchange Traded Funds (ETF)

SpouseIncome: Dividends($2.5K - $5K)

Value

$250K - $500K

Charles Schwab Brokerage Account 3 ⇒ Cash and equivalents

Bank Accounts, Money Market Accounts and CDs

SpouseIncome: Dividends, Interest($2.5K - $5K)

Value

$100K - $250K

Charles Schwab Brokerage Account 3 ⇒ U.S. Treasury Notes

Government Securities and Agency Debt

SpouseIncome: Interest($2.5K - $5K)

Value

$100K - $250K

Coinbase ⇒ Bitcoin

Cryptocurrency

Spouse

Value

$1K - $15K

Fidelity IRA ⇒ Fidelity Advisor Freedom 2060 Fund: Class A (FDKPX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$50K - $100K

Goldman Sachs Bank USA

Bank Accounts, Money Market Accounts and CDs

SpouseIncome: Interest(Not disclosed)

Value

Not disclosed

Lincoln Savings Bank/Acorns

Bank Accounts, Money Market Accounts and CDs

Self

Value

$1K - $15K

LLC holding residential real property ⇒ Residential real property, Waldoboro, ME

Real Property

JointIncome: Rent($15K - $50K)

Value

$500K - $1M

Merrill Lynch Brokerage Account ⇒ Schwab U.S. Broad Market ETF (SCHB)

Exchange Traded Funds (ETF)

SpouseIncome: Capital Gains, Dividends($2.5K - $5K)

Value

$250K - $500K

Mission Strategies 401(k) (John Hancock) ⇒ Vanguard Target Retirement 2055 Fund (VFFVX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$15K - $50K

Mothership Strategies, LLC 401(k) ⇒ Vanguard Total International Stock Index Fd Admiral (VTIAX)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$250K - $500K

Mothership Strategies, LLC 401(k) ⇒ Vanguard Total Stock Market Index Fd Admiral Shs (VTSAX)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$500K - $1M

My529 ⇒ Target Enrollment 2042/2043 - Investment Option (UTAOX)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$15K - $50K

Polaris Ventures, LLC ⇒ BlueID LLC

Ownership Interest (Engaged in a Trade or Business)

Spouse

Value

$1M

Polaris Ventures, LLC ⇒ Mothership Strategies LLC

Ownership Interest (Engaged in a Trade or Business)

Spouse

Value

$1M

Robinhood Securities LLC ⇒ Apple Inc. - Common Stock (AAPL)

Stocks (including ADRs)

Spouse

Value

$1K - $15K

Robinhood Securities LLC ⇒ Shopify Inc. - Class A (SHOP)

Stocks (including ADRs)

SelfIncome: Capital Gains(Not disclosed)

Value

Not disclosed

Vanguard Roth IRA ⇒ Vanguard Total International Stock Index Fd Admiral (VTIAX)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$15K - $50K

Vanguard Roth IRA ⇒ Vanguard Total Stock Market Index Fd Admiral Shs (VTSAX)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$15K - $50K

Wealthfront

Bank Accounts, Money Market Accounts and CDs

SpouseIncome: Interest($15K - $50K)

Value

$250K - $500K

Wells Fargo Advisors ⇒ PGIM Quant Solutions Large-Cap Core Fund- Class A (PTMAX)

Mutual Funds

SpouseIncome: Capital Gains, Dividends($201 - $1K)

Value

$1K - $15K

Wells Fargo Bank

Bank Accounts, Money Market Accounts and CDs

Spouse

Value

$50K - $100K

$1M