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
- —
- Chairman
- —
- CEO
- —
- 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.