IVIII Mutual Fund

IVIII Mutual Fund

See how much of IVIII you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free
Showing the top 10 of 511 holdings · as of Sep 30, 2026
Top 10 weight
38.95%
IVIII top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
NVDA
Nvidia CorpInfo Tech · Semiconductors
8.36%		8.4%1,585,463$362.09MInfo TechSemiconductors
2
AAPL
Apple IncInfo Tech · Tech Hardware
7.35%		15.7%956,138$318.41MInfo TechTech Hardware
Sector and industry · Pro
3
MSFT
Microsoft Corp
5.76%		21.5%486,485$249.52M
4
AMZN
Amazon.com Inc
3.70%		25.2%643,066$160.22M
5
GOOGL
Alphabet Inc
3.05%		28.2%384,442$132.28M
6
AVGO
Broadcom Inc
2.53%		30.8%311,693$109.46M
7
GOOG
Alphabet Inc. C
2.45%		33.2%311,407$106.11M
8
META
Meta Platforms Inc
2.42%		35.6%144,469$104.77M
9
MU
Micron Technology, Inc.
1.82%		37.4%73,992$78.81M
10
TSLA
Tesla Inc
1.51%		39.0%184,638$65.51M
More holdings · Pro
FundXLS Pro
See the other 501 holdings of IVIII
X-ray every fund you own at once, ETFs and mutual funds that hold stocks directly, and see how much of your money lands on the same stocks twice.
Unlock FundXLS Pro$45/quarter Pro · Cancel anytime
Themes in the top 10
Artificial IntelligenceSemiconductorsCloud ComputingInternet & DigitalNetworking InfrastructureCybersecurityData & AnalyticsDigital AdvertisingPaymentsEmerging TechMillennials & Gen ZElectric VehiclesEnergy TransitionCritical MineralsClimate Solutions

IVIII Mutual Fund Top Holdings

IVIII holdings top 10 positions. The top 10 holdings account for 39.0% of the fund, led by Nvidia Corp at 8.4%, Apple Inc at 7.3%, Microsoft Corp at 5.8%.

IVIII portfolio concentration is moderate, with the top 10 representing 39.0% of total assets. The largest sector exposure is Information Technology at 41.1%.

IVIII sectors provide a detailed breakdown. IVIII overlap shows how holdings compare to other funds in your portfolio.