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Jeremy Sanchez

Mountain Capital Investment Advisors Inc.

Assets Managed
$702.195M
Holdings
95
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
4.2%(2Q avg: 6.45%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Mountain Capital Investment Advisors Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 95 positions.

Assets under management

The assets under management (AUM) of Mountain Capital Investment Advisors Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 702.195M in assets, with a quarterly growth rate of 4.2% and a 2-quarter average growth rate of 6.45%. The portfolio is managed by Jeremy Sanchez, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
FNDF
Schwab Fndmn Intl Lrg Co Etf
Recent Activity
Increased 0.43%
21.95%
$154.12M
2.921M shares@ $52.76 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 1.37%
19.63%
$137.792M
632,277 shares@ $217.93 avg price
VUG
Vanguard Growth Etf
Recent Activity
Decreased -7.29%
17.85%
$125.306M
1.455M shares@ $86.15 avg price
SCHE
Schwab Emrg Mrkts Eqty Etf
Recent Activity
Increased 0.89%
7.46%
$52.361M
1.444M shares@ $36.26 avg price
HTRB
Hartford Ttl Rtrn Bnd Etf
Recent Activity
Increased 7.08%
6.36%
$44.624M
1.323M shares@ $33.74 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Increased 1.74%
6.32%
$44.312M
146,186 shares@ $303.12 avg price
ATFV
Alger 35 Etf
Recent Activity
Decreased -4.27%
6.2%
$43.5M
1.05M shares@ $41.43 avg price
JEPI
Jpmorgan Equity Premium Inco
Recent Activity
Increased 0.57%
2.22%
$15.555M
275,402 shares@ $56.49 avg price
JEPQ
Jpm Nasdaq Equity Premium
Recent Activity
Decreased -5.86%
1.64%
$11.494M
187,021 shares@ $61.46 avg price
VYMI
Vanguard Int High Dvd Yld In
Recent Activity
Decreased -2.08%
1.47%
$10.274M
104,627 shares@ $98.2 avg price

1-10 of 95