MV CAPITAL MANAGEMENT, INC.
All 13F Filings
- Location
- Bethesda, MD
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,128,131
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/30/2026 | 1,278 | 1,128,131 | 13F-HR/A - RESTATEMENT | MV CAPITAL MANAGEMENT, INC. |
| Q2 2026 | 7/29/2026 | 1,196 | 1,019,249 | 13F-HR | MV CAPITAL MANAGEMENT, INC. |
| 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 | 402.6 K | 35.7% | 53.6 K | 0 | 53.6 K |
| ETFs | 507 K | 44.9% | 53.82 K | 0 | 53.82 K |
| Debt | 218.4 K | 19.4% | 1.372 K | 0 | 1.372 K |
| Other | 18 | 0.0% | 0 | 2 | -2 |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/30/2026
Total value ($000)
1,128,131
Holdings
1278
QoQ value change ($000)
108,784
(10.7%)
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.