Mountain Capital Investment Advisors Inc.
CIK: 1714506SEC EDGAR →
Portfolio Value
$481.9B
Holdings
95
As of
Q2 2026
New Positions
95
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 2,921,147 | $154.1B | 31.98% |
| 2 | VANGUARD INDEX FDS | 1,454,679 | $125.3B | 26.00% |
| 3 | SCHWAB STRATEGIC TR | 1,444,034 | $52.4B | 10.86% |
| 4 | HARTFORD FDS EXCHANGE TRADED | 1,322,766 | $44.6B | 9.26% |
| 5 | THE ALGER ETF TRUST | 1,050,207 | $43.5B | 9.03% |
| 6 | J P MORGAN EXCHANGE TRADED F | 275,402 | $15.6B | 3.23% |
| 7 | J P MORGAN EXCHANGE TRADED F | 187,021 | $11.5B | 2.39% |
| 8 | VANGUARD WHITEHALL FDS | 104,627 | $10.3B | 2.13% |
| 9 | J P MORGAN EXCHANGE TRADED F | 114,051 | $5.8B | 1.20% |
| 10 | MORGAN STANLEY ETF TRUST | 20,289 | $1.9B | 0.40% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 46 | $477.1B | 99.0% |
| Unknown | 14 | $2.2B | 0.5% |
| Industrials | 4 | $1.1B | 0.2% |
| Basic Materials | 4 | $790.5M | 0.2% |
| Technology | 11 | $451.1M | 0.1% |
| Energy | 3 | $264.8M | 0.1% |
| Consumer Defensive | 4 | $36.0M | 0.0% |
| Consumer Cyclical | 2 | $8.8M | 0.0% |
| Communication Services | 4 | $1.5M | 0.0% |
| Healthcare | 2 | $719K | 0.0% |
| Utilities | 1 | $235K | 0.0% |