Institutions / Mountain Capital Investment Advisors Inc.
Mountain Capital Investment Advisors Inc.
CIK 1714506 · Institution · as of Dec 31, 2025
Portfolio value
$619.98M
Positions
93
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 93 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $135.06M | 21.8% |
| Schwab Strategic Tr | $127.44M | 20.6% |
| Vanguard Index Fds | $121.74M | 19.6% |
| Hartford Fds Exchange Traded | $41.06M | 6.6% |
| Vanguard Index Fds | $37.48M | 6.0% |
| Alger 35 ETF, a series of The Alger ETF Trust | $37.08M | 6.0% |
| Schwab Strategic Tr | $29.42M | 4.7% |
| J P Morgan Exchange Traded F | $17.60M | 2.8% |
| J P Morgan Exchange Traded F | $12.59M | 2.0% |
| Tesla Inc | $6.42M | 1.0% |
| Apple Inc. | $5.89M | 0.9% |
| J P Morgan Exchange Traded F | $4.51M | 0.7% |
| Vanguard Whitehall Fds | $3.70M | 0.6% |
| NVIDIA Corp | $2.03M | 0.3% |
| Microsoft Corp | $1.84M | 0.3% |
| Invesco Exch Traded Fd Tr II | $1.82M | 0.3% |
| Amazon.com Inc | $1.67M | 0.3% |
| Visa Inc | $1.65M | 0.3% |
| Warren E. Buffett | $1.57M | 0.3% |
| iShares Bitcoin Trust ETF | $1.33M | 0.2% |
| Flaherty & Crumrine Pfd Secs | $1.06M | 0.2% |
| Vanguard Tax-Managed Fds | $1.02M | 0.2% |
| iShares Inc | $950.7K | 0.2% |
| J P Morgan Exchange Traded F | $804.7K | 0.1% |
| SPDR S&P 500 ETF Tr | $725.6K | 0.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.