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Congress trades · Members · Holdings

Rep. Morgan McGarvey D-KY03

Estimated current holdings · House. ← Back to the member's trades and hit rate

Base report: annual report CY2025 · (no PTR trades after report date)

Estimated total: $767K–open-ended (some lines have no upper bound) across 36 positions.

Based on the annual report CY2025 and trades reported after it, Rep. Morgan McGarvey holds an estimated 36 positions worth $767K–open-ended (some lines have no upper bound) in total. The largest estimated holding is SPYG ($117K–$330K). Disclosures give value ranges, not exact amounts, so treat this as a rough estimate for education, not investment advice.

AssetTypeEstimated rangeConfidenceCame from
SPYG Chris Results By Design 401K ⇒ State Street SPDR Portfolio SFund/ETF$117K–$330KHighReport
VFLO Chris Results By Design 401K ⇒ VictoryShares Free Cash Flow Fund/ETF$103K–$295KHighReport
Morgan Results By Design 401K ⇒ CashCash$100K–$250KHighReport
MSFT UTMA - DC1 ⇒ Microsoft Corporation - Common Stock (MSFT)Stock$45K–$150KHighReport
SPDW Chris Results By Design 401K ⇒ State Street SPDR Portfolio DFund/ETF$53K–$145KHighReport
Republic Bank SavingsCash$50K–$100KHighReport
NY 529 Plan - DC1 ⇒ Target Enrollment 2032529 Plan$50K–$100KHighReport
NY 529 Plan - DC2 ⇒ Target Enrollment 2032529 Plan$50K–$100KHighReport
JHMB Chris Results By Design 401K ⇒ John Hancock Mortgage-Backed Fund/ETF$18K–$95KHighReport
SPEM Chris Results By Design 401K ⇒ State Street SPDR Portfolio EFund/ETF$18K–$95KHighReport
SPIB Chris Results By Design 401K ⇒ State Street SPDR Portfolio IFund/ETF$18K–$95KHighReport
SPTI Chris Results By Design 401K ⇒ State Street SPDR Portfolio IFund/ETF$18K–$95KHighReport
SFLO Chris Results By Design 401K ⇒ VictoryShares Small Cap Free Fund/ETF$18K–$95KHighReport
SLYG Chris Results By Design 401K ⇒ State Street SPDR S&P 600 SmaFund/ETF$4K–$60KHighReport
NTIAX Heaven Hill Distilleries, Inc 401(K) ⇒ Columbia Fds Srs Tr,.Fund/ETF$15K–$50KHighReport
SLVAX Heaven Hill Distilleries, Inc 401(K) ⇒ Columbia Select LargeFund/ETF$15K–$50KHighReport
BSPIX Heaven Hill Distilleries, Inc 401(K) ⇒ iShares S&P 500 IndexFund/ETF$15K–$50KHighReport
MDIDX Heaven Hill Distilleries, Inc 401(K) ⇒ MFS International DivFund/ETF$15K–$50KHighReport
VOOV LPL Joint Brokerage ⇒ Vanguard S&P 500 Value ETF (VOOV)Fund/ETF$15K–$50KHighReport
VT LPL Joint Brokerage ⇒ Vanguard Total World Stock Index ETF (Fund/ETF$15K–$50KHighReport
Republic Bank CheckingCash$1K–$15KHighReport
Results By Design LLCPrivate$1K–$15KHighReport
OGSXX Chris Results By Design 401K ⇒ JP Morgan U.S. Govt Money MarCash$1K–$15KHighReport
Chris Roth ⇒ Chris Roth CashCash$1K–$15KHighReport
Health Savings Account ⇒ HSA Cash AccountCash$1K–$15KHighReport
VTHRX Health Savings Account ⇒ Vanguard Target Retirement 2030 FunFund/ETF$1K–$15KHighReport
BHYAX Heaven Hill Distilleries, Inc 401(K) ⇒ BlackRock High Yield Fund/ETF$1K–$15KHighReport
Heaven Hill Distilleries, Inc 401(K) ⇒ Invesco Stable Value Other$1K–$15KHighReport
NBGEX Heaven Hill Distilleries, Inc 401(K) ⇒ Neuberger Berman GeneFund/ETF$1K–$15KHighReport
PDBSX Heaven Hill Distilleries, Inc 401(K) ⇒ PGIM Total Return BonFund/ETF$1K–$15KHighReport
PONAX Heaven Hill Distilleries, Inc 401(K) ⇒ PIMCO Income Fund ClaFund/ETF$1K–$15KHighReport
UBVVX Heaven Hill Distilleries, Inc 401(K) ⇒ Undiscovered ManagersFund/ETF$1K–$15KHighReport
Joint Brokerage ⇒ Joint Brokerage CashCash$1K–$15KHighReport
LPL Joint Brokerage ⇒ Insured Cash AccountCash$1K–$15KHighReport
Morgan Roth ⇒ Morgan Roth CashCash$1K–$15KHighReport
State of Kentucky Legislators Benefit PlanPension$0–open-endedLowReport
Education, not investment advice. This is an estimate, not a holdings report. We start from the value ranges in the member's most recent financial disclosure and add or subtract later periodic transaction reports (PTRs). Disclosures give ranges, not exact values, and the result can be wrong: valuation dates differ, some trades can't be matched to a holding, and assets may have moved since. Confidence: High = taken directly from the report; Medium = changed by later trades or matched by name; Low = no stated value or unclear match.

Sources: U.S. House Clerk Periodic Transaction Reports (disclosures-clerk.house.gov) and U.S. Senate eFD Periodic Transaction Reports (efdsearch.senate.gov), filed 2024 to present; SEC EDGAR submissions (Form 4 and 8-K filing dates); committee assignments from the unitedstates/congress-legislators project (current membership); daily closing prices from Yahoo Finance's public chart data (query1.finance.yahoo.com), which is unofficial and may be revised. Built 2026-11-03.