Morgan McGarvey
Representative
KY-3
2025 disclosure
Morgan McGarvey (KY-3) disclosed a net worth range between $517.1K and $2.4M 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.
Latest net worth (band)
$517.1K – $2.4M
Rank by disclosed net worth
Reporting year
2025
Disclosed assets
64
Disclosed liabilities
1
Net worth band by reporting year
2022
2023
2024
2025
| Year | Filed | Net worth band |
|---|---|---|
| 2025 | 2026-05-14 | $517.1K – $2.4M |
| 2024 | 2025-07-30 | $309.1K – $2.3M |
| 2023 | 2024-12-10 | $104.1K – $1.9M |
| 2022 | 2024-05-14 | $64.2K – $1.8M |
Disclosed assets
The assets Morgan McGarvey 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.
Disclosed lines
64
Total disclosed (band)
$767.1K – $2.5M
| Description | Type | Income | Value |
|---|---|---|---|
| Chris Results By Design 401K ⇒ State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) | EF |
Tax-Deferred
|
$100K - $250K |
| Chris Results By Design 401K ⇒ VictoryShares Free Cash Flow ETF (VFLO) | EF |
Tax-Deferred
|
$100K - $250K |
| Morgan Results By Design 401K ⇒ Cash | BA |
Tax-Deferred
|
$100K - $250K |
| Chris Results By Design 401K ⇒ State Street SPDR Portfolio Developed World ex-US ETF (SPDW) | EF |
Tax-Deferred
|
$50K - $100K |
| NY 529 Plan - DC1 ⇒ Target Enrollment 2032 [5F] | — |
Tax-Deferred
|
$50K - $100K |
| NY 529 Plan - DC2 ⇒ Target Enrollment 2032 [5F] | — |
Tax-Deferred
|
$50K - $100K |
| Republic Bank Savings | BA | — | $50K - $100K |
| Chris Results By Design 401K ⇒ John Hancock Mortgage-Backed Securities ETF (JHMB) | EF |
Tax-Deferred
|
$15K - $50K |
| Chris Results By Design 401K ⇒ State Street SPDR Portfolio Emerging Markets ETF (SPEM) | EF |
Tax-Deferred
|
$15K - $50K |
| Chris Results By Design 401K ⇒ State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) | EF |
Tax-Deferred
|
$15K - $50K |
| Chris Results By Design 401K ⇒ State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) | EF |
Tax-Deferred
|
$15K - $50K |
| Chris Results By Design 401K ⇒ VictoryShares Small Cap Free Cash Flow ETF (SFLO) | EF |
Tax-Deferred
|
$15K - $50K |
| Heaven Hill Distilleries, Inc 401(K) ⇒ Columbia Fds Srs Tr,. Columbia MidCap Index Fund Class A (NTIAX) | MF |
Tax-Deferred
|
$15K - $50K |
| Heaven Hill Distilleries, Inc 401(K) ⇒ Columbia Select Large Cap Value Fund Class A (SLVAX) | MF |
Tax-Deferred
|
$15K - $50K |
| Heaven Hill Distilleries, Inc 401(K) ⇒ MFS International Diversification Fund Class A (MDIDX) | MF |
Tax-Deferred
|
$15K - $50K |
| Heaven Hill Distilleries, Inc 401(K) ⇒ iShares S&P 500 Index Fund - Institutional (BSPIX) | MF |
Tax-Deferred
|
$15K - $50K |
| LPL Joint Brokerage ⇒ Vanguard S&P 500 Value ETF (VOOV) | EF |
$201 - $1K
Dividends
|
$15K - $50K |
| LPL Joint Brokerage ⇒ Vanguard Total World Stock Index ETF (VT) | EF |
$201 - $1K
Dividends
|
$15K - $50K |
| Morgan Roth ⇒ SPDR Series Trust SPDR Portfolio S&P 500 Growth ETF (SPYG) | EF |
