13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001714506
Total reported value
$702.2M
$702.2M
93 檔
65.9%
At the close of Q4 2025, Mountain Capital Investment Advisors Inc. disclosed equity holdings valued at approximately $702.2M, spread across 93 reported holdings.
In Q4 2025, Mountain Capital Investment Advisors Inc. displayed an active expansion posture, initiating 15 new positions and adding to 18 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | ETF-Other | 21.78% | +0.79% | +3.87% | |
| 2 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 20.56% | -0.05% | +1.53% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 19.64% | -1.60% | +3.87% | |
| 4 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 6.62% | +0.12% | +4.68% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-Other | 6.04% | +0.26% | +4.00% | |
| 6 | ATFV | Alger 35 ETF | ETF-Other | 5.98% | +0.22% | +25.44% | |
| 7 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 4.75% | -0.13% | +11.45% | |
| 8 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.84% | -0.10% | +5.32% | |
| 9 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 2.03% | -0.10% | +4.02% | |
| 10 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.04% | +0.05% | -5.13% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 0.95% | +0.01% | -1.39% | |
| 12 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.73% | +0.10% | +9.04% | |
| 13 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.60% | -0.09% | -0.55% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 0.33% | -0.01% | -4.96% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 0.30% | -0.03% | +0.10% | |
| 16 | RSPE | Invesco Esg Sp 500 Eq Weight | ETF-Other | 0.29% | -0.23% | EXIT | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.27% | -0.05% | +1.34% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 0.27% | +0.01% | +1.87% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.25% | — | +1.23% | |
| 20 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.21% | -0.04% | +6.80% | |
| 21 | XFFCX | Flaherty & Crumrine Pref Inc | Stock-Other | 0.17% | — | +0.70% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.16% | +0.01% | -32.77% | |
| 23 | SLVP | Ishares Msci Global Silver A | ETF-Commodities | 0.15% | -0.03% | — | |
| 24 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 0.13% | — | +11.66% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.12% | — | -4.53% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.11% | +0.01% | +4.40% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.11% | +0.01% | -7.48% | |
| 28 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.11% | — | -1.09% | |
| 29 | ULCC | Frontier Group Holdings Inc | Stock-Other | 0.10% | +0.04% | -19.93% | |
| 30 | PSLV | Sprott Physical Silver Trust | Stock-Other | 0.10% | -0.02% | +3.40% | |
| 31 | AG | First Majestic Silver CORP | Stock-Materials | 0.09% | — | +20.29% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.09% | -0.01% | +3.32% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.09% | +0.02% | -1.35% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.09% | — | -0.78% | |
| 35 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.08% | -0.01% | -4.46% | |
| 36 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.08% | — | -6.23% | |
| 37 | PHO | Invesco Water Resources ETF | ETF-Other | 0.08% | -0.07% | EXIT | |
| 38 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 0.08% | — | — | |
| 39 | SHE | Ss Spdr Msci U Gend Div ETF | ETF-Other | 0.08% | -0.05% | EXIT | |
| 40 | IXN | Ishares Global Tech ETF | ETF-Tech | 0.08% | -0.04% | EXIT | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.08% | +0.01% | +4.52% | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.07% | -0.02% | +24.51% | |
| 43 | EQL | Alps Equal Sector Weight ETF | ETF-Other | 0.07% | — | -44.25% | |
| 44 | ETHE | Grayscale Ethereum Staking E | ETF-Other | 0.07% | -0.02% | — | |
| 45 | JTEK | Jpmorgan US Tech Leaders | ETF-Tech | 0.07% | — | +22.34% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.07% | +0.02% | +23.75% | |
