Filed: 7/23/2025ACC: 0002009419-25-000006
📋 What this filing means
BEAR MOUNTAIN CAPITAL, INC. filed this quarterly 13F‑HR report disclosing 182 equity positions with a total reported market value of $279.11M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
182
Positions
$279.11M
Total AUM (reported)
2.85M
Total Shares
Allocation by class
ETF$267.67M95.9%
STOCK$10.86M3.9%
ADR$347.6K0.1%
REIT$235.2K0.1%
CONVERTIBLE PREFERRED$1.5K0.0%
Portfolio Concentration
Top 3$99.83M35.8%
4–10$117.42M42.1%
11–25$48.82M17.5%
Rest$13.05M4.7%
Top 3 weight
35.8%
Top 10 weight
77.8%
Voting Authority Distribution
Total shares with voting rights: 2.85M
Sole
Full voting authority
2.85M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole182
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings182
Rows:
VANGUARD MID CAP
SOLEShares151.51K
TypeSH
Market value$43.14M
15.46%
Sole
151.51K
Shared
0.00
None
0.00
VANGUARD S&P 500 ETF
SOLEShares57.98K
TypeSH
Market value$33.45M
11.98%
Sole
57.98K
Shared
0.00
None
0.00
ISHARES MSCI EAFE SMALL CAP ETF
SOLEShares319.97K
TypeSH
Market value$23.24M
8.32%
Sole
319.96K
Shared
0.00
None
0.00
ISHARES AMT-FREE MUNI BOND ETF
SOLEShares223.91K
TypeSH
Market value$23.12M
8.28%
Sole
223.91K
Shared
0.00
None
0.00
VANGUARD FTSE DEVELOPED MARKETS ETF
SOLEShares401.87K
TypeSH
Market value$22.76M
8.15%
Sole
401.87K
Shared
0.00
None
0.00
VANGUARD SHORT-TERM CORPORATE BOND ETF
SOLEShares256.43K
TypeSH
Market value$20.32M
7.28%
Sole
256.43K
Shared
0.00
None
0.00
VANGUARD FTSE EMERGING MARKETS ETF
SOLEShares315.42K
TypeSH
Market value$15.93M
5.71%
Sole
315.42K
Shared
0.00
None
0.00
VANGUARD TOTAL BOND MARKET ETF
SOLEShares215.52K
TypeSH
Market value$15.70M
5.63%
Sole
215.52K
Shared
0.00
None
0.00
VANGUARD SMALL CAP ETF
SOLEShares45.04K
TypeSH
Market value$10.96M
3.93%
Sole
45.04K
Shared
0.00
None
0.00
VANGUARD REAL ESTATE ETF
SOLEShares96.04K
TypeSH
Market value$8.64M
3.09%
Sole
96.04K
Shared
0.00
None
0.00
VANGUARD TOTAL INTERNATIONAL BOND ETF
SOLEShares141.02K
TypeSH
Market value$6.94M
2.49%
Sole
141.02K
Shared
0.00
None
0.00
ISHARES CORE S&P 500 ETF
SOLEShares8.13K
TypeSH
Market value$5.13M
1.84%
Sole
8.13K
Shared
0.00
None
0.00
ISHARES ESG OPTIMIZED MSCI USA ETF
SOLEShares37.90K
TypeSH
Market value$4.85M
1.74%
Sole
37.90K
Shared
0.00
None
0.00
VANGUARD TOTAL STOCK MARKET ETF
SOLEShares13.53K
TypeSH
Market value$4.18M
1.50%
Sole
13.53K
Shared
0.00
None
0.00
ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF
SOLEShares156.79K
TypeSH
Market value$3.93M
1.41%
Sole
156.79K
Shared
0.00
None
0.00
AMAZON.COM INC
SOLEShares15.14K
TypeSH
Market value$3.42M
1.23%
Sole
15.14K
Shared
0.00
None
0.00
VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF
SOLEShares23.37K
TypeSH
Market value$3.17M
1.13%
Sole
23.37K
Shared
0.00
None
0.00
ISHARES ESG AWARE US AGGREGATE BOND ETF
SOLEShares62.60K
TypeSH
Market value$2.94M
1.05%
Sole
62.60K
Shared
0.00
None
0.00
ISHARES TR RUSSELL 1000 INDEX ETF
SOLEShares8.30K
TypeSH
Market value$2.86M
1.03%
Sole
8.30K
Shared
0.00
None
0.00
VANGUARD ESG INTERNATIONAL STOCK ETF
SOLEShares43.11K
TypeSH
Market value$2.82M
1.01%
Sole
