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PMV Capital Advisers, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1980695

$66.6M

disclosed book value

57

positions

29.9%

largest position share

Positions, as of 2026-06-30

top 57 of 57 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1ADVISORS INNER CIRCLE FD II613,521$19.9M29.9%
2IVVISHARES TR10,735$8.0M12.1%
3QLDPROSHARES TR45,937$4.4M6.7%
4SSOPROSHARES TR46,556$3.1M4.7%
5QQQINVESCO QQQ TR3,701$2.7M4.1%
6TLTISHARES TR30,288$2.6M3.9%
7TQQQPROSHARES TR31,536$2.6M3.8%
8GLDSPDR GOLD TR6,803$2.5M3.8%
9PROSHARES TR43,141$2.1M3.2%
10AGF INVTS TR188,303$2.1M3.2%
11CTASIMPLIFY EXCHANGE TRADED FUN75,962$2.0M3%
12EA SERIES TRUST20,109$1.8M2.7%
13DBMFLITMAN GREGORY FDS TR57,501$1.8M2.6%
14PROSHARES TR II31,306$1.4M2.1%
15PROSHARES TR78,184$1.3M1.9%
16AAPLAPPLE INC3,918$1.1M1.7%
17SPXLDIREXION SHARES ETF TRUST3,934$1.1M1.6%
18PROSHARES TR14,206$1.0M1.6%
19MUMICRON TECHNOLOGY INC373$430,5500.6%
20TMFDIREXION SHARES ETF TRUST12,041$428,0570.6%
21EXMOCEXXON MOBIL CORP3,062$418,6370.6%
22UNHUNITEDHEALTH GROUP INC835$347,0510.5%
23DIREXION SHARES ETF TRUST7,492$346,0130.5%
24PGPROCTER & GAMBLE CO2,000$293,2800.4%
25NVONOVO-NORDISK A S5,464$261,9440.4%
26SGOVISHARES TR2,475$249,1580.4%
27FTSMFIRST TR EXCHANGE-TRADED FD4,157$248,2860.4%
28JPSTJ P MORGAN EXCHANGE TRADED F4,795$242,5000.4%
29NEOS ETF TRUST4,836$240,8690.4%
30AMZNAMAZON COM INC740$176,3720.3%
31AMATAPPLIED MATLS INC204$147,4920.2%
32AMDADVANCED MICRO DEVICES INC245$142,3230.2%
33TSLATESLA INC224$94,2140.1%
34GOOGALPHABET INC266$93,9860.1%
35AVGOBROADCOM INC246$92,9270.1%
36NVDANVIDIA CORPORATION393$78,6350.1%
37XLKSELECT SECTOR SPDR TR401$76,3990.1%
38TXNTEXAS INSTRS INC227$67,6620.1%
39METAMETA PLATFORMS INC85$47,8800.1%
40COSTCOSTCO WHOLESALE CORPORATION50$46,7740.1%
41SPCXSPACE EXPLORATION TECHN CORP270$46,1320.1%
42TMUST-MOBILE US INC259$43,4420.1%
43QCOMQUALCOMM INC234$43,2410.1%
44NFLXNETFLIX INC.604$43,1260.1%
45SBUXSTARBUCKS CORP411$42,0000.1%
46MSFTMICROSOFT CORP103$38,4210.1%
47WMTWALMART INC300$33,9780.1%
48RIVNRIVIAN AUTOMOTIVE INC1,614$28,0030%
49INTUINTUIT83$21,6630%
50ADBEADOBE INC104$21,3220%
51NUVEEN MUN VALUE FD INC2,275$20,9740%
52WISDOMTREE TR287$7,6770%
53PROSHARES TR28$3,2590%
54AFLAFLAC INC27$3,1220%
55SHVISHARES TR18$1,9860%
56DALDELTA AIR LINES INC1$940%
57AURORA CANNABIS INC9$250%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.