Mountain Capital Investment Advisors Inc.

All 13F Filings

Location
Westminster, CO
Most recent 13F
Q2 2026
Holdings value ($000)
702,195
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/14/2026 95 702,195 13F-HR Mountain Capital Investment Advisors Inc.
Q1 2026 5/11/2026 88 673,907 13F-HR Mountain Capital Investment Advisors Inc.
Q4 2025 1/28/2026 93 619,978 13F-HR Mountain Capital Investment Advisors Inc.
Q3 2025 11/12/2025 84 567,843 13F-HR Mountain Capital Investment Advisors Inc.
Q2 2025 7/29/2025 73 520,361 13F-HR Mountain Capital Investment Advisors Inc.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 34.71 K 4.9% 1.202 K 0 1.202 K
ETFs 667.5 K 95.1% 27.09 K 0 27.09 K
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Fund Snapshot

Q2 2026
Latest filed
7/14/2026
Total value ($000)
702,195
Holdings
95
QoQ value change ($000)
28,288 (4.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.