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Investment manager · 13F filer · SEC CIK 1714506
Mountain Capital Investment Advisors Inc.
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Reported value$719Mas of Sep 30, 2026
Positions94 12 new, 13 sold out
Top 10 weight91.0%FNDF alone is 22%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
FNDFSchwab Strategic Tr
22.5%Added +3%
VTVVanguard Index FDS
19.4%Added +2%
VUGVanguard Index FDS
17.7%Trimmed −3%
SCHESchwab Strategic Tr
7.5%Added +3%
ATFVThe Alger ETF Trust
6.4%Added +8%
HTRBHartford FDS Exchange Traded
6.2%Added +5%
VBVanguard Index FDS
6.1%Added +6%
JEPI2.1%
JEPQ1.6%
VYMI1.4%
AAPL1.0%TSLA0.8%FNDFSchwab Strategic Tr
22.5%Added +3%
VTVVanguard Index FDS
19.4%Added +2%
VUGVanguard Index FDS
17.7%−3%
SCHESchwab Strategic Tr
7.5%+3%
ATFVThe Alger ETF Trust
6.4%
HTRB6.2%
VB6.1%
JEPI
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
FNDF Schwab Strategic Tr 22.5% Added +3%
VTV Vanguard Index FDS 19.4% Added +2%
VUG Vanguard Index FDS 17.7% Trimmed −3%
SCHE Schwab Strategic Tr 7.5% Added +3%
ATFV The Alger ETF Trust 6.4% Added +8%
HTRB Hartford FDS Exchange Traded 6.2% Added +5%
VB Vanguard Index FDS 6.1% Added +6%
JEPI J P Morgan Exchange Traded F 2.1% Held
JEPQ J P Morgan Exchange Traded F 1.6% Trimmed −3%
VYMI Vanguard Whitehall FDS 1.4% Trimmed −2%
AAPL Apple Inc. 1.0% HeldTSLA Tesla, Inc. 0.8% HeldWhat changed
Biggest moves since Jun 30, 2026
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