You're signed outSign in or to get full access.
Mcia Inc.
Mountain Capital Investment Advisors Inc (MCIA Inc) is a registered investment adviser headquartered in Westminster, Colorado. The firm was founded in 2017 and manages investments primarily for individuals, families, and institutions. As of 2025, it has approximately 10-20 employees and oversees over $520 million in assets under management. MCIA specializes in providing personalized portfolio management and financial advisory services.
Investment Strategy
Mountain Capital Investment Advisors applies a diversified investment approach, constructing portfolios across a range of asset classes including equity and fixed income securities, often utilizing exchange-traded funds (ETFs) for efficient exposure. The firm employs a combination of fundamental and quantitative analysis to tailor strategies for client objectives, risk tolerance, and market outlook. Its 13F filings indicate a focus on broad-based index funds and both domestic and international equities.
Latest 13F Filing Activity
Mcia Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 73 equity positions with a total 13F market value of $520M. The fund increased holdings in Vanguard Tax-managed FDS, Vanguard Index FDS, Vanguard Index FDS among other positions. Mcia Inc. reduced exposure to Vanguard Admiral FDS Inc., Alps Etf TR, Vanguard Index FDS among others.
Top Holdings
Equity Positions (73)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTV | VANGUARD INDEX FDS | 24.13% | $125.6M | 703,338 | $155.81 | $176.74 | +$5.3M |
V VUG | VANGUARD INDEX FDS | 23.84% | $124.1M | 285,908 | $308.65 | $438.40 | +$26.0M |
V VEA | VANGUARD TAX-MANAGED FDS | 15.85% | $82.5M | 1,447,923 | $53.54 | $57.01 | +$44.4M |
E EQL | ALPS ETF TR | 7.88% | $41.0M | 929,537 | $14.00 | $43.85 | -$2.7M |
H HTRB | HARTFORD FDS EXCHANGE TRADED | 7.18% | $37.4M | 1,103,642 | $34.82 | $33.87 | +$4.3M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more