Titelia

Holdings of Mountain Capital Investment Advisors Inc.

74 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 92.5 % of the equity sleeve

Sector breakdown

  • Technology 1.8 %
  • Consumer discretionary 1.3 %
  • Financials 0.6 %
  • Funds 0.3 %
  • Communication 0.3 %
  • Consumer staples 0.2 %
  • Health care 0.1 %
  • Energy 0.1 %
  • Unattributed 95.4 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.9 %
  • TW 0.1 %
  • BR 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US72667.6M $99.94 %
2TW1356.8K $0.05 %
3BR132K $0.00 %

Positions

RankCompanySharesValueWeight
1Schwab Fundamental International Equity Etf 2,908,890148.2M $
2Vanguard Growth ETF 1,569,113131M $
3Vanguard Value ETF 623,769126.9M $
4Schwab Emerging Markets Equity ETF 1,431,31451.1M $
5Hartford Total Return Bond ETF 1,235,33842M $
6Vanguard Small-Cap ETF 143,69340.7M $
7Alger ETF Trust 1,097,12040.2M $
8J P Morgan Exchange Traded Fund Trust 273,84615.6M $
9J P Morgan Exchange Traded Fund Trust 198,66311.7M $
10Vanguard Whitehall Funds 106,85710.4M $
11Tesla Inc 17,4326.6M $
12Apple Inc 23,4266.3M $
13JPMorgan Ultra-Short Income ETF 96,5554.9M $
14NVIDIA Corp 11,9422.6M $
15Amazon.com Inc 6,8981.8M $
16Microsoft Corp 3,9951.7M $
17Berkshire Hathaway Inc 3,2341.5M $
18Visa Inc 4,6111.4M $
19Flaherty & Crumrine Preferred & Income Securities Fund Inc 64,6531M $
20iShares Bitcoin Trust ETF 23,0161M $
21Vanguard S&P 500 ETF 1,457958.2K $
22Invesco QQQ Trust Series 1 1,327881.6K $
23iShares Core 80/20 Aggressive 8,042758.1K $
24J P Morgan Exchange Traded Fund Trust 11,190753K $
25Vanguard Total Stock Market ETF 1,780627.5K $
26SPDR Gold Shares 1,310563.2K $
27SPDR Series Trust 6,106559.4K $
28Frontier Group Holdings Inc 140,535539.7K $
29iShares Core 60/40 Balanced Al 7,947536.6K $
30State Street SPDR S&P 500 ETF Trust 727520K $
31Vanguard 0-3 Month Treasury Bi 6,616500.4K $
32Vanguard FTSE Developed Markets ETF 7,213491K $
33iShares Core S&P 500 ETF 682490.3K $
34Hycroft Mining Holding Corp 12,816488.5K $
35Alphabet Inc 1,374481.4K $
36Costco Wholesale Corp 480478.9K $
37iShares 0-5 Year TIPS Bond ETF 4,373455.3K $
38Palantir Technologies Inc 3,175454.3K $
39Walmart Inc 3,457441.1K $
40Chevron Corp 2,384440.5K $
41iShares Trust 3,360438.4K $
42Meta Platforms Inc 635431.2K $
43Alphabet Inc 1,236430.7K $
44SELECT SECTOR SPDR TRUST (THE) 2,666428.1K $
45Exxon Mobil Corp 2,639391.1K $
46Strategy Inc 2,269383.9K $
47Taiwan Semiconductor Manufacturing Co Ltd 881356.8K $
48Invesco S&P 500 Equal Weight ETF 1,739351K $
49Ethereum Investment Trust 17,958333.8K $
50Procter & Gamble Co/The 2,221329.6K $
51iShares Silver Trust 4,813328.9K $
52Bank of America Corp 6,106321.3K $
53Vanguard Total International S 3,900321.1K $
54iShares Trust 1,453319.7K $
55iShares Trust 1,395301.4K $
56JPMorgan Chase & Co 965300.9K $
57Eli Lilly & Co 330286.4K $
58Enterprise Products Partners LP 7,034268.9K $
59SPDR Series Trust 4,499265.1K $
60AbbVie Inc 1,282253.1K $
61Verizon Communications Inc 5,290249.2K $
62Vanguard Information Technology ETF 2,329243K $
63iShares Trust 1,991240.9K $
64Crowdstrike Holdings Inc 502228.2K $
65Coeur Mining Inc 12,081228.1K $
66Citigroup Inc 1,755226.7K $
67Hecla Mining Co 11,840220.5K $
68iShares Russell 1000 Growth ETF 459220.2K $
69AT&T Inc 8,463216K $
70JPMorgan Ultra-Short Municipal Income ETF 3,989203.3K $
71iShares U.S. Infrastructure ETF 3,306202.6K $
72GE Vernova Inc 179200.6K $
73FS KKR Capital Corp 12,576132.1K $
74Ambev SA 11,08732K $