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CIK: 0001714506
Total reported value
$702.2M
$702.2M
84 檔
60.6%
In Q3 2025, Mountain Capital Investment Advisors Inc.'s U.S. equity holdings reached a combined market value of $702.2M, distributed across 84 disclosed stock positions.
In Q3 2025, Mountain Capital Investment Advisors Inc. displayed an active expansion posture, initiating 21 new positions and adding to 17 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | ETF-Other | 21.66% | +0.79% | -6.44% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 20.57% | -1.60% | -15.21% | |
| 3 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 19.86% | -0.05% | — | |
| 4 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 6.94% | +0.12% | +3.79% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-Other | 5.89% | +0.26% | -6.59% | |
| 6 | ATFV | Alger 35 ETF | ETF-Other | 5.28% | +0.22% | — | |
| 7 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 4.51% | -0.13% | — | |
| 8 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.85% | -0.10% | +22.17% | |
| 9 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 2.05% | -0.10% | +14.79% | |
| 10 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.22% | +0.05% | +4.13% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.08% | +0.01% | -0.91% | |
| 12 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.73% | +0.10% | +1.29% | |
| 13 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.59% | -0.09% | +19.04% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 0.38% | -0.01% | +6.93% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 0.36% | -0.03% | +3.24% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 0.30% | +0.01% | -2.49% | |
| 17 | RSPE | Invesco Esg Sp 500 Eq Weight | ETF-Other | 0.30% | -0.23% | EXIT | |
| 18 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.29% | -0.04% | +7.43% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.28% | — | +12.65% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.27% | -0.05% | +0.79% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.24% | +0.01% | -98.41% | |
| 22 | XFFCX | Flaherty & Crumrine Pref Inc | Stock-Other | 0.19% | — | +0.74% | |
| 23 | GLD | Spdr Gold Shares | ETF-Commodities | 0.14% | -0.02% | +238.48% | |
| 24 | EQL | Alps Equal Sector Weight ETF | ETF-Other | 0.14% | — | -98.17% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.13% | — | — | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.13% | +0.01% | +6.33% | |
| 27 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 0.12% | — | +53.93% | |
| 28 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.12% | — | -1.43% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.11% | +0.01% | +62.06% | |
| 30 | ETHE | Grayscale Ethereum Staking E | ETF-Other | 0.11% | -0.02% | -0.02% | |
| 31 | RACE | Ferrari N.V. | Stock-Consumer Disc | 0.11% | — | — | |
| 32 | ULCC | Frontier Group Holdings Inc | Stock-Other | 0.11% | +0.04% | -2.67% | |
| 33 | MSTR | Strategy Inc | Stock-Tech | 0.11% | -0.03% | +43.72% | |
| 34 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.10% | -0.01% | +1.04% | |
| 35 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.09% | — | -6.33% | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.09% | -0.01% | +2.51% | |
| 37 | PHO | Invesco Water Resources ETF | ETF-Other | 0.09% | -0.07% | EXIT | |
| 38 | APO | Apollo Global Management Inc | Stock-Financials | 0.09% | — | — | |
| 39 | IXN | Ishares Global Tech ETF | ETF-Tech | 0.08% | -0.04% | EXIT | |
| 40 | ABBV | Abbvie Inc | Stock-Healthcare | 0.08% | — | — | |
| 41 | SHE | Ss Spdr Msci U Gend Div ETF | ETF-Other | 0.08% | -0.05% | EXIT | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.08% | +0.01% | -1.86% | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.08% | — | +20.67% | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.08% | +0.02% | -2.26% | |
| 45 | ORCL | Oracle CORP | Stock-Tech | 0.07% | — | -6.44% | |
