Morgan McGarvey
U.S. Representative, Kentucky district 3 (KY03)
Latest disclosure May 14, 2026: Annual report (FD Original) for 2025, filing 10075970.
Everything below is as of the disclosure date of the filing it came from, not live. Members report trades up to 45 days after they happen.
Holdings
From Annual report (FD Original) for 2025, filing 10075970.
As of May 14, 2026, the date it was filed.
Sorted by the lower bound of the disclosed value band, largest band first.
| Ticker | Asset | Owner | Value band | Source |
|---|---|---|---|---|
| SPYG | Chris Results By Design 401K ⇒ State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) EF | Spouse | $100,001 - $250,000 | p. 4 |
| VFLO | Chris Results By Design 401K ⇒ VictoryShares Free Cash Flow ETF (VFLO) EF | Spouse | $100,001 - $250,000 | p. 4 |
| SPDW | Chris Results By Design 401K ⇒ State Street SPDR Portfolio Developed World ex-US ETF (SPDW) EF | Spouse | $50,001 - $100,000 | p. 3 |
| JHMB | Chris Results By Design 401K ⇒ John Hancock Mortgage-Backed Securities ETF (JHMB) EF | Spouse | $15,001 - $50,000 | p. 3 |
| SPEM | Chris Results By Design 401K ⇒ State Street SPDR Portfolio Emerging Markets ETF (SPEM) EF | Spouse | $15,001 - $50,000 | p. 3 |
| SPIB | Chris Results By Design 401K ⇒ State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) EF | Spouse | $15,001 - $50,000 | p. 3 |
| SPTI | Chris Results By Design 401K ⇒ State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) EF | Spouse | $15,001 - $50,000 | p. 4 |
| SFLO | Chris Results By Design 401K ⇒ VictoryShares Small Cap Free Cash Flow ETF (SFLO) EF | Spouse | $15,001 - $50,000 | p. 4 |
| NTIAX | Heaven Hill Distilleries, Inc 401(K) ⇒ Columbia Fds Srs Tr,. Columbia MidCap Index Fund Class A (NTIAX) MF | Spouse | $15,001 - $50,000 | p. 7 |
| SLVAX | Heaven Hill Distilleries, Inc 401(K) ⇒ Columbia Select Large Cap Value Fund Class A (SLVAX) MF | Spouse | $15,001 - $50,000 | p. 7 |
| BSPIX | Heaven Hill Distilleries, Inc 401(K) ⇒ iShares S&P 500 Index Fund - Institutional (BSPIX) MF | Spouse | $15,001 - $50,000 | p. 7 |
| MDIDX | Heaven Hill Distilleries, Inc 401(K) ⇒ MFS International Diversification Fund Class A (MDIDX) MF | Spouse | $15,001 - $50,000 | p. 8 |
| VOOV | LPL Joint Brokerage ⇒ Vanguard S&P 500 Value ETF (VOOV) EF | Joint | $15,001 - $50,000 | p. 9 |
| VT | LPL Joint Brokerage ⇒ Vanguard Total World Stock Index ETF (VT) EF | Joint | $15,001 - $50,000 | p. 10 |
| SPYG | Morgan Roth ⇒ SPDR Series Trust SPDR Portfolio S&P 500 Growth ETF (SPYG) EF | Member | $15,001 - $50,000 | p. 11 |
| MSFT | UTMA - DC1 ⇒ Microsoft Corporation - Common Stock (MSFT) ST | Dependent child | $15,001 - $50,000 | p. 11 |
| MSFT | UTMA - DC2 ⇒ Microsoft Corporation - Common Stock (MSFT) ST | Dependent child | $15,001 - $50,000 | p. 11 |
| MSFT | UTMA - DC3 ⇒ Microsoft Corporation - Common Stock (MSFT) ST | Dependent child | $15,001 - $50,000 | p. 11 |
| SLYG | Chris Results By Design 401K ⇒ State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) EF | Spouse | $1,001 - $15,000 | p. 4 |
| JHMB | Chris Roth ⇒ John Hancock Mortgage-Backed Securities ETF (JHMB) EF | Spouse | $1,001 - $15,000 | p. 4 |
| SPEM | Chris Roth ⇒ SPDR Index Shares Fund SPDR Portfolio Emerging Markets ETF (SPEM) EF | Spouse | $1,001 - $15,000 | p. 4 |
| SPDW | Chris Roth ⇒ SPDR Portfolio Developed World ex-US ETF (SPDW) EF | Spouse | $1,001 - $15,000 | p. 4 |
| SPIB | Chris Roth ⇒ SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) EF | Spouse | $1,001 - $15,000 | p. 4 |
| SPTI | Chris Roth ⇒ SPDR Portfolio Intermediate Term Treasury ETF (SPTI) EF | Spouse | $1,001 - $15,000 | p. 4 |
| SPYG | Chris Roth ⇒ SPDR Series Trust SPDR Portfolio S&P 500 Growth ETF (SPYG) EF | Spouse | $1,001 - $15,000 | p. 5 |
| SLYG | Chris Roth ⇒ State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) EF | Spouse | $1,001 - $15,000 | p. 5 |
| VFLO | Chris Roth ⇒ VictoryShares Free Cash Flow ETF (VFLO) EF | Spouse | $1,001 - $15,000 | p. 5 |
| SFLO | Chris Roth ⇒ VictoryShares Small Cap Free Cash Flow ETF (SFLO) EF | Spouse | $1,001 - $15,000 | p. 5 |
| VTHRX | Health Savings Account ⇒ Vanguard Target Retirement 2030 Fund (VTHRX) MF | Spouse | $1,001 - $15,000 | p. 7 |
| BHYAX | Heaven Hill Distilleries, Inc 401(K) ⇒ BlackRock High Yield Bond Portfolio - Class A (BHYAX) MF | Spouse | $1,001 - $15,000 | p. 7 |
| NBGEX | Heaven Hill Distilleries, Inc 401(K) ⇒ Neuberger Berman Genesis Trust (NBGEX) MF | Spouse | $1,001 - $15,000 | p. 8 |
| PDBSX | Heaven Hill Distilleries, Inc 401(K) ⇒ PGIM Total Return Bond Fund Class R4 (PDBSX) MF | Spouse | $1,001 - $15,000 | p. 8 |
| PONAX | Heaven Hill Distilleries, Inc 401(K) ⇒ PIMCO Income Fund Class A (PONAX) MF | Spouse | $1,001 - $15,000 | p. 8 |
| UBVVX | Heaven Hill Distilleries, Inc 401(K) ⇒ Undiscovered Managers Behavioral Value Fund - R5 (UBVVX) MF | Spouse | $1,001 - $15,000 | p. 8 |
| JHMB | Joint Brokerage ⇒ John Hancock Mortgage-Backed Securities ETF (JHMB) EF | Joint | $1,001 - $15,000 | p. 8 |
| SPEM | Joint Brokerage ⇒ SPDR Index Shares Fund SPDR Portfolio Emerging Markets ETF (SPEM) EF | Joint | $1,001 - $15,000 | p. 8 |
| SPDW | Joint Brokerage ⇒ SPDR Portfolio Developed World ex-US ETF (SPDW) EF | Joint | $1,001 - $15,000 | p. 8 |
| SPIB | Joint Brokerage ⇒ SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) EF | Joint | $1,001 - $15,000 | p. 8 |
| SPTI | Joint Brokerage ⇒ SPDR Portfolio Intermediate Term Treasury ETF (SPTI) EF | Joint | $1,001 - $15,000 | p. 8 |
| SPYG | Joint Brokerage ⇒ SPDR Series Trust SPDR Portfolio S&P 500 Growth ETF (SPYG) EF | Joint | $1,001 - $15,000 | p. 9 |
| SLYG | Joint Brokerage ⇒ State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) EF | Joint | $1,001 - $15,000 | p. 9 |
| VFLO | Joint Brokerage ⇒ VictoryShares Free Cash Flow ETF (VFLO) EF | Joint | $1,001 - $15,000 | p. 9 |
