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CIK: 0001633366
Total reported value
$1.1B
$1.1B
1076 檔
26.8%
According to the latest 13F quarterly dataset, Mv Capital Management, Inc. managed an equity portfolio of $1.1B at the end of Q2 2025, spanning 1076 distinct U.S. exchange-listed positions.
In Q2 2025, Mv Capital Management, Inc. adopted a defensive or profit-taking posture, trimming 129 positions and completely liquidating 3 holdings to manage risk exposure.
Showing top 200 holdings (of 1076 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 7.64% | +0.13% | -4.72% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-Other | 7.33% | -0.01% | -4.53% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.04% | +0.08% | -5.80% | |
| 4 | ABBV | Abbvie Inc | Stock-Healthcare | 5.17% | +0.28% | -0.15% | |
| 5 | ABT | Abbott Laboratories | Stock-Healthcare | 3.94% | -0.61% | -0.33% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.42% | +0.27% | -4.18% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.58% | -0.32% | -1.50% | |
| 8 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 2.42% | -0.91% | +43.25% | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.16% | -0.11% | -4.04% | |
| 10 | IBDY | Ishares Ibonds Dec 2033 CORP | ETF-Other | 2.11% | -0.22% | -1.03% | |
| 11 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-Other | 2.11% | -0.19% | -0.63% | |
| 12 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 2.08% | -0.27% | -1.99% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.96% | — | -1.79% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.78% | -0.01% | -0.64% | |
| 15 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 1.70% | -0.17% | +1.79% | |
| 16 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 1.70% | -0.18% | +1.38% | |
| 17 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 1.69% | -0.17% | +1.75% | |
| 18 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 1.68% | -0.18% | +1.43% | |
| 19 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.63% | -0.17% | -0.42% | |
| 20 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 1.58% | — | -1.29% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 1.57% | -0.08% | -1.93% | |
| 22 | IBDZ | Isharesibondsdec2034tmcorp | ETF-Other | 1.52% | -0.18% | -4.54% | |
| 23 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 1.52% | -0.17% | -0.05% | |
| 24 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 1.47% | — | -1.84% | |
| 25 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-Other | 1.40% | -0.13% | +2.51% | |
| 26 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.39% | -0.13% | -1.35% | |
| 27 | FBCG | Fidelity Blue Chip Grow ETF | ETF-Other | 1.09% | +0.09% | -0.80% | |
| 28 | XLK | Ss Technology Select Sector | ETF-Tech | 1.02% | +0.29% | -9.39% | |
| 29 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.93% | +0.07% | -1.42% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.84% | +0.02% | -1.82% | |
| 31 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.84% | +0.02% | -1.35% | |
| 32 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.59% | -0.04% | +0.57% | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 0.58% | -0.13% | -2.26% | |
| 34 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-Other | 0.58% | -0.08% | +19.79% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.56% | -0.01% | -2.53% | |
| 36 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.49% | +0.18% | +322.61% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.49% | +0.05% | -1.49% | |
| 38 | CAT | Caterpillar Inc | Stock-Industrials | 0.46% | +0.19% | -1.99% | |
| 39 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.46% | -0.04% | -1.22% | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.44% | -0.06% | -3.50% | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.43% | — | -2.09% | |
| 42 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.42% | +0.01% | -1.58% | |
| 43 | ECL | Ecolab Inc | Stock-Materials | 0.41% | -0.02% | +0.01% | |
| 44 | MA | Mastercard Inc - A | Stock-Financials | 0.39% | -0.05% | -2.69% | |
| 45 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.37% | -0.01% | — | |
