§ 13F · FUND PROFILE
Mountain Capital Investment Advisors Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $520.4T (13F)Positions · 73Turnover · — · Q4Filed · Jan 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | 684K | $135.1T | 21.8% | +4% |
| 2 | FNDF | SCHWAB STRATEGIC TR | 2.64M | $127.4T | 20.6% | +2% |
| 3 | VUG | VANGUARD INDEX FDS | 252K | $121.7T | 19.6% | +4% |
| 4 | HTRB | HARTFORD FDS EXCHANGE TRADED | 1.20M | $41.1T | 6.6% | +5% |
| 5 | VB | VANGUARD INDEX FDS | 136K | $37.5T | 6.0% | +4% |
| 6 | ATFV | THE ALGER ETF TRUST | 1.06M | $37.1T | 6.0% | +25% |
| 7 | SCHE | SCHWAB STRATEGIC TR | 850K | $29.4T | 4.7% | +11% |
| 8 | JEPI | J P MORGAN EXCHANGE TRADED F | 300K | $17.6T | 2.8% | +5% |
| 9 | JEPQ | J P MORGAN EXCHANGE TRADED F | 212K | $12.6T | 2.0% | +4% |
| 10 | TSLA | TESLA INC | 14K | $6.4T | 1.0% | −5% |
§ 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 $520360.6 trillion in assets. The fund runs a portfolio of 73 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed