MV CAPITAL MANAGEMENT INC
Q1 2025 Form 13-F
BETHESDA, MARYLAND
CIK 0001633366
· CRD 139034
· SEC-registered investment adviser
$932.0M Reported Value Total
MV CAPITAL MANAGEMENT, INC. reports 1,169 total accounts under management (AUM). There are 1,165 discretionary accounts valued at $1,267,767,243, and 4 non-discretionary accounts valued at $1,337,699.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-03-31
Reported value
$932.0M
Quarter over quarter
-0.8%
Holdings
1,061
Top-10 concentration
44.6%
Key People
Form ADV owners & control persons
Masood Vojdani
PRESIDENT
Mark Evans Underwood
CHIEF COMPLIANCE OFFICER
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13F Metrics
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Q1 2025 13F record
Q1 2025 13F filing summary
| Period of report | March 31, 2025 |
|---|---|
| Filed | April 15, 2025 |
| Form | 13F-HR |
| Reported value | $932.0M |
| Positions | 1,061 |
| Change in reported value | -0.5% |
| New positions | 72 |
| Exited positions | 42 |
| Position turnover | 10.3% |
| Top-10 concentration | 44.6% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 29, 2026
|
1,279 | $1.1B |
|
Q2 2026 13F
Filed Jul 29, 2026
|
1,278 | $1.1B |
|
Q1 2026 13F
Filed Apr 30, 2026
|
1,197 | $1.0B |
|
Q4 2025 13F
Filed Feb 23, 2026
|
1,183 | $1.0B |
|
Q3 2025 13F
Filed Feb 23, 2026
|
1,070 | $1.0B |
|
Q2 2025 13F
Filed Aug 8, 2025
|
1,076 | $972.3M |
|
Q1 2025 13F
Filed Apr 15, 2025
|
1,061 | $932.0M |
|
Q4 2024 13F
Filed Feb 12, 2025
|
1,031 | $936.2M |
|
Q3 2024 13F
Filed Nov 4, 2024
|
1,047 | $942.0M |
|
Q2 2024 13F
Filed Aug 1, 2024
|
1,012 | $889.1M |
|
Q1 2024 13F
Filed Apr 18, 2024
|
855 | $873.9M |
|
Q4 2023 13F
Filed Jan 29, 2024
|
767 | $789.9M |
|
Q3 2023 13F
Filed Nov 7, 2023
|
667 | $749.4M |
|
Q2 2023 13F
Filed Aug 3, 2023
|
677 | $753.7M |
|
Q1 2023 13F
Filed Apr 26, 2023
|
695 | $711.7M |
|
Q4 2022 13F
Filed Jan 27, 2023
|
666 | $647.2M |
|
Q3 2022 13F
Filed Oct 24, 2022
|
639 | $580.1M |
|
Q2 2022 13F
Filed Jul 19, 2022
|
635 | $587.9M |
|
Q1 2022 13F
Filed May 9, 2022
|
664 | $663.7M |
|
Q4 2021 13F
Filed Feb 2, 2022
|
668 | $687.2M |
28 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q1 2025
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | IWD ISHARES TR | $72.3M | 7.76% |
| 2 | IWF ISHARES TR | $66.3M | 7.12% |
| 3 | IVV ISHARES TR | $65.8M | 7.06% |
| 4 | ABBV ABBVIE INC | $56.8M | 6.09% |
| 5 | ABT ABBOTT LABS | $37.5M | 4.02% |
| 6 | IVW ISHARES TR | $29.3M | 3.14% |
| 7 | AGG ISHARES TR | $25.4M | 2.73% |
| 8 | IVE ISHARES TR | $21.3M | 2.29% |
| 9 | USMV ISHARES TR | $20.6M | 2.21% |
| 10 | IBDY ISHARES TR | $20.5M | 2.2% |
| 11 | IBDX ISHARES TR | $20.4M | 2.19% |
| 12 | AAPL APPLE INC | $18.9M | 2.03% |
| 13 | IBDT ISHARES TR | $16.2M | 1.74% |
| 14 | IBDU ISHARES TR | $16.1M | 1.73% |
| 15 | IBDS ISHARES TR | $16.1M | 1.72% |
| 16 | IBDV ISHARES TR | $15.9M | 1.71% |
| 17 | IBDR ISHARES TR | $15.9M | 1.7% |
| 18 | IBTF ISHARES TR | $15.5M | 1.67% |
| 19 | IBDZ ISHARES TR | $15.3M | 1.64% |
| 20 | IEUR ISHARES TR | $14.9M | 1.6% |
Values as reported on the Q1 2025 Form 13F. Every position is in the holdings table below.