| 46 | VTV | Vanguard Value ETF | ETF-Other | 0.37% | -0.01% | — | |
| 47 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.36% | -0.06% | -2.72% | |
| 48 | QCOM | Qualcomm Inc | Stock-Tech | 0.35% | +0.07% | -2.18% | |
| 49 | EZU | Ishares Msci Eurozone ETF | ETF-Other | 0.35% | -0.19% | +137.25% | |
| 50 | XLV | Ss Health Care Select Sector | ETF-Other | 0.34% | -0.03% | -7.23% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IEUR | Ishares Core Msci Europe ETF | +0.8% | +43.25% | Add |
| 2 | NVDA | Nvidia CORP | +0.5% | -1.79% | Trim |
| 3 | IWF | Ishares Russell 1000 Growth | +0.5% | -4.72% | Trim |
| 4 | IEFA | Ishares Core Msci Eafe ETF | +0.4% | +322.61% | Add |
| 5 | MSFT | Microsoft CORP | +0.3% | -1.93% | Trim |
| 6 | IVW | Ishares S&p 500 Growth ETF | +0.3% | -4.18% | Trim |
| 7 | EZU | Ishares Msci Eurozone ETF | +0.2% | +137.25% | Add |
| 8 | FBCG | Fidelity Blue Chip Grow ETF | +0.1% | -0.80% | Trim |
| 9 | JPM | Jpmorgan Chase & Co | +0.1% | -1.82% | Trim |
| 10 | IBTI | Ishares Ibonds Dec 2028 Term | +0.1% | +19.79% | Add |
| 11 | MU | Micron Technology Inc | +0.1% | -2.50% | Trim |
| 12 | XLK | Ss Technology Select Sector | +0.1% | -9.39% | Trim |
| 13 | LRCX | Lam Research CORP | +0.1% | -2.76% | Trim |
| 14 | INTU | Intuit Inc | +0.1% | -3.17% | Trim |
| 15 | CAT | Caterpillar Inc | +0.1% | -1.99% | Trim |
| 16 | IWB | Ishares Russell 1000 ETF | 0% | -1.35% | Trim |
| 17 | IWP | Ishares Russell Mid-cap Grow | 0% | -1.58% | Trim |
| 18 | GOOGL | Alphabet Inc-cl A | 0% | -1.49% | Trim |
| 19 | VUG | Vanguard Growth ETF | 0% | — | Unchanged |
| 20 | AVGO | Broadcom Inc | 0% | +4.32% | Add |
| 21 | XLE | Ss Energy Select Sector | 0% | +98.37% | Add |
| 22 | IBTJ | Ishares Ibonds Dec 2029 Term | 0% | +16.18% | Add |
| 23 | AMZN | Amazon.com Inc | 0% | -1.57% | Trim |
| 24 | META | Meta Platforms Inc-class A | 0% | -3.12% | Trim |
| 25 | ORCL | Oracle CORP | 0% | -0.29% | Trim |
| 26 | IWR | Ishares Russell Mid-cap ETF | 0% | -1.42% | Trim |
| 27 | WMT | Walmart Inc | 0% | -2.26% | Trim |
| 28 | GOOG | Alphabet Inc-cl C | 0% | -2.33% | Trim |
| 29 | NFLX | Netflix Inc | 0% | -0.38% | Trim |
| 30 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 32 | ECL | Ecolab Inc | 0% | +0.01% | Add |
| 33 | IEMG | Ishares Core Msci Emerging | 0% | — | Unchanged |
| 34 | WFC | Wells Fargo & Co | 0% | +0.26% | Add |
| 35 | IWO | Ishares Russell 2000 Growth | 0% | -5.58% | Trim |
| 36 | GS | Goldman Sachs Group Inc | 0% | -0.92% | Trim |
| 37 | MFC | Manulife Financial CORP | 0% | NEW | New buy |
| 38 | HCA | Hca Healthcare Inc | 0% | +138.69% | Add |
| 39 | TSLA | Tesla Inc | 0% | -1.30% | Trim |
| 40 | IBTK | Ishares Ibonds Dec 2030 Trea | 0% | +13.42% | Add |
| 41 | GE | General Electric | 0% | +0.27% | Add |
| 42 | GEV | GE Vernova Inc | 0% | +0.23% | Add |
| 43 | PYPL | Paypal Holdings Inc | 0% | +38.88% | Add |
| 44 | TPR | Tapestry Inc | 0% | +62.77% | Add |
| 45 | DIS | Walt Disney Co/the | 0% | -0.08% | Trim |
| 46 | PFE | Pfizer Inc | 0% | +76.55% | Add |
| 47 | NTRS | Northern Trust CORP | 0% | +47.57% | Add |
| 48 | CEG | Constellation Energy | 0% | +2.93% | Add |
| 49 | PLTR | Palantir Technologies Inc-a | 0% | +1.01% | Add |
| 50 | AXP | American Express Co | 0% | -0.79% | Trim |
According to official SEC Form 13F filings, Mv Capital Management, Inc. reported a total U.S. public equity portfolio value of $1.1B across 1076 disclosed positions in Q2 2025.
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, IWD, IVV) accounted for 26.8% of total reported equity market value during Q2 2025.
Top New Position Initiated
MFC
市值: $113.3K
Top Position Liquidated / Trimmed
BIL
前期市值: $73.5K
During Q2 2025, Mv Capital Management, Inc.'s top holdings by market value included IWF (7.6%)、IWD (7.3%)、IVV (7.0%). The largest single position, IWF, represented 7.6% of total portfolio value.
In Q2 2025, Mv Capital Management, Inc. made 185 total portfolio adjustments, initiating 1 new buys, adding to 52 positions, trimming 129 holdings, and fully liquidating 3 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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