Mountain Capital Investment Advisors Inc.
Annual return '25
+25.6%
SPY '25
+17.7%
Alpha
+7.9ptsvs SPY
Invested
$673.9M
Holdings
98
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$FNDF
SCHWAB STRATEGIC TR
Held since at least Q1 2024
22.0%
02
$VUG
VANGUARD INDEX FDS
Q1 2026: New position (551 shares)
19.4%
03
$VTV
VANGUARD INDEX FDS
Q1 2026: New position (1.5k shares)
18.8%
04
$SCHE
SCHWAB STRATEGIC TR
Held since at least Q1 2024
7.6%
05
$HTRB
HARTFORD FDS EXCHANGE TRADED
Held since at least Q1 2024
6.2%
06
$VB
VANGUARD INDEX FDS
Held since at least Q1 2024
6.0%
07
$ATFV
THE ALGER ETF TRUST
Held since at least Q1 2024
6.0%
08
$JEPI
J P MORGAN EXCHANGE TRADED F
Held since at least Q1 2024
2.3%
09
$JEPQ
J P MORGAN EXCHANGE TRADED F
Held since at least Q1 2024
1.7%
10
$VYMI
VANGUARD WHITEHALL FDS
Held since at least Q1 2024
1.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:28 UTC.