account_balance

Investment manager · 13F filer · SEC CIK 1633366

Mv Capital Management, Inc.

Reported value$1.1Bas of Sep 30, 2026
Positions1,279 146 new, 63 sold out
Top 10 weight42.6%IWD alone is 7%
FiledOct 2929 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IWD iShares Tr 7.2% Trimmed −6%
IVV iShares Tr 6.6% Trimmed −4%
ABBV AbbVie Inc. 6.5% Held
IWF iShares Tr 6.4% Added +266%
IVW iShares Tr 3.2% Trimmed −7%
IEUR iShares Tr 3.0% Trimmed −26%
IEFA iShares Tr 2.9% Added +14%
ABT Abbott Laboratories 2.5% HeldAAPL Apple Inc. 2.3% Trimmed −3%
IBDY iShares Tr 2.0% Held
IBDS iShares Tr 2.0% Added +4%
NVDA NVIDIA Corp 1.9% Trimmed −15%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 29, 2026, compared with the Jul 29, 2026 filing
add_circleNew
  • FMDE $552K
  • VYMI $94.9K
  • FDXF $54.8K
  • AOA $44.2K
arrow_upwardAdded
  • EPP +24807%
  • NEE +1039%
  • VUG +494%
  • IWF +266%
arrow_downwardTrimmed
  • EZU −49%
  • MU −46%
  • USMV −27%
  • LRCX −26%
remove_circleSold out
  • JPST $248K
  • CSL $108K
  • EA $31.2K
  • CTRA $12.7K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast