MV CAPITAL MANAGEMENT, INC.
All 13F Filings
- Location
- Bethesda, MD
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,019,347
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/30/2026 | 1,197 | 1,019,347 | 13F-HR | MV CAPITAL MANAGEMENT, INC. |
| Q4 2025 | 2/23/2026 | 1,183 | 1,040,722 | 13F-HR | MV CAPITAL MANAGEMENT, INC. |
| Q3 2025 | 2/23/2026 | 1,070 | 1,041,798 | 13F-HR | MV CAPITAL MANAGEMENT, INC. |
| Q2 2025 | 8/8/2025 | 1,076 | 972,267 | 13F-HR | MV CAPITAL MANAGEMENT, INC. |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 349 K | 34.2% | 0 | 145.2 K | -145.2 K |
| ETFs | 453.2 K | 44.5% | 97.17 K | 0 | 97.17 K |
| Debt | 217 K | 21.3% | 26.59 K | 0 | 26.59 K |
| Other | 20 | 0.0% | 2 | 0 | 2 |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
4/30/2026
Total value ($000)
1,019,347
Holdings
1197
QoQ value change ($000)
-21,375
(-2.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.