Tax-Deferred
|
$15K - $50K |
| UTMA - DC1 ⇒ Microsoft Corporation - Common Stock (MSFT) | ST | — | $15K - $50K |
| UTMA - DC2 ⇒ Microsoft Corporation - Common Stock (MSFT) | ST | — | $15K - $50K |
| UTMA - DC3 ⇒ Microsoft Corporation - Common Stock (MSFT) | ST | — | $15K - $50K |
| Chris Results By Design 401K ⇒ JP Morgan U.S. Govt Money Market Premier Cl (OGSXX) | BA |
Tax-Deferred
|
$1K - $15K |
| Chris Results By Design 401K ⇒ State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) | EF |
Tax-Deferred
|
$1K - $15K |
| Chris Roth ⇒ Chris Roth Cash | IH |
Tax-Deferred
|
$1K - $15K |
| Chris Roth ⇒ John Hancock Mortgage-Backed Securities ETF (JHMB) | EF |
Tax-Deferred
|
$1K - $15K |
| Chris Roth ⇒ SPDR Index Shares Fund SPDR Portfolio Emerging Markets ETF (SPEM) | EF |
Tax-Deferred
|
$1K - $15K |
| Chris Roth ⇒ SPDR Portfolio Developed World ex-US ETF (SPDW) | EF |
Tax-Deferred
|
$1K - $15K |
| Chris Roth ⇒ SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) | EF |
Tax-Deferred
|
$1K - $15K |
| Chris Roth ⇒ SPDR Portfolio Intermediate Term Treasury ETF (SPTI) | EF |
Tax-Deferred
|
$1K - $15K |
| Chris Roth ⇒ SPDR Series Trust SPDR Portfolio S&P 500 Growth ETF (SPYG) | EF |
Tax-Deferred
|
$1K - $15K |
| Chris Roth ⇒ State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) | EF |
Tax-Deferred
|
$1K - $15K |
| Chris Roth ⇒ VictoryShares Free Cash Flow ETF (VFLO) | EF |
Tax-Deferred
|
$1K - $15K |
| Chris Roth ⇒ VictoryShares Small Cap Free Cash Flow ETF (SFLO) | EF |
Tax-Deferred
|
$1K - $15K |
| Health Savings Account ⇒ HSA Cash Account | BA | — | $1K - $15K |
| Health Savings Account ⇒ Vanguard Target Retirement 2030 Fund (VTHRX) | MF | — | $1K - $15K |
| Heaven Hill Distilleries, Inc 401(K) ⇒ BlackRock High Yield Bond Portfolio - Class A (BHYAX) | MF |
Tax-Deferred
|
$1K - $15K |
| Heaven Hill Distilleries, Inc 401(K) ⇒ Invesco Stable Value Retirement Fund Class 1 | OT |
Tax-Deferred
|
$1K - $15K |
| Heaven Hill Distilleries, Inc 401(K) ⇒ Neuberger Berman Genesis Trust (NBGEX) | MF |
Tax-Deferred
|
$1K - $15K |
| Heaven Hill Distilleries, Inc 401(K) ⇒ PGIM Total Return Bond Fund Class R4 (PDBSX) | MF |
Tax-Deferred
|
$1K - $15K |
| Heaven Hill Distilleries, Inc 401(K) ⇒ PIMCO Income Fund Class A (PONAX) | MF |
Tax-Deferred
|
$1K - $15K |
| Heaven Hill Distilleries, Inc 401(K) ⇒ Undiscovered Managers Behavioral Value Fund - R5 (UBVVX) | MF |
Tax-Deferred
|
$1K - $15K |
| Joint Brokerage ⇒ John Hancock Mortgage-Backed Securities ETF (JHMB) | EF | — | $1K - $15K |
| Joint Brokerage ⇒ Joint Brokerage Cash | BA | — | $1K - $15K |
| Joint Brokerage ⇒ SPDR Index Shares Fund SPDR Portfolio Emerging Markets ETF (SPEM) | EF | — | $1K - $15K |
| Joint Brokerage ⇒ SPDR Portfolio Developed World ex-US ETF (SPDW) | EF | — | $1K - $15K |
| Joint Brokerage ⇒ SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) | EF | — | $1K - $15K |
