Mountain Capital Investment Advisors Inc.

CIK 0001714506 • 6 13F filings • Apr 28, 2025 – Jul 14, 2026

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Filer information

Filed by: Mountain Capital Investment Advisors Inc., Chief Compliance Officer
Address: 12235 PECOS ST, SUITE 100, WESTMINSTER, CO, 80234
Phone: (720) 500-0050
AUM: $620.0M

AUM over time

$702.2M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $620.0M92 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$245K	0.0%Prev: 0.1%	1,117 SH	Decreased-778 SH
ALPHABET INC	CAP STK CL A	$274K	0.0%	834 SH	New
ALPHABET INC	CAP STK CL C	$541K	0.1%Prev: 0.1%	1,648 SH	Increased-13 SH
ALPS ETF TR	EQUAL SEC ETF	$454K	0.1%Prev: 0.1%	9,471 SH	Decreased-7,518 SH
AMAZON COM INC	COM	$1.7M	0.3%Prev: 0.3%	6,976 SH	Increased+92 SH
AMBEV SA	SPONSORED ADR	$31K	0.0%Prev: 0.0%	11,087 SH	Increased
AMERICAS GOLD AND SILVER COR	COM NEW	$162K	0.0%Prev: 0.0%	17,467 SH	Increased-433 SH
APPLE INC	COM	$5.9M	0.9%Prev: 1.1%	23,733 SH	Decreased-334 SH
AVINO SILVER & GOLD MINES LT	COM	$106K	0.0%Prev: 0.0%	11,308 SH	Increased-3,598 SH
BANK AMERICA CORP	COM	$315K	0.1%Prev: 0.1%	6,098 SH	Increased+56 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.6M	0.3%Prev: 0.3%	3,281 SH	Decreased+40 SH
BROADCOM INC	COM	$207K	0.0%	645 SH	New
CHEVRON CORP NEW	COM	$399K	0.1%Prev: 0.1%	2,393 SH	Increased+70 SH
CITIGROUP INC	COM NEW	$201K	0.0%	1,772 SH	New
COEUR MNG INC	COM NEW	$243K	0.0%	9,322 SH	New
COSTCO WHSL CORP NEW	COM	$581K	0.1%Prev: 0.1%	591 SH	Increased+19 SH
ELI LILLY & CO	COM	$545K	0.1%Prev: 0.1%	512 SH	Increased-7 SH
ENDEAVOUR SILVER CORP	COM	$190K	0.0%Prev: 0.0%	13,462 SH	Increased-2,310 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$216K	0.0%Prev: 0.0%	12,007 SH	Increased+560 SH
ENTERPRISE PRODS PARTNERS L	COM	$230K	0.0%Prev: 0.0%	6,964 SH	Increased+75 SH
EXXON MOBIL CORP	COM	$333K	0.1%Prev: 0.0%	2,468 SH	Increased-35 SH
FIRST MAJESTIC SILVER CORP	COM	$587K	0.1%Prev: 0.0%	23,061 SH	Increased+3,890 SH
FLAHERTY & CRUMRINE PFD SECS	COM	$1.1M	0.2%Prev: 0.2%	63,833 SH	Decreased+441 SH
FRONTIER GROUP HLDGS INC	COM	$632K	0.1%Prev: 0.1%	120,677 SH	Increased-30,039 SH
FS KKR CAP CORP	COM	$177K	0.0%Prev: 0.0%	12,211 SH	Decreased-6,680 SH
GLOBAL X FDS	DEFENSE TECH ETF	$209K	0.0%	2,721 SH	New
GRAYSCALE BITCOIN TRUST ETF	SHS REP COM UT	$273K	0.0%Prev: 0.1%	3,904 SH	Decreased-15 SH
GRAYSCALE ETHEREUM TRUST ETF	SHS	$431K	0.1%Prev: 0.1%	17,958 SH	Decreased
HARTFORD FDS EXCHANGE TRADED	TOTAL RTRN ETF	$41.1M	6.6%Prev: 6.9%	1,199,065 SH	Increased+53,558 SH
HECLA MNG CO	COM	$284K	0.0%Prev: 0.0%	8,914 SH	Increased-3,739 SH
HYCROFT MINING HOLDING CORP	CL A NEW	$332K	0.1%	6,564 SH	New
IBIO INC	COM NEW	$142K	0.0%	63,000 SH	New
INVESCO EXCH TRADED FD TR II	ESG S&P 500 EQL	$1.8M	0.3%Prev: 0.3%	59,013 SH	Increased+868 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$381K	0.1%Prev: 0.1%	1,913 SH	Increased-1 SH
INVESCO EXCHANGE TRADED FD T	WATER RES ETF	$519K	0.1%Prev: 0.1%	7,004 SH	Increased+275 SH
INVESCO QQQ TR	UNIT SER 1	$698K	0.1%Prev: 0.1%	1,115 SH	Increased+47 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$1.3M	0.2%Prev: 0.3%	26,288 SH	Decreased+1,673 SH
ISHARES INC	MSCI GLB SLV&MTL	$951K	0.2%	20,150 SH	New
ISHARES SILVER TR	ISHARES	$306K	0.0%	3,297 SH	New
ISHARES TR	CORE 60/40 BALAN	$519K	0.1%Prev: 0.1%	7,818 SH	Decreased-519 SH
ISHARES TR	CORE 80/20 AGGRE	$680K	0.1%Prev: 0.1%	7,422 SH	Increased-82 SH
ISHARES TR	CORE S&P500 ETF	$411K	0.1%Prev: 0.1%	594 SH	Increased+114 SH
ISHARES TR	GLOBAL TECH ETF	$498K	0.1%Prev: 0.1%	4,641 SH	Increased+124 SH
ISHARES TR	NATIONAL MUN ETF	$366K	0.1%	3,403 SH	New
ISHARES TR	RUS 1000 GRW ETF	$215K	0.0%Prev: 0.0%	458 SH	Decreased
ISHARES TR	S&P 500 GRWT ETF	$406K	0.1%Prev: 0.1%	3,290 SH	Increased+27 SH
ISHARES TR	S&P 500 VAL ETF	$322K	0.1%Prev: 0.0%	1,487 SH	Increased+173 SH
ISHARES TR	US AER DEF ETF	$282K	0.0%	1,200 SH	New
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$17.6M	2.8%Prev: 2.9%	300,208 SH	Increased+15,168 SH
J P MORGAN EXCHANGE TRADED F	HEDGED EQUITY LA	$805K	0.1%Prev: 0.1%	12,012 SH	Increased+1,254 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$12.6M	2.0%Prev: 2.1%	211,822 SH	Increased+8,184 SH
J P MORGAN EXCHANGE TRADED F	U S TECH LEADERS	$429K	0.1%Prev: 0.1%	4,743 SH	Increased+866 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$4.5M	0.7%Prev: 0.7%	88,934 SH	Increased+7,373 SH
JPMORGAN CHASE & CO.	COM	$288K	0.0%Prev: 0.1%	969 SH	Decreased-36 SH
LOCKHEED MARTIN CORP	COM	$218K	0.0%	370 SH	New
MASTERCARD INCORPORATED	CL A	$280K	0.0%Prev: 0.1%	535 SH	Decreased-15 SH
META PLATFORMS INC	CL A	$462K	0.1%Prev: 0.1%	701 SH	Increased+138 SH
MICROSOFT CORP	COM	$1.8M	0.3%Prev: 0.4%	3,952 SH	Decreased+4 SH
NEXTERA ENERGY INC	COM	$263K	0.0%Prev: 0.0%	3,099 SH	Increased-38 SH
NORTHERN LTS FD TR IV	INSPIRE 500 ETF	$203K	0.0%	790 SH	New
NVIDIA CORPORATION	COM	$2.0M	0.3%Prev: 0.4%	10,809 SH	Decreased-564 SH
ORACLE CORP	COM	$275K	0.0%Prev: 0.1%	1,550 SH	Decreased+83 SH
PALANTIR TECHNOLOGIES INC	CL A	$519K	0.1%Prev: 0.1%	3,062 SH	Decreased-143 SH
PAN AMERN SILVER CORP	COM	$247K	0.0%	3,834 SH	New
PFIZER INC	COM	$211K	0.0%Prev: 0.0%	8,234 SH	Decreased-8 SH
PROCTER AND GAMBLE CO	COM	$332K	0.1%Prev: 0.1%	2,209 SH	Decreased-599 SH
