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CIK: 0001633366
Total reported value
$1.1B
$1.1B
1183 檔
28.7%
According to the latest 13F quarterly dataset, Mv Capital Management, Inc. managed an equity portfolio of $1.1B at the end of Q4 2025, spanning 1183 distinct U.S. exchange-listed positions.
In Q4 2025, Mv Capital Management, Inc. displayed an active expansion posture, initiating 6 new positions and adding to 118 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1183 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 7.61% | +0.13% | -1.70% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-Other | 7.32% | -0.01% | -0.74% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.81% | +0.08% | -2.92% | |
| 4 | ABBV | Abbvie Inc | Stock-Healthcare | 5.94% | +0.28% | +0.08% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.45% | +0.27% | -2.14% | |
| 6 | ABT | Abbott Laboratories | Stock-Healthcare | 3.39% | -0.61% | +0.21% | |
| 7 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 3.18% | -0.91% | +6.42% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.41% | -0.32% | -4.62% | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.13% | -0.11% | -0.94% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.13% | -0.01% | -0.45% | |
| 11 | IBDY | Ishares Ibonds Dec 2033 CORP | ETF-Other | 2.05% | -0.22% | +1.36% | |
| 12 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-Other | 2.04% | -0.19% | +0.63% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.97% | — | +1.62% | |
| 14 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.91% | -0.27% | -0.30% | |
| 15 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 1.87% | -0.17% | +11.39% | |
| 16 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 1.79% | -0.18% | +5.04% | |
| 17 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 1.79% | -0.17% | +5.17% | |
| 18 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 1.77% | -0.18% | +4.73% | |
| 19 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.68% | -0.17% | +10.26% | |
| 20 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 1.59% | -0.17% | +3.85% | |
| 21 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.45% | -0.13% | +10.88% | |
| 22 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-Other | 1.42% | -0.13% | +5.54% | |
| 23 | IBDZ | Isharesibondsdec2034tmcorp | ETF-Other | 1.41% | -0.18% | +3.20% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 1.34% | -0.08% | +1.73% | |
| 25 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.18% | +0.18% | +42.25% | |
| 26 | FBCG | Fidelity Blue Chip Grow ETF | ETF-Other | 1.08% | +0.09% | -4.53% | |
| 27 | XLK | Ss Technology Select Sector | ETF-Tech | 1.06% | +0.29% | +97.44% | |
| 28 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.96% | +0.07% | +2.60% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.89% | +0.02% | +1.28% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.86% | +0.05% | +0.57% | |
| 31 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.84% | +0.02% | -1.32% | |
| 32 | MU | Micron Technology Inc | Stock-Tech | 0.79% | +1.68% | -0.29% | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 0.65% | -0.13% | +1.41% | |
| 34 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-Other | 0.64% | -0.08% | +6.73% | |
| 35 | CAT | Caterpillar Inc | Stock-Industrials | 0.57% | +0.19% | -1.08% | |
| 36 | LRCX | Lam Research CORP | Stock-Tech | 0.55% | +0.45% | +0.48% | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.53% | +0.03% | +0.51% | |
| 38 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.52% | -0.04% | -9.53% | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.51% | -0.01% | +2.02% | |
| 40 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.45% | -0.04% | — | |
| 41 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.44% | -0.06% | +1.31% | |
| 42 | MA | Mastercard Inc - A | Stock-Financials | 0.41% | -0.05% | +1.82% | |
| 43 | EZU | Ishares Msci Eurozone ETF | ETF-Other | 0.40% | -0.19% | +4.45% | |
| 44 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.39% | — | +0.68% | |
| 45 | ECL | Ecolab Inc | Stock-Materials | 0.38% | -0.02% | +0.01% | |
