Ralph Alvarado Net Worth & Financial Disclosure

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Candidate financial disclosure for 2026, filed May 11, 2026. Includes 124 assets and 2 liabilities.

Year:

2026

Est. Net Worth

$5.1M

2026 candidate report

Total Assets

$3.1M - $8.1M

124 assets

Total Liabilities

$300K - $600K

2 liabilities

Total Trades

From PTR filings

Trade Volume

N/A

Midpoint of disclosed ranges

Assets by Category

ETFs$3.4M (57)

Stocks$909K (31)

Mutual Funds$666K (18)

Real Estate$208K (2)

Other$166K (4)

Bank & Cash$125K (10)

LLC / Partnership$75K (1)

Retirement & Pension$33K (1)

All Assets (124)

Asset	Type	Owner	Value	Income
Alvarado Medical Services, LLC, 100% Interest KY, KY, US	LLC / Partnership	Self	$50,001 - $100,000	Ordinary Business $100,001 - $1,000,000
Central Bank - Business AMS	Bank & Cash	Self	$50,001 - $100,000	None
Forcht Bank	Bank & Cash	Joint	$1,001 - $15,000	Interest $1 - $200
Gold	Other	Self	$1,001 - $15,000	None
Kentucky Legislative Hybrid Cash Balance Plan	Retirement & Pension	Self	$15,001 - $50,000	Tax-Deferred
Lumeris Group Holding Corporation	Other	Self	$1,001 - $15,000	None
McClure Road Property Winchester/ Clark, KY, US	Real Estate	Joint	$100,001 - $250,000	None
Regions Bank	Bank & Cash	Joint	$1,001 - $15,000	None
Reviva Pharmaceuticals Holdings, Inc. - Common Stock (RVPH)(RVPH)	Stocks	Self	$1 - $1,000	None
Silver	Other	Self	$50,001 - $100,000	None
Stillwater Development Lots Russell Springs/ Rusell, KY, US	Real Estate	Joint	$15,001 - $50,000	None
Traditional Bank	Bank & Cash	Joint	$1,001 - $15,000	None
AMS - Keough ⇒ Aptus Collared Investment Opportunity ETF (ACIO)(ACIO)	ETFs	Self	$15,001 - $50,000	Tax-Deferred
AMS - Keough ⇒ Aptus Defined Risk ETF (DRSK)(DRSK)	ETFs	Self	$15,001 - $50,000	Tax-Deferred
AMS - Keough ⇒ Aristotle Floating Rate Income Fund Class I (PLFRX)(PLFRX)	Mutual Funds	Self	$15,001 - $50,000	Tax-Deferred
AMS - Keough ⇒ BlackRock Strategic Income Opportunities Portfolio - Institutional (BSIIX)(BSIIX)	Mutual Funds	Self	$15,001 - $50,000	Tax-Deferred
AMS - Keough ⇒ Cambria Shareholder Yield ETF (SYLD)(SYLD)	ETFs	Self	$15,001 - $50,000	Tax-Deferred
AMS - Keough ⇒ Capital Group Core Plus Income ETF (CGCP)(CGCP)	ETFs	Self	$15,001 - $50,000	Tax-Deferred
AMS - Keough ⇒ Goldman Sachs Equity Income Fund Class C (GSGCX)(GSGCX)	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred
AMS - Keough ⇒ Harbor Commodity All-Weather Strategy ETF (HGER)(HGER)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
AMS - Keough ⇒ Innovator Equity Managed Floor ETF (SFLR)(SFLR)	ETFs	Self	$15,001 - $50,000	Tax-Deferred
