⏳
Showing Q2 2025 data
MV CAPITAL MANAGEMENT, INC.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.
MV CAPITAL MANAGEMENT, INC.
•CIK: 1633366•Filing: Q2 2025
**MV CAPITAL MANAGEMENT, INC.** manages $972M across a diversified portfolio of 1,076 positions. The firm exhibits significant concentration in broad market and sector ETFs, notably holding IWF ($74.3M), IWD ($71.2M), and IVV ($68.5M). Further allocations include substantial exposure to healthcare and industrials, with top holdings featuring ABBV ($50.2M) and ABT ($38.3M). This positioning suggests a tactical, large-cap focus across core market indices and defensive sectors.
Total AUM
$972.3M
QoQ Performance
+4.3%
Positions
988
Top 10 Concentration
44.6%
Latest Filing
Q2 2025
Top Holdings Allocation
IWF
IWD
IVV
ABBV
IWF7.6%
IWD7.3%
IVV7.0%
ABBV5.2%
ABT3.9%
IVW3.4%
AGG2.6%
IEUR2.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other65.6%
Healthcare10.5%
Technology8.5%
ETF7.6%
Financial3.4%
Consumer2.0%
Industrial1.0%
Materials0.8%
🚪 Exited Positionssold since Q1 2025
+856 more exited positions
Changes from Q1 2025
↑49 increased
↓130 decreased
Historical Filings
Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023