Matthew Montavon Net Worth & Financial Disclosure

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Candidate financial disclosure for 2026, filed May 12, 2026. Includes 21 assets and 1 liabilities.

Year:

2026

Est. Net Worth

$63M

2026 candidate report

Total Assets

$75.3M - $51M

21 assets

Total Liabilities

$100K - $250K

1 liabilities

Total Trades

From PTR filings

Trade Volume

N/A

Midpoint of disclosed ranges

Assets by Category

Mutual Funds$62.8M (13)

ETFs$195K (6)

Bank & Cash$108K (2)

All Assets (21)

Asset	Type	Owner	Value	Income
Capital One Bank	Bank & Cash	Self	$50,001 - $100,000	Interest $201 - $1,000
United Nations Federal Credit Union	Bank & Cash	Self	$15,001 - $50,000	Interest $1 - $200
MWP-RET Mutual Fund ⇒ American Funds Corporate Bond Fund - Class F-2 (BFCGX)(BFCGX)	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
MWP-RET Mutual Fund ⇒ American Funds Strategic Bond Fund Class F-2 (ANBFX)(ANBFX)	Mutual Funds	Self	$25,000,001 - $50,000,000	Dividends $201 - $1,000
MWP-RET Mutual Fund ⇒ American Mutual Fund, Class F-2 Shares (AMRFX)(AMRFX)	Mutual Funds	Self	$1,001 - $15,000	Capital Gains, Dividends $201 - $1,000
MWP-RET Mutual Fund ⇒ EuroPacific Growth Fund, Class F-2 Shs (AEPFX)(AEPFX)	Mutual Funds	Self	$15,001 - $50,000	Capital Gains, Dividends $2,501 - $5,000
MWP-RET Mutual Fund ⇒ Harbor Small Cap Value Fund Insti Cl (HASCX)(HASCX)	Mutual Funds	Self	$1,001 - $15,000	Capital Gains, Dividends $1 - $200
MWP-RET Mutual Fund ⇒ Intermediate Bond Fund of America, Class F-2 Shs (IBAFX)(IBAFX)	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
MWP-RET Mutual Fund ⇒ John Hancock Fds III Disciplined Value Mid Cap Fd Class I (JVMIX)(JVMIX)	Mutual Funds	Self	$15,001 - $50,000	Capital Gains, Dividends $1,001 - $2,500
MWP-RET Mutual Fund ⇒ New World Fund, Inc., Class F-2 Shs (NFFFX)(NFFFX)	Mutual Funds	Self	$15,001 - $50,000	Capital Gains, Dividends $201 - $1,000
MWP-RET Mutual Fund ⇒ The Bond Fd of America, Class F-2 Shares (ABNFX)(ABNFX)	Mutual Funds	Self	$50,001 - $100,000	Dividends $2,501 - $5,000
MWP-RET Mutual Fund ⇒ The Investment Company of America, Class F-2 Shs (ICAFX)(ICAFX)	Mutual Funds	Self	$15,001 - $50,000	Capital Gains, Dividends $2,501 - $5,000
MWP-RET Mutual Fund ⇒ Washington Mutual Investors Fund Cl F-2 Shs (WMFFX)(WMFFX)	Mutual Funds	Self	$50,001 - $100,000	Capital Gains, Dividends $5,001 - $15,000
SAM2-NR ETF ⇒ ALPS O'Shares U.S. Small-Cap Quality Dividend ETF (OUSM)(OUSM)	ETFs	Self	$15,001 - $50,000	Dividends $2,501 - $5,000
SAM2-NR ETF ⇒ Capital Group Core Plus Income ETF (CGCP)(CGCP)	ETFs	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
SAM2-NR ETF ⇒ Capital Group Municipal Income ETF (CGMU)(CGMU)	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
SAM2-NR ETF ⇒ MFS International Diversification Fund Class I (MDIJX)(MDIJX)	Mutual Funds	Self	$15,001 - $50,000	Capital Gains, Dividends $2,501 - $5,000
SAM2-NR ETF ⇒ State Street SPDR Portfolio S&P 500 Growth ETF (SPYG)(SPYG)	ETFs	Self	$15,001 - $50,000	Dividends $2,501 - $5,000
SAM2-NR ETF ⇒ State Street SPDR Portfolio S&P 500 Value ETF (SPYV)(SPYV)	ETFs	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
SAM2-NR ETF ⇒ The Growth Fund of America Class F-2 Shares (GFFFX)(GFFFX)	Mutual Funds	Self	$50,000,001+	Capital Gains, Dividends $5,001 - $15,000
SAM2-NR ETF ⇒ Vanguard Mid-Cap ETF (VO)(VO)	ETFs	Self	$15,001 - $50,000	Dividends $1 - $200

Liabilities (1)

Creditor	Type	Amount	Rate	Term
UN Federal Credit Union	mortgage	$100,001 - $250,000	—	—

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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).