| Joint Brokerage ⇒ SPDR Portfolio Intermediate Term Treasury ETF (SPTI) | EF |
$201 - $1K
Capital Gains, Dividends
|
$1K - $15K |
| Joint Brokerage ⇒ SPDR Series Trust SPDR Portfolio S&P 500 Growth ETF (SPYG) | EF |
$201 - $1K
Capital Gains, Dividends
|
$1K - $15K |
| Joint Brokerage ⇒ State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) | EF | — | $1K - $15K |
| Joint Brokerage ⇒ VictoryShares Free Cash Flow ETF (VFLO) | EF | — | $1K - $15K |
| Joint Brokerage ⇒ VictoryShares Small Cap Free Cash Flow ETF (SFLO) | EF | — | $1K - $15K |
| LPL Joint Brokerage ⇒ Insured Cash Account | BA | — | $1K - $15K |
| Morgan Roth ⇒ John Hancock Mortgage-Backed Securities ETF (JHMB) | EF |
Tax-Deferred
|
$1K - $15K |
| Morgan Roth ⇒ Morgan Roth Cash | IH |
Tax-Deferred
|
$1K - $15K |
| Morgan Roth ⇒ SPDR Index Shares Fund SPDR Portfolio Emerging Markets ETF (SPEM) | EF |
Tax-Deferred
|
$1K - $15K |
| Morgan Roth ⇒ SPDR Portfolio Developed World ex-US ETF (SPDW) | EF |
Tax-Deferred
|
$1K - $15K |
| Morgan Roth ⇒ SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) | EF |
Tax-Deferred
|
$1K - $15K |
| Morgan Roth ⇒ SPDR Portfolio Intermediate Term Treasury ETF (SPTI) | EF |
Tax-Deferred
|
$1K - $15K |
| Morgan Roth ⇒ State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) | EF |
Tax-Deferred
|
$1K - $15K |
| Morgan Roth ⇒ VictoryShares Free Cash Flow ETF (VFLO) | EF |
Tax-Deferred
|
$1K - $15K |
| Morgan Roth ⇒ VictoryShares Small Cap Free Cash Flow ETF (SFLO) | EF |
Tax-Deferred
|
$1K - $15K |
| Republic Bank Checking | BA | — | $1K - $15K |
| Results By Design LLC | OL | — | $1K - $15K |
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.
Disclosed lines
1
Total disclosed (band)
$100K – $250K
| Description | Amount owed |
|---|---|
| Personal Mortgage (Republic Bank & Trust) | $100K - $250K |
Recent stock trades
Disclosed trades
26
Avg. disclosure lag
29.6 days
Filed past 45-day deadline
0%
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2024-11-13 | AMZN ST · Amazon.com, Inc. - Common Stock (AMZN) | Sell | SP Chris IRA | $1K - $15K | 2024-12-10 | 27d |
| 2024-11-13 | SCHW ST · Charles Schwab Corporation (SCHW) | Sell | SP Chris IRA | $1K - $15K | 2024-12-10 | 27d |
| 2024-11-13 | MSFT ST · Microsoft Corporation - Common Stock (MSFT) | Sell | SP Chris IRA | $1K - $15K | 2024-12-10 | 27d |
| 2024-11-13 | NVDA ST · NVIDIA Corporation - Common Stock (NVDA) | Sell | JT Joint Brokerage | $1K - $15K | 2024-12-10 | 27d |
| 2024-11-13 | NVDA ST · NVIDIA Corporation - Common Stock (NVDA) | Sell | SP Chris SEP | $1K - $15K | 2024-12-10 | 27d |
| 2024-11-13 | NVDA ST · NVIDIA Corporation - Common Stock (NVDA) | Sell | SP Chris IRA | $15K - $50K | 2024-12-10 | 27d |
| 2024-11-13 | NVDA ST · NVIDIA Corporation - Common Stock (NVDA) | Sell | — Morgan Roth | $1K - $15K | 2024-12-10 | 27d |
