PMV Capital Advisers, LLC Q3 2025 Filing

Filed October 6, 2025

Portfolio Value

$51.5B

Holdings

54

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (54 positions)

#StockSharesValue% PortfolioType
1
ARPPMV ADAPTIVE RISK PARITY ETF
496,039$15.3B29.62%
2
IVVISHARES CORE S&P 500 ETF
9,167$6.1B11.91%
3
CTASIMPLIFY MANAGED FUTURES STRATEGY ETF
125,226$3.5B6.80%
4
BTALAGF U.S. MARKET NEUTRAL ANTI-BETA FUND
204,763$3.3B6.33%
5
UGLPROSHARES ULTRA GOLD
58,434$2.7B5.22%
6
NDQINVESCO QQQ TRUST SERIES I
4,245$2.5B4.95%
7
GQ9SPDR GOLD SHARES
6,181$2.2B4.27%
8
QLDPROSHARES ULTRA QQQ
14,750$2.0B3.93%
9
SSOPROSHARES ULTRA S&P 500
16,423$1.8B3.57%
10
TLTISHARES 20 YEAR TREASURY BOND ETF
19,501$1.7B3.38%
11
TQQQPROSHARES ULTRAPRO QQQ
15,794$1.6B3.17%
12
AAPLAPPLE INC COM
3,904$994.1M1.93%
13
SPXLDIREXION DAILY S&P 500 BULL 3X SHARES
4,438$940.4M1.83%
14
EFOPROSHARES ULTRA MSCI EAFE
12,471$743.8M1.44%
15
UBTPROSHARES ULTRA 20 YEAR TREASURY
41,626$718.9M1.40%
16
EETPROSHARES ULTRA MSCI EMERGING MARKETS
6,607$507.4M0.99%
17
EURLDIREXION DAILY FTSE EUROPE BULL 3X SHARES
10,282$375.1M0.73%
18
XOMEXXON MOBIL CORP COM
3,262$367.8M0.71%
19
TMFDIREXION DAILY 20 YEAR TREASURY BULL 3X SHARES
8,413$338.0M0.66%
20
PGPROCTER AND GAMBLE CO COM
2,000$307.3M0.60%
21
DIGPROSHARES ULTRA ENERGY
8,406$306.5M0.59%
22
JPSTJPMORGAN ULTRA-SHORT INCOME ETF
5,904$299.5M0.58%
23
NVONOVO-NORDISK A S ADR
5,301$294.2M0.57%
24
UNHUNITEDHEALTH GROUP INC COM
835$288.3M0.56%
25
CSHINEOS ENHANCED INCOME 1-3 MONTH T-BILL ETF
5,752$286.0M0.56%
26
FTSMFIRST TRUST ENHANCED SHORT MATURITY ETF
4,751$284.6M0.55%
27
EDCDIREXION DAILY MSCI EMERGING MARKETS BULL 3X SHARES
5,011$255.6M0.50%
28
VOOVANGUARD S&P 500 ETF
365$223.5M0.43%
29
AMZNAMAZON COM INC COM
721$158.3M0.31%
30
TSLATESLA INC COM
207$92.1M0.18%
31
AVGOBROADCOM INC COM
228$75.2M0.15%
32
NVDANVIDIA CORPORATION COM
358$66.8M0.13%
33
NFLXNETFLIX INC COM
54$64.7M0.13%
34
MUMICRON TECHNOLOGY INC COM
368$61.6M0.12%
35
GOOGALPHABET INC CAP STK CL C
247$60.2M0.12%
36
METAMETA PLATFORMS INC CL A
76$55.8M0.11%
37
TMUST-MOBILE US INC COM
230$55.1M0.11%
38
COPCONOCOPHILLIPS COM
509$48.1M0.09%
39
MSFTMICROSOFT CORP COM
89$46.1M0.09%
40
COSTCOSTCO WHSL CORP NEW COM
45$41.7M0.08%
41
INTUINTUIT COM
60$41.0M0.08%
42
TXNTEXAS INSTRS INC COM
215$39.5M0.08%
43
AMATAPPLIED MATLS INC COM
192$39.3M0.08%
44
AMDADVANCED MICRO DEVICES INC COM
242$39.2M0.08%
45
QCOMQUALCOMM INC COM
211$35.1M0.07%
46
WMTWALMART INC COM
300$30.9M0.06%
47
SBUXSTARBUCKS CORP COM
347$29.4M0.06%
48
ADBEADOBE INC COM
73$25.8M0.05%
49
RIVNRIVIAN AUTOMOTIVE INC COM CL A
1,614$23.7M0.05%
50
NUVNUVEEN MUN VALUE FD INC COM
2,203$19.8M0.04%
51
SLQTSELECTQUOTE INC COM
300$588K0.00%
52
DALDELTA AIR LINES INC DEL COM NEW
1$57K0.00%
53
ACBAURORA CANNABIS INC COM
9$54K0.00%
54
PFFISHARES PREFERRED & INCOME SECURITIES ETF
1$32K0.00%