Mountain Capital Investment Advisors Inc.
CIK: 0001714506SEC EDGAR →
Portfolio Value
$620K
Holdings
93
As of
Q4 2025
New Positions
16
Closed Positions
5
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 683,529 | $135K | 21.79% |
| 2 | SCHWAB STRATEGIC TR | 2,644,572 | $127K | 20.56% |
| 3 | VANGUARD INDEX FDS | 251,790 | $122K | 19.64% |
| 4 | HARTFORD FDS EXCHANGE TRADED | 1,199,065 | $41K | 6.62% |
| 5 | VANGUARD INDEX FDS | 136,449 | $37K | 6.05% |
| 6 | THE ALGER ETF TRUST | 1,058,318 | $37K | 5.98% |
| 7 | SCHWAB STRATEGIC TR | 849,835 | $29K | 4.75% |
| 8 | J P MORGAN EXCHANGE TRADED F | 300,208 | $18K | 2.84% |
| 9 | J P MORGAN EXCHANGE TRADED F | 211,822 | $13K | 2.03% |
| 10 | TESLA INC | 14,308 | $6K | 1.04% |
Quarterly Changes
New Positions (16)
$950 · 20K shares
$503 · 7K shares
$366 · 3K shares
$332 · 7K shares
$306 · 3K shares
$282 · 1K shares
$273 · 834 shares
$247 · 4K shares
$243 · 9K shares
$218 · 370 shares
$209 · 3K shares
$206 · 645 shares
$202 · 790 shares
$201 · 2K shares
$141 · 63K shares
$88 · 13K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 44 | $586K | 94.5% |
| Technology | 11 | $12K | 2.0% |
| Consumer Cyclical | 2 | $8K | 1.3% |
| Unknown | 11 | $6K | 0.9% |
| Basic Materials | 7 | $2K | 0.3% |
| Communication Services | 3 | $1K | 0.2% |
| Industrials | 3 | $1K | 0.2% |
| Energy | 4 | $1K | 0.2% |
| Healthcare | 4 | $1K | 0.2% |
| Consumer Defensive | 3 | $941 | 0.2% |
| Utilities | 1 | $262 | 0.0% |