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Mountain Capital Investment Advisors Inc. Historic Quarter Change: USA ETF, Added

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Mountain Capital Investment Advisors Inc. historic quarter change: USA ETF, Added

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Mountain Capital Investment Advisors Inc. opened 67 positions, added to 177, reduced 108 and sold out of 41.

  • Q2 2026: Stock VTV; Country of operation —; Class VALUE ETF; Shares before 623,769.
  • Q2 2026: Stock FNDF; Country of operation —; Class FUNDAMENTAL INTL; Shares before 2,908,890.
  • Q2 2026: Stock VB; Country of operation —; Class SMALL CP ETF; Shares before 143,693.
  • Q2 2026: Stock HTRB; Country of operation —; Class TOTAL RTRN ETF; Shares before 1,235,338.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1714506), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-11); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-28); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-12); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-29); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-28); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-15); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-16); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-11). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2017-06-30.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026VTV
VANGUARD INDEX FDS		VALUE ETF623,769632,277+8,508$126,912,070$137,792,096+$10,880,0262026-07-14
Q2 2026FNDF
SCHWAB STRATEGIC TR		FUNDAMENTAL INTL2,908,8902,921,147+12,257$148,237,051$154,119,695+$5,882,6442026-07-14
Q2 2026VB
VANGUARD INDEX FDS		SMALL CP ETF143,693146,186+2,493$40,746,905$44,311,863+$3,564,9582026-07-14
Q2 2026HTRB
HARTFORD FDS EXCHANGE TRADED		TOTAL RTRN ETF1,235,3381,322,766+87,428$41,964,417$44,623,529+$2,659,1122026-07-14
Q2 2026SCHE
SCHWAB STRATEGIC TR		EMRG MKTEQ ETF1,431,3141,444,034+12,720$51,140,865$52,360,666+$1,219,8012026-07-14
Q2 2026JPST
J P MORGAN EXCHANGE TRADED F		ULTRA SHRT ETF96,555114,051+17,496$4,884,730$5,767,552+$882,8222026-07-14
Q2 2026IBIT
ISHARES BITCOIN TRUST ETF		SHS BEN INT23,01623,046+30$1,002,594$767,214-$235,3802026-07-14
Q2 2026SLVP
ISHARES INC		MSCI GLB SLV&MTL32,75833,262+504$1,217,615$1,025,467-$192,1482026-07-14
Q2 2026IVV
ISHARES TR		CORE S&P500 ETF682836+154$490,292$626,185+$135,8932026-07-14
Q2 2026VOO
VANGUARD INDEX FDS		S&P 500 ETF SHS1,4571,533+76$958,234$1,053,036+$94,8022026-07-14
Q2 2026VTI
VANGUARD INDEX FDS		TOTAL STK MKT1,7801,943+163$627,490$719,134+$91,6442026-07-14
Q2 2026JEPI
J P MORGAN EXCHANGE TRADED F		EQUITY PREMIUM273,846275,402+1,556$15,622,911$15,554,714-$68,1972026-07-14
Q2 2026JMST
J P MORGAN EXCHANGE TRADED F		ULTRA SHT MUNCPL3,9895,284+1,295$203,310$269,494+$66,1842026-07-14
Q2 2026SPY
STATE STR SPDR S&P 500 ETF T		TR UNIT727774+47$520,027$577,794+$57,7672026-07-14
Q2 2026VEA
VANGUARD TAX-MANAGED FDS		VAN FTSE DEV MKT7,2137,669+456$490,971$546,443+$55,4722026-07-14
Q2 2026VXUS
VANGUARD STAR FDS		VG TL INTL STK F3,9004,357+457$321,149$372,447+$51,2982026-07-14
Q2 2026VGT
VANGUARD WORLD FD		INF TECH ETF2,3292,440+111$243,011$291,673+$48,6622026-07-14
Q2 2026IVW
ISHARES TR		S&P 500 GRWT ETF3,3603,393+33$438,424$466,653+$28,2292026-07-14
Q2 2026STIP
ISHARES TR		0-5 YR TIPS ETF4,3734,616+243$455,317$471,601+$16,2842026-07-14
Q2 2026IWF
ISHARES TR		RUS 1000 GRW ETF4591,836+1,377$220,231$228,034+$7,8032026-07-14
Q2 2026IFRA
ISHARES TR		US INFRASTRUC3,3063,336+30$202,638$210,320+$7,6822026-07-14

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