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
88 檔
71.1%
During the Q1 2026 filing period, Mountain Capital Investment Advisors Inc. (CIK: 0001714506) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $702.2M across 88 reported positions.
Mountain Capital Investment Advisors Inc. executed strategic sector rebalancing during Q1 2026, establishing 12 new positions while fully exiting 17 holdings and trimming 27 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 22.00% | -0.05% | +9.99% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 19.44% | -1.60% | +523.18% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 18.83% | +0.79% | -8.74% | |
| 4 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 7.59% | -0.13% | +68.42% | |
| 5 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 6.23% | +0.12% | +3.03% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-Other | 6.05% | +0.26% | +5.31% | |
| 7 | ATFV | Alger 35 ETF | ETF-Other | 5.97% | +0.22% | +3.67% | |
| 8 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.32% | -0.10% | -8.78% | |
| 9 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 1.74% | -0.10% | -6.21% | |
| 10 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.55% | -0.09% | +171.03% | |
| 11 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.98% | +0.05% | +21.83% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 0.93% | +0.01% | -1.29% | |
| 13 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.72% | +0.10% | +8.57% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 0.38% | -0.01% | +10.48% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.27% | -0.05% | -1.12% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 0.25% | -0.03% | +1.09% | |
| 17 | RSPE | Invesco Esg Sp 500 Eq Weight | ETF-Other | 0.23% | -0.23% | EXIT | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.23% | — | -1.43% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 0.21% | +0.01% | -9.02% | |
| 20 | SLVP | Ishares Msci Global Silver A | ETF-Commodities | 0.18% | -0.03% | +62.57% | |
| 21 | XFFCX | Flaherty & Crumrine Pref Inc | Stock-Other | 0.15% | — | +1.28% | |
| 22 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.15% | -0.04% | -12.45% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.14% | +0.01% | +33.92% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.13% | +0.01% | +19.01% | |
| 25 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.11% | — | +8.35% | |
| 26 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 0.11% | — | -6.84% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.09% | +0.01% | +24.04% | |
| 28 | GLD | Spdr Gold Shares | ETF-Commodities | 0.08% | -0.02% | +77.75% | |
| 29 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.08% | — | — | |
| 30 | ULCC | Frontier Group Holdings Inc | Stock-Other | 0.08% | +0.04% | +16.46% | |
| 31 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.08% | — | +1.65% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.08% | — | -30.96% | |
| 33 | PSLV | Sprott Physical Silver Trust | Stock-Other | 0.08% | -0.02% | +12.36% | |
| 34 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 0.07% | — | -0.69% | |
| 35 | PHO | Invesco Water Resources ETF | ETF-Other | 0.07% | -0.07% | EXIT | |
| 36 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.07% | +0.01% | -53.34% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.07% | +0.02% | +14.81% | |
| 38 | HYMC | Hycroft Mining Holding Co-a | Stock-Other | 0.07% | -0.02% | +95.25% | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.07% | +0.01% | +64.75% | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.07% | -0.01% | -18.78% | |
| 41 | JTEK | Jpmorgan US Tech Leaders | ETF-Tech | 0.07% | — | +4.68% | |
| 42 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.07% | — | — | |
| 43 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.07% | -0.01% | +3.69% | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.07% | -0.01% | — | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.07% | -0.01% | -0.38% | |
| 46 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.07% | — | +2.13% | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.06% | -0.02% | -9.42% | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.06% | — | -25.00% | |
| 49 | XLK | Ss Technology Select Sector | ETF-Tech | 0.06% | — | +7.50% | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.06% | -0.01% | +6.93% |
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 88 disclosed positions in Q1 2026.
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 FNDF, VUG, VTV) accounted for 71.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
BIL
市值: $559.4K
Top Position Liquidated / Trimmed
AG
前期市值: $586.7K
During Q1 2026, Mountain Capital Investment Advisors Inc.'s top holdings by market value included FNDF (22.0%)、VUG (19.4%)、VTV (18.8%). The largest single position, FNDF, represented 22.0% of total portfolio value.
In Q1 2026, Mountain Capital Investment Advisors Inc. made 101 total portfolio adjustments, initiating 12 new buys, adding to 45 positions, trimming 27 holdings, and fully liquidating 17 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.