| 2024-11-13 | NVDA ST · NVIDIA Corporation - Common Stock (NVDA) | Sell | SP Chris Roth | $1K - $15K | 2024-12-10 | 27d |
| 2024-11-13 | SHEL ST · Shell PLC American Depositary Shares (SHEL) | Sell | SP Chris IRA | $1K - $15K | 2024-12-10 | 27d |
| 2024-11-13 | TSLA ST · Tesla, Inc. - Common Stock (TSLA) | Sell | SP Chris IRA | $1K - $15K | 2024-12-10 | 27d |
| 2024-11-13 | IBKR ST · Interactive Brokers Group, Inc. - Class A Common Stock (IBKR) | Sell | SP Chris IRA | $1K - $15K | 2024-12-10 | 27d |
| 2024-11-08 | DJT ST · Trump Media & Technology Group Corp. - Common Stock (DJT) | Sell | SP Chris IRA | $1K - $15K | 2024-12-10 | 32d |
| 2024-11-06 | DJT ST · Trump Media & Technology Group Corp. - Common Stock (DJT) | Buy | SP Chris IRA | $1K - $15K | 2024-12-10 | 34d |
| 2024-10-25 | TSLA ST · Tesla, Inc. - Common Stock (TSLA) | Buy | SP Chris IRA | $1K - $15K | 2024-11-13 | 19d |
| 2024-08-19 | AAPL ST · Apple Inc. - Common Stock (AAPL) | Sell | SP Chris IRA | $1K - $15K | 2024-09-25 | 37d |
| 2024-08-13 | AAPL ST · Apple Inc. - Common Stock (AAPL) | Buy | SP Chris IRA | $1K - $15K | 2024-09-25 | 43d |
| 2024-07-23 | DAL ST · Delta Air Lines, Inc. Common Stock (DAL) | Sell | SP Chris IRA | $1K - $15K | 2024-09-03 | 42d |
| 2024-06-28 | DAL ST · Delta Air Lines, Inc. Common Stock (DAL) | Buy | SP Chris IRA | $1K - $15K | 2024-07-03 | 5d |
| 2024-06-06 | IBKR ST · Interactive Brokers Group, Inc. - Class A Common Stock (IBKR) | Buy | SP Chris IRA | $1K - $15K | 2024-07-03 | 27d |
| 2024-05-31 | NVDA ST · NVIDIA Corporation - Common Stock (NVDA) | Buy | JT Joint Brokerage | $1K - $15K | 2024-07-03 | 33d |
| 2023-10-05 | SCHW ST · Charles Schwab Corporation (SCHW) | Buy | SP Chris IRA | $1K - $15K | 2023-11-16 | 42d |
| 2023-08-25 | TWLO ST · Twilio Inc. Class A (TWLO) | Sell | SP Chris IRA | $1K - $15K | 2023-09-26 | 32d |
| 2023-03-07 | NVDA ST · NVIDIA Corporation (NVDA) | Buy | SP Chris IRA | $1K - $15K | 2023-04-12 | 36d |
| 2023-02-28 | NVDA ST · NVIDIA Corporation (NVDA) | Sell | SP Chris SEP | $1K - $15K | 2023-03-23 | 23d |
| 2023-02-28 | NVDA ST · NVIDIA Corporation (NVDA) | Sell | SP Chris IRA | $1K - $15K | 2023-03-23 | 23d |
Estimated portfolio performance
Price return of the portfolio reconstructed from this member's disclosed trades over each trailing window, versus the S&P 500 (SPY), as of 2026-09-09. Trade sizes are disclosed only as ranges, so every figure is an estimate. Returns use comparable raw closes and exclude dividends; a window crossing a captured split is left unavailable instead of mixing price bases.
No Performance Estimate
This member hasn't disclosed enough priced trades to estimate a portfolio return yet.
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-09-09). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
2 stocks were omitted because the disclosed trade history crosses a captured split and the older stored price basis is not certified.