Universe · entity
Mountain Capital Investment Advisors Inc.
Institutional manager (13F) · CIK 1714506
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $665M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | $148M | 2,908,890 |
| 2 | VANGUARD INDEX FDS | $131M | 1,569,113 |
| 3 | VANGUARD INDEX FDS | $127M | 623,769 |
| 4 | SCHWAB STRATEGIC TR | $51M | 1,431,314 |
| 5 | HARTFORD FDS EXCHANGE TRADED | $42M | 1,235,338 |
| 6 | VANGUARD INDEX FDS | $41M | 143,693 |
| 7 | THE ALGER ETF TRUST | $40M | 1,097,120 |
| 8 | J P MORGAN EXCHANGE TRADED F | $16M | 273,846 |
| 9 | J P MORGAN EXCHANGE TRADED F | $12M | 198,663 |
| 10 | VANGUARD WHITEHALL FDS | $10M | 106,857 |
| 11 | TESLA INC | $7M | 17,432 |
| 12 | APPLE INC | $6M | 23,426 |
| 13 | J P MORGAN EXCHANGE TRADED F | $5M | 96,555 |
| 14 | NVIDIA CORPORATION | $3M | 11,942 |
| 15 | AMAZON COM INC | $2M | 6,898 |
| 16 | MICROSOFT CORP | $2M | 3,995 |
| 17 | INVESCO EXCH TRADED FD TR II | $2M | 50,074 |
| 18 | BERKSHIRE HATHAWAY INC DEL | $2M | 3,234 |
| 19 | VISA INC | $1M | 4,611 |
| 20 | ISHARES INC | $1M | 32,758 |
| 21 | FLAHERTY & CRUMRIN PFD & INM | $1M | 64,653 |
| 22 | ISHARES BITCOIN TRUST ETF | $1M | 23,016 |
| 23 | VANGUARD INDEX FDS | $958k | 1,457 |
| 24 | INVESCO QQQ TR | $882k | 1,327 |
| 25 | ISHARES TR | $758k | 8,042 |
| 26 | J P MORGAN EXCHANGE TRADED F | $753k | 11,190 |
| 27 | VANGUARD INDEX FDS | $627k | 1,780 |
| 28 | SPDR GOLD TR | $563k | 1,310 |
| 29 | SPDR SERIES TRUST | $559k | 6,106 |
| 30 | FRONTIER GROUP HLDGS INC | $540k | 140,535 |
| 31 | ISHARES TR | $537k | 7,947 |
| 32 | STATE STR SPDR S&P 500 ETF T | $520k | 727 |
| 33 | SPROTT ASSET MANAGEMENT LP | $518k | 21,256 |
| 34 | VANGUARD INSTL INDEX FD | $500k | 6,616 |
| 35 | INVESCO EXCHANGE TRADED FD T | $495k | 7,144 |
| 36 | VANGUARD TAX-MANAGED FDS | $491k | 7,213 |
| 37 | ISHARES TR | $490k | 682 |
| 38 | HYCROFT MINING HOLDING CORP | $489k | 12,816 |
| 39 | ALPHABET INC | $481k | 1,374 |
| 40 | COSTCO WHOLESALE CORPORATION | $479k | 480 |
| 41 | J P MORGAN EXCHANGE TRADED F | $470k | 4,965 |
| 42 | ISHARES TR | $455k | 4,373 |
| 43 | PALANTIR TECHNOLOGIES INC | $454k | 3,175 |
| 44 | WALMART INC | $441k | 3,457 |
| 45 | CHEVRON CORPORATION | $440k | 2,384 |
| 46 | ISHARES TR | $438k | 3,360 |
| 47 | META PLATFORMS INC | $431k | 635 |
| 48 | ALPHABET INC | $431k | 1,236 |
| 49 | SELECT SECTOR SPDR TR | $428k | 2,666 |
| 50 | EXXON MOBIL CORP | $391k | 2,639 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.