§ 13F · FUND PROFILE
Mountain Capital Investment Advisors Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $568M (13F)Positions · 84Turnover · — · Q1Filed · May 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | FNDF | SCHWAB STRATEGIC TR | 2.91M | $148M | 22.0% | +10% |
| 2 | VUG | VANGUARD INDEX FDS | 1.57M | $131M | 19.4% | +523% |
| 3 | VTV | VANGUARD INDEX FDS | 624K | $127M | 18.8% | −9% |
| 4 | SCHE | SCHWAB STRATEGIC TR | 1.43M | $51M | 7.6% | +68% |
| 5 | HTRB | HARTFORD FDS EXCHANGE TRADED | 1.24M | $42M | 6.2% | +3% |
| 6 | VB | VANGUARD INDEX FDS | 144K | $41M | 6.0% | +5% |
| 7 | ATFV | THE ALGER ETF TRUST | 1.10M | $40M | 6.0% | +4% |
| 8 | JEPI | J P MORGAN EXCHANGE TRADED F | 274K | $16M | 2.3% | −9% |
| 9 | JEPQ | J P MORGAN EXCHANGE TRADED F | 199K | $12M | 1.7% | −6% |
| 10 | VYMI | VANGUARD WHITEHALL FDS | 107K | $10M | 1.5% | +171% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MOUNTAIN SIGNAL
AC read
Mountain Capital Investment Advisors Inc. is a Other fund managing $568 million in assets. The fund runs a portfolio of 84 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed