Mountain Capital Investment Advisors Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 28, 2026, for the 2025 Q4 period, Mountain Capital Investment Advisors Inc. held in its portfolio 92 assets valued at $619,977,749 (i.e. $619.98M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($135.06M), SCHWAB STRATEGIC TR ($127.44M), and VANGUARD INDEX FDS ($121.74M).
The chart below shows the top 10 valuable assets, and the table below shows the top 92 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Mountain Capital Investment Advisors Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 683529 | 135058456 | VALUE ETF |
| SCHWAB STRATEGIC TR | 2644572 | 127441917 | FUNDAMENTAL INTL |
| VANGUARD INDEX FDS | 251790 | 121740508 | GROWTH ETF |
| HARTFORD FDS EXCHANGE TRADED | 1199065 | 41055977 | TOTAL RTRN ETF |
| VANGUARD INDEX FDS | 136449 | 37477154 | SMALL CP ETF |
| THE ALGER ETF TRUST | 1058318 | 37083465 | 35 ETF |
| SCHWAB STRATEGIC TR | 849835 | 29421281 | EMRG MKTEQ ETF |
| J P MORGAN EXCHANGE TRADED F | 300208 | 17595207 | EQUITY PREMIUM |
| J P MORGAN EXCHANGE TRADED F | 211822 | 12594958 | NASDAQ EQT PREM |
| TESLA INC | 14308 | 6424993 | COM |
| APPLE INC | 23733 | 5886789 | COM |
| J P MORGAN EXCHANGE TRADED F | 88934 | 4511602 | ULTRA SHRT ETF |
| VANGUARD WHITEHALL FDS | 39426 | 3697394 | INTL HIGH ETF |
| NVIDIA CORPORATION | 10809 | 2028558 | COM |
| MICROSOFT CORP | 3952 | 1841606 | COM |
| INVESCO EXCH TRADED FD TR II | 59013 | 1818265 | ESG S&P 500 EQL |
| AMAZON COM INC | 6976 | 1668403 | COM |
| VISA INC | 5068 | 1653119 | COM CL A |
| BERKSHIRE HATHAWAY INC DEL | 3281 | 1571601 | CL B NEW |
| ISHARES BITCOIN TRUST ETF | 26288 | 1332802 | SHS BEN INT |
| FLAHERTY & CRUMRINE PFD SECS | 63833 | 1059634 | COM |
| VANGUARD TAX-MANAGED FDS | 15457 | 1016775 | VAN FTSE DEV MKT |
| ISHARES INC | 20150 | 950677 | MSCI GLB SLV&MTL |
| J P MORGAN EXCHANGE TRADED F | 12012 | 804674 | HEDGED EQUITY LA |
| SPDR SERIES TRUST | 8181 | 761218 | STATE STREET SPD |
| SPDR S&P 500 ETF TR | 1053 | 725578 | TR UNIT |
| INVESCO QQQ TR | 1115 | 697542 | UNIT SER 1 |
| VANGUARD INDEX FDS | 1088 | 693063 | S&P 500 ETF SHS |
| ISHARES TR | 7422 | 680406 | CORE 80/20 AGGRE |
| FRONTIER GROUP HLDGS INC | 120677 | 632347 | COM |
| SPROTT ASSET MANAGEMENT LP | 18918 | 628456 | PHYSICAL SILVER |
| FIRST MAJESTIC SILVER CORP | 23061 | 586672 | COM |
| COSTCO WHSL CORP NEW | 591 | 580735 | COM |
| ELI LILLY & CO | 512 | 544543 | COM |
| ALPHABET INC | 1648 | 541285 | CAP STK CL C |
| PALANTIR TECHNOLOGIES INC | 3062 | 519315 | CL A |
| ISHARES TR | 7818 | 519206 | CORE 60/40 BALAN |
| INVESCO EXCHANGE TRADED FD T | 7004 | 518681 | WATER RES ETF |
| VANGUARD INSTL INDEX FD | 6662 | 503634 | 0-3 MO TREAS BIL |
| ISHARES TR | 4641 | 497633 | GLOBAL TECH ETF |
| VANGUARD INDEX FDS | 1435 | 488647 | TOTAL STK MKT |
| META PLATFORMS INC | 701 | 461589 | CL A |
| ALPS ETF TR | 9471 | 453752 | EQUAL SEC ETF |
| GRAYSCALE ETHEREUM TRUST ETF | 17958 | 431351 | SHS |
| J P MORGAN EXCHANGE TRADED F | 4743 | 429109 | U S TECH LEADERS |
| ISHARES TR | 594 | 411242 | CORE S&P500 ETF |
| ISHARES TR | 3290 | 406411 | S&P 500 GRWT ETF |
| SOUTHWEST AIRLS CO | 9602 | 402794 | COM |
| CHEVRON CORP NEW | 2393 | 398996 | COM |
| INVESCO EXCHANGE TRADED FD T | 1913 | 381058 | S&P500 EQL WGT |
| ISHARES TR | 3403 | 366248 | NATIONAL MUN ETF |
| SHOPIFY INC | 2623 | 361685 | CL A SUB VTG SHS |
| SELECT SECTOR SPDR TR | 2480 | 359893 | STATE STREET TEC |
| SPDR GOLD TR | 737 | 337546 | GOLD SHS |
| EXXON MOBIL CORP | 2468 | 333139 | COM |
| HYCROFT MINING HOLDING CORP | 6564 | 332467 | CL A NEW |
| PROCTER AND GAMBLE CO | 2209 | 331662 | COM |
| ISHARES TR | 1487 | 321806 | S&P 500 VAL ETF |
| BANK AMERICA CORP | 6098 | 315414 | COM |
| ISHARES SILVER TR | 3297 | 306324 | ISHARES |
| STRATEGY INC | 1806 | 294577 | CL A NEW |
| JPMORGAN CHASE & CO. | 969 | 288379 | COM |
| HECLA MNG CO | 8914 | 283544 | COM |
| ISHARES TR | 1200 | 282009 | US AER DEF ETF |
| MASTERCARD INCORPORATED | 535 | 280496 | CL A |
| ORACLE CORP | 1550 | 274578 | COM |
| ALPHABET INC | 834 | 273556 | CAP STK CL A |
| GRAYSCALE BITCOIN TRUST ETF | 3904 | 272577 | SHS REP COM UT |
| NEXTERA ENERGY INC | 3099 | 262806 | COM |
| VANGUARD INTL EQUITY INDEX F | 4463 | 253367 | FTSE EMR MKT ETF |
| PAN AMERN SILVER CORP | 3834 | 247293 | COM |
| ABBVIE INC | 1117 | 244812 | COM |
| COEUR MNG INC | 9322 | 243397 | COM NEW |
| ENTERPRISE PRODS PARTNERS L | 6964 | 230086 | COM |
| VANGUARD ADMIRAL FDS INC | 1942 | 228840 | MIDCP 400 IDX |
| TAIWAN SEMICONDUCTOR MFG LTD | 670 | 224363 | SPONSORED ADS |
| VANGUARD WORLD FD | 291 | 219906 | INF TECH ETF |
| LOCKHEED MARTIN CORP | 370 | 218412 | COM |
| ENERGY TRANSFER L P | 12007 | 215998 | COM UT LTD PTN |
| ISHARES TR | 458 | 214677 | RUS 1000 GRW ETF |
| PFIZER INC | 8234 | 211198 | COM |
| GLOBAL X FDS | 2721 | 209299 | DEFENSE TECH ETF |
| BROADCOM INC | 645 | 206521 | COM |
| NORTHERN LTS FD TR IV | 790 | 202975 | INSPIRE 500 ETF |
| CITIGROUP INC | 1772 | 201226 | COM NEW |
| ENDEAVOUR SILVER CORP | 13462 | 190083 | COM |
| FS KKR CAP CORP | 12211 | 176696 | COM |
| AMERICAS GOLD AND SILVER COR | 17467 | 162268 | COM NEW |
| IBIO INC | 63000 | 141750 | COM NEW |
| AVINO SILVER & GOLD MINES LT | 11308 | 105730 | COM |
| VIZSLA SILVER CORP | 13270 | 88246 | COM NEW |
| AMBEV SA | 11087 | 30822 | SPONSORED ADR |
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