Mountain Capital Investment Advisors Inc. - Portfolio Stock Holdings
Mountain Capital Investment Advisors Inc. disclosed 102 stock positions in a recent SEC 13F filing. $707,123,035 of stock holdings were filed, with the largest holdings including FNDF, VTV, and VUG. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $929,106,338 and has 17 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
102Est. Stock Holding Value:
$707,123,035Top Stock Holdings By Sector
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Portfolio Stock Holdings - Mountain Capital Investment Advisors Inc.
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