DOSSIER · 13F-HR · Q1 2026

MV CAPITAL MANAGEMENT, INC.

$1.0B in tracked AUM across 1,201 positions as of Q1 2026.

MC
CIK 0001633366 · last filed Mar 31, 2026
Total AUM
$1.0B
as of Q1 2026
Holdings
1,201
positions
Whale Score
57
57
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

MV CAPITAL MANAGEMENT, INC. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IWD
ISHARES TR
$73M341K7.1%
02
IWF
ISHARES TR
$66M154K6.4%
03
IVV
ISHARES TR
$64M99K6.3%
04
ABBV
ABBVIE INC
$59M271K5.8%
05
IEUR
ISHARES TR
$43M606K4.2%
06
IVW
ISHARES TR
$30M266K3.0%
07
ABT
ABBOTT LABORATORIES
$29M282K2.8%
08
IEFA
ISHARES TR
$26M287K2.5%
09
IBDY
ISHARES TR
$24M937K2.4%
10
IBDS
ISHARES TR
$21M858K2.0%

Filing history

2026Q1Mar 31
$1.0B 2.1%
1,201 positionsView →
2025Q4Dec 31
$1.0B 0.1%
1,188 positionsView →
2025Q3Sep 30
$1.0B 7.2%
1,075 positionsView →
2025Q2Jun 30
$972M 4.3%
1,081 positionsLocked
2025Q1Mar 31
$932M 0.5%
1,065 positionsLocked
2024Q4Dec 31
$936M 0.6%
1,034 positionsLocked
2024Q3Sep 30
$942M 6.0%
1,053 positionsLocked
2024Q2Jun 30
$889M 1.7%
1,017 positionsLocked
2024Q1Mar 31
$874M 10.6%
861 positionsLocked
2023Q4Dec 31
$790M 5.4%
774 positionsLocked
2023Q3Sep 30
$749M 0.6%
675 positionsLocked
2023Q2Jun 30
$754M 5.9%
684 positionsLocked
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