| 46 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.37% | -0.06% | +2.13% | |
| 47 | VTV | Vanguard Value ETF | ETF-Other | 0.37% | -0.01% | +0.14% | |
| 48 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.36% | +0.01% | -6.68% | |
| 49 | CB | Chubb Limited | Stock-Financials | 0.35% | — | +1.86% | |
| 50 | QCOM | Qualcomm Inc | Stock-Tech | 0.35% | +0.07% | +1.46% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | +0.4% | +42.25% | Add |
| 2 | MU | Micron Technology Inc | +0.3% | -0.29% | Trim |
| 3 | IEUR | Ishares Core Msci Europe ETF | +0.3% | +6.42% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.57% | Add |
| 5 | IWD | Ishares Russell 1000 Value E | +0.2% | -0.74% | Trim |
| 6 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | +0.2% | +11.39% | Add |
| 7 | IBDR | Ishares Ibonds Dec 2026 Term | +0.2% | +10.26% | Add |
| 8 | IBTG | Ishares Ibonds Dec 2026 Term | +0.1% | +10.88% | Add |
| 9 | AAPL | Apple Inc | +0.1% | -0.45% | Trim |
| 10 | GOOG | Alphabet Inc-cl C | +0.1% | +0.51% | Add |
| 11 | LRCX | Lam Research CORP | +0.1% | +0.48% | Add |
| 12 | CAT | Caterpillar Inc | +0.1% | -1.08% | Trim |
| 13 | IBDT | Ishares Ibonds Dec 2028 ETF | +0.1% | +5.17% | Add |
| 14 | IBDU | Ishares Ibonds Dec 2029 Term | +0.1% | +5.04% | Add |
| 15 | LLY | Eli Lilly & Co | +0.1% | +0.41% | Add |
| 16 | IBDV | Ishares Ibonds Dec 2030 CORP | +0.1% | +4.73% | Add |
| 17 | IBTH | Ishares Ibonds Dec 2027 Term | +0.1% | +5.54% | Add |
| 18 | EXPD | Expeditors Intl Wash Inc | +0.1% | +1.40% | Add |
| 19 | WMT | Walmart Inc | +0.1% | +1.41% | Add |
| 20 | IBDW | Ishares Ibonds Dec 2031 CORP | +0.1% | +3.85% | Add |
| 21 | MRK | Merck & Co. Inc. | +0.1% | +1.35% | Add |
| 22 | AMGN | Amgen Inc | 0% | +1.47% | Add |
| 23 | CRM | Salesforce Inc | 0% | +1.56% | Add |
| 24 | IBTI | Ishares Ibonds Dec 2028 Term | 0% | +6.73% | Add |
| 25 | CB | Chubb Limited | 0% | +1.86% | Add |
| 26 | IBDZ | Isharesibondsdec2034tmcorp | 0% | +3.20% | Add |
| 27 | IVE | Ishares S&p 500 Value ETF | 0% | -0.94% | Trim |
| 28 | NVDA | Nvidia CORP | 0% | +1.62% | Add |
| 29 | CFG | Citizens Financial Group | 0% | +1.74% | Add |
| 30 | TJX | Tjx Companies Inc | 0% | +1.31% | Add |
| 31 | IEMG | Ishares Core Msci Emerging | 0% | +11.04% | Add |
| 32 | JPM | Jpmorgan Chase & Co | 0% | +1.28% | Add |
| 33 | EZU | Ishares Msci Eurozone ETF | 0% | +4.45% | Add |
| 34 | ACN | Accenture plc | 0% | +3.93% | Add |
| 35 | JNJ | Johnson & Johnson | 0% | -1.28% | Trim |
| 36 | IWR | Ishares Russell Mid-cap ETF | 0% | +2.60% | Add |
| 37 | AMZN | Amazon.com Inc | 0% | +3.84% | Add |
| 38 | V | Visa Inc-class A Shares | 0% | +2.02% | Add |
| 39 | IBDY | Ishares Ibonds Dec 2033 CORP | 0% | +1.36% | Add |
| 40 | XOM | Exxon Mobil CORP | 0% | +4.72% | Add |
| 41 | MAR | Marriott International -cl A | 0% | -0.49% | Trim |
| 42 | QCOM | Qualcomm Inc | 0% | +1.46% | Add |
| 43 | XLV | Ss Health Care Select Sector | 0% | -5.13% | Trim |
| 44 | DHI | Dr Horton Inc | 0% | +276.08% | Add |
| 45 | AMAT | Applied Materials Inc | 0% | +0.17% | Add |
| 46 | BAC | Bank Of America CORP | 0% | +8.41% | Add |
| 47 | GM | General Motors Co | 0% | +0.08% | Add |
| 48 | TPR | Tapestry Inc | 0% | +15.81% | Add |
| 49 | AMD | Advanced Micro Devices | 0% | +1.73% | Add |
| 50 | VTV | Vanguard Value ETF | 0% | +0.14% | Add |
According to official SEC Form 13F filings, Mv Capital Management, Inc. reported a total U.S. public equity portfolio value of $1.1B across 1183 disclosed positions in Q4 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 28.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
IBCA
市值: $938.7K
Top Position Liquidated / Trimmed
TLT
前期市值: $15.2M
During Q4 2025, Mv Capital Management, Inc.'s top holdings by market value included IWF (7.6%)、IWD (7.3%)、IVV (6.8%). The largest single position, IWF, represented 7.6% of total portfolio value.
In Q4 2025, Mv Capital Management, Inc. made 192 total portfolio adjustments, initiating 6 new buys, adding to 118 positions, trimming 66 holdings, and fully liquidating 2 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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