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Mv Capital Management, Inc.

Portfolio Manager
Mv Capital Management, Inc.
Performance
-4.12% (2026 Q1)
AUM (13F)
$1.02B
# of Holdings
1197
Performance Rank
Allocation (Top 20)
61.89%

Mv Capital Management, Inc. Holdings Map

Top 50 Mv Capital Management, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IWD
ISHARES TR
7.15%340.9K$72.8M
-5.90%(-21.39K)
2025-Q1: 384.2K shares2025-Q2: 366.8K shares2025-Q3: 365.0K shares2025-Q4: 362.3K shares2026-Q1: 340.9K shares
$130.58(+79.73%)
2026-03-31
IWF
ISHARES TR
6.43%153.8K$65.6M
-8.08%(-13.52K)
2025-Q1: 183.7K shares2025-Q2: 175.0K shares2025-Q3: 170.2K shares2025-Q4: 167.3K shares2026-Q1: 153.8K shares
$99.93(+24.40%)
2026-03-31
IVV
ISHARES TR
6.32%98.6K$64.4M
-4.69%(-4.84K)
2025-Q1: 117.1K shares2025-Q2: 110.3K shares2025-Q3: 106.5K shares2025-Q4: 103.4K shares2026-Q1: 98.6K shares
$305.51(+144.10%)
2026-03-31
ABBV
ABBVIE INC
5.77%270.6K$58.8M
-0.07%(-179)
2025-Q1: 271.0K shares2025-Q2: 270.6K shares2025-Q3: 270.5K shares2025-Q4: 270.7K shares2026-Q1: 270.6K shares
$133.20(+56.53%)
2026-03-31
IEUR
ISHARES TR
4.18%606.2K$42.6M
+29.96%(+139.76K)
2025-Q1: 247.9K shares2025-Q2: 355.1K shares2025-Q3: 438.3K shares2025-Q4: 466.5K shares2026-Q1: 606.2K shares
$57.05(+30.97%)
2026-03-31
IVW
ISHARES TR
2.95%266.3K$30.1M
-8.61%(-25.09K)
2025-Q1: 315.2K shares2025-Q2: 302.0K shares2025-Q3: 297.7K shares2025-Q4: 291.4K shares2026-Q1: 266.3K shares
$35.18(+290.12%)
2026-03-31
ABT
ABBOTT LABORATORIES
2.85%282.5K$29.0M
+0.19%(+529)
2025-Q1: 282.4K shares2025-Q2: 281.4K shares2025-Q3: 281.4K shares2025-Q4: 282.0K shares2026-Q1: 282.5K shares
$119.02(-29.57%)
2026-03-31
IEFA
ISHARES TR
2.55%287.0K$26.0M
+109.26%(+149.84K)
2025-Q1: 13.5K shares2025-Q2: 57.2K shares2025-Q3: 96.4K shares2025-Q4: 137.1K shares2026-Q1: 287.0K shares
$86.55(+12.23%)
2026-03-31
IBDY
ISHARES TR
2.38%937.2K$24.2M
+14.67%(+119.92K)
2025-Q1: 802.0K shares2025-Q2: 793.7K shares2025-Q3: 806.4K shares2025-Q4: 817.3K shares2026-Q1: 937.2K shares
$25.71(+0.16%)
2026-03-31
IBDS
ISHARES TR
2.04%857.6K$20.8M
+6.73%(+54.10K)
2025-Q1: 664.2K shares2025-Q2: 675.8K shares2025-Q3: 721.4K shares2025-Q4: 803.5K shares2026-Q1: 857.6K shares
$23.83(+1.52%)
2026-03-31

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