Morgan Joe Luttrell
Morgan Joe Luttrell (TX-8) disclosed a net worth range between -$510.9K and $706K in their 2025 annual filing.
Compare this disclosure with the House of Representatives net worth rankings .
Net worth
Estimated from the ranges in the member's annual financial disclosures: the band runs from the sum of disclosed asset minimums less liability maximums up to the sum of asset maximums less liability minimums. Only electronically filed reports are read — a missing year means no electronic filing, not zero net worth.
Disclosed net worth band, 2023 to 2025
| Year | Filed | Net worth band |
|---|---|---|
| 2025 | 2026-08-13 | -$510.9K – $706K |
| 2024 | 2026-08-13 | -$684.9K – $675K |
| 2023 | 2024-08-12 | -$650.9K – $613K |
Recent stock trades
No stock trade has been disclosed for this member, so there is no reconstructed portfolio and no performance estimate. Periodic transaction reports cover securities trades only — the assets above are the member's full disclosed holdings.
Assets and liabilities
Disclosed assets
The assets Morgan Joe Luttrell itemised in their 2025 annual report, largest bracket first. Descriptions are the filer's own wording, and each value is the bracket they checked on the form — never a reported amount.
| Description | Type | Income | Value |
|---|---|---|---|
| Dependent Child (FBO) College Savings Plan ⇒ VCSP College America | OT |
Tax-Deferred
|
$15K - $50K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ SPDR Select Sector Fund - Technology (XLK) | EF |
Tax-Deferred
|
$15K - $50K |
| Alphabet Inc. - Class A (GOOGL) | ST | — | $1K - $15K |
| Fidelity Wise Origin Bitcoin Fund (FBTC) | EF |
Tax-Deferred
|
$1K - $15K |
| Gunner Luttrell Roth IRA ⇒ SPDR S&P 500 (SPY) | EF |
Tax-Deferred
|
$1K - $15K |
| LabCorp 401(k) through Fidelity ⇒ Fidelity International Discovery (FIGRX) | MF |
Tax-Deferred
|
$1K - $15K |
| LabCorp 401(k) through Fidelity ⇒ JPMorgan Equity Income Fund R6 (OIEJX) | MF |
Tax-Deferred
|
$1K - $15K |
| LabCorp 401(k) through Fidelity ⇒ Loomis Sayles Small Cap Growth Fd Cl N (LSSNX) | MF |
Tax-Deferred
|
$1K - $15K |
| LabCorp 401(k) through Fidelity ⇒ Northern Trust ACWI EX-US IMI 4 | OT |
Tax-Deferred
|
$1K - $15K |
| LabCorp 401(k) through Fidelity ⇒ Northern Trust Collective S&P 500 Index Fund - Non-Lending - Tier 4 | OT |
Tax-Deferred
|
$1K - $15K |
| LabCorp 401(k) through Fidelity ⇒ Northern Trust Extended Equity Market Index Fund | OT |
Tax-Deferred
|
$1K - $15K |
| LabCorp 401(k) through Fidelity ⇒ Victory Sycamore Small Company Opportunity CL A (SSGSX) | MF |
Tax-Deferred
|
$1K - $15K |
| MERRILL LYNCH SAVINGS | BA |
$1 - $200
Interest
|
$1K - $15K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ CASH | MF |
Tax-Deferred
|
$1K - $15K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ Communication Services Select Sector SPDR Fund (XLC) | MF |
Tax-Deferred
|
$1K - $15K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ Consumer Staples Select Sector SPDR Fund (XLP) | MF |
Tax-Deferred
|
$1K - $15K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ Energy Select Sector SPDR Fund (XLE) | MF |
Tax-Deferred
|
$1K - $15K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ Health Care Select Sector SPDR Fund (XLV) | MF |
Tax-Deferred
|
$1K - $15K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ Industrial Select Sector SPDR Fund (XLI) | MF |
Tax-Deferred
|
$1K - $15K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ JPMorgan Ultra-Short Income ETF (JPST) | EF |
Tax-Deferred
|
$1K - $15K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ Janus Henderson Mortgage-Backed Securities ETF (JMBS) | EF |
Tax-Deferred
|