AMS - Keough ⇒ Invesco QQQ Trust, Series 1 (QQQ)(QQQ)	ETFs	Self	$15,001 - $50,000	Tax-Deferred
AMS - Keough ⇒ Pacer US Cash Cows 100 ETF (COWZ)(COWZ)	ETFs	Self	$15,001 - $50,000	Tax-Deferred
AMS - Keough ⇒ SPDR Gold Shares (GLD)(GLD)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
AMS - Keough ⇒ State Street SPDR Portfolio S&P 500 ETF (SPYM)(SPYM)	ETFs	Self	$50,001 - $100,000	Tax-Deferred
AMS Defined Benefit Plan ⇒ Aptus Collared Investment Opportunity ETF (ACIO)(ACIO)	ETFs	Self	$100,001 - $250,000	Tax-Deferred
AMS Defined Benefit Plan ⇒ Aptus Defined Risk ETF (DRSK)(DRSK)	ETFs	Self	$50,001 - $100,000	Tax-Deferred
AMS Defined Benefit Plan ⇒ BlackRock Strategic Income Opportunities Portfolio - Institutional (BSIIX)(BSIIX)	Mutual Funds	Self	$100,001 - $250,000	Tax-Deferred
AMS Defined Benefit Plan ⇒ Capital Group Core Plus Income ETF (CGCP)(CGCP)	ETFs	Self	$100,001 - $250,000	Tax-Deferred
AMS Defined Benefit Plan ⇒ Dimensional International Core Equity Market ETF (DFAI)(DFAI)	ETFs	Self	$50,001 - $100,000	Tax-Deferred
AMS Defined Benefit Plan ⇒ Goldman Sachs Equity Income Fund Class C (GSGCX)(GSGCX)	Mutual Funds	Self	$15,001 - $50,000	Tax-Deferred
AMS Defined Benefit Plan ⇒ Harbor Commodity All-Weather Strategy ETF (HGER)(HGER)	ETFs	Self	$15,001 - $50,000	Tax-Deferred
AMS Defined Benefit Plan ⇒ Innovator Defined Wealth Shield ETF (BALT)(BALT)	ETFs	Self	$50,001 - $100,000	Tax-Deferred
AMS Defined Benefit Plan ⇒ Innovator Equity Managed Floor ETF (SFLR)(SFLR)	ETFs	Self	$250,001 - $500,000	Tax-Deferred
AMS Defined Benefit Plan ⇒ Innovator U.S. Equity Power Buffer ETF - January (PJAN)(PJAN)	ETFs	Self	$50,001 - $100,000	Tax-Deferred
AMS Defined Benefit Plan ⇒ iShares Core S&P 500 ETF (IVV)(IVV)	ETFs	Self	$100,001 - $250,000	Tax-Deferred
AMS Defined Benefit Plan ⇒ SPDR Gold Shares (GLD)(GLD)	ETFs	Self	$15,001 - $50,000	Tax-Deferred
AMS Defined Benefit Plan ⇒ Vanguard High Dividend Yield ETF (VYM)(VYM)	ETFs	Self	$50,001 - $100,000	Tax-Deferred
Health Savings Account 1 ⇒ Cash	Bank & Cash	Joint	$1,001 - $15,000	Tax-Deferred
Health Savings Account 1 ⇒ Vanguard Extended Market Index Fund Insti Plus (VEMPX)(VEMPX)	Mutual Funds	Joint	$15,001 - $50,000	Tax-Deferred
Health Savings Account 1 ⇒ Vanguard Index Trust - Growth Index Fund Institutional Shares (VIGIX)(VIGIX)	Mutual Funds	Joint	$15,001 - $50,000	Tax-Deferred
Health Savings Account 1 ⇒ Vanguard Inflation Protected Securities Fd Insti Shs (VIPIX)(VIPIX)	Mutual Funds	Joint	$1,001 - $15,000	Tax-Deferred
Health Savings Account 1 ⇒ Vanguard Small Cap Index Fd Admiral Shs (VSMAX)(VSMAX)	Mutual Funds	Joint	$15,001 - $50,000	Tax-Deferred
Health Savings Account 1 ⇒ Vanguard Value Index Fd Admiral Shs (VVIAX)(VVIAX)	Mutual Funds	Joint	$1,001 - $15,000	Tax-Deferred
