13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001633366
Total reported value
$1.1B
$1.1B
1012 檔
26.3%
During the Q2 2024 filing period, Mv Capital Management, Inc. (CIK: 0001633366) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.1B across 1012 reported positions.
During Q2 2024, Mv Capital Management, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 1012 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 8.78% | +0.13% | -3.80% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 8.38% | +0.08% | +0.38% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-Other | 7.39% | -0.01% | -0.12% | |
| 4 | ABBV | Abbvie Inc | Stock-Healthcare | 5.12% | +0.28% | +0.03% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.70% | +0.27% | -1.22% | |
| 6 | ABT | Abbott Laboratories | Stock-Healthcare | 3.30% | -0.61% | +0.12% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.76% | -0.32% | +1.07% | |
| 8 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.47% | -0.11% | +0.22% | |
| 9 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 2.47% | -0.27% | -3.98% | |
| 10 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-Other | 2.34% | — | -0.27% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.89% | -0.01% | +0.44% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.86% | — | +905.90% | |
| 13 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 1.74% | — | -0.27% | |
| 14 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-Other | 1.68% | — | -0.61% | |
| 15 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 1.60% | — | +0.31% | |
| 16 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-Other | 1.57% | -0.19% | +7.63% | |
| 17 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.54% | -0.17% | +0.65% | |
| 18 | IBDY | Ishares Ibonds Dec 2033 CORP | ETF-Other | 1.49% | -0.22% | +10.21% | |
| 19 | XLK | Ss Technology Select Sector | ETF-Tech | 1.47% | +0.29% | -3.86% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.45% | -0.08% | +1.26% | |
| 21 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 1.44% | -0.17% | +1.25% | |
| 22 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.43% | -0.13% | +1.18% | |
| 23 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 1.43% | -0.17% | +2.14% | |
| 24 | FBCG | Fidelity Blue Chip Grow ETF | ETF-Other | 1.43% | +0.09% | +0.31% | |
| 25 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 1.37% | -0.18% | +5.08% | |
| 26 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 1.33% | -0.18% | +4.99% | |
| 27 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-Other | 1.22% | -0.13% | +0.97% | |
| 28 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 1.16% | -0.17% | +7.93% | |
| 29 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.88% | +0.02% | +0.27% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.65% | +0.02% | +0.67% | |
| 31 | XLV | Ss Health Care Select Sector | ETF-Other | 0.64% | -0.03% | -2.14% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.60% | +0.05% | +0.77% | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.57% | +0.02% | +1.50% | |
| 34 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.53% | +0.07% | +1.21% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.47% | -0.01% | +0.89% | |
| 36 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.46% | -0.04% | -0.41% | |
| 37 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.46% | — | -1.17% | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.45% | -0.13% | +0.79% | |
| 39 | ECL | Ecolab Inc | Stock-Materials | 0.44% | -0.02% | -1.92% | |
| 40 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.42% | -0.04% | +8.65% | |
| 41 | MU | Micron Technology Inc | Stock-Tech | 0.42% | +1.68% | +0.45% | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.40% | -0.06% | +0.82% | |
| 43 | CAT | Caterpillar Inc | Stock-Industrials | 0.40% | +0.19% | +1.55% | |
| 44 | AON | Aon plc | Stock-Financials | 0.40% | -0.02% | +1.49% | |
| 45 | QCOM | Qualcomm Inc | Stock-Tech | 0.40% | +0.07% | +0.69% | |
| 46 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.38% | -0.01% | +1.54% | |
| 47 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.38% | +0.01% | — | |
| 48 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.37% | -0.06% | +1.13% | |
| 49 | ACN | Accenture plc | Stock-Tech | 0.37% | -0.12% | +1.79% | |
| 50 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.37% | -0.01% | +0.66% |
According to official SEC Form 13F filings, Mv Capital Management, Inc. reported a total U.S. public equity portfolio value of $1.1B across 1012 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IWF, IVV, IWD) accounted for 26.3% of total reported equity market value during Q2 2024.
During Q2 2024, Mv Capital Management, Inc.'s top holdings by market value included IWF (8.8%)、IVV (8.4%)、IWD (7.4%). The largest single position, IWF, represented 8.8% of total portfolio value.
In Q2 2024, Mv Capital Management, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.