$1K - $15K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ SPDR Select Sector Fund - Financial (XLF) | EF |
Tax-Deferred
|
$1K - $15K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ Schwab Fundamental Emerging Markets Equity ETF (FNDE) | EF |
Tax-Deferred
|
$1K - $15K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ The Consumer Discretionary Select Sector SPDR Fund (XLY) | MF |
Tax-Deferred
|
$1K - $15K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ Vanguard Emerging Markets Government Bond ETF (VWOB) | EF |
Tax-Deferred
|
$1K - $15K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ Vanguard Intermediate-Term Corporate Bond ETF (VCIT) | EF |
Tax-Deferred
|
$1K - $15K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ Vanguard Intermediate-Term Treasury ETF (VGIT) | EF |
Tax-Deferred
|
$1K - $15K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ Vanguard Long-Term Corporate Bond ETF (VCLT) | EF |
Tax-Deferred
|
$1K - $15K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ Vanguard Long-Term Treasury ETF (VGLT) | EF |
Tax-Deferred
|
$1K - $15K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ Vanguard Short-Term Corporate Bond ETF (VCSH) | EF |
Tax-Deferred
|
$1K - $15K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ Vanguard Short-Term Treasury ETF (VGSH) | EF |
Tax-Deferred
|
$1K - $15K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ WisdomTree Japan Hedged Equity Fund (DXJ) | EF |
Tax-Deferred
|
$1K - $15K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ iShares Core MSCI EAFE ETF (IEFA) | EF |
Tax-Deferred
|
$1K - $15K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ iShares Core MSCI Emerging Markets ETF (IEMG) | EF |
Tax-Deferred
|
$1K - $15K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ iShares Inc iShares MSCI Switzerland ETF (EWL) | EF |
Tax-Deferred
|
$1K - $15K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ iShares MSCI Canada Index Fund (EWC) | EF |
Tax-Deferred
|
$1K - $15K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ iShares MSCI EAFE Min Vol Factor ETF (EFAV) | EF |
Tax-Deferred
|
$1K - $15K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) | MF |
Tax-Deferred
|
$1K - $15K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ iShares MSCI Germany Index Fund (EWG) | EF |
Tax-Deferred
|
$1K - $15K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ iShares MSCI Japan Index Fund (EWJ) | EF |
Tax-Deferred
|
$1K - $15K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ iShares MSCI United Kingdom ETF (EWU) | EF |
Tax-Deferred
|
$1K - $15K |
| Morgan Luttrell- Roth IRA ⇒ Vanguard Total International Bond ETF (BNDX) | EF |
Tax-Deferred
|
$1K - $15K |
| Morgan Luttrell- Roth IRA ⇒ iShares Core S&P Total U.S. Stock Market ETF (ITOT) | EF |
Tax-Deferred
|
$1K - $15K |
| Spouse - CIO Moderate ETF Core (IRA) ⇒ Vanguard FTSE Developed Markets ETF (VEA) | EF |
Tax-Deferred
|
$1K - $15K |
| Spouse - CIO Moderate ETF Core (IRA) ⇒ Vanguard Mortgage-Backed Securities ETF (VMBS) | EF |
Tax-Deferred
|
$1K - $15K |
| Spouse - CIO Moderate ETF Core (IRA) ⇒ iShares Broad USD Investment Grade Corporate Bond ETF (USIG) | EF |
Tax-Deferred
|
$1K - $15K |
| Spouse - CIO Moderate ETF Core (IRA) ⇒ iShares Core S&P U.S. Growth ETF (IUSG) | MF |
Tax-Deferred
|
$1K - $15K |
| Spouse - CIO Moderate ETF Core (IRA) ⇒ iShares Core S&P U.S. Value ETF (IUSV) | MF |
Tax-Deferred
|
$1K - $15K |
| Spouse - CIO Moderate ETF Core (IRA) ⇒ iShares U.S. Treasury Bond ETF (GOVT) | EF |
Tax-Deferred
|
$1K - $15K |
| State Street Materials Select Sector SPDR ETF (XLB) | EF |
Tax-Deferred
|
$1K - $15K |
| State Street Real Estate Select Sector SPDR ETF (XLRE) | EF |
Tax-Deferred
|
$1K - $15K |
| USAA Bank Account | BA | — | $1K - $15K |
