Filed: 11/12/2025ACC: 0002009419-25-000008
📋 What this filing means
BEAR MOUNTAIN CAPITAL, INC. filed this quarterly 13F‑HR report disclosing 323 equity positions with a total reported market value of $298.61M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
323
Positions
$298.61M
Total AUM (reported)
2.91M
Total Shares
Allocation by class
ETF$286.63M96.0%
STOCK$11.35M3.8%
ADR$413.4K0.1%
REIT$218.3K0.1%
CONVERTIBLE PREFERRED$1.6K0.0%
Portfolio Concentration
Top 3$107.89M36.1%
4–10$125.72M42.1%
11–25$51.42M17.2%
Rest$13.59M4.6%
Top 3 weight
36.1%
Top 10 weight
78.2%
Voting Authority Distribution
Total shares with voting rights: 2.91M
Sole
Full voting authority
2.91M
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)
Sole323
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings323
Rows:
VANGUARD MID CAP
SOLEShares154.63K
TypeSH
Market value$45.39M
15.20%
Sole
154.63K
Shared
0.00
None
0.00
VANGUARD S&P 500 ETF
SOLEShares57.83K
TypeSH
Market value$35.69M
11.95%
Sole
57.83K
Shared
0.00
None
0.00
ISHARES AMT-FREE MUNI BOND ETF
SOLEShares249.25K
TypeSH
Market value$26.81M
8.98%
Sole
249.25K
Shared
0.00
None
0.00
VANGUARD FTSE DEVELOPED MARKETS ETF
SOLEShares402.51K
TypeSH
Market value$24.43M
8.18%
Sole
402.51K
Shared
0.00
None
0.00
ISHARES MSCI EAFE SMALL CAP ETF
SOLEShares319.31K
TypeSH
Market value$24.35M
8.15%
Sole
319.31K
Shared
0.00
None
0.00
VANGUARD SHORT-TERM CORPORATE BOND ETF
SOLEShares259.18K
TypeSH
Market value$20.76M
6.95%
Sole
259.18K
Shared
0.00
None
0.00
VANGUARD TOTAL BOND MARKET ETF
SOLEShares241.76K
TypeSH
Market value$18.15M
6.08%
Sole
241.76K
Shared
0.00
None
0.00
VANGUARD FTSE EMERGING MARKETS ETF
SOLEShares310.62K
TypeSH
Market value$16.94M
5.67%
Sole
310.62K
Shared
0.00
None
0.00
VANGUARD SMALL CAP ETF
SOLEShares46.54K
TypeSH
Market value$11.97M
4.01%
Sole
46.54K
Shared
0.00
None
0.00
VANGUARD REAL ESTATE ETF
SOLEShares99.38K
TypeSH
Market value$9.13M
3.06%
Sole
99.38K
Shared
0.00
None
0.00
VANGUARD TOTAL INTERNATIONAL BOND ETF
SOLEShares155.03K
TypeSH
Market value$7.73M
2.59%
Sole
155.03K
Shared
0.00
None
0.00
ISHARES CORE S&P 500 ETF
SOLEShares8.13K
TypeSH
Market value$5.48M
1.84%
Sole
8.13K
Shared
0.00
None
0.00
ISHARES ESG OPTIMIZED MSCI USA ETF
SOLEShares37.39K
TypeSH
Market value$5.13M
1.72%
Sole
37.39K
Shared
0.00
None
0.00
VANGUARD TOTAL STOCK MARKET ETF
SOLEShares13.53K
TypeSH
Market value$4.48M
1.50%
Sole
13.53K
Shared
0.00
None
0.00
ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF
SOLEShares147.43K
TypeSH
Market value$3.74M
1.25%
Sole
147.43K
Shared
0.00
None
0.00
AMAZON.COM INC
SOLEShares15.13K
TypeSH
Market value$3.36M
1.12%
Sole
15.12K
Shared
0.00
None
0.00
ISHARES ESG AWARE US AGGREGATE BOND ETF
SOLEShares67.36K
TypeSH
Market value$3.26M
1.09%
Sole
67.36K
Shared
0.00
None
0.00
VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF
SOLEShares22.95K
TypeSH
Market value$3.26M
1.09%
Sole
22.95K
Shared
0.00
None
0.00
ISHARES TR RUSSELL 1000 INDEX ETF
SOLEShares8.30K
TypeSH
Market value$3.06M
1.02%
Sole
8.30K
Shared
0.00
None
0.00
VANGUARD ESG INTERNATIONAL STOCK ETF
SOLEShares42.41K
TypeSH
Market value$2.99M
