Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Mountain Capital Investment Advisors Inc. (CIK 1714506) reported $673.9M across 87 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: FNDF ($148.2M, 22.00%), VUG ($131.0M, 19.44%), VTV ($126.9M, 18.83%), SCHE ($51.1M, 7.59%), HTRB ($42.0M, 6.23%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FNDF | SCHWAB STRATEGIC TR | $148.2M | 22.00% | 2.9M | Added |
| 2 | VUG | VANGUARD INDEX FDS | $131.0M | 19.44% | 1.6M | Added |
| 3 | VTV | VANGUARD INDEX FDS | $126.9M | 18.83% | 623,769 | Trimmed |
| 4 | SCHE | SCHWAB STRATEGIC TR | $51.1M | 7.59% | 1.4M | Added |
| 5 | HTRB | HARTFORD FDS EXCHANGE TRADED | $42.0M | 6.23% | 1.2M | Added |
| 6 | VB | VANGUARD INDEX FDS | $40.7M | 6.05% | 143,693 | Added |
| 7 | ATFV | THE ALGER ETF TRUST | $40.2M | 5.97% | 1.1M | Added |
| 8 | JEPI | J P MORGAN EXCHANGE TRADED F | $15.6M | 2.32% | 273,846 | Trimmed |
| 9 | JEPQ | J P MORGAN EXCHANGE TRADED F | $11.7M | 1.74% | 198,663 | Trimmed |
| 10 | VYMI | VANGUARD WHITEHALL FDS | $10.4M | 1.55% | 106,857 | Added |
| 11 | TSLA | TESLA INC | $6.6M | 0.98% | 17,432 | Added |
| 12 | AAPL | APPLE INC | $6.3M | 0.93% | 23,426 | Trimmed |
| 13 | JPST | J P MORGAN EXCHANGE TRADED F | $4.9M | 0.72% | 96,555 | Added |
| 14 | NVDA | NVIDIA CORPORATION | $2.6M | 0.38% | 11,942 | Added |
| 15 | AMZN | AMAZON COM INC | $1.8M | 0.27% | 6,898 | Trimmed |
| 16 | MSFT | MICROSOFT CORP | $1.7M | 0.25% | 3,995 | Added |
| 17 | RSPE | INVESCO EXCH TRADED FD TR II | $1.6M | 0.23% | 50,074 | Trimmed |
| 18 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.5M | 0.23% | 3,234 | Trimmed |
| 19 | V | VISA INC | $1.4M | 0.21% | 4,611 | Trimmed |
| 20 | SLVP | ISHARES INC | $1.2M | 0.18% | 32,758 | Added |
| 21 | IBIT | ISHARES BITCOIN TRUST ETF | $1.0M | 0.15% | 23,016 | Trimmed |
| 22 | FFC | FLAHERTY & CRUMRIN PFD & INM | $1.0M | 0.15% | 64,653 | Added |
| 23 | VOO | VANGUARD INDEX FDS | $958,234 | 0.14% | 1,457 | Added |
| 24 | QQQ | INVESCO QQQ TR | $881,576 | 0.13% | 1,327 | Added |
| 25 | AOA | ISHARES TR | $758,121 | 0.11% | 8,042 | Added |
Source: SEC Form 13F filings · as of 2026-03-31