PMV Capital Advisers, LLC has filed an amendment to its Form 13F-HR, dated March 31, 2026. The filing serves as a restatement of the original report, correcting Column 8 of the Information Table to report that the reporting manager holds no voting authority over the reported securities.
The amendment confirms that no changes have been made to the securities held, the quantities of shares, the market values, or the investment discretion. The filing identifies Andrew Nall as the Chief Compliance Officer for the firm.
The Information Table lists a portfolio of over 100 securities, including equities and exchange-traded funds. Major holdings include ProShares Ultra Gold, which the firm holds 2,743,697 shares; ProShares Ultra 20 Year Treasury, with 1,016,629 shares; and ProShares Ultra S&P 500, with 2,151,963 shares. The firm also holds significant positions in the SPDR Gold Shares (6,269 shares), the Simplify Managed Futures Strategy ETF (4,170,385 shares), and the Invesco QQQ Trust Series I (2,329,539 shares).
Among individual company stocks, the filing discloses positions in Apple Inc. with 988,258 shares, Microsoft Corporation with 31,464 shares, and UnitedHealth Group Inc. with 225,943 shares. Other notable positions include Procter & Gamble Co., Costco Wholesale Corporation, and Johnson & Johnson.
