StockDriftsStockDriftsTop 50 Mountain Capital Investment Advisors Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FNDF | SCHWAB STRATEGIC TR | 22% | 2.91M | $148.2M | +9.99%(+264.32K) | $42.03(+25.47%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 19.44% | 1.57M | $131.0M | +523.18%(+1.32M) | $72.72(+17.58%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 18.83% | 623.8K | $126.9M | -8.74%(-59.76K) | $156.53(+40.02%) | 2026-03-31 | |
| SCHE | SCHWAB STRATEGIC TR | 7.59% | 1.43M | $51.1M | +68.42%(+581.48K) | $32.28(+11.06%) | 2026-03-31 | |
| HTRB | HARTFORD FDS EXCHANGE TRADED | 6.23% | 1.24M | $42.0M | +3.03%(+36.27K) | $34.17(-1.38%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 6.05% | 143.7K | $40.7M | +5.31%(+7.24K) | $218.55(+37.43%) | 2026-03-31 | |
| ATFV | THE ALGER ETF TRUST | 5.97% | 1.10M | $40.2M | +3.67%(+38.80K) | $33.07(+19.46%) | 2026-03-31 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 2.32% | 273.8K | $15.6M | -8.78%(-26.36K) | $57.08(-0.64%) | 2026-03-31 | |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 1.74% | 198.7K | $11.7M | -6.21%(-13.16K) | $53.96(+10.07%) | 2026-03-31 | |
| VYMI | VANGUARD WHITEHALL FDS | 1.55% | 106.9K | $10.4M | +171.03%(+67.43K) | $83.17(+19.36%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.82% | +39.82% |
| Top 20 Holdings Unweighted | +9.37% | +30.83% |
Sign up free to track Mountain Capital Investment Advisors Inc., compare funds side by side, and get alerts the moment positions change.