§ 13F · FUND PROFILE
Mountain Capital Investment Advisors Inc..
AUM · $702M (13F)Positions · 95Turnover · n/a · Q2Filed · Jul 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$9M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | FNDF | SCHWAB STRATEGIC TR | 2.92M | $154M | 21.9% | ±0% |
| 2 | VTV | VANGUARD INDEX FDS | 632K | $138M | 19.6% | +1% |
| 3 | VUG | VANGUARD INDEX FDS | 1.45M | $125M | 17.8% | −7% |
| 4 | SCHE | SCHWAB STRATEGIC TR | 1.44M | $52M | 7.5% | +1% |
| 5 | HTRB | HARTFORD FDS EXCHANGE TRADED | 1.32M | $45M | 6.4% | +7% |
| 6 | VB | VANGUARD INDEX FDS | 146K | $44M | 6.3% | +2% |
| 7 | ATFV | THE ALGER ETF TRUST | 1.05M | $43M | 6.2% | −4% |
| 8 | JEPI | J P MORGAN EXCHANGE TRADED F | 275K | $16M | 2.2% | +1% |
| 9 | JEPQ | J P MORGAN EXCHANGE TRADED F | 187K | $11M | 1.6% | −6% |
| 10 | VYMI | VANGUARD WHITEHALL FDS | 105K | $10M | 1.5% | −2% |
§ 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 $702 million in assets. The fund runs a portfolio of 95 positions.
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