| SFLO | Joint Brokerage ⇒ VictoryShares Small Cap Free Cash Flow ETF (SFLO) EF | Joint | $1,001 - $15,000 | p. 9 |
| JHMB | Morgan Roth ⇒ John Hancock Mortgage-Backed Securities ETF (JHMB) EF | Member | $1,001 - $15,000 | p. 10 |
| SPEM | Morgan Roth ⇒ SPDR Index Shares Fund SPDR Portfolio Emerging Markets ETF (SPEM) EF | Member | $1,001 - $15,000 | p. 10 |
| SPDW | Morgan Roth ⇒ SPDR Portfolio Developed World ex-US ETF (SPDW) EF | Member | $1,001 - $15,000 | p. 10 |
| SPIB | Morgan Roth ⇒ SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) EF | Member | $1,001 - $15,000 | p. 10 |
| SPTI | Morgan Roth ⇒ SPDR Portfolio Intermediate Term Treasury ETF (SPTI) EF | Member | $1,001 - $15,000 | p. 10 |
| SLYG | Morgan Roth ⇒ State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) EF | Member | $1,001 - $15,000 | p. 11 |
| VFLO | Morgan Roth ⇒ VictoryShares Free Cash Flow ETF (VFLO) EF | Member | $1,001 - $15,000 | p. 11 |
| SFLO | Morgan Roth ⇒ VictoryShares Small Cap Free Cash Flow ETF (SFLO) EF | Member | $1,001 - $15,000 | p. 11 |
| none | Series I Savings Bond GS | Member | None | p. 1 |
| none | Series I Savings Bond GS | Spouse | None | p. 1 |
| PFFD | Chris IRA ⇒ Global X U.S. Preferred ETF (PFFD) EF | Spouse | None | p. 2 |
| JHMB | Chris IRA ⇒ John Hancock Mortgage-Backed Securities ETF (JHMB) EF | Spouse | None | p. 2 |
| SPEM | Chris IRA ⇒ SPDR Index Shares Fund SPDR Portfolio Emerging Markets ETF (SPEM) EF | Spouse | None | p. 2 |
| SPDW | Chris IRA ⇒ SPDR Portfolio Developed World ex-US ETF (SPDW) EF | Spouse | None | p. 2 |
| SPIB | Chris IRA ⇒ SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) EF | Spouse | None | p. 2 |
| SPTI | Chris IRA ⇒ SPDR Portfolio Intermediate Term Treasury ETF (SPTI) EF | Spouse | None | p. 2 |
| SPMB | Chris IRA ⇒ SPDR Portfolio Mortgage Backed Bond ETF (SPMB) EF | Spouse | None | p. 2 |
| SPMD | Chris IRA ⇒ SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) EF | Spouse | None | p. 2 |
| XLF | Chris IRA ⇒ SPDR Select Sector Fund - Financial (XLF) EF | Spouse | None | p. 2 |
| XLV | Chris IRA ⇒ SPDR Select Sector Fund - Health Care (XLV) EF | Spouse | None | p. 2 |
| XLI | Chris IRA ⇒ SPDR Select Sector Fund - Industrial (XLI) EF | Spouse | None | p. 2 |
| XLK | Chris IRA ⇒ SPDR Select Sector Fund - Technology (XLK) EF | Spouse | None | p. 2 |
| SPYG | Chris IRA ⇒ SPDR Series Trust SPDR Portfolio S&P 500 Growth ETF (SPYG) EF | Spouse | None | p. 2 |
| SLYG | Chris IRA ⇒ State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) EF | Spouse | None | p. 3 |
| XLC | Chris IRA ⇒ The Communication Services Select Sector SPDR Fund (XLC) EF | Spouse | None | p. 3 |
| VFLO | Chris IRA ⇒ VictoryShares Free Cash Flow ETF (VFLO) EF | Spouse | None | p. 3 |
| SFLO | Chris IRA ⇒ VictoryShares Small Cap Free Cash Flow ETF (SFLO) EF | Spouse | None | p. 3 |
| CSA | Chris IRA ⇒ VictoryShares US Small Cap Volatility Wtd ETF (CSA) EF | Spouse | None | p. 3 |