43.11K
Shared
0.00
None
0.00
VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF
SOLEShares47.30K
TypeSH
Market value$2.16M
0.77%
Sole
47.30K
Shared
0.00
None
0.00
ISHARES ESG AWARE MSCI EM ETF
SOLEShares48.93K
TypeSH
Market value$1.95M
0.70%
Sole
48.92K
Shared
0.00
None
0.00
NVIDIA CORPORATION COM
SOLEShares9.55K
TypeSH
Market value$1.65M
0.59%
Sole
9.55K
Shared
0.00
None
0.00
MICROSOFT
SOLEShares3.16K
TypeSH
Market value$1.61M
0.58%
Sole
3.16K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TRUST
SOLEShares1.93K
TypeSH
Market value$1.21M
0.43%
Sole
1.93K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD MID CAPSOLE | ETF | 151.51K | SH | $43.14M 15.46% | 151.51K | 0.00 | 0.00 |
VANGUARD S&P 500 ETFSOLE | ETF | 57.98K | SH | $33.45M 11.98% | 57.98K | 0.00 | 0.00 |
ISHARES MSCI EAFE SMALL CAP ETFSOLE | ETF | 319.97K | SH | $23.24M 8.32% | 319.96K | 0.00 | 0.00 |
ISHARES AMT-FREE MUNI BOND ETFSOLE | ETF | 223.91K | SH | $23.12M 8.28% | 223.91K | 0.00 | 0.00 |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | ETF | 401.87K | SH | $22.76M 8.15% | 401.87K | 0.00 | 0.00 |
VANGUARD SHORT-TERM CORPORATE BOND ETFSOLE | ETF | 256.43K | SH | $20.32M 7.28% | 256.43K | 0.00 | 0.00 |
VANGUARD FTSE EMERGING MARKETS ETFSOLE | ETF | 315.42K | SH | $15.93M 5.71% | 315.42K | 0.00 | 0.00 |
VANGUARD TOTAL BOND MARKET ETFSOLE | ETF | 215.52K | SH | $15.70M 5.63% | 215.52K | 0.00 | 0.00 |
VANGUARD SMALL CAP ETFSOLE | ETF | 45.04K | SH | $10.96M 3.93% | 45.04K | 0.00 | 0.00 |
VANGUARD REAL ESTATE ETFSOLE | ETF | 96.04K | SH | $8.64M 3.09% | 96.04K | 0.00 | 0.00 |
VANGUARD TOTAL INTERNATIONAL BOND ETFSOLE | ETF | 141.02K | SH | $6.94M 2.49% | 141.02K | 0.00 | 0.00 |
ISHARES CORE S&P 500 ETFSOLE | ETF | 8.13K | SH | $5.13M 1.84% | 8.13K | 0.00 | 0.00 |
ISHARES ESG OPTIMIZED MSCI USA ETFSOLE | ETF | 37.90K | SH | $4.85M 1.74% | 37.90K | 0.00 | 0.00 |
VANGUARD TOTAL STOCK MARKET ETFSOLE | ETF | 13.53K | SH | $4.18M 1.50% | 13.53K | 0.00 | 0.00 |
ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETFSOLE | ETF | 156.79K | SH | $3.93M 1.41% | 156.79K | 0.00 | 0.00 |
AMAZON.COM INCSOLE | Stock | 15.14K | SH | $3.42M 1.23% | 15.14K | 0.00 | 0.00 |
VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETFSOLE | ETF | 23.37K | SH | $3.17M 1.13% | 23.37K | 0.00 | 0.00 |
ISHARES ESG AWARE US AGGREGATE BOND ETFSOLE | ETF | 62.60K | SH | $2.94M 1.05% | 62.60K | 0.00 | 0.00 |
ISHARES TR RUSSELL 1000 INDEX ETFSOLE | ETF | 8.30K | SH | $2.86M 1.03% | 8.30K | 0.00 | 0.00 |
VANGUARD ESG INTERNATIONAL STOCK ETFSOLE | ETF | 43.11K | SH | $2.82M 1.01% | 43.11K | 0.00 | 0.00 |
VANGUARD GLOBAL EX-U.S. REAL ESTATE ETFSOLE | ETF | 47.30K | SH | $2.16M 0.77% | 47.30K | 0.00 | 0.00 |
ISHARES ESG AWARE MSCI EM ETFSOLE | ETF | 48.93K | SH | $1.95M 0.70% | 48.92K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Stock | 9.55K | SH | $1.65M 0.59% | 9.55K | 0.00 | 0.00 |
MICROSOFTSOLE | Stock | 3.16K | SH | $1.61M 0.58% | 3.16K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRUSTSOLE | ETF | 1.93K | SH | $1.21M 0.43% | 1.93K | 0.00 | 0.00 |
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