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CIK: 0001714506
Total reported value
$702.2M
$702.2M
73 檔
58.5%
The Q2 2025 SEC filing reveals that Mountain Capital Investment Advisors Inc. held a total portfolio value of $702.2M, covering 73 public equity positions.
During Q2 2025, Mountain Capital Investment Advisors Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | ETF-Other | 24.13% | +0.79% | -3.48% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 23.84% | -1.60% | +8.09% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 15.85% | +0.01% | +98.73% | |
| 4 | EQL | Alps Equal Sector Weight ETF | ETF-Other | 7.88% | — | -13.48% | |
| 5 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 7.18% | +0.12% | +12.15% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-Other | 6.46% | +0.26% | -16.59% | |
| 7 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.55% | -0.10% | +0.80% | |
| 8 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 1.83% | -0.10% | -2.20% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.64% | — | +2.60% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 0.97% | +0.01% | -0.03% | |
| 11 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.84% | +0.05% | -5.65% | |
| 12 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.78% | +0.10% | +13.66% | |
| 13 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.51% | -0.09% | -6.04% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 0.36% | -0.03% | +1.54% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 0.35% | +0.01% | +5.43% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 0.31% | -0.01% | +3.60% | |
| 17 | RSPE | Invesco Esg Sp 500 Eq Weight | ETF-Other | 0.31% | -0.23% | EXIT | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.29% | -0.05% | +0.26% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.27% | — | +0.45% | |
| 20 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.26% | -0.04% | +1.45% | |
| 21 | XFFCX | Flaherty & Crumrine Pref Inc | Stock-Other | 0.20% | — | -0.05% | |
| 22 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.12% | — | +3.10% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.12% | +0.01% | -11.87% | |
| 24 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-Other | 0.12% | — | -98.07% | |
| 25 | ULCC | Frontier Group Holdings Inc | Stock-Other | 0.12% | +0.04% | +0.28% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.11% | -0.01% | -4.12% | |
| 27 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.11% | — | +1.10% | |
| 28 | MSTR | Strategy Inc | Stock-Tech | 0.09% | -0.03% | +19.19% | |
| 29 | PHO | Invesco Water Resources ETF | ETF-Other | 0.09% | -0.07% | EXIT | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.09% | +0.02% | -15.92% | |
| 31 | IXN | Ishares Global Tech ETF | ETF-Tech | 0.09% | -0.04% | EXIT | |
| 32 | SHE | Ss Spdr Msci U Gend Div ETF | ETF-Other | 0.09% | -0.05% | EXIT | |
| 33 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 0.08% | — | +0.07% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.08% | +0.01% | +0.94% | |
| 35 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.08% | -0.01% | +1.90% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.08% | +0.02% | +19.59% | |
| 37 | FSK | Fs Kkr Capital CORP | Stock-Financials | 0.08% | — | — | |
| 38 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.08% | — | -0.85% | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.07% | — | +0.39% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.07% | +0.01% | +26.73% | |
| 41 | ETHE | Grayscale Ethereum Staking E | ETF-Other | 0.07% | -0.02% | — | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.07% | -0.02% | -8.49% | |
| 43 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.07% | — | -0.53% | |
| 44 | ORCL | Oracle CORP | Stock-Tech | 0.07% | — | — | |
| 45 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.06% | — | -1.21% | |
| 46 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.06% | — | -0.03% | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.06% | — | -4.46% | |
| 48 | LUV | Southwest Airlines Co | Stock-Industrials | 0.06% | — | — | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.06% | -0.04% | EXIT | |
| 50 | MA | Mastercard Inc - A | Stock-Financials | 0.06% | — | +25.43% |
According to official SEC Form 13F filings, Mountain Capital Investment Advisors Inc. reported a total U.S. public equity portfolio value of $702.2M across 73 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VTV, VUG, VEA) accounted for 58.5% of total reported equity market value during Q2 2025.
During Q2 2025, Mountain Capital Investment Advisors Inc.'s top holdings by market value included VTV (24.1%)、VUG (23.8%)、VEA (15.8%). The largest single position, VTV, represented 24.1% of total portfolio value.
In Q2 2025, Mountain Capital Investment Advisors Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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