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Filers›Family Office›MV CAPITAL MANAGEMENT, INC.
DOSSIER · 13F-HR · Q1 2026

MV CAPITAL MANAGEMENT, INC.

MV's family office based in Chicago, IL — $1.0B in tracked AUM across 1,201 positions as of Q1 2026.

M
MV·Chicago, IL·Family Office
CIK 0001633366 · last filed Mar 31, 2026
Total AUM
$1.0B
▲ 4.3%
vs prior
Holdings
1,201
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
Top sector
Financials
16% weight
concentration
AI Analysis · Q1 2026 · 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

Filing history loading…
AI Agent · grounded in MV
haiku-4-5 · 1,201 positions indexed
Sector mix
  • Financials16%
  • Health Care8%
  • Communications9%
  • Industrials46%
  • Energy6%
  • Other15%
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