Mv Capital Management, Inc. Top Holdings and 13F Report (2026) About Mv Capital Management, Inc.Investment ActivityMv Capital Management, Inc. has $1.02 billion in total holdings as of March 31, 2026.Mv Capital Management, Inc. owns shares of 1,197 different stocks, but just 41 companies or ETFs make up 80% of its holdings.Approximately 6.52% of the portfolio was purchased this quarter.About 5.53% of the portfolio was sold this quarter.This quarter, Mv Capital Management, Inc. has purchased 1,183 new stocks and bought additional shares in 585 stocks.Mv Capital Management, Inc. sold shares of 309 stocks and completely divested from 61 stocks this quarter.Largest Holdings iShares Russell 1000 Value ETF $72,846,432iShares Russell 1000 Growth ETF $65,579,932iShares Core S&P 500 ETF $64,378,595AbbVie $58,844,530iShares Core MSCI Europe ETF $42,600,998 Largest New Holdings this Quarter 72348N109 - PINNACLE FINL PARTNERS INC $975,105 Holding464287101 - iShares S&P 100 ETF $360,056 Holding46641Q837 - JPMorgan Ultra-Short Income ETF $248,496 HoldingG0250X149 - AMCOR PLC $41,221 Holding464287465 - iShares MSCI EAFE ETF $30,791 Holding Largest Purchases this Quarter iShares Core MSCI EAFE ETF 149,838 shares (about $13.56M)ISHARES TR 423,013 shares (about $10.85M)iShares Core MSCI Europe ETF 139,759 shares (about $9.82M)ISHARES TR 173,503 shares (about $4.52M)iShares iBonds Dec 2033 Term Corporate ETF 119,921 shares (about $3.10M) Largest Sales this Quarter iShares Core U.S. Aggregate Bond ETF 202,565 shares (about $20.11M)iShares Russell 1000 Growth ETF 13,524 shares (about $5.77M)iShares MSCI USA Min Vol Factor ETF 53,864 shares (about $5.00M)iShares Russell 1000 Value ETF 21,393 shares (about $4.57M)iShares Core S&P 500 ETF 4,845 shares (about $3.16M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMv Capital Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIWDiShares Russell 1000 Value ETF$72,846,432$4,571,037 ▼-5.9%340,9307.1%ETFIWFiShares Russell 1000 Growth ETF$65,579,932$5,766,637 ▼-8.1%153,7996.4%ETFIVViShares Core S&P 500 ETF$64,378,595$3,164,811 ▼-4.7%98,5576.3%ETFABBVAbbVie$58,844,530$38,931 ▼-0.1%270,5625.8%MedicalIEURiShares Core MSCI Europe ETF$42,600,998$9,820,870 ▲30.0%606,2474.2%ETFIVWiShares S&P 500 Growth ETF$30,117,874$2,837,813 ▼-8.6%266,2713.0%ETFABTAbbott Laboratories$29,004,070$54,312 ▲0.2%282,4982.8%MedicalIEFAiShares Core MSCI EAFE ETF$25,980,124$13,564,837 ▲109.3%286,9782.5%ETFIBDYiShares iBonds Dec 2033 Term Corporate ETF$24,227,170$3,099,959 ▲14.7%937,2212.4%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$20,787,829$1,311,432 ▲6.7%857,5842.0%ETFIVEiShares S&P 500 Value ETF$20,625,935$1,416,180 ▼-6.4%97,6842.0%ETFIBDUiShares iBonds Dec 2029 Term Corporate ETF$20,263,125$1,779,878 ▲9.6%871,1582.0%ETFIBDViShares iBonds Dec 2030 Term Corporate ETF$20,140,506$1,843,576 ▲10.1%920,0782.0%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$20,123,951$1,617,169 ▲8.7%794,4712.0%ETFAAPLApple$20,032,909$631,683 ▼-3.1%78,9352.0%Computer and TechnologyIBDXiShares iBonds Dec 2032 Term Corporate ETF$19,542,404$1,464,220 ▼-7.0%773,3441.9%ETFNVDANVIDIA$19,228,996$88,595 ▲0.5%110,2581.9%Computer and TechnologyIBDWiShares iBonds Dec 2031 Term Corporate ETF$19,090,726$2,739,966 ▲16.8%912,1231.9%ETFISHARES TR$19,046,409$4,521,486 ▲31.1%730,8681.9%IBONDS DEC 2034IBDRiShares iBonds Dec 2026 Term Corporate ETF$18,214,581$721,455 ▲4.1%751,4271.8%ETFIBTGiShares iBonds Dec 2026 Term Treasury ETF$15,939,971$825,215 ▲5.5%695,6131.6%ManufacturingUSMViShares MSCI USA Min Vol Factor ETF$14,604,460$4,995,362 ▼-25.5%157,4771.4%ETFIBTHiShares iBonds Dec 2027 Term Treasury ETF$13,577,003$1,213,821 ▼-8.2%605,3061.3%ManufacturingISHARES TR$11,773,912$10,846,052 ▲1,168.9%459,2011.2%IBONDS DEC 2035IWRiShares Russell Mid-Cap ETF$10,988,645$950,132 ▲9.5%113,0171.1%ETFMSFTMicrosoft$10,905,423$198,408 ▲1.9%29,4611.1%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$9,828,219$396,175 ▼-3.9%73,9521.0%ETFIBTIiShares iBonds Dec 2028 Term Treasury ETF$9,311,096$2,691,411 ▲40.7%417,8560.9%ManufacturingFBCGFidelity Blue Chip Growth ETF$9,228,947$1,011,722 ▼-9.9%184,1370.9%ETFMUMicron Technology$9,181,140$604,396 ▼-6.2%27,1760.9%Computer and TechnologyJPMJPMorgan Chase & Co.$8,504,754$37,064 ▲0.4%28,9120.8%FinanceIWBiShares Russell 1000 ETF$8,346,714$25,316 ▼-0.3%23,4090.8%ETFGOOGLAlphabet$7,878,857$317,754 ▼-3.9%27,3990.8%Computer and TechnologyWALMART INC$7,421,256$97,311 ▼-1.3%59,7140.7%COMCATCaterpillar$6,912,445$467,584 ▼-6.3%9,7570.7%IndustrialsLAM RESEARCH CORP$6,691,618$434,798 ▼-6.1%31,3190.7%COM NEWIEMGiShares Core MSCI Emerging Markets ETF$5,830,210$3,015,022 ▲107.1%83,5870.6%ETFDVYiShares Select Dividend ETF$4,969,640$73,435 ▼-1.5%32,8220.5%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$4,915,680$441,195 ▼-8.2%92,3650.5%ManufacturingGOOGAlphabet$4,910,757$167,239 ▼-3.3%17,1190.5%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$4,856,267$20,108,539 ▼-80.5%48,9200.5%FinanceTJXTJX Companies$4,705,561$64,679 ▼-1.4%29,4650.5%Retail/WholesaleVVisa$4,626,086$57,728 ▲1.3%15,3060.5%Business ServicesCOSTCostco Wholesale$4,543,721$58,789 ▲1.3%4,5600.4%Retail/WholesalePGProcter & Gamble$4,121,018$34,521 ▲0.8%28,5310.4%Consumer StaplesEZUiShares MSCI Eurozone ETF$4,036,8350.0%64,4450.4%ETFECLEcolab$3,988,278$65,975 ▼-1.6%14,9920.4%Basic MaterialsVTVVanguard Value ETF$3,955,196$15,107 ▼-0.4%20,1590.4%ETFMPWRMonolithic Power Systems$3,899,980$113,708 ▼-2.8%3,5670.4%Computer and TechnologyGRMNGarmin$3,863,896$92,804 ▲2.5%16,6540.4%Computer and TechnologyCBChubb$3,787,633$14,341 ▼-0.4%11,6210.4%FinanceMAMastercard$3,769,935$54,463 ▲1.5%7,5450.4%Business ServicesIWPiShares Russell Mid-Cap Growth ETF$3,696,903$168,990 ▲4.8%28,8550.4%ETFCFGCitizens Financial Group$3,592,803$67,826 ▼-1.9%59,9100.4%FinanceJNJJohnson & Johnson$3,524,581$59,643 ▼-1.7%14,4190.3%MedicalHDHome Depot$3,267,852$30,258 ▲0.9%9,9360.3%Retail/WholesaleAONAON$3,120,960$50,354 ▲1.6%9,6690.3%FinanceIBTJiShares iBonds Dec 2029 Term Treasury ETF$3,118,264$32,371 ▲1.0%142,7580.3%ManufacturingAMGNAmgen$3,116,336$8,796 ▼-0.3%8,8570.3%MedicalIWOiShares Russell 2000 Growth ETF$3,066,238$204,604 ▲7.1%9,7710.3%ETFXLUUtilities Select Sector SPDR Fund$3,039,191$11,289 ▲0.4%66,2280.3%ETFVUGVanguard Growth ETF$3,038,749$13,540 ▼-0.4%6,9570.3%ETFAMZNAmazon.com$2,986,592$57,899 ▼-1.9%14,3400.3%Retail/WholesaleEXPDExpeditors International of Washington$2,933,924$90,235 ▼-3.0%20,4840.3%TransportationCMECME Group$2,912,742$10,928 ▲0.4%9,8620.3%FinanceBRK.ABerkshire Hathaway$2,872,5600.0%40.3%FinanceMRKMerck & Co., Inc.$2,784,834$11,788 ▼-0.4%23,1510.3%MedicalQCOMQualcomm$2,762,847$22,408 ▲0.8%21,4540.3%Computer and TechnologySYYSysco$2,758,688$33,097 ▲1.2%38,6750.3%Consumer StaplesAPDAir Products and Chemicals$2,742,807$51,417 ▲1.9%9,4420.3%Basic MaterialsCRMSalesforce$2,558,686$58,801 ▲2.4%13,7070.3%Computer and TechnologySPYSPDR S&P 500 ETF Trust$2,501,163$407,756 ▼-14.0%3,8460.2%FinancePKGPackaging Corporation of America$2,435,649$3,396 ▲0.1%11,4770.2%IndustrialsLLYEli Lilly and Company$2,273,672$3,679 ▲0.2%2,4720.2%MedicalXOMExxonMobil$2,266,527$103,494 ▲4.8%13,3590.2%EnergyMSCIMSCI$2,263,303$50,667 ▲2.3%4,1990.2%FinanceXLVHealth Care Select Sector SPDR Fund$2,129,509$93,537 ▼-4.2%14,5250.2%ETFINTUIntuit$2,090,990$116,310 ▲5.9%4,8360.2%Computer and TechnologySHYiShares 1-3 Year Treasury Bond ETF$2,086,529$135,084 ▲6.9%25,2700.2%ManufacturingACNAccenture$1,963,270$2,181 ▼-0.1%9,9010.2%Computer and TechnologyBRK.BBerkshire Hathaway$1,731,350$102,070 ▼-5.6%3,6130.2%FinanceIWNiShares Russell 2000 Value ETF$1,731,147$194,709 ▲12.7%9,1310.2%ETFIWMiShares Russell 2000 ETF$1,565,911$121,027 ▲8.4%6,3140.2%FinanceVOOVanguard S&P 500 ETF$1,459,815$259,934 ▼-15.1%2,4430.1%ETFIWSiShares Russell Mid-Cap Value ETF$1,405,080$120,527 ▲9.4%9,6410.1%ETFAVGOBroadcom$1,371,439$175,492 ▲14.7%4,4310.1%Computer and TechnologyMDTMedtronic$1,369,590$145,572 ▼-9.6%15,8060.1%MedicalWFCWells Fargo & Company$1,320,571$47,209 ▼-3.5%16,5880.1%FinanceHDViShares Core High Dividend ETF$1,206,958$175,079 ▼-12.7%8,8930.1%ETFMETAMeta Platforms$1,203,190$50,347 ▼-4.0%2,1030.1%Computer and TechnologyMCDMcDonald's$1,158,315$20,201 ▼-1.7%3,7270.1%Retail/WholesaleXLPConsumer Staples Select Sector SPDR Fund$1,147,485$54,189 ▼-4.5%13,9970.1%ETFGILDGilead Sciences$1,056,564$1,812 ▲0.2%7,5810.1%MedicalKOCocaCola$992,301$11,788 ▼-1.2%13,0480.1%Consumer StaplesPINNACLE FINL PARTNERS INC$975,105$975,105 ▲New Holding11,3200.1%COMIJHiShares Core S&P Mid-Cap ETF$955,212$8,441 ▲0.9%14,1450.1%ETFMARMarriott International$953,082$102,046 ▼-9.7%2,9140.1%Consumer DiscretionaryRTXRTX$943,474$122,877 ▼-11.5%4,8910.1%AerospaceIBTKiShares iBonds Dec 2030 Term Treasury ETF$853,8760.0%43,3000.1%ManufacturingBACBank of America$847,860$24,375 ▲3.0%17,3920.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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