Carlos De La Cruz Net Worth & Financial Disclosure

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Candidate financial disclosure for 2026, filed June 13, 2026. Includes 32 assets.

Year:

2026

Est. Net Worth

$472K

2026 candidate report

Total Assets

$176K - $768K

32 assets

Total Liabilities

0 liabilities

Total Trades

From PTR filings

Trade Volume

N/A

Midpoint of disclosed ranges

Assets by Category

Mutual Funds$267K (22)

Other$75K (1)

Bank & Cash$65K (2)

Stocks$42K (4)

ETFs$24K (3)

All Assets (32)

Asset	Type	Owner	Value	Income
Allianz 222 Fixed Annuity	Other	Self	$50,001 - $100,000	Annuity Payments $201 - $1,000
Capital One Savings	Bank & Cash	Self	$15,001 - $50,000	Interest $1 - $200
RBFCU	Bank & Cash	Self	$15,001 - $50,000	Interest $1 - $200
ADP_401K (Carlos) ⇒ Fidelity Freedom Index 2045 Fund - Investor Class (FIOFX)(FIOFX)	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred
ADP_401K (Carlos) ⇒ State Street Equity 500 Index Fund Class K (SSSYX)(SSSYX)	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred
ADP_401K (Carlos) ⇒ Vanguard Small Cap Index Fd Admiral Shs (VSMAX)(VSMAX)	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred
American Funds_ROTH IRA (Annie) ⇒ The Growth Fund of America Class A Shares (AGTHX)(AGTHX)	Mutual Funds	Spouse	$1,001 - $15,000	Tax-Deferred
American Funds_ROTH IRA (Carlos) ⇒ American Funds Growth Portfolio Class A (GWPAX)(GWPAX)	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred
American Funds_ROTH IRA (Carlos) ⇒ American Funds New Economy Fund A (ANEFX)(ANEFX)	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred
American Funds_ROTH IRA (Carlos) ⇒ American Funds SMALLCAP World A (SMCWX)(SMCWX)	Mutual Funds	Self	$1 - $1,000	Tax-Deferred
American Funds_ROTH IRA (Carlos) ⇒ The Growth Fund of America Class A Shares (AGTHX)(AGTHX)	Mutual Funds	Self	$15,001 - $50,000	Tax-Deferred
CommuniCare 401K (Annie) ⇒ Fidelity 500 Index Fund (FXAIX)(FXAIX)	Mutual Funds	Spouse	$1,001 - $15,000	Tax-Deferred
CommuniCare 401K (Annie) ⇒ Fidelity Small Cap Index Fund (FSSNX)(FSSNX)	Mutual Funds	Spouse	$1,001 - $15,000	Tax-Deferred
CommuniCare 401K (Annie) ⇒ T. Rowe Price Blue Chip Growth Fund, Inc. (TRBCX)(TRBCX)	Mutual Funds	Spouse	$1,001 - $15,000	Tax-Deferred
CommuniCare 401K (Annie) ⇒ Vanguard Developed Markets Index Admiral (VTMGX)(VTMGX)	Mutual Funds	Spouse	$1,001 - $15,000	Tax-Deferred
Schwab_ROTH IRA (Annie) ⇒ Schwab International Index Fund - Select Shares (SWISX)(SWISX)	Mutual Funds	Spouse	$1,001 - $15,000	Tax-Deferred
Schwab_ROTH IRA (Annie) ⇒ Schwab S&P 500 Index Fund- Select Shares (SWPPX)(SWPPX)	Mutual Funds	Spouse	$15,001 - $50,000	Tax-Deferred
Schwab_ROTH IRA (Annie) ⇒ Schwab Small-Cap Index Fund-Select Shares (SWSSX)(SWSSX)	Mutual Funds	Spouse	$1,001 - $15,000	Tax-Deferred
Schwab_ROTH IRA (Annie) ⇒ Schwab U.S. Large-Cap Growth Index Fund (SWLGX)(SWLGX)	Mutual Funds	Spouse	$1,001 - $15,000	Tax-Deferred
Schwab_ROTH IRA (Carlos) ⇒ Alphabet Inc. - Class A Common Stock (GOOGL)(GOOGL)	Stocks	Self	$15,001 - $50,000	Tax-Deferred
Schwab_ROTH IRA (Carlos) ⇒ Amazon.com, Inc. - Common Stock (AMZN)(AMZN)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Schwab_ROTH IRA (Carlos) ⇒ ARK Innovation ETF (ARKK)(ARKK)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Schwab_ROTH IRA (Carlos) ⇒ Invesco QQQ Trust, Series 1 (QQQ)(QQQ)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Schwab_ROTH IRA (Carlos) ⇒ Rivian Automotive, Inc. - Class A Common Stock (RIVN)(RIVN)	Stocks	Self	$1 - $1,000	Tax-Deferred
Schwab_ROTH IRA (Carlos) ⇒ Schwab International Index Fund - Select Shares (SWISX)(SWISX)	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred
Schwab_ROTH IRA (Carlos) ⇒ Schwab S&P 500 Index Fund- Select Shares (SWPPX)(SWPPX)	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred
Schwab_ROTH IRA (Carlos) ⇒ Schwab Small-Cap Index Fund-Select Shares (SWSSX)(SWSSX)	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred
Schwab_ROTH IRA (Carlos) ⇒ Schwab Total Stock Market Index Fd Select Shs a Series of Schwab Capit (SWTSX)(SWTSX)	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred
Schwab_ROTH IRA (Carlos) ⇒ Schwab U.S. Broad Market ETF (SCHB)(SCHB)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Schwab_ROTH IRA (Carlos) ⇒ Visa Inc. (V)(V)	Stocks	Self	$1 - $1,000	Tax-Deferred
Valor Healthcare 401k (Annie) ⇒ Fidelity 500 Index Fund (FXAIX)(FXAIX)	Mutual Funds	Spouse	$15,001 - $50,000	Tax-Deferred
Valor Healthcare 401k (Annie) ⇒ T. Rowe Price Retirement Blend 2045 Fund (TRBQX)(TRBQX)	Mutual Funds	Spouse	$15,001 - $50,000	Tax-Deferred

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Methodology: Net worth is calculated from annual financial disclosures filed under the STOCK Act. Congress members report asset values and liabilities in ranges (e.g., $1,001-$15,000), not exact amounts. The “estimated net worth” shown is the midpoint of total assets minus the midpoint of total liabilities. Actual values may differ. Stock trading data comes from separate Periodic Transaction Reports (PTRs).