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CIK: 0001633366
Total reported value
$1.1B
$1.1B
1061 檔
26.5%
The Q1 2025 SEC filing reveals that Mv Capital Management, Inc. held a total portfolio value of $1.1B, covering 1061 public equity positions.
In Q1 2025, Mv Capital Management, Inc. displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1061 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWD | Ishares Russell 1000 Value E | ETF-Other | 7.76% | -0.01% | +1.11% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-Other | 7.12% | +0.13% | -6.94% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.06% | +0.08% | -13.05% | |
| 4 | ABBV | Abbvie Inc | Stock-Healthcare | 6.09% | +0.28% | +1.63% | |
| 5 | ABT | Abbott Laboratories | Stock-Healthcare | 4.02% | -0.61% | -0.81% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.14% | +0.27% | -7.93% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.73% | -0.32% | -3.81% | |
| 8 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.29% | -0.11% | -3.12% | |
| 9 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 2.21% | -0.27% | -8.95% | |
| 10 | IBDY | Ishares Ibonds Dec 2033 CORP | ETF-Other | 2.20% | -0.22% | +6.59% | |
| 11 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-Other | 2.19% | -0.19% | +6.03% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.03% | -0.01% | -3.70% | |
| 13 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 1.74% | -0.17% | +11.89% | |
| 14 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 1.73% | -0.18% | +11.72% | |
| 15 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 1.72% | -0.17% | +11.57% | |
| 16 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 1.71% | -0.18% | +8.72% | |
| 17 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.70% | -0.17% | +5.95% | |
| 18 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 1.67% | — | +0.43% | |
| 19 | IBDZ | Isharesibondsdec2034tmcorp | ETF-Other | 1.64% | -0.18% | -29.87% | |
| 20 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 1.60% | -0.91% | — | |
| 21 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 1.57% | -0.17% | +7.08% | |
| 22 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 1.56% | — | -0.07% | |
| 23 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.47% | -0.13% | +3.68% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 1.43% | — | +1.43% | |
| 25 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-Other | 1.42% | -0.13% | +11.98% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 1.26% | -0.08% | +7.72% | |
| 27 | XLK | Ss Technology Select Sector | ETF-Tech | 0.95% | +0.29% | -23.68% | |
| 28 | FBCG | Fidelity Blue Chip Grow ETF | ETF-Other | 0.95% | +0.09% | -5.58% | |
| 29 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.91% | +0.07% | +31.72% | |
| 30 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.80% | +0.02% | -7.63% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.75% | +0.02% | -0.20% | |
| 32 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.61% | -0.04% | +29.49% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.60% | -0.01% | -7.15% | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.56% | -0.13% | +1.98% | |
| 35 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-Other | 0.50% | -0.08% | +47.93% | |
| 36 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.49% | -0.04% | -0.32% | |
| 37 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.48% | — | +5.23% | |
| 38 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.45% | -0.06% | +4.11% | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.45% | +0.05% | -0.94% | |
| 40 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.43% | -0.01% | — | |
| 41 | XLV | Ss Health Care Select Sector | ETF-Other | 0.42% | -0.03% | -24.90% | |
| 42 | CAT | Caterpillar Inc | Stock-Industrials | 0.41% | +0.19% | +6.49% | |
| 43 | MA | Mastercard Inc - A | Stock-Financials | 0.41% | -0.05% | +3.21% | |
| 44 | ECL | Ecolab Inc | Stock-Materials | 0.40% | -0.02% | -8.66% | |
| 45 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.38% | +0.01% | -0.94% | |
| 46 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.38% | -0.06% | -7.67% | |
| 47 | VTV | Vanguard Value ETF | ETF-Other | 0.37% | -0.01% | +23.02% | |
| 48 | QCOM | Qualcomm Inc | Stock-Tech | 0.36% | +0.07% | +17.50% | |
| 49 | GRMN | Garmin Ltd. | Stock-Tech | 0.35% | -0.03% | +3.42% | |
| 50 | AON | Aon plc | Stock-Financials | 0.35% | -0.02% | -1.15% |
According to official SEC Form 13F filings, Mv Capital Management, Inc. reported a total U.S. public equity portfolio value of $1.1B across 1061 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IWD, IWF, IVV) accounted for 26.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
IWD
市值: $72.3M
During Q1 2025, Mv Capital Management, Inc.'s top holdings by market value included IWD (7.8%)、IWF (7.1%)、IVV (7.1%). The largest single position, IWD, represented 7.8% of total portfolio value.
In Q1 2025, Mv Capital Management, Inc. made 200 total portfolio adjustments, initiating 200 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.
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