| 46 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.07% | — | +1.71% | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.07% | — | -7.77% | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.07% | -0.02% | +13.51% | |
| 49 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.07% | -0.01% | +4.66% | |
| 50 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.07% | — | +5.53% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | +0.4% | +4.13% | Trim |
| 2 | NVDA | Nvidia CORP | +0.2% | +6.93% | Add |
| 3 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | +22.17% | Add |
| 4 | JEPQ | JPM Nasdaq Equity Premium | +0.1% | +14.79% | Add |
| 5 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +62.06% | Add |
| 6 | MSFT | Microsoft CORP | +0.1% | +3.24% | Add |
| 7 | ETHE | Grayscale Ethereum Staking E | +0.1% | -0.02% | Trim |
| 8 | IBIT | Ishares Bitcoin Trust ETF | 0% | +7.43% | Add |
| 9 | HELO | Jpmorgan Hedged Equity ETF | 0% | +53.93% | Add |
| 10 | PLTR | Palantir Technologies Inc-a | 0% | +1.04% | Add |
| 11 | MSTR | Strategy Inc | 0% | +43.72% | Add |
| 12 | VYMI | Vanguard Int High Dvd Yld In | 0% | +19.04% | Add |
| 13 | SHOP | Shopify Inc - Class A | 0% | +4.66% | Add |
| 14 | COIN | Coinbase Global Inc -class A | 0% | +1.71% | Add |
| 15 | CVX | Chevron CORP | 0% | +67.00% | Add |
| 16 | AMZN | Amazon.com Inc | — | +0.79% | Add |
| 17 | ULCC | Frontier Group Holdings Inc | — | -2.67% | Trim |
| 18 | AAPL | Apple Inc | 0% | -0.91% | Trim |
| 19 | RSPE | Invesco Esg Sp 500 Eq Weight | 0% | +0.62% | Add |
| 20 | JPST | Jpmorgan Ultra-short Income | 0% | +1.29% | Add |
| 21 | IVV | Ishares Core S&p 500 ETF | 0% | -34.60% | Trim |
| 22 | HTRB | Hartford Ttl Rtrn Bnd ETF | -0.2% | +3.79% | Add |
| 23 | VUG | Vanguard Growth ETF | -0.5% | -15.21% | Trim |
| 24 | VWO | Vanguard Ftse Emerging Marke | -1.6% | -95.91% | Trim |
| 25 | VB | Vanguard Small-cap ETF | -1.9% | -6.59% | Trim |
| 26 | VTV | Vanguard Value ETF | -4.1% | -6.44% | Trim |
| 27 | IVOO | Vanguard S&p Mid-cap 400 ETF | -6.2% | -60.09% | Trim |
| 28 | VEA | Vanguard Ftse Developed ETF | -7.9% | -98.41% | Trim |
| 29 | EQL | Alps Equal Sector Weight ETF | -9.2% | -98.17% | Trim |
| 30 | FNDF | Schwab Fndmn Intl Lrg Co ETF | — | NEW | New buy |
| 31 | ATFV | Alger 35 ETF | — | NEW | New buy |
| 32 | SCHE | Schwab Emrg Mrkts Eqty ETF | — | NEW | New buy |
| 33 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 35 | RACE | Ferrari N.V. | — | NEW | New buy |
| 36 | APO | Apollo Global Management Inc | — | NEW | New buy |
| 37 | ABBV | Abbvie Inc | — | NEW | New buy |
| 38 | ORCL | Oracle CORP | — | NEW | New buy |
| 39 | JTEK | Jpmorgan US Tech Leaders | — | NEW | New buy |
| 40 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 41 | UAL | United Airlines Holdings Inc | — | NEW | New buy |
| 42 | PFE | Pfizer Inc | — | NEW | New buy |
| 43 | CRWD | Crowdstrike Holdings Inc - A | — | NEW | New buy |
| 44 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 45 | IWF | Ishares Russell 1000 Growth | — | NEW | New buy |
| 46 | SPYV | Ss Spdr P S&p 500 Value ETF | — | NEW | New buy |
| 47 | VGT | Vanguard Info Tech ETF | — | NEW | New buy |
| 48 | NFLX | Netflix Inc | — | NEW | New buy |
| 49 | ET | Energy Transfer LP | — | NEW | New buy |
| 50 | HL | Hecla Mining Co | — | NEW | New buy |
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 84 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTV, VUG, FNDF) accounted for 60.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
FNDF
市值: $112.8M
Top Position Liquidated / Trimmed
VTV
前期市值: $120.3M
During Q3 2025, Mountain Capital Investment Advisors Inc.'s top holdings by market value included VTV (21.7%)、VUG (20.6%)、FNDF (19.9%). The largest single position, VTV, represented 21.7% of total portfolio value.
In Q3 2025, Mountain Capital Investment Advisors Inc. made 50 total portfolio adjustments, initiating 21 new buys, adding to 17 positions, trimming 12 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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