Mountain Capital Investment Advisors Inc. — 13F holdings

Mountain Capital Investment Advisors Inc. reported 95 holdings worth $702M in its 13F filing for Q2 2026, filed July 14, 2026.

Largest positions

1. FNDF SCHWAB STRATEGIC TR — $154M (21.9%)
2. VTV VANGUARD INDEX FDS — $138M (19.6%)
3. VUG VANGUARD INDEX FDS — $125M (17.8%)
4. SCHE SCHWAB STRATEGIC TR — $52.4M (7.5%)
5. HTRB HARTFORD FDS EXCHANGE TRADED — $44.6M (6.4%)
6. VB VANGUARD INDEX FDS — $44.3M (6.3%)
7. ATFV THE ALGER ETF TRUST — $43.5M (6.2%)
8. JEPI J P MORGAN EXCHANGE TRADED F — $15.6M (2.2%)
9. JEPQ J P MORGAN EXCHANGE TRADED F — $11.5M (1.6%)
10. VYMI VANGUARD WHITEHALL FDS — $10.3M (1.5%)