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Manager record

Mountain Capital Investment Advisors Inc.

Westminster, CO · CIK 1714506 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$702.19MReported 13F valueQ2 2026 · as filed
95Holdings listed
+4.2%vs prior quartervalue change includes market moves
5Quarters on record
Jul 14Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $520.4M$520.4MQ2 202573 holdingsQ3 2025: $567.8M$567.8MQ3 202584 holdingsQ4 2025: $620.0M$620.0MQ4 202593 holdingsQ1 2026: $673.9M$673.9MQ1 202688 holdingsQ2 2026: $702.2M$702.2MQ2 202695 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 14 2026 13F-HR · period Q2 2026

$702.19M · 95 holdings listed · View original SEC filing ↗
May 11 2026 13F-HR · period Q1 2026

$673.91M · 88 holdings listed · View original SEC filing ↗
Jan 28 2026 13F-HR · period Q4 2025

$619.98M · 93 holdings listed · View original SEC filing ↗
Nov 12 2025 13F-HR · period Q3 2025

$567.84M · 84 holdings listed · View original SEC filing ↗
Jul 29 2025 13F-HR · period Q2 2025

$520.36M · 73 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 14, 2026 · Change methodology