1.00%
Sole
42.41K
Shared
0.00
None
0.00
VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF
SOLEShares47.39K
TypeSH
Market value$2.26M
0.76%
Sole
47.39K
Shared
0.00
None
0.00
ISHARES ESG AWARE MSCI EM ETF
SOLEShares45.68K
TypeSH
Market value$2.01M
0.67%
Sole
45.68K
Shared
0.00
None
0.00
NVIDIA CORPORATION COM
SOLEShares9.57K
TypeSH
Market value$1.73M
0.58%
Sole
9.57K
Shared
0.00
None
0.00
MICROSOFT
SOLEShares3.16K
TypeSH
Market value$1.63M
0.55%
Sole
3.16K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TRUST
SOLEShares1.93K
TypeSH
Market value$1.29M
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 | 154.63K | SH | $45.39M 15.20% | 154.63K | 0.00 | 0.00 |
VANGUARD S&P 500 ETFSOLE | ETF | 57.83K | SH | $35.69M 11.95% | 57.83K | 0.00 | 0.00 |
ISHARES AMT-FREE MUNI BOND ETFSOLE | ETF | 249.25K | SH | $26.81M 8.98% | 249.25K | 0.00 | 0.00 |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | ETF | 402.51K | SH | $24.43M 8.18% | 402.51K | 0.00 | 0.00 |
ISHARES MSCI EAFE SMALL CAP ETFSOLE | ETF | 319.31K | SH | $24.35M 8.15% | 319.31K | 0.00 | 0.00 |
VANGUARD SHORT-TERM CORPORATE BOND ETFSOLE | ETF | 259.18K | SH | $20.76M 6.95% | 259.18K | 0.00 | 0.00 |
VANGUARD TOTAL BOND MARKET ETFSOLE | ETF | 241.76K | SH | $18.15M 6.08% | 241.76K | 0.00 | 0.00 |
VANGUARD FTSE EMERGING MARKETS ETFSOLE | ETF | 310.62K | SH | $16.94M 5.67% | 310.62K | 0.00 | 0.00 |
VANGUARD SMALL CAP ETFSOLE | ETF | 46.54K | SH | $11.97M 4.01% | 46.54K | 0.00 | 0.00 |
VANGUARD REAL ESTATE ETFSOLE | ETF | 99.38K | SH | $9.13M 3.06% | 99.38K | 0.00 | 0.00 |
VANGUARD TOTAL INTERNATIONAL BOND ETFSOLE | ETF | 155.03K | SH | $7.73M 2.59% | 155.03K | 0.00 | 0.00 |
ISHARES CORE S&P 500 ETFSOLE | ETF | 8.13K | SH | $5.48M 1.84% | 8.13K | 0.00 | 0.00 |
ISHARES ESG OPTIMIZED MSCI USA ETFSOLE | ETF | 37.39K | SH | $5.13M 1.72% | 37.39K | 0.00 | 0.00 |
VANGUARD TOTAL STOCK MARKET ETFSOLE | ETF | 13.53K | SH | $4.48M 1.50% | 13.53K | 0.00 | 0.00 |
ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETFSOLE | ETF | 147.43K | SH | $3.74M 1.25% | 147.43K | 0.00 | 0.00 |
AMAZON.COM INCSOLE | Stock | 15.13K | SH | $3.36M 1.12% | 15.12K | 0.00 | 0.00 |
ISHARES ESG AWARE US AGGREGATE BOND ETFSOLE | ETF | 67.36K | SH | $3.26M 1.09% | 67.36K | 0.00 | 0.00 |
VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETFSOLE | ETF | 22.95K | SH | $3.26M 1.09% | 22.95K | 0.00 | 0.00 |
ISHARES TR RUSSELL 1000 INDEX ETFSOLE | ETF | 8.30K | SH | $3.06M 1.02% | 8.30K | 0.00 | 0.00 |
VANGUARD ESG INTERNATIONAL STOCK ETFSOLE | ETF | 42.41K | SH | $2.99M 1.00% | 42.41K | 0.00 | 0.00 |
VANGUARD GLOBAL EX-U.S. REAL ESTATE ETFSOLE | ETF | 47.39K | SH | $2.26M 0.76% | 47.39K | 0.00 | 0.00 |
ISHARES ESG AWARE MSCI EM ETFSOLE | ETF | 45.68K | SH | $2.01M 0.67% | 45.68K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Stock | 9.57K | SH | $1.73M 0.58% | 9.57K | 0.00 | 0.00 |
MICROSOFTSOLE | Stock | 3.16K | SH | $1.63M 0.55% | 3.16K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRUSTSOLE | ETF | 1.93K | SH | $1.29M 0.43% | 1.93K | 0.00 | 0.00 |
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