SEC Form 13F

Mountain Capital Investment Advisors Inc. 13F Holdings

Report period2026-06-30
Publicly available2026-07-15
Reported value$702,194,938
Positions95

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SCHWAB STRATEGIC TRFNDFFUNDAMENTAL INTL$154,119,6952,921,147
VANGUARD INDEX FDSVTVVALUE ETF$137,792,096632,277
VANGUARD INDEX FDSVUGGROWTH ETF$125,306,0731,454,679
SCHWAB STRATEGIC TRSCHEEMRG MKTEQ ETF$52,360,6661,444,034
HARTFORD FDS EXCHANGE TRADEDHTRBTOTAL RTRN ETF$44,623,5291,322,766
VANGUARD INDEX FDSVBSMALL CP ETF$44,311,863146,186
THE ALGER ETF TRUSTATFV35 ETF$43,499,5761,050,207
J P MORGAN EXCHANGE TRADED FJEPIEQUITY PREMIUM$15,554,714275,402
J P MORGAN EXCHANGE TRADED FJEPQNASDAQ EQT PREM$11,494,306187,021
VANGUARD WHITEHALL FDSVYMIINTL HIGH ETF$10,274,348104,627

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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