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CIK: 0001633366
Total reported value
$1.1B
$1.1B
1070 檔
28.9%
During the Q3 2025 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 1070 reported positions.
In Q3 2025, Mv Capital Management, Inc. adopted a defensive or profit-taking posture, trimming 107 positions and completely liquidating 3 holdings to manage risk exposure.
Showing top 200 holdings (of 1070 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 7.65% | +0.13% | -2.73% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-Other | 7.13% | -0.01% | -0.47% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.84% | +0.08% | -3.44% | |
| 4 | ABBV | Abbvie Inc | Stock-Healthcare | 6.01% | +0.28% | -0.03% | |
| 5 | ABT | Abbott Laboratories | Stock-Healthcare | 3.62% | -0.61% | -0.02% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.45% | +0.27% | -1.43% | |
| 7 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 2.87% | -0.91% | +23.43% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.54% | -0.32% | +4.13% | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.09% | -0.11% | -1.77% | |
| 10 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-Other | 2.03% | -0.19% | +1.69% | |
| 11 | IBDY | Ishares Ibonds Dec 2033 CORP | ETF-Other | 2.03% | -0.22% | +1.59% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.00% | -0.01% | -3.24% | |
| 13 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.94% | -0.27% | -1.65% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.93% | — | -10.56% | |
| 15 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 1.70% | -0.18% | +6.97% | |
| 16 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 1.70% | -0.17% | +6.58% | |
| 17 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 1.70% | -0.18% | +7.25% | |
| 18 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 1.69% | -0.17% | +6.73% | |
| 19 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 1.53% | -0.17% | +6.91% | |
| 20 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.53% | -0.17% | +0.35% | |
| 21 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 1.46% | — | -0.65% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.41% | -0.08% | -7.13% | |
| 23 | IBDZ | Isharesibondsdec2034tmcorp | ETF-Other | 1.37% | -0.18% | -4.70% | |
| 24 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-Other | 1.35% | -0.13% | +3.38% | |
| 25 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 1.34% | — | -2.11% | |
| 26 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.31% | -0.13% | +0.75% | |
| 27 | FBCG | Fidelity Blue Chip Grow ETF | ETF-Other | 1.10% | +0.09% | -2.90% | |
| 28 | XLK | Ss Technology Select Sector | ETF-Tech | 1.05% | +0.29% | -0.12% | |
| 29 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.93% | +0.07% | +2.49% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.86% | +0.02% | +0.99% | |
| 31 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.83% | +0.02% | -0.74% | |
| 32 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.81% | +0.18% | +68.58% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.66% | +0.05% | +5.56% | |
| 34 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-Other | 0.60% | -0.08% | +10.57% | |
| 35 | WMT | Walmart Inc | Stock-Consumer Staples | 0.59% | -0.13% | +3.25% | |
| 36 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.58% | -0.04% | +2.55% | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.49% | -0.01% | -4.15% | |
| 38 | CAT | Caterpillar Inc | Stock-Industrials | 0.48% | +0.19% | -8.19% | |
| 39 | MU | Micron Technology Inc | Stock-Tech | 0.47% | +1.68% | +12.52% | |
| 40 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.45% | -0.04% | -0.16% | |
| 41 | LRCX | Lam Research CORP | Stock-Tech | 0.43% | +0.45% | -0.53% | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.41% | — | +8.24% | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.41% | +0.03% | +15.30% | |
| 44 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.41% | -0.06% | +5.19% | |