Health Savings Account 2 ⇒ Cash	Bank & Cash	Joint	$1 - $1,000	Tax-Deferred
Health Savings Account 2 ⇒ Vanguard Mid-Cap Value Index Fd Admiral (VMVAX)(VMVAX)	Mutual Funds	Joint	$1,001 - $15,000	Tax-Deferred
Health Savings Account 2 ⇒ Vanguard Target Retirement 2040 Fund (VFORX)(VFORX)	Mutual Funds	Joint	$1,001 - $15,000	Tax-Deferred
Health Savings Account 2 ⇒ Vanguard Target Retirement 2050 Fund (VFIFX)(VFIFX)	Mutual Funds	Joint	$1,001 - $15,000	Tax-Deferred
Managed Account - Pershing ⇒ AbbVie Inc. Common Stock (ABBV)(ABBV)	Stocks	Self	$15,001 - $50,000	Capital Gains, Dividends $1 - $200
Managed Account - Pershing ⇒ Alphabet Inc. - Class A Common Stock (GOOGL)(GOOGL)	Stocks	Self	$50,001 - $100,000	Capital Gains $1,001 - $2,500
Managed Account - Pershing ⇒ Amazon.com, Inc. - Common Stock (AMZN)(AMZN)	Stocks	Self	$15,001 - $50,000	Capital Gains, Dividends $201 - $1,000
Managed Account - Pershing ⇒ American Express Company Common Stock (AXP)(AXP)	Stocks	Self	$1,001 - $15,000	Capital Gains, Dividends $201 - $1,000
Managed Account - Pershing ⇒ Apple Inc. - Common Stock (AAPL)(AAPL)	Stocks	Self	$15,001 - $50,000	Capital Gains $1 - $200
Managed Account - Pershing ⇒ Aptus Collared Investment Opportunity ETF (ACIO)(ACIO)	ETFs	Self	$50,001 - $100,000	Capital Gains, Dividends $2,501 - $5,000
Managed Account - Pershing ⇒ Aptus Deferred Income ETF (DEFR)(DEFR)	ETFs	Self	$15,001 - $50,000	Capital Gains, Dividends $1 - $200
Managed Account - Pershing ⇒ Arista Networks, Inc. Common Stock (ANET)(ANET)	Stocks	Self	$15,001 - $50,000	Capital Gains, Dividends $201 - $1,000
Managed Account - Pershing ⇒ ASML Holding N.V. - New York Registry Shares (ASML)(ASML)	Stocks	Self	$1,001 - $15,000	Capital Gains, Dividends $2,501 - $5,000
Managed Account - Pershing ⇒ Blackstone Real Estate Income Trust Inc.	Other	Self	$50,001 - $100,000	Capital Gains, Dividends $1,001 - $2,500
Managed Account - Pershing ⇒ Canadian Natural Resources Limited Common Stock (CNQ)(CNQ)	Stocks	Self	$1,001 - $15,000	Capital Gains, Dividends $201 - $1,000
Managed Account - Pershing ⇒ Caterpillar, Inc. Common Stock (CAT)(CAT)	Stocks	Self	$15,001 - $50,000	Capital Gains, Dividends $1,001 - $2,500
Managed Account - Pershing ⇒ Cintas Corporation - Common Stock (CTAS)(CTAS)	Stocks	Self	$1,001 - $15,000	Capital Gains, Dividends
Managed Account - Pershing ⇒ Diamondback Energy, Inc. - Common Stock (FANG)(FANG)	Stocks	Self	$1,001 - $15,000	Capital Gains, Dividends $201 - $1,000
Managed Account - Pershing ⇒ DiDi Global Inc. American Depositary Shares (DIDI)(DIDI)	Stocks	Self	$1,001 - $15,000	Capital Gains, Dividends $1 - $200
