EdgeMarket › What Mv Capital Management, Inc. reported owning
What Mv Capital Management, Inc. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.0BPositions
1,197Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| IWD iShares Russell 1000 Value ETF | 72.8M | 7.1% | 340.9K | 257.29 | +29.2% |
| IWF iShares Russell 1000 Growth Fund | 65.6M | 6.4% | 153.8K | 122.39 | +11.2% |
| IVV iShares Core S&P 500 ETF | 64.4M | 6.3% | 98.6K | 769.31 | +20.0% |
| ABBV AbbVie Inc. | 58.8M | 5.8% | 270.6K | 264.96 | +26.7% |
| IEUR iShares Core MSCI Europe ETF | 42.6M | 4.2% | 606.2K | 78.41 | +16.0% |
| IVW iShares S&P 500 Growth ETF | 30.1M | 3.0% | 266.3K | 138.83 | +22.2% |
| ABT ABBOTT LABORATORIES | 29.0M | 2.8% | 282.5K | 116.64 | -11.9% |
| IEFA iShares Core MSCI EAFE ETF | 26.0M | 2.5% | 287.0K | 100.85 | +16.8% |
| IBDY iShares iBonds Dec 2033 Term Corporate ETF | 24.2M | 2.4% | 937.2K | 25.30 | -2.4% |
| IBDS iShares iBonds Dec 2027 Term Corporate ETF | 20.8M | 2.0% | 857.6K | 24.20 | -0.2% |
| IVE iShares S&P 500 Value ETF | 20.6M | 2.0% | 97.7K | 237.24 | +17.6% |
| IBDU iShares iBonds Dec 2029 Term Corporate ETF | 20.3M | 2.0% | 871.2K | 23.05 | -1.4% |
| IBDV iShares iBonds Dec 2030 Term Corporate ETF | 20.1M | 2.0% | 920.1K | 21.60 | -2.0% |
| IBDT iShares iBonds Dec 2028 Term Corporate ETF | 20.1M | 2.0% | 794.5K | 25.19 | -0.9% |
| AAPL Apple Inc. | 20.0M | 2.0% | 78.9K | 309.35 | +36.9% |
| IBDX iShares iBonds Dec 2032 Term Corporate ETF | 19.5M | 1.9% | 773.3K | 24.83 | -2.1% |
| NVDA NVIDIA CORP | 19.2M | 1.9% | 110.3K | 214.72 | +22.4% |
| IBDW iShares iBonds Dec 2031 Term Corporate ETF | 19.1M | 1.9% | 912.1K | 20.60 | -2.2% |
| IBDZ iShares iBonds Dec 2034 Term Corporate ETF | 19.0M | 1.9% | 730.9K | 25.52 | -2.1% |
| IBDR iShares iBonds Dec 2026 Term Corporate ETF | 18.2M | 1.8% | 751.4K | 24.23 | +0.0% |
| IBTG iShares iBonds Dec 2026 Term Treasury ETF | 15.9M | 1.6% | 695.6K | 22.87 | -0.1% |
| USMV iShares MSCI USA Min Vol Factor ETF | 14.6M | 1.4% | 157.5K | 101.23 | +7.0% |
| IBTH iShares iBonds Dec 2027 Term Treasury ETF | 13.6M | 1.3% | 605.3K | 22.38 | -0.3% |
| IBCA iShares iBonds Dec 2035 Term Corporate ETF | 11.8M | 1.2% | 459.2K | 25.00 | -2.4% |
| IWR iShares Russell Mid-Cap ETF | 11.0M | 1.1% | 113.0K | 113.44 | +20.4% |
| MSFT MICROSOFT CORP | 10.9M | 1.1% | 29.5K | 483.24 | -4.4% |
| XLK State Street Technology Select Sector SPDR ETF | 9.8M | 1.0% | 74.0K | 183.31 | +41.1% |
| IBTI iShares iBonds Dec 2028 Term Treasury ETF | 9.3M | 0.9% | 417.9K | 22.11 | -1.0% |
| FBCG Fidelity Blue Chip Growth ETF | 9.2M | 0.9% | 184.1K | 61.53 | +22.5% |
| MU MICRON TECHNOLOGY INC | 9.2M | 0.9% | 27.2K | 966.78 | +724.8% |
| JPM JPMORGAN CHASE & CO | 8.5M | 0.8% | 28.9K | 351.58 | +20.3% |
| IWB iShares Russell 1000 ETF | 8.3M | 0.8% | 23.4K | 419.69 | +19.8% |
| GOOGL Alphabet Inc. | 7.9M | 0.8% | 27.4K | 344.82 | +73.0% |
| WMT Walmart Inc. | 7.4M | 0.7% | 59.7K | 103.70 | +1.1% |
| CAT CATERPILLAR INC | 6.9M | 0.7% | 9.8K | 827.90 | +96.8% |
| LRCX LAM RESEARCH CORP | 6.7M | 0.7% | 31.3K | 314.00 | +216.7% |
| IEMG iShares Core MSCI Emerging Markets ETF | 5.8M | 0.6% | 83.6K | 81.57 | +31.9% |
| DVY iShares Select Dividend ETF | 5.0M | 0.5% | 32.8K | 164.09 | +17.7% |
| IGIB iShares 5-10 Year Investment Grade Corporate B | 4.9M | 0.5% | 92.4K | 52.14 | -2.5% |
| GOOG Alphabet Inc. | 4.9M | 0.5% | 17.1K | 341.75 | +70.7% |
| AGG iShares Core U.S. Aggregate Bond ETF | 4.9M | 0.5% | 48.9K | 97.35 | -1.7% |
| TJX TJX COMPANIES INC /DE/ | 4.7M | 0.5% | 29.5K | 140.53 | +1.6% |
| V VISA INC. | 4.6M | 0.5% | 15.3K | 371.04 | +7.9% |
| COST COSTCO WHOLESALE CORP /NEW | 4.5M | 0.4% | 4.6K | 947.74 | -4.7% |
| PG PROCTER & GAMBLE Co | 4.1M | 0.4% | 28.5K | 144.68 | -9.3% |
| EZU iShares MSCI Eurozone ETF | 4.0M | 0.4% | 64.4K | 71.49 | +17.2% |
| ECL ECOLAB INC. | 4.0M | 0.4% | 15.0K | 281.63 | -1.3% |
| VTV Vanguard Morningstar Value ETF | 4.0M | 0.4% | 20.2K | 226.40 | +24.6% |
| MPWR MONOLITHIC POWER SYSTEMS, INC. | 3.9M | 0.4% | 3.6K | 1,316.28 | +59.3% |
| GRMN GARMIN LTD | 3.9M | 0.4% | 16.7K | 294.85 | +28.1% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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