| SPMB | Chris Roth ⇒ SPDR Portfolio Mortgage Backed Bond ETF (SPMB) EF | Spouse | None | p. 4 |
| SPMD | Chris Roth ⇒ SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) EF | Spouse | None | p. 5 |
| XLF | Chris Roth ⇒ SPDR Select Sector Fund - Financial (XLF) EF | Spouse | None | p. 5 |
| XLI | Chris Roth ⇒ SPDR Select Sector Fund - Industrial (XLI) EF | Spouse | None | p. 5 |
| XLK | Chris Roth ⇒ SPDR Select Sector Fund - Technology (XLK) EF | Spouse | None | p. 5 |
| XLC | Chris Roth ⇒ The Communication Services Select Sector SPDR Fund (XLC) EF | Spouse | None | p. 5 |
| CSA | Chris Roth ⇒ VictoryShares US Small Cap Volatility Wtd ETF (CSA) EF | Spouse | None | p. 5 |
| PFFD | Chris SEP ⇒ Global X U.S. Preferred ETF (PFFD) EF | Spouse | None | p. 5 |
| JHMB | Chris SEP ⇒ John Hancock Mortgage-Backed Securities ETF (JHMB) EF | Spouse | None | p. 5 |
| SPEM | Chris SEP ⇒ SPDR Index Shares Fund SPDR Portfolio Emerging Markets ETF (SPEM) EF | Spouse | None | p. 6 |
| SPDW | Chris SEP ⇒ SPDR Portfolio Developed World ex-US ETF (SPDW) EF | Spouse | None | p. 6 |
| SPIB | Chris SEP ⇒ SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) EF | Spouse | None | p. 6 |
| SPTI | Chris SEP ⇒ SPDR Portfolio Intermediate Term Treasury ETF (SPTI) EF | Spouse | None | p. 6 |
| SPMB | Chris SEP ⇒ SPDR Portfolio Mortgage Backed Bond ETF (SPMB) EF | Spouse | None | p. 6 |
| SPMD | Chris SEP ⇒ SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) EF | Spouse | None | p. 6 |
| XLF | Chris SEP ⇒ SPDR Select Sector Fund - Financial (XLF) EF | Spouse | None | p. 6 |
| XLV | Chris SEP ⇒ SPDR Select Sector Fund - Health Care (XLV) EF | Spouse | None | p. 6 |
| XLI | Chris SEP ⇒ SPDR Select Sector Fund - Industrial (XLI) EF | Spouse | None | p. 6 |
| XLK | Chris SEP ⇒ SPDR Select Sector Fund - Technology (XLK) EF | Spouse | None | p. 6 |
| SPYG | Chris SEP ⇒ SPDR Series Trust SPDR Portfolio S&P 500 Growth ETF (SPYG) EF | Spouse | None | p. 6 |
| SLYG | Chris SEP ⇒ State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) EF | Spouse | None | p. 7 |
| XLC | Chris SEP ⇒ The Communication Services Select Sector SPDR Fund (XLC) EF | Spouse | None | p. 7 |
| VFLO | Chris SEP ⇒ VictoryShares Free Cash Flow ETF (VFLO) EF | Spouse | None | p. 7 |
| SFLO | Chris SEP ⇒ VictoryShares Small Cap Free Cash Flow ETF (SFLO) EF | Spouse | None | p. 7 |
| CSA | Chris SEP ⇒ VictoryShares US Small Cap Volatility Wtd ETF (CSA) EF | Spouse | None | p. 7 |
| PFFD | Joint Brokerage ⇒ Global X U.S. Preferred ETF (PFFD) EF | Joint | None | p. 8 |
| SPMB | Joint Brokerage ⇒ SPDR Portfolio Mortgage Backed Bond ETF (SPMB) EF | Joint | None | p. 8 |
| SPMD | Joint Brokerage ⇒ SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) EF | Joint | None | p. 9 |
| XLF | Joint Brokerage ⇒ SPDR Select Sector Fund - Financial (XLF) EF | Joint | None | p. 9 |
| XLV | Joint Brokerage ⇒ SPDR Select Sector Fund - Health Care (XLV) EF | Joint | None | p. 9 |
| XLK | Joint Brokerage ⇒ SPDR Select Sector Fund - Technology (XLK) EF | Joint | None | p. 9 |
| XLC | Joint Brokerage ⇒ State Street Communication Services Select Sector SPDR ETF (XLC) EF | Joint | None | p. 9 |
| XLI | Joint Brokerage ⇒ State Street Industrial Select Sector SPDR ETF (XLI) EF | Joint | None | p. 9 |
| CSA | Joint Brokerage ⇒ VictoryShares US Small Cap Volatility Wtd ETF (CSA) EF | Joint | None | p. 9 |
| PFFD | Morgan Roth ⇒ Global X U.S. Preferred ETF (PFFD) EF | Member | None | p. 10 |
| SPMB | Morgan Roth ⇒ SPDR Portfolio Mortgage Backed Bond ETF (SPMB) EF | Member | None | p. 10 |
| SPMD | Morgan Roth ⇒ SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) EF | Member | None | p. 10 |
| XLF | Morgan Roth ⇒ SPDR Select Sector Fund - Financial (XLF) EF | Member | None | p. 10 |
| XLV | Morgan Roth ⇒ SPDR Select Sector Fund - Health Care (XLV) EF | Member | None | p. 10 |
| XLI | Morgan Roth ⇒ SPDR Select Sector Fund - Industrial (XLI) EF | Member | None | p. 11 |
| XLK | Morgan Roth ⇒ SPDR Select Sector Fund - Technology (XLK) EF | Member | None | p. 11 |
| XLC | Morgan Roth ⇒ The Communication Services Select Sector SPDR Fund (XLC) EF | Member | None | p. 11 |
| CSA | Morgan Roth ⇒ VictoryShares US Small Cap Volatility Wtd ETF (CSA) EF | Member | None | p. 11 |
| VMFXX | Vanguard Brokerage ⇒ Vanguard Money Market Reserves Federal Money Market Fund (VMFXX) MF | Joint | None | p. 12 |
| VOOV | Vanguard Brokerage ⇒ Vanguard S&P 500 Value ETF (VOOV) EF | Joint | None | p. 12 |
| VT | Vanguard Brokerage ⇒ Vanguard Total World Stock Index ETF (VT) EF | Joint | None | p. 12 |
| VFFVX | Voya Financial - Morgan & Pottinger PSC 401(k) ⇒ Vanguard Target Retirement 2055 Fund (VFFVX) MF | Member | None | p. 12 |
16 other assets on this report (bank accounts, real property, retirement plans, private businesses and similar) are not securities and are not listed here. They are on the filing.
1 row(s) on this report give no value band (for example “Undetermined”) and are left out.
Transactions
Every row on this member's periodic transaction reports filed in 2025 and 2026.
No transactions itemised from periodic transaction reports in this period.
Filings on record
Everything the House Clerk lists for this member in the 2024–2026 indexes, newest first.
- May 14, 2026 Annual report (FD Original) (2025), filing 10075970 itemised above
- July 30, 2025 Annual report (FD Original) (2024), filing 10066788
- April 27, 2025 Extension request (2024), filing 30022861
- December 10, 2024 Periodic transaction report (2024), filing 20026360
- November 13, 2024 Periodic transaction report (2024), filing 20026207
- September 25, 2024 Periodic transaction report (2024), filing 20025892
- September 3, 2024 Periodic transaction report (2024), filing 20025765
- July 3, 2024 Periodic transaction report (2024), filing 20025388
Discussion
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