| 45 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.40% | +0.01% | -0.12% | |
| 46 | ECL | Ecolab Inc | Stock-Materials | 0.40% | -0.02% | +3.39% | |
| 47 | MA | Mastercard Inc - A | Stock-Financials | 0.40% | -0.05% | +7.98% | |
| 48 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.39% | -0.06% | +2.39% | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.38% | +0.03% | +11.61% | |
| 50 | GRMN | Garmin Ltd. | Stock-Tech | 0.37% | -0.03% | +7.67% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IEUR | Ishares Core Msci Europe ETF | +1.3% | +23.43% | Add |
| 2 | IEFA | Ishares Core Msci Eafe ETF | +0.7% | +68.58% | Add |
| 3 | IWF | Ishares Russell 1000 Growth | +0.5% | -2.73% | Trim |
| 4 | NVDA | Nvidia CORP | +0.5% | -10.56% | Trim |
| 5 | MPWR | Monolithic Power Systems Inc | +0.3% | +9223.08% | Add |
| 6 | IVW | Ishares S&p 500 Growth ETF | +0.3% | -1.43% | Trim |
| 7 | EZU | Ishares Msci Eurozone ETF | +0.2% | +7.61% | Add |
| 8 | MU | Micron Technology Inc | +0.2% | +12.52% | Add |
| 9 | GOOGL | Alphabet Inc-cl A | +0.2% | +5.56% | Add |
| 10 | LRCX | Lam Research CORP | +0.2% | -0.53% | Trim |
| 11 | MSFT | Microsoft CORP | +0.2% | -7.13% | Trim |
| 12 | FBCG | Fidelity Blue Chip Grow ETF | +0.2% | -2.90% | Trim |
| 13 | GOOG | Alphabet Inc-cl C | +0.2% | +15.30% | Add |
| 14 | JPM | Jpmorgan Chase & Co | +0.1% | +0.99% | Trim |
| 15 | XLK | Ss Technology Select Sector | +0.1% | -0.12% | Trim |
| 16 | IBTI | Ishares Ibonds Dec 2028 Term | +0.1% | +10.57% | Add |
| 17 | CAT | Caterpillar Inc | +0.1% | -8.19% | Trim |
| 18 | IEMG | Ishares Core Msci Emerging | +0.1% | +22.32% | Add |
| 19 | IBTJ | Ishares Ibonds Dec 2029 Term | +0.1% | +13.60% | Add |
| 20 | AVGO | Broadcom Inc | +0.1% | +0.08% | Add |
| 21 | VUG | Vanguard Growth ETF | 0% | — | Unchanged |
| 22 | ORCL | Oracle CORP | 0% | +0.38% | Add |
| 23 | IWB | Ishares Russell 1000 ETF | 0% | -0.74% | Trim |
| 24 | WMT | Walmart Inc | 0% | +3.25% | Add |
| 25 | TJX | Tjx Companies Inc | 0% | +5.19% | Add |
| 26 | HD | Home Depot Inc | 0% | +11.61% | Add |
| 27 | TSLA | Tesla Inc | 0% | +1.90% | Add |
| 28 | IWR | Ishares Russell Mid-cap ETF | 0% | +2.49% | Add |
| 29 | IWP | Ishares Russell Mid-cap Grow | 0% | -0.12% | Trim |
| 30 | GRMN | Garmin Ltd. | 0% | +7.67% | Add |
| 31 | IWO | Ishares Russell 2000 Growth | 0% | -0.21% | Trim |
| 32 | CFG | Citizens Financial Group | 0% | -5.58% | Trim |
| 33 | META | Meta Platforms Inc-class A | 0% | -0.05% | Trim |
| 34 | TPR | Tapestry Inc | 0% | +38.85% | Add |
| 35 | HCA | Hca Healthcare Inc | 0% | +48.00% | Add |
| 36 | GM | General Motors Co | 0% | +29.72% | Add |
| 37 | GEV | GE Vernova Inc | 0% | +0.23% | Add |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -1.07% | Trim |
| 39 | INTU | Intuit Inc | 0% | +8.23% | Add |
| 40 | CME | Cme Group Inc | 0% | +18.83% | Add |
| 41 | AMZN | Amazon.com Inc | 0% | +0.10% | Trim |
| 42 | VOO | Vanguard S&p 500 ETF | 0% | +16.97% | Trim |
| 43 | WFC | Wells Fargo & Co | 0% | -1.73% | Trim |
| 44 | GE | General Electric | 0% | — | Add |
| 45 | JBL | Jabil Inc | 0% | +96.39% | Add |
| 46 | BAC | Bank Of America CORP | 0% | +1.58% | Trim |
| 47 | AMAT | Applied Materials Inc | 0% | +0.08% | Add |
| 48 | PLTR | Palantir Technologies Inc-a | 0% | +0.93% | Add |
| 49 | NFLX | Netflix Inc | 0% | — | Trim |
| 50 | GS | Goldman Sachs Group Inc | 0% | -10.56% | 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 1070 disclosed positions in Q3 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 28.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
VTI
市值: $77.8K
Top Position Liquidated / Trimmed
AVDX
前期市值: $324.1K
During Q3 2025, Mv Capital Management, Inc.'s top holdings by market value included IWF (7.7%)、IWD (7.1%)、IVV (6.8%). The largest single position, IWF, represented 7.7% of total portfolio value.
In Q3 2025, Mv Capital Management, Inc. made 190 total portfolio adjustments, initiating 2 new buys, adding to 78 positions, trimming 107 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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