Mountain Capital Investment Advisors Inc.

Est. AUM

$673.9M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$148.2M	2908890	22.00%	SOLE
2	VANGUARD INDEX FDS	GROWTH ETF	$131.0M	1569113	19.44%	SOLE
3	VANGUARD INDEX FDS	VALUE ETF	$126.9M	623769	18.83%	SOLE
4	SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$51.1M	1431314	7.59%	SOLE
5	HARTFORD FDS EXCHANGE TRADED	TOTAL RTRN ETF	$42.0M	1235338	6.23%	SOLE
6	VANGUARD INDEX FDS	SMALL CP ETF	$40.7M	143693	6.05%	SOLE
7	THE ALGER ETF TRUST	35 ETF	$40.2M	1097120	5.97%	SOLE
8	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$15.6M	273846	2.32%	SOLE
9	J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$11.7M	198663	1.74%	SOLE
10	VANGUARD WHITEHALL FDS	INTL HIGH ETF	$10.4M	106857	1.55%	SOLE
11	TESLA INC	COM	$6.6M	17432	0.98%	SOLE
12	APPLE INC	COM	$6.3M	23426	0.93%	SOLE
13	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$4.9M	96555	0.72%	SOLE
14	NVIDIA CORPORATION	COM	$2.6M	11942	0.38%	SOLE
15	AMAZON COM INC	COM	$1.8M	6898	0.27%	SOLE
16	MICROSOFT CORP	COM	$1.7M	3995	0.25%	SOLE
17	INVESCO EXCH TRADED FD TR II	ESG S&P 500 EQL	$1.6M	50074	0.23%	SOLE
18	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.5M	3234	0.23%	SOLE
19	VISA INC	COM CL A	$1.4M	4611	0.21%	SOLE
20	ISHARES INC	MSCI GLB SLV&MTL	$1.2M	32758	0.18%	SOLE
21	FLAHERTY & CRUMRIN PFD & INM	COM	$1.0M	64653	0.15%	SOLE
22	ISHARES BITCOIN TRUST ETF	SHS BEN INT	$1.0M	23016	0.15%	SOLE
23	VANGUARD INDEX FDS	S&P 500 ETF SHS	$958K	1457	0.14%	SOLE
24	INVESCO QQQ TR	UNIT SER 1	$882K	1327	0.13%	SOLE
25	ISHARES TR	CORE 80/20 AGGRE	$758K	8042	0.11%	SOLE
26	J P MORGAN EXCHANGE TRADED F	HEDGED EQUITY LA	$753K	11190	0.11%	SOLE
27	VANGUARD INDEX FDS	TOTAL STK MKT	$627K	1780	0.09%	SOLE
28	SPDR GOLD TR	GOLD SHS	$563K	1310	0.08%	SOLE
29	SPDR SERIES TRUST	STATE STREET SPD	$559K	6106	0.08%	SOLE
30	FRONTIER GROUP HLDGS INC	COM	$540K	140535	0.08%	SOLE
31	ISHARES TR	CORE 60/40 BALAN	$537K	7947	0.08%	SOLE
32	STATE STR SPDR S&P 500 ETF T	TR UNIT	$520K	727	0.08%	SOLE
33	SPROTT ASSET MANAGEMENT LP	PHYSICAL SILVER	$518K	21256	0.08%	SOLE
34	VANGUARD INSTL INDEX FD	0-3 MO TREAS BIL	$500K	6616	0.07%	SOLE
35	INVESCO EXCHANGE TRADED FD T	WATER RES ETF	$495K	7144	0.07%	SOLE
36	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$491K	7213	0.07%	SOLE
37	ISHARES TR	CORE S&P500 ETF	$490K	682	0.07%	SOLE
38	HYCROFT MINING HOLDING CORP	CL A NEW	$489K	12816	0.07%	SOLE
39	ALPHABET INC	CAP STK CL A	$481K	1374	0.07%	SOLE
40	COSTCO WHOLESALE CORPORATION	COM	$479K	480	0.07%	SOLE
41	J P MORGAN EXCHANGE TRADED F	U S TECH LEADERS	$470K	4965	0.07%	SOLE
42	ISHARES TR	0-5 YR TIPS ETF	$455K	4373	0.07%	SOLE
43	PALANTIR TECHNOLOGIES INC	CL A	$454K	3175	0.07%	SOLE
44	WALMART INC	COM	$441K	3457	0.07%	SOLE
45	CHEVRON CORPORATION	COM	$440K	2384	0.07%	SOLE
46	ISHARES TR	S&P 500 GRWT ETF	$438K	3360	0.06%	SOLE
47	ALPHABET INC	CAP STK CL C	$431K	1236	0.06%	SOLE
48	META PLATFORMS INC	CL A	$431K	635	0.06%	SOLE
49	SELECT SECTOR SPDR TR	STATE STREET TEC	$428K	2666	0.06%	SOLE
50	EXXON MOBIL CORP	COM	$391K	2639	0.06%	SOLE

1–50 of 88

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.