| 47 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.07% | — | +0.83% | |
| 48 | LUV | Southwest Airlines Co | Stock-Industrials | 0.06% | — | +1.06% | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.06% | -0.01% | +3.01% | |
| 50 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.06% | — | -0.05% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.7% | +1.53% | Add |
| 2 | ATFV | Alger 35 ETF | +0.7% | +25.44% | Add |
| 3 | SCHE | Schwab Emrg Mrkts Eqty ETF | +0.2% | +11.45% | Add |
| 4 | VB | Vanguard Small-cap ETF | +0.2% | +4.00% | Add |
| 5 | VTV | Vanguard Value ETF | +0.1% | +3.87% | Add |
| 6 | AG | First Majestic Silver CORP | +0.1% | +20.29% | Add |
| 7 | PSLV | Sprott Physical Silver Trust | +0.1% | +3.40% | Add |
| 8 | GOOG | Alphabet Inc-cl C | 0% | -0.78% | Trim |
| 9 | HL | Hecla Mining Co | 0% | -29.55% | Trim |
| 10 | VYMI | Vanguard Int High Dvd Yld In | 0% | -0.55% | Trim |
| 11 | JPST | Jpmorgan Ultra-short Income | — | +9.04% | Add |
| 12 | AMZN | Amazon.com Inc | — | +1.34% | Add |
| 13 | JEPI | Jpmorgan Equity Premium Inco | 0% | +5.32% | Add |
| 14 | RSPE | Invesco Esg Sp 500 Eq Weight | 0% | +1.49% | Add |
| 15 | JEPQ | JPM Nasdaq Equity Premium | 0% | +4.02% | Add |
| 16 | ORCL | Oracle CORP | 0% | +5.66% | Add |
| 17 | VWO | Vanguard Ftse Emerging Marke | 0% | -36.59% | Trim |
| 18 | ABBV | Abbvie Inc | 0% | -41.06% | Trim |
| 19 | ETHE | Grayscale Ethereum Staking E | 0% | — | Unchanged |
| 20 | MSTR | Strategy Inc | -0.1% | +1.18% | Add |
| 21 | MSFT | Microsoft CORP | -0.1% | +0.10% | Add |
| 22 | EQL | Alps Equal Sector Weight ETF | -0.1% | -44.25% | Trim |
| 23 | IBIT | Ishares Bitcoin Trust ETF | -0.1% | +6.80% | Add |
| 24 | VEA | Vanguard Ftse Developed ETF | -0.1% | -32.77% | Trim |
| 25 | GLD | Spdr Gold Shares | -0.1% | -67.65% | Trim |
| 26 | AAPL | Apple Inc | -0.1% | -1.39% | Trim |
| 27 | TSLA | Tesla Inc | -0.2% | -5.13% | Trim |
| 28 | HTRB | Hartford Ttl Rtrn Bnd ETF | -0.3% | +4.68% | Add |
| 29 | VUG | Vanguard Growth ETF | -0.9% | +3.87% | Add |
| 30 | SLVP | Ishares Msci Global Silver A | — | NEW | New buy |
| 31 | RACE | Ferrari N.V. | — | EXIT | Sold out |
| 32 | VBIL | Vanguard 0-3m T-bill ETF | — | NEW | New buy |
| 33 | APO | Apollo Global Management Inc | — | EXIT | Sold out |
| 34 | COIN | Coinbase Global Inc -class A | — | EXIT | Sold out |
| 35 | MUB | Ishares National Muni Bond E | — | NEW | New buy |
| 36 | HYMC | Hycroft Mining Holding Co-a | — | NEW | New buy |
| 37 | SLV | Ishares Silver Trust | — | NEW | New buy |
| 38 | ITA | Ishares U.s. Aerospace & Def | — | NEW | New buy |
| 39 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 40 | PAAS | Pan American Silver CORP | — | NEW | New buy |
| 41 | CDE | Coeur Mining Inc | — | NEW | New buy |
| 42 | UAL | United Airlines Holdings Inc | — | EXIT | Sold out |
| 43 | CRWD | Crowdstrike Holdings Inc - A | — | EXIT | Sold out |
| 44 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 45 | SHLD | Global X Defense Tech ETF | — | NEW | New buy |
| 46 | AVGO | Broadcom Inc | — | NEW | New buy |
| 47 | PTL | Inspire 500 ETF | — | NEW | New buy |
| 48 | NFLX | Netflix Inc | — | EXIT | Sold out |
| 49 | C | Citigroup Inc | — | NEW | New buy |
| 50 | IBIO | Ibio Inc | — | 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 93 disclosed positions in Q4 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, FNDF, VUG) accounted for 65.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
SLVP
市值: $950.7K
Top Position Liquidated / Trimmed
RACE
前期市值: $639.3K
During Q4 2025, Mountain Capital Investment Advisors Inc.'s top holdings by market value included VTV (21.8%)、FNDF (20.6%)、VUG (19.6%). The largest single position, VTV, represented 21.8% of total portfolio value.
In Q4 2025, Mountain Capital Investment Advisors Inc. made 49 total portfolio adjustments, initiating 15 new buys, adding to 18 positions, trimming 10 holdings, and fully liquidating 6 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.