PMV CAPITAL ADVISERS, LLC

PrivateCIK: 1980695
Location

DALLAS, TX

119
Positions
$59.28M
Total AUM (reported)
1.36M
Total Shares

Allocation by class

TOTAL AUM$59.28M119 positions
PMV ADAPTIVE RSK$18.70M31.6%
CORE S&P500 ETF$6.92M11.7%
MANAGED FUTURES$4.17M7.0%
US MARKET NETRL$3.44M5.8%
COM$3.00M5.1%
ULTRA GOLD$2.74M4.6%
GOLD SHS$2.71M4.6%

Portfolio Concentration

Top 350.3%4–1029.9%11–2517.0%Rest2.8%TOP 1080.2%0%100%
Top 3$29.80M50.3%
4–10$17.74M29.9%
11–25$10.07M17.0%
Rest$1.68M2.8%

Top 3 weight

50.3%

Top 10 weight

80.2%

Voting Authority Distribution

Total shares with voting rights: 0.00

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole119
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings119
Rows:

PMV ADAPTIVE RISK PARITY ETF

SOLE
PMV ADAPTIVE RSK
Shares596.09K
TypeSH
Market value$18.70M
31.55%
Sole
0.00
Shared
0.00
None
0.00

ISHARES CORE S&P 500 ETF

SOLE
CORE S&P500 ETF
Shares10.60K
TypeSH
Market value$6.92M
11.68%
Sole
0.00
Shared
0.00
None
0.00

SIMPLIFY MANAGED FUTURES STRATEGY ETF

SOLE
MANAGED FUTURES
Shares138K
TypeSH
Market value$4.17M
7.04%
Sole
0.00
Shared
0.00
None
0.00

AGF U.S. MARKET NEUTRAL ANTI-BETA FUND

SOLE
US MARKET NETRL
Shares246.62K
TypeSH
Market value$3.44M
5.81%
Sole
0.00
Shared
0.00
None
0.00

PROSHARES ULTRA GOLD

SOLE
ULTRA GOLD
Shares44.64K
TypeSH
Market value$2.74M
4.63%
Sole
0.00
Shared
0.00
None
0.00

SPDR GOLD SHARES

SOLE
GOLD SHS
Shares6.29K
TypeSH
Market value$2.71M
4.57%
Sole
0.00
Shared
0.00
None
0.00

ISHARES 20 YEAR TREASURY BOND ETF

SOLE
20 YR TR BD ETF
Shares27.86K
TypeSH
Market value$2.41M
4.07%
Sole
0.00
Shared
0.00
None
0.00

INVESCO QQQ TRUST SERIES I

SOLE
UNIT SER 1
Shares4.04K
TypeSH
Market value$2.33M
3.93%
Sole
0.00
Shared
0.00
None
0.00

PROSHARES ULTRA S&P 500

SOLE
PSHS ULT S&P 500
Shares41.48K
TypeSH
Market value$2.15M
3.63%
Sole
0.00
Shared
0.00
None
0.00

PROSHARES ULTRA QQQ

SOLE
PSHS ULTRA QQQ
Shares31.90K
TypeSH
Market value$1.95M
3.28%
Sole
0.00
Shared
0.00
None
0.00

PROSHARES ULTRA MSCI EAFE

SOLE
ULTR MSCI ETF
Shares25.37K
TypeSH
Market value$1.61M
2.72%
Sole
0.00
Shared
0.00
None
0.00

PROSHARES ULTRAPRO QQQ

SOLE
ULTRAPRO QQQ
Shares28.04K
TypeSH
Market value$1.17M
1.97%
Sole
0.00
Shared
0.00
None
0.00

PROSHARES ULTRA MSCI EMERGING MARKETS

SOLE
MSCI EMRG ETF
Shares13.78K
TypeSH
Market value$1.15M
1.95%
Sole
0.00
Shared
0.00
None
0.00

PROSHARES ULTRA 20 YEAR TREASURY

SOLE
ULTRA 20YR TRE
Shares62.37K
TypeSH
Market value$1.02M
1.71%
Sole
0.00
Shared
0.00
None
0.00

APPLE INC COM

SOLE
COM
Shares3.89K
TypeSH
Market value$988.3K
1.67%
Sole
0.00
Shared
0.00
None
0.00

DIREXION DAILY S&P 500 BULL 3X ETF

SOLE
DAILY S&P 500 BU
Shares4.08K
TypeSH
Market value$753.7K
1.27%
Sole
0.00
Shared
0.00
None
0.00

DIREXION DAILY FTSE EUROPE BULL 3X ETF

SOLE
DAILY FTSE EUROP
Shares15.42K
TypeSH
Market value$583.1K
0.98%
Sole
0.00
Shared
0.00
None
0.00

EXXON MOBIL CORP COM

SOLE
COM
Shares3.06K
TypeSH
Market value$519.5K
0.88%
Sole
0.00
Shared
0.00
None
0.00

PROSHARES ULTRA ENERGY

SOLE
ULTRA ENERGY
Shares7.46K
TypeSH
Market value$498.0K
0.84%
Sole
0.00
Shared
0.00
None
0.00

DIREXION DAILY MSCI EMERGING MARKETS BULL 3X ETF

SOLE
DAILY MSCI EMERG
Shares7.28K
TypeSH
Market value$407.7K
0.69%
Sole
0.00
Shared
0.00
None
0.00

DIREXION DAILY 20 YEAR TREASURY BULL 3X ETF

SOLE
DLY 20 YR TRESUR
Shares10.15K
TypeSH
Market value$366.1K
0.62%
Sole
0.00
Shared
0.00
None
0.00

PROCTER & GAMBLE CO COM

SOLE
COM
Shares2K
TypeSH
Market value$288.9K
0.49%
Sole
0.00
Shared
0.00
None
0.00

JPMORGAN ULTRA-SHORT INCOME ETF

SOLE
ULTRA SHRT ETF
Shares4.76K
TypeSH
Market value$241.1K
0.41%
Sole
0.00
Shared
0.00
None
0.00

FIRST TRUST ENHANCED SHORT MATURITY ETF

SOLE
FIRST TR ENH NEW
Shares3.98K
TypeSH
Market value$238.1K
0.40%
Sole
0.00
Shared
0.00
None
0.00

NEOS ENHANCED INCOME 1-3 MONTH T-BILL ETF

SOLE
NEOS ENH INC 1-3
Shares4.57K
TypeSH
Market value$227.7K
0.38%
Sole
0.00
Shared
0.00
None
0.00
Page 1 of 5