Mountain Capital Investment Advisors Inc.
All holdings · as of Dec 31, 2025
| 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% |
| INVESCO QQQ TR | $697.5K | 0.1% |
| VANGUARD INDEX FDS | $693.1K | 0.1% |
| ISHARES TR | $680.4K | 0.1% |
| Frontier Group Holdings, Inc.ULCC | $632.3K | 0.1% |
| SPROTT ASSET MANAGEMENT LP | $628.5K | 0.1% |
| FIRST MAJESTIC SILVER CORP | $586.7K | 0.1% |
| COSTCO WHOLESALE CORP /NEW | $580.7K | 0.1% |
| ELI LILLY & Co | $544.5K | 0.1% |
| Alphabet Inc. | $541.3K | 0.1% |
| Palantir Technologies Inc | $519.3K | 0.1% |
| ISHARES TR | $519.2K | 0.1% |
| INVESCO EXCHANGE TRADED FD T | $518.7K | 0.1% |
| VANGUARD INSTL INDEX FD | $503.6K | 0.1% |
| SPDR SERIES TRUST | $498.7K | 0.1% |
| ISHARES TR | $497.6K | 0.1% |
| VANGUARD INDEX FDS | $488.6K | 0.1% |
| Meta Platforms Inc | $461.6K | 0.1% |
| ALPS ETF TR | $453.8K | 0.1% |
| GRAYSCALE ETHEREUM TRUST ETF | $431.4K | 0.1% |
| J P MORGAN EXCHANGE TRADED F | $429.1K | 0.1% |
| ISHARES TR | $411.2K | 0.1% |
| ISHARES TR | $406.4K | 0.1% |
| SOUTHWEST AIRLINES CO | $402.8K | 0.1% |
| CHEVRON CORP | $399.0K | 0.1% |
| INVESCO EXCHANGE TRADED FD T | $381.1K | 0.1% |