Mountain Capital Investment Advisors, Inc
RIA/Wealth
Mountain Capital Investment Advisors, Inc is a RIA/Wealth based in Washington D.c., DC led by Brandt Phillip Burns, reporting $744.7M in AUM as of Q3 2025 with 94% ETF concentration, 91% concentrated in top 10 holdings, and 22% allocation to VTV.
FounderBrandt Phillip Burns
- Portfolio Value
- $567.8M
- Positions
- 84
- Top Holding
- VTV at 21.66%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Mountain Capital Investment Advisors, Inc's portfolio (90.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $123.0M | 21.66% | -$8.5M Sold | — 658.1K shares | |
ETF ETF | $116.8M | 20.57% | -$21.0M Sold | — 242.4K shares | |
ETF ETF | $112.8M | 19.86% | +$112.8M New | — 2.6M shares | |
ETF ETF | $39.4M | 6.94% | +$1.4M Bought | — 1.1M shares | |
ETF ETF | $33.5M | 5.89% | -$2.4M Sold | — 131.2K shares | |
ETF ETF | $30.0M | 5.28% | +$30.0M New | — 843.7K shares | |
ETF ETF | $25.6M | 4.51% | +$25.6M Bought | — 762.5K shares | |
ETF ETF | $16.2M | 2.85% | +$2.9M Bought | — 285.0K shares | |
ETF ETF | $11.6M | 2.05% | +$1.5M Bought | — 203.6K shares | |
Auto - Manufacturers Consumer Cyclical | $6.9M | 1.22% | +$274.8K Bought | 0.00% 15.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Mountain Capital Investment Advisors, Inc's latest filing
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Net Flows % of MV
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Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Mountain Capital Investment Advisors, Inc
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