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Mark E. Underwood

Mv Capital Management, Inc.

Assets Managed
$1.019B
Holdings
1197
Last Quarter
2026 - Q1
Filed Date
17d ago
Growth Rate
-2.05%(2Q avg: 2.5%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Mv Capital Management, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1197 positions.

Assets under management

The assets under management (AUM) of Mv Capital Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.019B in assets, with a quarterly growth rate of -2.05% and a 2-quarter average growth rate of 2.5%. The portfolio is managed by Mark E. Underwood, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IWD
Ishares Russell 1000 Value E
Recent Activity
Decreased -5.9%
7.15%
$72.846M
340,930 shares@ $213.67 avg price
IWF
Ishares Russell 1000 Growth
Recent Activity
Decreased -8.08%
6.44%
$65.58M
153,799 shares@ $426.41 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -4.68%
6.32%
$64.379M
98,557 shares@ $653.22 avg price
ABBV
Abbvie Inc
Recent Activity
Decreased -0.06%
5.78%
$58.845M
270,562 shares@ $217.5 avg price
IEUR
Ishares Core Msci Europe Etf
Recent Activity
Increased 29.96%
4.18%
$42.601M
606,247 shares@ $70.28 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Decreased -8.61%
2.96%
$30.118M
266,271 shares@ $113.11 avg price
ABT
Abbott Laboratories
Recent Activity
Increased 0.19%
2.85%
$29.004M
282,498 shares@ $102.68 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 109.26%
2.55%
$25.98M
286,978 shares@ $90.54 avg price
IBDY
Ishares Ibonds Dec 2033 Corp
Recent Activity
Increased 14.68%
2.38%
$24.227M
937,221 shares@ $25.86 avg price
IBDS
Ishrs Ibnds Dec 27 Corp Etf
Recent Activity
Increased 6.74%
2.04%
$20.788M
857,584 shares@ $24.24 avg price

1-10 of 1197