Managed Account - Pershing ⇒ Dimensional National Municipal Bond ETF (DFNM)(DFNM)	ETFs	Self	$15,001 - $50,000	Capital Gains, Dividends $201 - $1,000
Managed Account - Pershing ⇒ EMCOR Group, Inc. Common Stock (EME)(EME)	Stocks	Self	$15,001 - $50,000	Capital Gains, Dividends $1,001 - $2,500
Managed Account - Pershing ⇒ Fastenal Company - Common Stock (FAST)(FAST)	Stocks	Self	$15,001 - $50,000	Capital Gains, Dividends $201 - $1,000
Managed Account - Pershing ⇒ Garmin Ltd. Common Stock (GRMN)(GRMN)	Stocks	Self	$1,001 - $15,000	Capital Gains $201 - $1,000
Managed Account - Pershing ⇒ Goldman Sachs GQG Partners International Opportunities Fund Institutional Shares (GSIMX)(GSIMX)	Mutual Funds	Self	$50,001 - $100,000	Capital Gains, Dividends $1,001 - $2,500
Managed Account - Pershing ⇒ Harbor Commodity All-Weather Strategy ETF (HGER)(HGER)	ETFs	Self	$50,001 - $100,000	Capital Gains, Dividends $1,001 - $2,500
Managed Account - Pershing ⇒ iMGP DBi Managed Futures Strategy ETF (DBMF)(DBMF)	ETFs	Self	$1,001 - $15,000	Capital Gains, Dividends $1,001 - $2,500
Managed Account - Pershing ⇒ Invesco QQQ Trust, Series 1 (QQQ)(QQQ)	ETFs	Self	$15,001 - $50,000	Capital Gains, Dividends $1 - $200
Managed Account - Pershing ⇒ iShares Core Dividend Growth ETF (DGRO)(DGRO)	ETFs	Self	$15,001 - $50,000	Capital Gains, Dividends $1 - $200
Managed Account - Pershing ⇒ iShares Core S&P 500 ETF (IVV)(IVV)	ETFs	Self	$100,001 - $250,000	Capital Gains, Dividends $1,001 - $2,500
Managed Account - Pershing ⇒ iShares Core S&P Mid-Cap ETF (IJH)(IJH)	ETFs	Self	$15,001 - $50,000	Capital Gains, Dividends $201 - $1,000
Managed Account - Pershing ⇒ iShares MSCI EAFE ETF (EFA)(EFA)	ETFs	Self	$15,001 - $50,000	Capital Gains, Dividends $201 - $1,000
Managed Account - Pershing ⇒ JP Morgan Chase & Co. Common Stock (JPM)(JPM)	Stocks	Self	$15,001 - $50,000	Capital Gains, Dividends $201 - $1,000
Managed Account - Pershing ⇒ KLA Corporation - Common Stock (KLAC)(KLAC)	Stocks	Self	$15,001 - $50,000	Capital Gains, Dividends $1 - $200
Managed Account - Pershing ⇒ Lam Research Corporation - Common Stock (LRCX)(LRCX)	Stocks	Self	$50,001 - $100,000	Capital Gains, Dividends $1,001 - $2,500
Managed Account - Pershing ⇒ M&T Bank Corporation Common Stock (MTB)(MTB)	Stocks	Self	$1,001 - $15,000	Capital Gains, Dividends
Managed Account - Pershing ⇒ McKesson Corporation Common Stock (MCK)(MCK)	Stocks	Self	$15,001 - $50,000	Capital Gains, Dividends
Managed Account - Pershing ⇒ Mettler-Toledo International, Inc. Common Stock (MTD)(MTD)	Stocks	Self	$1,001 - $15,000	Capital Gains, Dividends
Managed Account - Pershing ⇒ Microsoft Corporation - Common Stock (MSFT)(MSFT)	Stocks	Self	$15,001 - $50,000	Capital Gains, Dividends $1 - $200
