PMV Capital Advisers, LLC Q4 2025 Filing

Filed January 8, 2026

Portfolio Value

$54.9M

Holdings

86

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (86 positions)

#StockSharesValue% PortfolioType
1
ARPADVISORS INNER CIRCLE FD II
534,724$16.1M29.41%
2
IVVISHARES TR
9,671$6.6M12.06%
3
CTASIMPLIFY EXCHANGE TRADED FUN
130,819$3.6M6.49%
4
UGLPROSHARES TR II
58,282$3.2M5.89%
5
BTALAGF INVTS TR
216,387$3.1M5.67%
6
GQ9SPDR GOLD TR
6,441$2.6M4.65%
7
NDQINVESCO QQQ TR
4,106$2.5M4.59%
8
SSOPROSHARES TR
41,877$2.4M4.42%
9
QLDPROSHARES TR
33,288$2.3M4.27%
10
TLTISHARES TR
22,546$2.0M3.58%
11
TQQQPROSHARES TR
30,138$1.6M2.89%
12
AAPLAPPLE INC
3,952$1.1M1.96%
13
SPXLDIREXION SHS ETF TR
4,732$1.0M1.90%
14
UBTPROSHARES TR
47,678$789K1.44%
15
EFOPROSHARES TR
8,031$512K0.93%
16
DIGPROSHARES TR
12,924$466K0.85%
17
XOMEXXON MOBIL CORP
3,162$380K0.69%
18
TMFDIREXION SHS ETF TR
8,892$331K0.60%
19
JPSTJ P MORGAN EXCHANGE TRADED F
5,907$298K0.54%
20
FTSMFIRST TR EXCHANGE-TRADED FD
4,951$296K0.54%
21
CSHINEOS ETF TRUST
5,912$294K0.54%
22
PGPROCTER AND GAMBLE CO
2,000$286K0.52%
23
UNHUNITEDHEALTH GROUP INC
851$280K0.51%
24
NVONOVO-NORDISK A S
5,301$269K0.49%
25
EURLDIREXION SHS ETF TR
5,647$232K0.42%
26
AMZNAMAZON COM INC
797$183K0.33%
27
EETPROSHARES TR
2,100$169K0.31%
28
USDUWISDOMTREE TR
5,282$136K0.25%
29
MUMICRON TECHNOLOGY INC
480$136K0.25%
30
TSLATESLA INC
207$93K0.17%
31
DALDELTA AIR LINES INC DEL
1,301$90K0.16%
32
AVGOBROADCOM INC
228$78K0.14%
33
GOOGALPHABET INC
247$77K0.14%
34
EDCDIREXION SHS ETF TR
1,395$76K0.14%
35
AMDADVANCED MICRO DEVICES INC
342$73K0.13%
36
NVDANVIDIA CORPORATION
358$66K0.12%
37
METAMETA PLATFORMS INC
96$63K0.11%
38
MSFTMICROSOFT CORP
117$56K0.10%
39
NFLXNETFLIX INC
540$50K0.09%
40
AMATAPPLIED MATLS INC
192$49K0.09%
41
COPCONOCOPHILLIPS
509$47K0.09%
42
TMUST-MOBILE US INC
230$46K0.08%
43
INTUINTUIT
60$39K0.07%
44
COSTCOSTCO WHSL CORP NEW
45$38K0.07%
45
TXNTEXAS INSTRS INC
215$37K0.07%
46
GOOGLALPHABET INC
120$37K0.07%
47
QCOMQUALCOMM INC
211$36K0.07%
48
WMTWALMART INC
300$33K0.06%
49
NEMNEWMONT CORP
317$31K0.06%
50
RIVNRIVIAN AUTOMOTIVE INC
1,614$31K0.06%
51
SBUXSTARBUCKS CORP
347$29K0.05%
52
ADBEADOBE INC
73$25K0.05%
53
EPDENTERPRISE PRODS PARTNERS L
795$25K0.05%
54
LRCXLAM RESEARCH CORP
144$24K0.04%
55
TMOTHERMO FISHER SCIENTIFIC INC
40$23K0.04%
56
DISDISNEY WALT CO
188$21K0.04%
57
NUVNUVEEN MUN VALUE FD INC
2,235$20K0.04%
58
AKAMAKAMAI TECHNOLOGIES INC
228$19K0.03%
59
ETENERGY TRANSFER L P
1,159$19K0.03%
60
REGNREGENERON PHARMACEUTICALS
24$18K0.03%
61
TRVCCITIGROUP INC
160$18K0.03%
62
INCYINCYTE CORP
172$16K0.03%
63
NTAPNETAPP INC
136$14K0.03%
64
EWBCEAST WEST BANCORP INC
120$13K0.02%
65
BDXBECTON DICKINSON & CO
64$12K0.02%
66
BKRBAKER HUGHES COMPANY
277$12K0.02%
67
BLKBLACKROCK INC
12$12K0.02%
68
DVNDEVON ENERGY CORP NEW
318$11K0.02%
69
LAMRLAMAR ADVERTISING CO NEW
89$11K0.02%
70
HBANHUNTINGTON BANCSHARES INC
660$11K0.02%
71
DYHTARGET CORP
109$10K0.02%
72
UPSUNITED PARCEL SERVICE INC
101$10K0.02%
73
CMCSACOMCAST CORP NEW
340$10K0.02%
74
YUMCYUM CHINA HLDGS INC
229$10K0.02%
75
ELVELEVANCE HEALTH INC FORMERLY
28$9K0.02%
76
TSNTYSON FOODS INC
169$9K0.02%
77
NKENIKE INC
132$8K0.01%
78
NXPINXP SEMICONDUCTORS N V
40$8K0.01%
79
BILSPDR SERIES TRUST
85$7K0.01%
80
PYPLPAYPAL HLDGS INC
108$6K0.01%
81
GISGENERAL MLS INC
148$6K0.01%
82
XLFSELECT SECTOR SPDR TR
74$4K0.01%
83
SPYSPDR S&P 500 ETF TR
6$4K0.01%
84
APTVAPTIV PLC
64$4K0.01%
85
SHVISHARES TR
35$3K0.01%
86
ACBAURORA CANNABIS INC
9$00.00%