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Jeremy Sanchez

Mountain Capital Investment Advisors Inc.

Assets Managed
$673.907M
Holdings
88
Last Quarter
2026 - Q1
Filed Date
6d ago
Growth Rate
8.7%(2Q avg: 8.94%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Mountain Capital Investment Advisors Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 88 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 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 673.907M in assets, with a quarterly growth rate of 8.7% and a 2-quarter average growth rate of 8.94%. The portfolio is managed by Jeremy Sanchez, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
FNDF
Schwab Fndmn Intl Lrg Co Etf
Recent Activity
Increased 10%
22%
$148.237M
2.909M shares@ $50.97 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 523.19%
19.44%
$131.005M
1.569M shares@ $83.5 avg price
VTV
Vanguard Value Etf
Recent Activity
Decreased -8.74%
18.84%
$126.912M
623,769 shares@ $203.47 avg price
SCHE
Schwab Emrg Mrkts Eqty Etf
Recent Activity
Increased 68.43%
7.59%
$51.141M
1.431M shares@ $35.74 avg price
HTRB
Hartford Ttl Rtrn Bnd Etf
Recent Activity
Increased 3.03%
6.23%
$41.964M
1.235M shares@ $33.97 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Increased 5.31%
6.05%
$40.747M
143,693 shares@ $283.57 avg price
ATFV
Alger 35 Etf
Recent Activity
Increased 3.67%
5.97%
$40.22M
1.097M shares@ $36.66 avg price
JEPI
Jpmorgan Equity Premium Inco
Recent Activity
Decreased -8.78%
2.32%
$15.623M
273,846 shares@ $57.05 avg price
JEPQ
Jpm Nasdaq Equity Premium
Recent Activity
Decreased -6.21%
1.75%
$11.729M
198,663 shares@ $59.05 avg price
VYMI
Vanguard Int High Dvd Yld In
Recent Activity
Increased 171.04%
1.55%
$10.426M
106,857 shares@ $97.58 avg price

1-10 of 88