Managed Account - Pershing ⇒ Moody's Corporation Common Stock (MCO)(MCO)	Stocks	Self	$1,001 - $15,000	Capital Gains, Dividends
Managed Account - Pershing ⇒ NVIDIA Corporation - Common Stock (NVDA)(NVDA)	Stocks	Self	$100,001 - $250,000	Capital Gains, Dividends $5,001 - $15,000
Managed Account - Pershing ⇒ ResMed Inc. Common Stock (RMD)(RMD)	Stocks	Self	$1,001 - $15,000	Capital Gains, Dividends
Managed Account - Pershing ⇒ SPDR Gold Shares (GLD)(GLD)	ETFs	Self	$50,001 - $100,000	Capital Gains $5,001 - $15,000
Managed Account - Pershing ⇒ State Street Energy Select Sector SPDR ETF (XLE)(XLE)	ETFs	Self	$15,001 - $50,000	Capital Gains, Dividends $1,001 - $2,500
Managed Account - Pershing ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM)(TSM)	Stocks	Self	$15,001 - $50,000	Capital Gains, Dividends $1,001 - $2,500
Managed Account - Pershing ⇒ United Rentals, Inc. Common Stock (URI)(URI)	Stocks	Self	$15,001 - $50,000	Capital Gains, Dividends $201 - $1,000
Managed Account - Pershing ⇒ Visa Inc. (V)(V)	Stocks	Self	$1,001 - $15,000	Capital Gains, Dividends $1 - $200
Managed Account - Pershing ⇒ W.W. Grainger, Inc. Common Stock (GWW)(GWW)	Stocks	Self	$15,001 - $50,000	Capital Gains, Dividends $201 - $1,000
Managed Account - Pershing ⇒ Wheaton Precious Metals Corp Common Shares (WPM)(WPM)	Stocks	Self	$15,001 - $50,000	Capital Gains, Dividends $2,501 - $5,000
Roth IRA 1 ⇒ Cash	Bank & Cash	Self	$1 - $1,000	None
Roth IRA 1 ⇒ Dimensional International Core Equity Market ETF (DFAI)(DFAI)	ETFs	Self	$1,001 - $15,000	Capital Gains, Dividends $201 - $1,000
Roth IRA 1 ⇒ Invesco QQQ Trust, Series 1 (QQQ)(QQQ)	ETFs	Self	$1,001 - $15,000	Capital Gains, Dividends $1,001 - $2,500
Roth IRA 1 ⇒ Pacer US Cash Cows 100 ETF (COWZ)(COWZ)	ETFs	Self	$1,001 - $15,000	Capital Gains, Dividends $1 - $200
Roth IRA 1 ⇒ State Street SPDR Portfolio S&P 500 ETF (SPYM)(SPYM)	ETFs	Self	$15,001 - $50,000	Capital Gains, Dividends $2,501 - $5,000
Roth IRA 2 - Spouse ⇒ Aptus Collared Investment Opportunity ETF (ACIO)(ACIO)	ETFs	Spouse	$15,001 - $50,000	Tax-Deferred
Roth IRA 2 - Spouse ⇒ Cash	Bank & Cash	Spouse	$1 - $1,000	None
Roth IRA 2 - Spouse ⇒ State Street SPDR Portfolio S&P 500 ETF (SPYM)(SPYM)	ETFs	Spouse	$1,001 - $15,000	Capital Gains, Dividends $1,001 - $2,500
Traditional IRA 1 ⇒ Aptus Collared Investment Opportunity ETF (ACIO)(ACIO)	ETFs	Self	$50,001 - $100,000	Tax-Deferred
Traditional IRA 1 ⇒ Aptus Defined Risk ETF (DRSK)(DRSK)	ETFs	Self	$50,001 - $100,000	Tax-Deferred
Traditional IRA 1 ⇒ Aristotle Floating Rate Income Fund Class I (PLFRX)(PLFRX)	Mutual Funds	Self	$15,001 - $50,000	Tax-Deferred
