CIK 1714506
Mountain Capital Investment Advisors Inc.
Institutional 13F holdings & portfolio
Holdings
93
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 93
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 684K | $1M+ | SH |
| FNDF | SCHWAB STRATEGIC TR | 2.6M | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 252K | $1M+ | SH |
| HTRB | HARTFORD FDS EXCHANGE TRADED | 1.2M | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 136K | $1M+ | SH |
| ATFV | THE ALGER ETF TRUST | 1.1M | $1M+ | SH |
| SCHE | SCHWAB STRATEGIC TR | 850K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 300K | $1M+ | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 212K | $1M+ | SH |
| TSLA | TESLA INC | 14K | $1M+ | SH |
| AAPL | APPLE INC | 24K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 89K | $1M+ | SH |
| VYMI | VANGUARD WHITEHALL FDS | 39K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 11K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 4K | $1M+ | SH |
| RSPE | INVESCO EXCH TRADED FD TR II | 59K | $1M+ | SH |
| AMZN | AMAZON COM INC | 7K | $1M+ | SH |
| V | VISA INC | 5K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3K | $1M+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 26K | $1M+ | SH |
| FFC | FLAHERTY & CRUMRINE PFD SECS | 64K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 15K | $1M+ | SH |
| SLVP | ISHARES INC | 20K | $500K+ | SH |
| HELO | J P MORGAN EXCHANGE TRADED F | 12K | $500K+ | SH |
| SPY | SPDR S&P 500 ETF TR | 1K | $500K+ | SH |
| QQQ | INVESCO QQQ TR | 1K | $500K+ | SH |
| VOO | VANGUARD INDEX FDS | 1K | $500K+ | SH |
| AOA | ISHARES TR | 7K | $500K+ | SH |
| ULCC | FRONTIER GROUP HLDGS INC | 121K | $500K+ | SH |
| PSLV | SPROTT ASSET MANAGEMENT LP | 19K | $500K+ | SH |
| AG | FIRST MAJESTIC SILVER CORP | 23K | $500K+ | SH |
| COST | COSTCO WHSL CORP NEW | 591 | $500K+ | SH |
| LLY | ELI LILLY & CO | 512 | $500K+ | SH |
| GOOG | ALPHABET INC | 2K | $500K+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 3K | $500K+ | SH |
| AOR | ISHARES TR | 8K | $500K+ | SH |
| PHO | INVESCO EXCHANGE TRADED FD T | 7K | $500K+ | SH |
| VBIL | VANGUARD INSTL INDEX FD | 7K | $500K+ | SH |
| SHE | SPDR SERIES TRUST | 4K | $100K–$500K | SH |
| IXN | ISHARES TR | 5K | $100K–$500K | SH |
| VTI | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| META | META PLATFORMS INC | 701 | $100K–$500K | SH |
| EQL | ALPS ETF TR | 9K | $100K–$500K | SH |
| ETHE | GRAYSCALE ETHEREUM TRUST ETF | 18K | $100K–$500K | SH |
| JTEK | J P MORGAN EXCHANGE TRADED F | 5K | $100K–$500K | SH |
| IVV | ISHARES TR | 594 | $100K–$500K | SH |
| IVW | ISHARES TR | 3K | $100K–$500K | SH |
| LUV | SOUTHWEST AIRLS CO | 10K | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 2K | $100K–$500K | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 2K | $100K–$500K | SH |