Cm Wealth Advisors »

Mvb Financial shares owned by Cm Wealth Advisors

Quarter-by-quarter ownership of Mvb Financial (MVBF) shares owned by Cm Wealth Advisors from 13F filings

Historical chart of Cm Wealth Advisors investment in Mvb Financial

Tip: Access up to 7 years of quarterly data

All positions including Mvb Financial held by Cm Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Mvb Financial by Cm Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $334k 12k 29.01

More positions owned by Cm Wealth Advisors

Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)
Lincoln Electric Holdings (LECO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus 1000 Val Etf (IWD)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Rus 2000 Val Etf (IWN)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)

View all positions for Cm Wealth Advisors

Top funds holding Mvb Financial

Wellington Management Company
BlackRock
Dimensional Fund Advisors
Vanguard Capital Management
Geode Capital Management
Ameriprise Financial
Basswood Capital Management
State Street Corporation
Endeavour Capital Advisors
Kennedy Capital Management
Banc Funds Company
Diamond Hill Capital Management
Acadian Asset Management
Bridgeway Capital Management
Northern Trust

View all funds holding Mvb Financial