Traditional IRA 1 ⇒ BlackRock Strategic Income Opportunities Portfolio - Institutional (BSIIX)(BSIIX)	Mutual Funds	Self	$50,001 - $100,000	Tax-Deferred
Traditional IRA 1 ⇒ Cambria Shareholder Yield ETF (SYLD)(SYLD)	ETFs	Self	$50,001 - $100,000	Tax-Deferred
Traditional IRA 1 ⇒ Capital Group Core Plus Income ETF (CGCP)(CGCP)	ETFs	Self	$50,001 - $100,000	Tax-Deferred
Traditional IRA 1 ⇒ Cash	Bank & Cash	Self	$1,001 - $15,000	None
Traditional IRA 1 ⇒ Dimensional International Core Equity Market ETF (DFAI)(DFAI)	ETFs	Self	$15,001 - $50,000	Tax-Deferred
Traditional IRA 1 ⇒ Harbor Commodity All-Weather Strategy ETF (HGER)(HGER)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Traditional IRA 1 ⇒ Innovator Equity Managed Floor ETF (SFLR)(SFLR)	ETFs	Self	$15,001 - $50,000	Tax-Deferred
Traditional IRA 1 ⇒ Invesco QQQ Trust, Series 1 (QQQ)(QQQ)	ETFs	Self	$50,001 - $100,000	Tax-Deferred
Traditional IRA 1 ⇒ Pacer US Cash Cows 100 ETF (COWZ)(COWZ)	ETFs	Self	$15,001 - $50,000	Tax-Deferred
Traditional IRA 1 ⇒ SPDR Gold Shares (GLD)(GLD)	ETFs	Self	$15,001 - $50,000	Tax-Deferred
Traditional IRA 1 ⇒ State Street SPDR Portfolio S&P 500 ETF (SPYM)(SPYM)	ETFs	Self	$100,001 - $250,000	Tax-Deferred
Traditional IRA 2 - Spouse ⇒ Aristotle Floating Rate Income Fund Class I (PLFRX)(PLFRX)	Mutual Funds	Spouse	$15,001 - $50,000	Tax-Deferred
Traditional IRA 2 - Spouse ⇒ BlackRock Strategic Income Opportunities Portfolio - Institutional (BSIIX)(BSIIX)	Mutual Funds	Spouse	$15,001 - $50,000	Tax-Deferred
Traditional IRA 2 - Spouse ⇒ Capital Group Core Plus Income ETF (CGCP)(CGCP)	ETFs	Spouse	$15,001 - $50,000	Tax-Deferred
Traditional IRA 2 - Spouse ⇒ Cash	Bank & Cash	Spouse	$1,001 - $15,000	None
Traditional IRA 2 - Spouse ⇒ Dimensional International Core Equity Market ETF (DFAI)(DFAI)	ETFs	Spouse	$15,001 - $50,000	Tax-Deferred
Traditional IRA 2 - Spouse ⇒ F/m US Treasury 3 Month Bill Fund (TBIL)(TBIL)	ETFs	Spouse	$1,001 - $15,000	Tax-Deferred
Traditional IRA 2 - Spouse ⇒ Innovator Equity Managed Floor ETF (SFLR)(SFLR)	ETFs	Spouse	$15,001 - $50,000	Tax-Deferred
Traditional IRA 2 - Spouse ⇒ iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB)(IGIB)	ETFs	Spouse	$15,001 - $50,000	Tax-Deferred
Traditional IRA 2 - Spouse ⇒ iShares Core S&P 500 ETF (IVV)(IVV)	ETFs	Spouse	$100,001 - $250,000	Tax-Deferred
Traditional IRA 2 - Spouse ⇒ SPDR Gold Shares (GLD)(GLD)	ETFs	Spouse	$1,001 - $15,000	Tax-Deferred

Liabilities (2)

Creditor	Type	Amount	Rate	Term
Citizens Bank	mortgage	$250,001 - $500,000	—	—
Citizens Bank of Kentucky	line of credit	$50,001 - $100,000	—	—

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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).