Mountain Capital Investment Advisors Inc.
•CIK: 1714506•Filing: Q4 2025
**Mountain Capital Investment Advisors Inc.** manages $620M across a portfolio of 93 positions. The firm exhibits a significant allocation to core equity indices, notably maintaining the largest positions in VTV ($135.1M), FNDF ($127.4M), and VUG ($121.7M). Further diversification is evident with substantial holdings in fixed income and dividend strategies, including VB ($37.5M) and SCHE ($29.4M). This structure suggests a focus on established, large-cap equity exposure complemented by income-generating assets.
Total AUM
$620.0M
QoQ Performance
+9.2%
Positions
73
Top 10 Concentration
91.3%
Latest Filing
Q4 2025
Top Holdings Allocation
VTV
FNDF
VUG
HTRB
VB
ATFV
VTV21.8%
FNDF20.6%
VUG19.6%
HTRB6.6%
VB6.0%
ATFV6.0%
SCHE4.7%
JEPI2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other95.5%
Technology1.9%
Consumer1.4%
Financial0.7%
ETF0.3%
Healthcare0.2%
Energy0.1%
Utilities0.0%
🚪 Exited Positionssold since Q3 2025
+2 more exited positions
Changes from Q3 2025
NEW16 new positions
↑41 increased
↓33 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023