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$29.4M	4.7%Prev: 4.5%	849,835 SH	Increased+87,320 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$127.4M	20.6%Prev: 19.9%	2,644,572 SH	Increased+39,923 SH
SELECT SECTOR SPDR TR	STATE STREET TEC	$360K	0.1%	2,480 SH	New
SHOPIFY INC	CL A SUB VTG SHS	$362K	0.1%Prev: 0.1%	2,623 SH	Decreased-28 SH
SOUTHWEST AIRLS CO	COM	$403K	0.1%Prev: 0.1%	9,602 SH	Increased+101 SH
SPDR GOLD TR	GOLD SHS	$338K	0.1%Prev: 0.1%	737 SH	Decreased-1,541 SH
SPDR S&P 500 ETF TR	TR UNIT	$726K	0.1%Prev: 0.1%	1,053 SH	Decreased-50 SH
SPDR SERIES TRUST	STATE STREET SPD	$761K	0.1%	8,181 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL SILVER	$628K	0.1%Prev: 0.1%	18,918 SH	Increased+622 SH
STRATEGY INC	CL A NEW	$295K	0.0%Prev: 0.1%	1,806 SH	Decreased+21 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$224K	0.0%Prev: 0.0%	670 SH	Increased-90 SH
TESLA INC	COM	$6.4M	1.0%Prev: 1.2%	14,308 SH	Decreased-774 SH
THE ALGER ETF TRUST	35 ETF	$37.1M	6.0%Prev: 5.3%	1,058,318 SH	Increased+214,661 SH
VANGUARD ADMIRAL FDS INC	MIDCP 400 IDX	$229K	0.0%Prev: 0.0%	1,942 SH	Decreased-400 SH
VANGUARD INDEX FDS	GROWTH ETF	$121.7M	19.6%Prev: 20.6%	251,790 SH	Increased+9,370 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$693K	0.1%Prev: 0.1%	1,088 SH	Decreased-88 SH
VANGUARD INDEX FDS	SMALL CP ETF	$37.5M	6.0%Prev: 5.9%	136,449 SH	Increased+5,242 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$489K	0.1%Prev: 0.1%	1,435 SH	Increased+62 SH
VANGUARD INDEX FDS	VALUE ETF	$135.1M	21.8%Prev: 21.7%	683,529 SH	Increased+25,457 SH
VANGUARD INSTL INDEX FD	0-3 MO TREAS BIL	$504K	0.1%	6,662 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$253K	0.0%Prev: 0.1%	4,463 SH	Decreased-2,575 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.0M	0.2%Prev: 0.2%	15,457 SH	Decreased-7,534 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$3.7M	0.6%Prev: 0.6%	39,426 SH	Increased-217 SH
VANGUARD WORLD FD	INF TECH ETF	$220K	0.0%Prev: 0.0%	291 SH	Increased+22 SH
VISA INC	COM CL A	$1.7M	0.3%Prev: 0.3%	5,068 SH	Decreased+93 SH
VIZSLA SILVER CORP	COM NEW	$88K	0.0%	13,270 SH	New

Sold (vs prior filing)

APOLLO GLOBAL MGMT INC — $485K
COINBASE GLOBAL INC — $411K
CROWDSTRIKE HLDGS INC — $222K
FERRARI N V — $639K
NETFLIX INC — $201K
PLATINUM GROUP METALS LTD — $85K
SELECT SECTOR SPDR TR — $309K
SPDR SERIES TRUST — $214K
SPDR SERIES TRUST — $463K
UNITED AIRLS HLDGS INC — $235K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 28, 2026	Q4 2025	13F-HR	0001951757-26-000326	$620.0M	View
Nov 12, 2025	Q3 2025	13F-HR	0001951757-25-001387	$567.8M	View
Jul 14, 2026	Q2 2026