Mountain Capital Investment Advisors Inc.: 13F holdings
CIK 17145062026Q2
| Positions | 95 |
|---|
| Reported value | $702.2m |
|---|
| Filed | 2026-07-14 |
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Change since last quarter
| Positions | 95 (+7 vs prior quarter) |
|---|
| Reported value | $702.2m (+4.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| EWU SCHWAB STRATEGIC TR | 2,921,147 | $154.1m | 21.9% |
| VTV VANGUARD INDEX FDS | 632,277 | $137.8m | 19.6% |
| VUG VANGUARD INDEX FDS | 1,454,679 | $125.3m | 17.8% |
| SCHE SCHWAB STRATEGIC TR | 1,444,034 | $52.4m | 7.5% |
| HTRB HARTFORD FDS EXCHANGE TRADED | 1,322,766 | $44.6m | 6.4% |
| VB VANGUARD INDEX FDS | 146,186 | $44.3m | 6.3% |
| THE ALGER ETF TRUST | 1,050,207 | $43.5m | 6.2% |
| JEPI J P MORGAN EXCHANGE TRADED F | 275,402 | $15.6m | 2.2% |
| JEPQ J P MORGAN EXCHANGE TRADED F | 187,021 | $11.5m | 1.6% |
| VYMI VANGUARD WHITEHALL FDS | 104,627 | $10.3m | 1.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1714506")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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