Institutional Fund
Mountain Capital Investment Advisors Inc.
Westminster, COCIK 17145065 filings on record
Portfolio Value
$673.91M
Q1 2026
Holdings
88
Reported positions
New Buys
12
Opened this quarter
QoQ Change
+8.7%
from $619.98M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Schwab Strategic Tr22.0%
- Vanguard Index Fds19.4%
- Vanguard Index Fds18.8%
- Schwab Strategic Tr7.6%
- Hartford Fds Exchange Traded6.2%
- Vanguard Index Fds6.0%
- Other19.9%
Portfolio Holdings
88 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 2.91M | $148.24M | 22.0% | +264.3K | Added |
| 2 | Vanguard Index Fds | 1.57M | $131.01M | 19.4% | +1.32M | Added |
| 3 | Vanguard Index Fds | 623.8K | $126.91M | 18.8% | −59.8K | Reduced |
| 4 | Schwab Strategic Tr | 1.43M | $51.14M | 7.6% | +581.5K | Added |
| 5 | Hartford Fds Exchange Traded | 1.24M | $41.96M | 6.2% | +36.3K | Added |
| 6 | Vanguard Index Fds | 143.7K | $40.75M | 6.0% | +7.2K | Added |
| 7 | The Alger ETF Trust | 1.10M | $40.22M | 6.0% | +38.8K | Added |
| 8 | J P Morgan Exchange Traded F | 273.8K | $15.62M | 2.3% | −26.4K | Reduced |
| 9 | J P Morgan Exchange Traded F | 198.7K | $11.73M | 1.7% | −13.2K | Reduced |
| 10 | Vanguard Whitehall Fds | 106.9K | $10.43M | 1.5% | +67.4K | Added |
78 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio