Institutional Fund
Mv Capital Management, Inc.
Bethesda, MDCIK 16333665 filings on record
Portfolio Value
$1.02B
Q1 2026
Holdings
1,197
Reported positions
New Buys
75
Opened this quarter
QoQ Change
-2.1%
from $1.04B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr7.1%
- Ishares Tr6.4%
- Ishares Tr6.3%
- Abbvie Inc5.8%
- Ishares Tr4.2%
- Ishares Tr3.0%
- Other67.2%
Portfolio Holdings
1,197 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 340.9K | $72.85M | 7.1% | −21.4K | Reduced |
| 2 | Ishares Tr | 153.8K | $65.58M | 6.4% | −13.5K | Reduced |
| 3 | Ishares Tr | 98.6K | $64.38M | 6.3% | −4.8K | Reduced |
| 4 | Abbvie Inc | 270.6K | $58.84M | 5.8% | −179 | Reduced |
| 5 | Ishares Tr | 606.2K | $42.60M | 4.2% | +139.8K | Added |
| 6 | Ishares Tr | 266.3K | $30.12M | 3.0% | −25.1K | Reduced |
| 7 | Abbott Labs | 282.5K | $29.00M | 2.8% | +529 | Added |
| 8 | Ishares Tr | 287.0K | $25.98M | 2.5% | +149.8K | Added |
| 9 | Ishares Tr | 937.2K | $24.23M | 2.4% | +119.9K | Added |
| 10 | Ishares Tr | 857.6K | $20.79M | 2.0% | +54.1K | Added |
1,187 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio