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Disclosery

13F-HR filed by Mountain Capital Investment Advisors Inc.

Mountain Capital Investment Advisors Inc. filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-07-29, with 73 holding rows worth $520,360,613.

Accession
0001951757-25-000997
Filer
CIK 1714506
Filed
2025-07-29
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, 73 entries on the cover page, a total value of $520,360,613 stated on the cover page (in dollars after the unit check, H1), rows summing to $520,360,613 with VALUE read as dollars as filed, 13F file number 028-18140. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Vanguard Value ETF922908744SHS703,338$125,587,919dollars as filed
Vanguard Growth922908736COM285,908$124,075,336dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS1,447,923$82,488,194dollars as filed
ALPS ETF TR00162Q205EQUAL SEC ETF929,537$40,992,583dollars as filed
HARTFORD FDS EXCHANGE TRADED41653L305TOTAL RTRN ETF1,103,642$37,369,347dollars as filed
Vanguard Small-Cap ETF922908751SHS140,462$33,632,142dollars as filed
JPMORGAN EQUITY PREMIUM INCOME ETF46641Q332ETF233,308$13,247,210dollars as filed
J P MORGAN EXCHANGE TRADED F46654Q203NASDAQ EQT PREM177,397$9,545,736dollars as filed
VWO922042858SHS172,248$8,553,850dollars as filed
Apple Inc037833100COM24,288$5,047,580dollars as filed
Tesla Motors, Inc88160R101COM14,484$4,355,374dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q837ULTRA SHRT ETF80,521$4,063,885dollars as filed
Vanguard International High Dividend Yield ETF921946794SHS33,302$2,675,803dollars as filed
Microsoft Corp594918104COM3,824$1,881,510dollars as filed
Visa Inc92826C839COM5,102$1,813,671dollars as filed
NVIDIA Corp67066G104COM10,636$1,630,482dollars as filed
INVESCO EXCH TRADED FD TR II46138G516ESG S&P 500 EQL57,785$1,610,457dollars as filed
Amazon.com, Inc023135106COM6,830$1,505,640dollars as filed
Berkshire Hathaway Inc084670702COM2,877$1,408,748dollars as filed
IShares Bitcoin Trust Registered46438F101SHS22,912$1,371,054dollars as filed
FLAHERTY & CRUMRIN PFD & INM338478100COM62,924$1,030,061dollars as filed
iShares Core Aggressive Allocation ETF464289859SHS7,613$634,419dollars as filed
Vanguard S&P 500 ETF922908363COM1,106$627,905dollars as filed
Vanguard S&P Mid-Cap 400 ETF921932885SHS5,868$623,650dollars as filed
FRONTIER GROUP HLDGS INC COM35909R108Stock154,854$605,479dollars as filed
Costco Wholesale Corporation22160K105COM558$550,554dollars as filed
ISHARES TR464289867CORE 60 BALA ETF8,900$547,724dollars as filed
STRATEGY INC CL A NEW594972408Stock1,242$463,639dollars as filed
INVESCO EXCHANGE TRADED FD T46137V142WATER RES ETF6,465$459,758dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS734$455,647dollars as filed
iShares Global Tech ETF464287291SHS4,901$447,369dollars as filed
SPDR SERIES TRUST78468R747ST STR MSCI GEN3,543$443,173dollars as filed
J P MORGAN EXCHANGE TRADED F46654Q724HEDGED EQUITY LA6,989$437,249dollars as filed
VTI922908769COM1,399$425,251dollars as filed
Palantir Technologies Inc. Class A69608A108COM3,172$414,567dollars as filed
Eli Lilly and Company532457108COM531$412,178dollars as filed
FS KKR CAP CORP302635206COM18,665$392,535dollars as filed
COINBASE GLOBAL INC COM CL A19260Q107Stock1,167$391,330dollars as filed
Procter & Gamble Co742718109COM2,327$375,138dollars as filed
INVESCO QQQ TR46090E103COM659$360,794dollars as filed
GRAYSCALE ETHEREUM TRUST ETF389638107SHS17,961$357,244dollars as filed
META PLATFORMS INC CL A30303M102COM496$356,908dollars as filed
INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF46137V357COM1,883$346,233dollars as filed
Oracle Corporation68389X105COM1,568$343,329dollars as filed
iShares S&P 500 Growth ETF464287309SHS3,092$336,930dollars as filed
GRAYSCALE BITCOIN TRUST ETF389637109SHS REP COM UT3,919$325,120dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM1,801$318,529dollars as filed
SOUTHWESTAIRLSCO844741108STOK9,488$317,010dollars as filed
JPMorgan Chase & Co46625H100COM1,043$302,962dollars as filed
MasterCard, Inc57636Q104COM513$289,816dollars as filed
Bank of America Corp060505104COM5,947$286,333dollars as filed
SHOPIFY INC82509L107CL A SUB VTG SHS2,533$285,393dollars as filed
EXXON MOBIL CORP30231G102COM2,548$278,292dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS1,095$274,691dollars as filed
Netflix, Inc64110L106COM191$247,092dollars as filed
iShares S&P 500 Value ETF464287408SHS1,223$241,267dollars as filed
NextEra Energy,Inc.65339F101COM3,029$221,330dollars as filed
SPROTT PHYSICAL SILVER TR85207K107TR UNIT17,630$215,791dollars as filed
SPDR SER TR78464A508PRTFLO S&P500 VL4,069$215,146dollars as filed
ENTERPRISE PRODS PARTNERS L293792107COM6,815$212,411dollars as filed
Abbott Laboratories002824100COM1,539$209,636dollars as filed
SPDR GOLD TR78463V107GOLD SHS673$206,981dollars as filed
Chevron Corporation166764100COM1,391$202,535dollars as filed
Pfizer Inc.717081103COM7,990$200,076dollars as filed
FIRST MAJESTIC SILVER CORP32076V103COM23,735$198,425dollars as filed
GLOBAL X FDS37950E333GLBX SUPRINC ETF12,716$114,140dollars as filed
APPLIED DIGITAL CORP COM NEW038169207Stock11,666$113,860dollars as filed
ENDEAVOUR SILVER CORP29258Y103COM19,158$96,748dollars as filed
COEUR MNG INC COM NEW192108504Stock10,612$95,190dollars as filed
PLATINUM GROUP METALS LTD72765Q882CMN52,507$78,761dollars as filed
HECLA MNG CO422704106COM11,892$70,996dollars as filed
AMBEV SA SPONSORED ADR02319V103ADR11,087$26,831dollars as filed
MICROALGO INCG6077Y301ORD SHS37,410$19,666dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001951757-25-000997this filing2025-07-29acceptance time not in the bulk data set