| USAA Bank Account- Savings | BA |
$1 - $200
Interest
|
$1K - $15K |
| Vanguard FTSE Developed Markets ETF (VEA) | MF |
$1 - $200
Capital Gains, Dividends
|
$1K - $15K |
| Vanguard FTSE Emerging Markets ETF (VWO) | MF |
$1 - $200
Capital Gains, Dividends
|
$1K - $15K |
| Vanguard Mortgage-Backed Securities Index Fund (VMBS) | MF |
$1 - $200
Capital Gains, Dividends
|
$1K - $15K |
| Vanguard Russell 2000 ETF (VTWO) | EF |
$1 - $200
Capital Gains, Dividends
|
$1K - $15K |
| Vanguard Russell 2000 ETF (VTWO) | EF |
Tax-Deferred
|
$1K - $15K |
| Vanguard Total Bond Market ETF (BND) | EF |
Tax-Deferred
|
$1K - $15K |
| iShares Core S&P U.S. Growth ETF (IUSG) | MF |
$1 - $200
Capital Gains, Dividends
|
$1K - $15K |
| iShares Core S&P U.S. Value ETF (IUSV) | MF |
$1 - $200
Capital Gains, Dividends
|
$1K - $15K |
| Lincoln Luttrell IRA ⇒ SPDR Portfolio S&P 500 ETF (SPLG) | EF |
Tax-Deferred
|
$1 - $1K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ Fidelity MSCI Utilities Index ETF (FUTY) | EF |
Tax-Deferred
|
$1 - $1K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ Invesco Variable Rate Preferred ETF (VRP) | EF |
Tax-Deferred
|
$1 - $1K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ Ishares MSCI India ETF (INDA) | EF |
Tax-Deferred
|
$1 - $1K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ SPDR Blackstone Senior Loan ETF (SRLN) | EF |
Tax-Deferred
|
$1 - $1K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ SPDR Select Sector Fund - Utilities (XLU) | EF |
Tax-Deferred
|
$1 - $1K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ Schwab Fundamental International Equity ETF (FNDF) | EF |
Tax-Deferred
|
$1 - $1K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ Schwab U.S. TIPs ETF (SCHP) | EF |
Tax-Deferred
|
$1 - $1K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ Vanguard FTSEEuropean ETF (VGK) | EF |
Tax-Deferred
|
$1 - $1K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ Xtrackers MSCI Europe Hedged Equity ETF (DBEU) | EF |
Tax-Deferred
|
$1 - $1K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ iShares Fallen Angels USD Bond ETF (FALN) | EF |
Tax-Deferred
|
$1 - $1K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ iShares Inc iShares MSCI Brazil ETF (EWZ) | EF |
Tax-Deferred
|
$1 - $1K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ iShares Inc iShares MSCI Italy ETF (EWI) | EF |
Tax-Deferred
|
$1 - $1K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ iShares Inc iShares MSCI Mexico ETF (EWW) | EF |
Tax-Deferred
|
$1 - $1K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ iShares Inc iShares MSCI South Korea ETF (EWY) | EF |
Tax-Deferred
|
$1 - $1K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ iShares MSCI Australia Index Fund (EWA) | EF |
Tax-Deferred
|
$1 - $1K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ iShares MSCI China ETF (MCHI) | EF |
Tax-Deferred
|
$1 - $1K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ iShares MSCI France Index Fund (EWQ) | EF |
Tax-Deferred
|
$1 - $1K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ iShares MSCI Hong Kong Index Fund (EWH) | EF |
Tax-Deferred
|
$1 - $1K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ iShares MSCI Pacific Ex-Japan Index Fund (EPP) | EF |
Tax-Deferred
|
$1 - $1K |
| Spouse - CIO Moderate ETF Core (IRA) ⇒ Vanguard Total International Bond ETF (BNDX) | EF |
Tax-Deferred
|
$1 - $1K |
Disclosed liabilities
The liabilities itemised in the 2025 annual report, largest bracket first. These are the amounts subtracted when the net worth band above is rolled up.
| Description | Amount owed |
|---|---|
| Home Mortgage VA Loan (Loan Depo) | $250K - $500K |
| Home Equity Loan (Amarillo National Bank) | $50K - $100K |