Mountain Capital Investment Advisors

Mountain Capital Investment Advisors as of March 31, 2026

Portfolio Holdings for Mountain Capital Investment Advisors

Mountain Capital Investment Advisors holds 88 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Fundamental Intl (FNDF) 22.0 $148M 2.9M 50.96
Vanguard Index Fds Growth Etf (VUG) 19.4 $131M 1.6M 83.49
Vanguard Index Fds Value Etf (VTV) 18.8 $127M 624k 203.46
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 7.6 $51M 1.4M 35.73
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 6.2 $42M 1.2M 33.97
Vanguard Index Fds Small Cp Etf (VB) 6.0 $41M 144k 283.57
The Alger Etf Trust 35 Etf (ATFV) 6.0 $40M 1.1M 36.66
J P Morgan Exchange Traded F Equity Premium (JEPI) 2.3 $16M 274k 57.05
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 1.7 $12M 199k 59.04
Vanguard Whitehall Fds Intl High Etf (VYMI) 1.5 $10M 107k 97.57
Tesla Motors (TSLA) 1.0 $6.6M 17k 378.67
Apple (AAPL) 0.9 $6.3M 23k 267.61
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.7 $4.9M 97k 50.59
NVIDIA Corporation (NVDA) 0.4 $2.6M 12k 216.60
Amazon (AMZN) 0.3 $1.8M 6.9k 261.10
Microsoft Corporation (MSFT) 0.3 $1.7M 4.0k 424.84
Invesco Exch Traded Fd Tr Ii Esg S&p 500 Eql (RSPE) 0.2 $1.6M 50k 31.34
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.5M 3.2k 472.84
Visa Com Cl A (V) 0.2 $1.4M 4.6k 309.63
Ishares Msci Glb Slv&mtl (SLVP) 0.2 $1.2M 33k 37.17
Flaherty & Crumrine/Claymore Preferred S (FFC) 0.2 $1.0M 65k 16.15
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $1.0M 23k 43.56
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $958k 1.5k 657.68
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $882k 1.3k 664.34
Ishares Tr Core 80/20 Aggre (AOA) 0.1 $758k 8.0k 94.27
J P Morgan Exchange Traded F Hedged Equity La (HELO) 0.1 $753k 11k 67.29
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $628k 1.8k 352.52
Spdr Gold Tr Gold Shs (GLD) 0.1 $563k 1.3k 429.89
Spdr Series Trust State Street Spd (BIL) 0.1 $559k 6.1k 91.62
Frontier Group Hldgs (ULCC) 0.1 $540k 141k 3.84
Ishares Tr Core 60/40 Balan (AOR) 0.1 $537k 7.9k 67.52
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.1 $520k 727.00 715.31
Sprott Asset Management Physical Silver (PSLV) 0.1 $518k 21k 24.37
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) 0.1 $500k 6.6k 75.63
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.1 $495k 7.1k 69.34
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $491k 7.2k 68.07
Ishares Tr Core S&p500 Etf (IVV) 0.1 $490k 682.00 718.90
Hycroft Mining Holding Corp Cl A New (HYMC) 0.1 $489k 13k 38.12
Alphabet Cap Stk Cl A (GOOGL) 0.1 $481k 1.4k 350.39
Costco Wholesale Corporation (COST) 0.1 $479k 480.00 997.80
J P Morgan Exchange Traded F U S Tech Leaders (JTEK) 0.1 $470k 5.0k 94.60
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $455k 4.4k 104.12
Palantir Technologies Cl A (PLTR) 0.1 $454k 3.2k 143.10
Wal-Mart Stores (WMT) 0.1 $441k 3.5k 127.61
Chevron Corporation (CVX) 0.1 $441k 2.4k 184.76
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $438k 3.4k 130.48
Meta Platforms Cl A (META) 0.1 $431k 635.00 679.04
Alphabet Cap Stk Cl C (GOOG) 0.1 $431k 1.2k 348.43
Select Sector Spdr Tr State Street Tec (XLK) 0.1 $428k 2.7k 160.60
Exxon Mobil Corporation (XOM) 0.1 $391k 2.6k 148.20
Strategy Cl A New (MSTR) 0.1 $384k 2.3k 169.20
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $357k 881.00 405.01
Spdr Series Trust State Street Spd (SHE) 0.1 $357k 2.5k 141.62
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $351k 1.7k 201.84
Grayscale Ethereum Staking E SHS (ETHE) 0.0 $334k 18k 18.59
Procter & Gamble Company (PG) 0.0 $330k 2.2k 148.41
Ishares Silver Tr Ishares (SLV) 0.0 $329k 4.8k 68.33
Bank of America Corporation (BAC) 0.0 $321k 6.1k 52.63
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $321k 3.9k 82.35
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $320k 1.5k 220.01
Ishares Tr Us Aer Def Etf (ITA) 0.0 $301k 1.4k 216.04
JPMorgan Chase & Co. (JPM) 0.0 $301k 965.00 311.77
Eli Lilly & Co. (LLY) 0.0 $286k 330.00 867.85
Enterprise Products Partners (EPD) 0.0 $269k 7.0k 38.22
Spdr Series Trust State Street Spd (SPYV) 0.0 $265k 4.5k 58.93
Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $265k 2.1k 124.23
Abbvie (ABBV) 0.0 $253k 1.3k 197.44
Verizon Communications (VZ) 0.0 $249k 5.3k 47.10
Vanguard World Inf Tech Etf (VGT) 0.0 $243k 2.3k 104.34
Ishares Tr Global Tech Etf (IXN) 0.0 $241k 2.0k 121.01
Pan American Silver Corp Can (PAAS) 0.0 $235k 4.3k 55.23
Crowdstrike Hldgs Cl A (CRWD) 0.0 $228k 502.00 454.61
Coeur Mng Com New (CDE) 0.0 $228k 12k 18.88
Citigroup Com New (C) 0.0 $227k 1.8k 129.17
Ea Series Trust Towle Value Etf (TCV) 0.0 $225k 7.3k 30.69
Hecla Mining Company (HL) 0.0 $221k 12k 18.62
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $220k 459.00 479.81
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL) 0.0 $218k 791.00 276.15
At&t (T) 0.0 $216k 8.5k 25.52
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.0 $203k 4.0k 50.97
Ishares Tr Us Infrastruc (IFRA) 0.0 $203k 3.3k 61.29
Ge Vernova (GEV) 0.0 $201k 179.00 1120.51
Fs Kkr Capital Corp (FSK) 0.0 $132k 13k 10.50
Endeavour Silver Corp (EXK) 0.0 $131k 14k 9.72
Americas Gold And Silver Cor Com New (USAS) 0.0 $97k 17k 5.91
Highlander Silver Corp 0.0 $81k 13k 6.19
AVINO SILVER & GOLD Mines Lt (ASM) 0.0 $77k 11k 6.78
Ambev Sa Sponsored Adr (ABEV) 0.0 $32k 11k 2.89