13F Filings History of MV CAPITAL MANAGEMENT, INC.

Latest 13F report
Q4 2025 - 23 Feb 2026
Value $
$1,040,721,901
Signature - Title
Mark E. Underwood - Chief Compliance Officer
Location
Bethesda, MD
Summary
This page shows a list of all the recent 13F filings made by MV CAPITAL MANAGEMENT, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MV CAPITAL MANAGEMENT, INC. reported 1183 stock holdings with total value $1,040,721,901 as of Q4 2025. Top holdings included IWF, IWD, IVV, ABBV, and IVW.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 1,183 $1,040,721,901 +$31,201,740 -$41,161,899 -$9,960,159 IWF, IWD, IVV, ABBV, IVW 13F-HR 23 Feb 2026, 11:24
Q3 2025 1,070 $1,041,797,825 +$30,291,416 -$21,815,616 +$8,475,800 IWF, IWD, IVV, ABBV, ABT 13F-HR 23 Feb 2026, 11:33
Q2 2025 1,076 $972,267,106 +$17,878,645 -$26,881,477 -$9,002,832 IWF, IWD, IVV, ABBV, ABT 13F-HR 08 Aug 2025, 12:12
Q1 2025 1,061 $931,950,681 +$48,843,087 -$45,366,896 +$3,476,191 IWD, IWF, IVV, ABBV, ABT 13F-HR 15 Apr 2025, 11:49
Q4 2024 1,031 $936,223,611 +$43,559,743 -$48,193,979 -$4,634,236 IVV, IWF, IWD, ABBV, IVW 13F-HR 12 Feb 2025, 11:37
Q3 2024 1,046 $942,049,979 +$27,317,469 -$23,224,731 +$4,092,738 IVV, IWF, IWD, ABBV, IVW 13F-HR 04 Nov 2024, 09:30
Q2 2024 1,012 $889,052,861 +$25,458,060 -$7,948,991 +$17,509,069 IWF, IVV, IWD, ABBV, IVW 13F-HR 01 Aug 2024, 10:57
Q1 2024 855 $873,850,596 +$71,296,752 -$42,368,966 +$28,927,786 IWF, IVV, IWD, ABBV, ABT 13F-HR 18 Apr 2024, 14:13
Q4 2023 767 $789,888,342 +$21,882,764 -$43,013,910 -$21,131,146 IWF, IVV, IWD, ABBV, AGG 13F-HR 29 Jan 2024, 14:54
Q3 2023 668 $749,364,280 +$75,827,067 -$62,601,824 +$13,225,243 IWF, IVV, IWD, ABBV, ABT 13F-HR 07 Nov 2023, 11:25
Q2 2023 677 $753,664,127 +$42,529,099 -$26,407,872 +$16,121,227 TFLO, IWF, IVV, IWD, ABBV 13F-HR 03 Aug 2023, 10:02
Q1 2023 696 $711,700,573 +$68,783,180 -$25,676,610 +$43,106,570 TFLO, IWD, IWF, IVV, ABBV 13F-HR 26 Apr 2023, 11:02
Q4 2022 667 $647,139,810 +$96,126,011 -$67,609,308 +$28,516,703 TFLO, IWD, IWF, IVV, ABBV 13F-HR 27 Jan 2023, 15:23
Q3 2022 673 $580,039,000 +$99,054,634 -$75,147,075 +$23,907,559 TFLO, IWD, IWF, IVV, ICSH 13F-HR 24 Oct 2022, 13:55
Q2 2022 674 $587,846,000 +$57,864,461 -$58,033,276 -$168,815 IWD, IWF, IVV, ABBV, ICSH 13F-HR 19 Jul 2022, 11:08
Q1 2022 690 $663,666,000 +$21,654,362 -$14,429,664 +$7,224,698 IWD, IWF, IVV, STIP, TIP 13F-HR 09 May 2022, 10:48
Q4 2021 688 $687,081,000 +$69,180,661 -$27,142,366 +$42,038,295 IWF, IWD, IVV, STIP, TIP 13F-HR 02 Feb 2022, 09:21
Q3 2021 714 $604,838,000 +$26,963,366 -$7,308,461 +$19,654,905 IWF, IWD, IVV, STIP, TIP 13F-HR 12 Nov 2021, 09:41
Q2 2021 679 $588,893,000 +$74,187,455 -$59,334,023 +$14,853,432 IWF, IWD, STIP, IVV, TIP 13F-HR 03 Aug 2021, 09:57
Q1 2021 459 $547,409,000 +$102,690,703 -$96,907,271 +$5,783,432 IWF, TFLO, IWD, USMV, TIP 13F-HR 12 May 2021, 09:08
Q4 2020 298 $527,346,000 +$62,407,043 -$21,438,291 +$40,968,752 TFLO, USMV, ICSH, IWF, IVW 13F-HR 08 Feb 2021, 15:52
Q3 2020 268 $481,399,000 +$46,500,188 -$5,410,567 +$41,089,621 TFLO, ICSH, USMV, IWF, IVW 13F-HR 12 Nov 2020, 09:36
Q2 2020 275 $424,793,000 +$73,057,237 -$72,728,702 +$328,535 TFLO, USMV, ICSH, IWF, IVW 13F-HR 04 Aug 2020, 13:18
Q1 2020 346 $384,076,000 +$32,385,567 -$44,561,502 -$12,175,935 TFLO, USMV, FLOT, ICSH, IWF 13F-HR 28 Apr 2020, 09:07
Q4 2019 359 $462,934,000 +$25,750,843 -$19,757,301 +$5,993,542 FLOT, USMV, TFLO, IWF, IVW 13F-HR 05 Feb 2020, 10:24
Q3 2019 387 $439,660,000 +$16,764,991 -$13,185,212 +$3,579,779 FLOT, USMV, TFLO, IWF, IVW 13F-HR 21 Nov 2019, 15:17
Q2 2019 354 $432,526,000 +$18,307,953 -$10,707,494 +$7,600,459 FLOT, TFLO, USMV, IWF, IVW 13F-HR 07 Aug 2019, 10:15
Q1 2019 349 $415,787,000 +$59,002,399 -$32,698,182 +$26,304,217 TFLO, FLOT, USMV, IWF, IVW 13F-HR 02 May 2019, 09:51
Q4 2018 321 $357,358,000 +$54,895,395 -$60,762,632 -$5,867,237 FLOT, USMV, TFLO, IWF, IVW 13F-HR 13 Feb 2019, 15:21
Q3 2018 348 $401,975,000 +$16,696,724 -$15,414,372 +$1,282,352 FLOT, USMV, IWF, IVW, IVE 13F-HR 06 Nov 2018, 10:00
Q2 2018 352 $385,420,000 +$19,964,331 -$17,460,520 +$2,503,811 FLOT, USMV, IWF, IVW, IVE Restatement 14 Aug 2018, 15:17
Q1 2018 353 $377,812,000 +$42,003,349 -$27,899,424 +$14,103,925 FLOT, USMV, IWF, IVW, IEFA 13F-HR 09 May 2018, 10:35
Q4 2017 358 $367,412,000 +$10,476,189 -$12,402,089 -$1,925,900 FLOT, USMV, IWF, IVW, IVE 13F-HR 05 Mar 2018, 15:56
Q3 2017 356 $356,333,000 +$13,952,604 -$5,236,426 +$8,716,178 FLOT, USMV, IWF, IVW, IVE 13F-HR 15 Nov 2017, 10:00
Q2 2017 357 $338,526,000 +$25,294,356 -$11,575,234 +$13,719,122 FLOT, USMV, IWF, IVW, IVE 13F-HR 01 Aug 2017, 10:10
Q1 2017 354 $317,815,000 +$49,698,625 -$21,692,875 +$28,005,750 FLOT, USMV, IWF, IVW, IVE 13F-HR 15 May 2017, 09:08
Q4 2016 367 $278,039,000 +$22,947,244 -$21,571,232 +$1,376,012 USMV, FLOT, IWF, IVW, IWD 13F-HR 14 Feb 2017, 10:47
Q3 2016 354 $275,376,000 +$14,547,959 -$18,566,708 -$4,018,749 USMV, IWF, FLOT, EFAV, IVW 13F-HR 15 Nov 2016, 14:59
Q2 2016 359 $275,742,000 +$27,648,796 -$4,677,970 +$22,970,826 USMV, FLOT, IWF, EFAV, IVW 13F-HR 12 Aug 2016, 15:31
Q1 2016 287 $246,904,000 +$39,037,143 -$49,169,741 -$10,132,598 USMV, FLOT, IWF, IVW, EFAV 13F-HR 13 May 2016, 15:31
Q4 2015 302 $253,702,000 +$44,579,548 -$17,591,891 +$26,987,657 FLOT, IWF, IVW, IWD, USMV 13F-HR 12 Feb 2016, 11:21
Q3 2015 288 $219,780,000 +$47,069,166 -$58,786,241 -$11,717,075 FLOT, IWF, IVW, AGG, IVE 13F-HR 13 Nov 2015, 16:40
Q2 2015 414 $246,210,000 +$25,789,646 -$15,941,854 +$9,847,792 FLOT, IWF, IVW, IVE, AGG 13F-HR 14 Aug 2015, 15:56
Q1 2015 422 $238,977,000 +$25,805,949 -$10,155,379 +$15,650,570 FLOT, IWF, IVW, AGG, IWD 13F-HR 13 May 2015, 09:22
Q4 2014 547 $220,199,000 $0 $0 $0 FLOT, IWF, IWD, IVW, DVY 13F-HR 12 Mar 2015, 14:53