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MV CAPITAL MANAGEMENT, INC. - Portfolio Stock Holdings

MV CAPITAL MANAGEMENT, INC. disclosed 1188 stock positions in a recent SEC 13F filing. $1,073,366,016 of stock holdings were filed, with the largest holdings including IWD, IVV, and ABBV. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $1,439,595,799 and has 8 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

1188

Est. Stock Holding Value:

$1,073,366,016

Top Stock Holdings By Sector

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Portfolio Stock Holdings - MV CAPITAL MANAGEMENT, INC.

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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