Mountain Capital Investment Advisors Inc.

13F filer · CIK 0001714506

Reported Jul 14, 2026

Net buyer this quarter

13F portfolio value$702MU.S. long equity reported on 13F

Positions538 new · 5 closed

Net flow last quarter+$879KBuys minus sells

Top 10 positions weight25.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 14, 202653 positions
FNDFSchwab Strategic Trust	$154M	21.95%	Not reported	+0.4%	Q3 2025
TSLATesla, Inc.	$7.2M	1.03%	0.00%	-1.7%	Q3 2017
AAPLApple Inc.	$6.58M	0.94%	0.00%	-3.0%	Q3 2017
NVDANvidia Corp	$2.57M	0.37%	0.00%	+7.4%	Q3 2017
BRK.BBerkshire Hathaway Inc	$1.61M	0.23%	Not reported	-0.5%	Q3 2017
MSFTMicrosoft Corp	$1.57M	0.22%	0.00%	+5.6%	Q3 2017
AMZNAmazon Com Inc	$1.57M	0.22%	0.00%	-4.4%	Q3 2017
VVisa Inc.	$1.54M	0.22%	0.00%	-2.4%	Q3 2017
FFCFlaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC	$1.05M	0.15%	Not reported	-0.3%	Q2 2022
QQQInvesco QQQ Trust, Series 1	$974K	0.14%	Not reported	-0.4%	Q3 2024
ULCCFrontier Group Holdings, Inc.	$866K	0.12%	0.05%	-22.1%	Q3 2021
IBITiShares Bitcoin Trust ETF	$767K	0.11%	0.00%	+0.1%	Q2 2024
SPYSPDR S&P 500 ETF Trust	$578K	0.08%	Not reported	+6.5%	Q3 2017
GOOGLAlphabet Inc.	$572K	0.08%	0.00%	+16.5%	Q3 2017
GLDSPDR Gold Trust	$441K	0.06%	0.00%	-8.7%	Q3 2017
COSTCostco Wholesale Corp	$429K	0.06%	0.00%	-4.6%	Q3 2017
GOOGAlphabet Inc.	$417K	0.06%	Not reported	-4.5%	Q3 2020
LLYELI LILLY & Co	$414K	0.06%	0.00%	+4.6%	Q3 2017
PLTRPalantir Technologies Inc.	$406K	0.06%	0.00%	+9.7%	Q1 2025
PSLVSprott Physical Silver Trust	$406K	0.06%	0.00%	+1.2%	Q2 2024
WMTWalmart Inc.	$394K	0.06%	0.00%	+0.7%	Q3 2017
CVXChevron Corp	$394K	0.06%	0.00%	-0.3%	Q3 2017
XOMExxonMobil Holdings Corp	$377K	0.05%	0.00%	+4.5%	Q3 2017
TSMTaiwan Semiconductor Manufacturing Co Ltd	$357K	0.05%	0.00%	-15.1%	Q3 2017
CRWDCrowdStrike Holdings, Inc.	$346K	0.05%	0.00%	-9.6%	Q3 2025
SPCXSpace Exploration Technologies Corp	$332K	0.05%	Not reported	New	Q2 2026
HYMCHycroft Mining Holding Corp	$329K	0.05%	0.02%	+9.8%	Q4 2025
PGPROCTER & GAMBLE Co	$328K	0.05%	0.00%	+0.6%	Q3 2017
BACBank of America Corp	$320K	0.05%	0.00%	-8.0%	Q3 2017
METAMeta Platforms, Inc.	$313K	0.04%	Not reported	-12.4%	Q3 2017
ABBVAbbVie Inc.	$306K	0.04%	0.00%	-5.3%	Q3 2017
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$278K	0.04%	Not reported	New	Q2 2026
CATCaterpillar Inc	$270K	0.04%	0.00%	Not reported	Q3 2017
EPDEnterprise Products Partners L.P.	$264K	0.04%	0.00%	+2.1%	Q4 2024
NBISNebius Group N.V.	$246K	0.04%	0.00%	New	Q2 2026
MSTRStrategy Inc	$240K	0.03%	Not reported	+21.6%	Q4 2024
MUMicron Technology Inc	$239K	0.03%	0.00%	Not reported	Q3 2017
GEVGE Vernova Inc.	$235K	0.03%	0.00%	+11.7%	Q1 2026
ASMLAsml Holding NV	$232K	0.03%	0.00%	Not reported	Q3 2017
ETHEGrayscale Ethereum Staking ETF	$229K	0.03%	0.02%	Not reported	Q3 2024
PLPlanet Labs PBC	$229K	0.03%	0.00%	New	Q2 2026
UALUnited Airlines Holdings, Inc.	$224K	0.03%	0.00%	Not reported	Q3 2017
SHOPShopify Inc.	$214K	0.03%	0.00%	-12.0%	Q3 2024
SLViShares Silver Trust	$209K	0.03%	0.00%	-18.6%	Q3 2017
CCitigroup Inc	$201K	0.03%	0.00%	-18.4%	Q3 2017
CDECoeur Mining, Inc.	$198K	0.03%	0.00%	+0.4%	Q2 2025
HLHecla Mining Co	$192K	0.03%	0.00%	+5.0%	Q2 2025
FSKFS KKR Capital Corp	$132K	0.02%	0.00%	Not reported	Q2 2021
EXKEndeavour Silver Corp	$111K	0.02%	0.01%	Not reported	Q1 2024
USASAmericas Gold & Silver Corp	$77.7K	0.01%	0.01%	Not reported	Q3 2025

Q1 2026Reported May 11, 202650 positions
FNDFSchwab Strategic Trust	$148M	22.00%	Not reported	+10.0%	Q3 2025
TSLATesla, Inc.	$6.6M	0.98%	0.00%	+21.8%	Q3 2017
AAPLApple Inc.	$6.27M	0.93%	0.00%	-1.3%	Q3 2017
NVDANvidia Corp	$2.59M	0.38%	0.00%	+10.5%	Q3 2017
AMZNAmazon Com Inc	$1.8M	0.27%	0.00%	-1.1%	Q3 2017
MSFTMicrosoft Corp	$1.7M	0.25%	0.00%	+1.1%	Q3 2017
BRK.BBerkshire Hathaway Inc	$1.53M	0.23%	Not reported	-1.4%	Q3 2017
VVisa Inc.	$1.43M	0.21%	0.00%	-9.0%	Q3 2017
FFCFlaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC	$1.04M	0.15%	Not reported	+1.3%	Q2 2022
IBITiShares Bitcoin Trust ETF	$1M	0.15%	0.00%	-12.5%	Q2 2024
QQQInvesco QQQ Trust, Series 1	$882K	0.13%	Not reported	+19.0%	Q3 2024
GLDSPDR Gold Trust	$563K	0.08%	0.00%	+77.8%	Q3 2017
ULCCFrontier Group Holdings, Inc.	$540K	0.08%	0.06%	+16.5%	Q3 2021
SPYSPDR S&P 500 ETF Trust	$520K	0.08%	Not reported	-31.0%	Q3 2017
PSLVSprott Physical Silver Trust	$518K	0.08%	0.00%	+12.4%	Q2 2024
HYMCHycroft Mining Holding Corp	$489K	0.07%	0.01%	+95.3%	Q4 2025
GOOGLAlphabet Inc.	$481K	0.07%	0.00%	+64.8%	Q3 2017
COSTCostco Wholesale Corp	$479K	0.07%	0.00%	-18.8%	Q3 2017
PLTRPalantir Technologies Inc.	$454K	0.07%	0.00%	+3.7%	Q1 2025
WMTWalmart Inc.	$441K	0.07%	0.00%	Not reported	Q3 2017
CVXChevron Corp	$440K	0.07%	0.00%	-0.4%	Q3 2017
METAMeta Platforms, Inc.	$431K	0.06%	Not reported	-9.4%	Q3 2017
GOOGAlphabet Inc.	$431K	0.06%	Not reported	-25.0%	Q3 2020
XOMExxonMobil Holdings Corp	$391K	0.06%	0.00%	+6.9%	Q3 2017
MSTRStrategy Inc	$384K	0.06%	Not reported	+25.6%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$357K	0.05%	0.00%	+31.5%	Q3 2017
SHEShengkai Innovations, Inc.	$357K	0.05%	Not reported	-31.3%	Q2 2023
ETHEGrayscale Ethereum Staking ETF	$334K	0.05%	0.02%	Not reported	Q3 2024
PGPROCTER & GAMBLE Co	$330K	0.05%	0.00%	+0.5%	Q3 2017
SLViShares Silver Trust	$329K	0.05%	0.00%	+46.0%	Q3 2017
BACBank of America Corp	$321K	0.05%	0.00%	+0.1%	Q3 2017
JPMJPMorgan Chase & Co	$301K	0.04%	0.00%	-0.4%	Q3 2017
LLYELI LILLY & Co	$286K	0.04%	0.00%	-35.6%	Q3 2017
EPDEnterprise Products Partners L.P.	$269K	0.04%	0.00%	+1.0%	Q4 2024
SHOPShopify Inc.	$264K	0.04%	0.00%	-18.8%	Q3 2024
ABBVAbbVie Inc.	$253K	0.04%	0.00%	+14.8%	Q3 2017
VZVerizon Communications Inc	$249K	0.04%	0.00%	Not reported	Q3 2017
PAASPan American Silver Corp	$235K	0.03%	0.00%	+11.1%	Q4 2025
CRWDCrowdStrike Holdings, Inc.	$228K	0.03%	0.00%	Not reported	Q3 2025
CDECoeur Mining, Inc.	$228K	0.03%	0.00%	+29.6%	Q2 2025
CCitigroup Inc	$227K	0.03%	0.00%	-1.0%	Q3 2017
HLHecla Mining Co	$220K	0.03%	0.00%	+32.8%	Q2 2025
TAt&T Inc.	$216K	0.03%	0.00%	Not reported	Q3 2017
GEVGE Vernova Inc.	$201K	0.03%	0.00%	New	Q1 2026
FSKFS KKR Capital Corp	$132K	0.02%	0.00%	+3.0%	Q2 2021
EXKEndeavour Silver Corp	$131K	0.02%	0.01%	Not reported	Q1 2024
USASAmericas Gold & Silver Corp	$97.3K	0.01%	0.01%	-5.7%	Q3 2025
HSLVHighlander Silver Corp.	$80.6K	0.01%	0.01%	New	Q1 2026
ASMAvino Silver & Gold Mines Ltd	$76.7K	0.01%	0.01%	Not reported	Q3 2025
ABEVAmbev S.A.	$32K	0.00%	0.00%	Not reported	Q3 2024
Q4 2025Reported Jan 28, 202657 positions
FNDFSchwab Strategic Trust	$127M	20.56%	Not reported	+1.5%	Q3 2025
TSLATesla, Inc.	$6.42M	1.04%	0.00%	-5.1%	Q3 2017
AAPLApple Inc.	$5.89M	0.95%	0.00%	-1.4%	Q3 2017
NVDANvidia Corp	$2.03M	0.33%	0.00%	-5.0%	Q3 2017
MSFTMicrosoft Corp	$1.84M	0.30%	0.00%	+0.1%	Q3 2017
AMZNAmazon Com Inc	$1.67M	0.27%	0.00%	+1.3%	Q3 2017
VVisa Inc.	$1.65M	0.27%	0.00%	+1.9%	Q3 2017
BRK.BBerkshire Hathaway Inc	$1.57M	0.25%	Not reported	+1.2%	Q3 2017
IBITiShares Bitcoin Trust ETF	$1.33M	0.21%	0.00%	+6.8%	Q2 2024
FFCFlaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC	$1.06M	0.17%	Not reported	+0.7%	Q2 2022
SPYSPDR S&P 500 ETF Trust	$726K	0.12%	Not reported	-4.5%	Q3 2017
QQQInvesco QQQ Trust, Series 1	$698K	0.11%	Not reported	+4.4%	Q3 2024
ULCCFrontier Group Holdings, Inc.	$632K	0.10%	0.05%	-19.9%	Q3 2021
PSLVSprott Physical Silver Trust	$628K	0.10%	0.00%	+3.4%	Q2 2024
AGFirst Majestic Silver Corp	$587K	0.09%	0.00%	+20.3%	Q1 2025
COSTCostco Wholesale Corp	$581K	0.09%	0.00%	+3.3%	Q3 2017
LLYELI LILLY & Co	$545K	0.09%	0.00%	-1.4%	Q3 2017
GOOGAlphabet Inc.	$541K	0.09%	Not reported	-0.8%	Q3 2020
PLTRPalantir Technologies Inc.	$519K	0.08%	0.00%	-4.5%	Q1 2025
SHEShengkai Innovations, Inc.	$499K	0.08%	Not reported	+1.2%	Q2 2023
METAMeta Platforms, Inc.	$462K	0.07%	Not reported	+24.5%	Q3 2017
ETHEGrayscale Ethereum Staking ETF	$431K	0.07%	0.02%	Not reported	Q3 2024
LUVSouthwest Airlines Co	$403K	0.06%	0.00%	+1.1%	Q3 2017
CVXChevron Corp	$399K	0.06%	0.00%	+3.0%	Q3 2017
SHOPShopify Inc.	$362K	0.06%	0.00%	-1.1%	Q3 2024
GLDSPDR Gold Trust	$338K	0.05%	0.00%	-67.7%	Q3 2017
XOMExxonMobil Holdings Corp	$333K	0.05%	0.00%	-1.4%	Q3 2017
HYMCHycroft Mining Holding Corp	$332K	0.05%	0.01%	New	Q4 2025
PGPROCTER & GAMBLE Co	$332K	0.05%	0.00%	-21.3%	Q3 2017
BACBank of America Corp	$315K	0.05%	0.00%	+0.9%	Q3 2017
SLViShares Silver Trust	$306K	0.05%	0.00%	Not reported	Q3 2017
MSTRStrategy Inc	$295K	0.05%	Not reported	+1.2%	Q4 2024
JPMJPMorgan Chase & Co	$288K	0.05%	0.00%	-3.6%	Q3 2017
HLHecla Mining Co	$284K	0.05%	0.00%	-29.6%	Q2 2025
MAMastercard Inc	$280K	0.05%	0.00%	-2.7%	Q3 2017
ORCLOracle Corp	$275K	0.04%	0.00%	+5.7%	Q3 2017
GOOGLAlphabet Inc.	$274K	0.04%	0.00%	Not reported	Q3 2017
GBTCGrayscale Bitcoin Trust ETF	$273K	0.04%	0.00%	-0.4%	Q1 2024
NEENextera Energy Inc	$263K	0.04%	0.00%	-1.2%	Q3 2017
PAASPan American Silver Corp	$247K	0.04%	0.00%	New	Q4 2025
ABBVAbbVie Inc.	$245K	0.04%	0.00%	-41.1%	Q3 2017
CDECoeur Mining, Inc.	$243K	0.04%	0.00%	Not reported	Q2 2025
EPDEnterprise Products Partners L.P.	$230K	0.04%	0.00%	+1.1%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$224K	0.04%	0.00%	-11.8%	Q3 2017
LMTLockheed Martin Corp	$218K	0.04%	0.00%	Not reported	Q3 2017
ETEnergy Transfer LP	$216K	0.03%	0.00%	+4.9%	Q3 2017
PFEPfizer Inc	$211K	0.03%	0.00%	-0.1%	Q3 2017
SHLDSears Holdings Corp	$209K	0.03%	0.00%	New	Q4 2025
AVGOBroadcom Inc.	$207K	0.03%	0.00%	Not reported	Q3 2017
CCitigroup Inc	$201K	0.03%	0.00%	Not reported	Q3 2017

Q3 2025Reported Nov 12, 202553 positions
FNDFSchwab Strategic Trust	$113M	19.86%	Not reported	New	Q3 2025
TSLATesla, Inc.	$6.93M	1.22%	0.00%	+4.1%	Q3 2017
AAPLApple Inc.	$6.15M	1.08%	0.00%	-0.9%	Q3 2017
NVDANvidia Corp	$2.13M	0.38%	0.00%	+6.9%	Q3 2017
MSFTMicrosoft Corp	$2.05M	0.36%	0.00%	+3.2%	Q3 2017
VVisa Inc.	$1.73M	0.30%	0.00%	-2.5%	Q3 2017
IBITiShares Bitcoin Trust ETF	$1.64M	0.29%	0.00%	+7.4%	Q2 2024
BRK.BBerkshire Hathaway Inc	$1.61M	0.28%	Not reported	+12.7%	Q3 2017
AMZNAmazon Com Inc	$1.52M	0.27%	0.00%	+0.8%	Q3 2017
FFCFlaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC	$1.07M	0.19%	Not reported	+0.7%	Q2 2022
GLDSPDR Gold Trust	$811K	0.14%	0.00%	+238.5%	Q3 2017
SPYSPDR S&P 500 ETF Trust	$737K	0.13%	Not reported	Not reported	Q3 2017
QQQInvesco QQQ Trust, Series 1	$644K	0.11%	Not reported	+62.1%	Q3 2024
ETHEGrayscale Ethereum Staking ETF	$641K	0.11%	0.01%	0.0%	Q3 2024
RACEFerrari N.V.	$639K	0.11%	0.00%	New	Q3 2025
ULCCFrontier Group Holdings, Inc.	$631K	0.11%	0.07%	-2.7%	Q3 2021
MSTRStrategy Inc	$604K	0.11%	Not reported	+43.7%	Q4 2024
PLTRPalantir Technologies Inc.	$593K	0.10%	0.00%	+1.0%	Q1 2025
COSTCostco Wholesale Corp	$525K	0.09%	0.00%	+2.5%	Q3 2017
APOApollo Global Management, Inc.	$485K	0.09%	0.00%	New	Q3 2025
ABBVAbbVie Inc.	$463K	0.08%	0.00%	Not reported	Q3 2017
SHEShengkai Innovations, Inc.	$463K	0.08%	Not reported	+2.3%	Q2 2023
PGPROCTER & GAMBLE Co	$430K	0.08%	0.00%	+20.7%	Q3 2017
LLYELI LILLY & Co	$429K	0.08%	0.00%	-2.3%	Q3 2017
ORCLOracle Corp	$424K	0.07%	0.00%	-6.4%	Q3 2017
COINCoinbase Global, Inc.	$411K	0.07%	0.00%	+1.7%	Q3 2021
GOOGAlphabet Inc.	$408K	0.07%	Not reported	-7.8%	Q3 2020
METAMeta Platforms, Inc.	$404K	0.07%	Not reported	+13.5%	Q3 2017
SHOPShopify Inc.	$397K	0.07%	0.00%	+4.7%	Q3 2024
GBTCGrayscale Bitcoin Trust ETF	$361K	0.06%	0.00%	Not reported	Q1 2024
CVXChevron Corp	$359K	0.06%	0.00%	+67.0%	Q3 2017
MAMastercard Inc	$316K	0.06%	0.00%	+7.2%	Q3 2017
JPMJPMorgan Chase & Co	$312K	0.06%	0.00%	-3.6%	Q3 2017
LUVSouthwest Airlines Co	$307K	0.05%	0.00%	+0.1%	Q3 2017
BACBank of America Corp	$306K	0.05%	0.00%	+1.6%	Q3 2017
PSLVSprott Physical Silver Trust	$292K	0.05%	0.00%	+3.8%	Q2 2024
XOMExxonMobil Holdings Corp	$280K	0.05%	0.00%	-1.8%	Q3 2017
FSKFS KKR Capital Corp	$280K	0.05%	0.01%	+1.2%	Q2 2021
NEENextera Energy Inc	$247K	0.04%	0.00%	+3.6%	Q3 2017
AGFirst Majestic Silver Corp	$235K	0.04%	0.01%	-19.2%	Q1 2025
UALUnited Airlines Holdings, Inc.	$235K	0.04%	0.00%	Not reported	Q3 2017
PFEPfizer Inc	$224K	0.04%	0.00%	+3.2%	Q3 2017
CRWDCrowdStrike Holdings, Inc.	$222K	0.04%	0.00%	New	Q3 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$219K	0.04%	0.00%	Not reported	Q3 2017
EPDEnterprise Products Partners L.P.	$215K	0.04%	0.00%	+1.1%	Q4 2024
NFLXNetflix Inc	$201K	0.04%	0.00%	-10.0%	Q3 2017
ETEnergy Transfer LP	$194K	0.03%	0.00%	Not reported	Q3 2017
HLHecla Mining Co	$155K	0.03%	0.00%	+6.4%	Q2 2025
EXKEndeavour Silver Corp	$122K	0.02%	0.01%	-17.7%	Q1 2024
PLGPlatinum Group Metals Ltd	$84.8K	0.01%	0.03%	-39.1%	Q3 2024

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