What is MV CAPITAL MANAGEMENT, INC.'s portfolio value?

As of Q4 2025, MV CAPITAL MANAGEMENT, INC. manages $1.0B across 1070 reported positions in their SEC 13F filing.

What are MV CAPITAL MANAGEMENT, INC.'s top holdings?

MV CAPITAL MANAGEMENT, INC.'s largest 13F positions include IWF, IWD, IVV, representing approximately 21.6% of the reported portfolio.

How many stocks does MV CAPITAL MANAGEMENT, INC. hold?

MV CAPITAL MANAGEMENT, INC. holds 1070 reported positions as of their Q4 2025 13F filing.

When did MV CAPITAL MANAGEMENT, INC. last file a 13F?

The most recent 13F filing from MV CAPITAL MANAGEMENT, INC. reports positions as of Q4 2025. 13F filings are required within 45 days of each calendar quarter end.

MV CAPITAL MANAGEMENT, INC.

CIK: 0001633366SEC EDGAR →

Portfolio Value

$1.0B

Holdings

1,070

As of

Q4 2025

New Positions

Closed Positions

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	IWF ISHARES TR	170,216	$79.7M	7.65%
2	IWD ISHARES TR	365,039	$74.3M	7.13%
3	IVV ISHARES TR	106,512	$71.3M	6.84%
4	ABBV ABBVIE INC	270,515	$62.6M	6.01%
5	ABT ABBOTT LABS	281,368	$37.7M	3.62%
6	IVW ISHARES TR	297,725	$35.9M	3.45%
7	IEUR ISHARES TR	438,326	$29.9M	2.87%
8	AGG ISHARES TR	263,670	$26.4M	2.54%
9	IVE ISHARES TR	105,385	$21.8M	2.09%
10	IBDX ISHARES TR	826,114	$21.2M	2.03%

Quarterly Changes

Top Buys

IEUR↑ Increased

$6.3M

AQLT↑ Increased

$3.6M

MPWR↑ Increased

$3.3M

GOOGL↑ Increased

$2.2M

MU↑ Increased

$1.7M

Top Sells

ABBV↓ Decreased

$12.4M

IWF↓ Decreased

$5.4M

AAPL↓ Decreased

$3.5M

IWD↓ Decreased

$3.1M

IVV↓ Decreased

$2.8M

New Positions (43)

$77K · 237 shares

$66K · 899 shares

$3K · 86 shares

$3K · 25 shares

$3K · 90 shares

$2K · 108 shares

$2K · 101 shares

$1K · 46 shares

$1K · 8 shares

$1K · 75 shares

$1K · 25 shares

$1K · 1 shares

$1K · 25 shares

$1K · 37 shares

$0 · 2 shares

$0 · 2 shares

$0 · 8 shares

$0 · 6 shares

$0 · 1 shares

$0 · 7 shares

$0 · 1 shares

$0 · 1 shares

$0 · 2 shares

$0 · 2 shares

$0 · 11 shares

$0 · 2 shares

$0 · 3 shares

$0 · 7 shares

$0 · 2 shares

$0 · 20 shares

$0 · 15 shares

$0 · 10 shares

$0 · 1 shares

$0 · 2 shares

$0 · 2 shares

$0 · 95 shares

$0 · 1 shares

$0 · 2 shares

$0 · 56 shares

$0 · 9 shares

$0 · 1 shares

$0 · 6 shares

$0 · 5 shares

Closed Positions (49)

$374K · 38K shares

$156K · 389 shares

$47K · 5K shares

$23K · 163 shares

$17K · 47 shares

$10K · 864 shares

$9K · 224 shares

$8K · 148 shares

$7K · 126 shares

$3K · 127 shares

$3K · 242 shares

$2K · 78 shares

$2K · 1K shares

$689 · 7 shares

$623 · 11 shares

$510 · 1 shares

$440 · 8 shares

$393 · 83 shares

$302 · 10 shares

$288 · 1 shares

$280 · 6 shares

$273 · 42 shares

$265 · 5 shares

$253 · 11 shares

$250 · 14 shares

$240 · 72 shares

$239 · 3 shares

$224 · 12 shares

$224 · 5 shares

$204 · 3 shares

$164 · 2 shares

$154 · 3 shares

$137 · 15 shares

$133 · 1 shares

$127 · 1 shares

$123 · 2 shares

$109 · 2 shares

$82 · 1 shares

$77 · 2 shares

$69 · 12 shares

$68 · 2 shares

$64 · 1 shares

$62 · 1 shares

$60 · 2 shares

$57 · 1 shares

$28 · 1 shares

$25 · 1 shares

$22 · 1 shares

$16 · 1 shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	204	$691.2M	66.4%
Healthcare	112	$115.0M	11.0%
Technology	165	$94.2M	9.0%
Unknown	76	$55.2M	5.3%
Consumer Defensive	42	$20.8M	2.0%
Consumer Cyclical	115	$19.7M	1.9%
Industrials	126	$15.1M	1.4%
Communication Services	43	$14.7M	1.4%
Basic Materials	42	$8.4M	0.8%
Energy	50	$4.4M	0.4%
Utilities	37	$1.9M	0.2%
Real Estate	58	$740K	0.1%