Filed: 1/22/2026ACC: 0002009419-26-000001
📋 What this filing means
BEAR MOUNTAIN CAPITAL, INC. filed this quarterly 13F‑HR report disclosing 199 equity positions with a total reported market value of $309.82M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
199
Positions
$309.82M
Total AUM (reported)
3.01M
Total Shares
Allocation by class
ETF$298.71M96.4%
STOCK$10.56M3.4%
ADR$336.0K0.1%
REIT$206.7K0.1%
CONVERTIBLE PREFERRED$2.0K0.0%
Portfolio Concentration
Top 3$110.72M35.7%
4–10$128.91M41.6%
11–25$55.86M18.0%
Rest$14.33M4.6%
Top 3 weight
35.7%
Top 10 weight
77.3%
Voting Authority Distribution
Total shares with voting rights: 3.01M
Sole
Full voting authority
3.01M
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)
Sole199
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings199
Rows:
VANGUARD MID CAP
SOLEShares156.53K
TypeSH
Market value$47.16M
15.22%
Sole
156.53K
Shared
0.00
None
0.00
VANGUARD S&P 500 ETF
SOLEShares58.30K
TypeSH
Market value$37.12M
11.98%
Sole
58.30K
Shared
0.00
None
0.00
VANGUARD FTSE DEVELOPED MARKETS ETF
SOLEShares407.06K
TypeSH
Market value$26.44M
8.53%
Sole
407.06K
Shared
0.00
None
0.00
ISHARES MSCI EAFE SMALL CAP ETF
SOLEShares325.32K
TypeSH
Market value$26.18M
8.45%
Sole
325.32K
Shared
0.00
None
0.00
ISHARES AMT-FREE MUNI BOND ETF
SOLEShares223.42K
TypeSH
Market value$24.07M
7.77%
Sole
223.42K
Shared
0.00
None
0.00
VANGUARD SHORT-TERM CORPORATE BOND ETF
SOLEShares260.66K
TypeSH
Market value$20.80M
6.71%
Sole
260.66K
Shared
0.00
None
0.00
VANGUARD TOTAL BOND MARKET ETF
SOLEShares244.10K
TypeSH
Market value$18.14M
5.86%
Sole
244.10K
Shared
0.00
None
0.00
VANGUARD FTSE EMERGING MARKETS ETF
SOLEShares316.27K
TypeSH
Market value$17.82M
5.75%
Sole
316.27K
Shared
0.00
None
0.00
VANGUARD SMALL CAP ETF
SOLEShares46.42K
TypeSH
Market value$12.80M
4.13%
Sole
46.42K
Shared
0.00
None
0.00
VANGUARD REAL ESTATE ETF
SOLEShares99.49K
TypeSH
Market value$9.10M
2.94%
Sole
99.49K
Shared
0.00
None
0.00
VANGUARD TOTAL INTERNATIONAL BOND ETF
SOLEShares150.52K
TypeSH
Market value$7.31M
2.36%
Sole
150.52K
Shared
0.00
None
0.00
ISHARES CORE S&P 500 ETF
SOLEShares8.13K
TypeSH
Market value$5.65M
1.82%
Sole
8.13K
Shared
0.00
None
0.00
ISHARES ESG OPTIMIZED MSCI USA ETF
SOLEShares37.51K
TypeSH
Market value$5.32M
1.72%
Sole
37.50K
Shared
0.00
None
0.00
VANGUARD TAX-EXEMPT BOND ETF
SOLEShares102.55K
TypeSH
Market value$5.19M
1.68%
Sole
102.55K
Shared
0.00
None
0.00
VANGUARD TOTAL STOCK MARKET ETF
SOLEShares13.46K
TypeSH
Market value$4.60M
1.49%
Sole
13.46K
Shared
0.00
None
0.00
ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF
SOLEShares149.41K
TypeSH
Market value$3.77M
1.22%
Sole
149.41K
Shared
0.00
None
0.00
ISHARES ESG AWARE US AGGREGATE BOND ETF
SOLEShares71.71K
TypeSH
Market value$3.44M
1.11%
Sole
71.71K
Shared
0.00
None
0.00
VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF
SOLEShares22.83K
TypeSH
Market value$3.41M
1.10%
Sole
22.83K
Shared
0.00
None
0.00
AMAZON.COM INC
SOLEShares13.69K
TypeSH
Market value$3.26M
1.05%
Sole
13.69K
Shared
0.00
None
0.00
VANGUARD ESG INTERNATIONAL STOCK ETF
SOLEShares42.63K
TypeSH
Market value$3.19M
1.03%
Sole
42.63K
Shared
0.00
None
0.00
ISHARES TR RUSSELL 1000 INDEX ETF
SOLEShares8.30K
TypeSH
Market value$3.15M
1.02%
Sole
8.30K
Shared
0.00
None
0.00
VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF
SOLEShares49.59K
TypeSH
Market value$2.35M
0.76%
Sole
49.59K
Shared
0.00
None
0.00
ISHARES ESG AWARE MSCI EM ETF
SOLEShares45.93K
TypeSH
Market value$2.15M
0.69%
Sole
45.93K
Shared
0.00
None
0.00
NVIDIA CORPORATION COM
SOLEShares9.02K
TypeSH
Market value$1.69M
0.54%
Sole
9.02K
Shared
0.00
None
0.00
MICROSOFT
SOLEShares3.02K
TypeSH
Market value$1.38M
0.45%
Sole
3.02K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD MID CAPSOLE | ETF | 156.53K | SH | $47.16M 15.22% | 156.53K | 0.00 | 0.00 |
VANGUARD S&P 500 ETFSOLE | ETF | 58.30K | SH | $37.12M 11.98% | 58.30K | 0.00 | 0.00 |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | ETF | 407.06K | SH | $26.44M 8.53% | 407.06K | 0.00 | 0.00 |
ISHARES MSCI EAFE SMALL CAP ETFSOLE | ETF | 325.32K | SH | $26.18M 8.45% | 325.32K | 0.00 | 0.00 |
ISHARES AMT-FREE MUNI BOND ETFSOLE | ETF | 223.42K | SH | $24.07M 7.77% | 223.42K | 0.00 | 0.00 |
VANGUARD SHORT-TERM CORPORATE BOND ETFSOLE | ETF | 260.66K | SH | $20.80M 6.71% | 260.66K | 0.00 | 0.00 |
VANGUARD TOTAL BOND MARKET ETFSOLE | ETF | 244.10K | SH | $18.14M 5.86% | 244.10K | 0.00 | 0.00 |
VANGUARD FTSE EMERGING MARKETS ETFSOLE | ETF | 316.27K | SH | $17.82M 5.75% | 316.27K | 0.00 | 0.00 |
VANGUARD SMALL CAP ETFSOLE | ETF | 46.42K | SH | $12.80M 4.13% | 46.42K | 0.00 | 0.00 |
VANGUARD REAL ESTATE ETFSOLE | ETF | 99.49K | SH | $9.10M 2.94% | 99.49K | 0.00 | 0.00 |
VANGUARD TOTAL INTERNATIONAL BOND ETFSOLE | ETF | 150.52K | SH | $7.31M 2.36% | 150.52K | 0.00 | 0.00 |
ISHARES CORE S&P 500 ETFSOLE | ETF | 8.13K | SH | $5.65M 1.82% | 8.13K | 0.00 | 0.00 |
ISHARES ESG OPTIMIZED MSCI USA ETFSOLE | ETF | 37.51K | SH | $5.32M 1.72% | 37.50K | 0.00 | 0.00 |
VANGUARD TAX-EXEMPT BOND ETFSOLE | ETF | 102.55K | SH | $5.19M 1.68% | 102.55K | 0.00 | 0.00 |
VANGUARD TOTAL STOCK MARKET ETFSOLE | ETF | 13.46K | SH | $4.60M 1.49% | 13.46K | 0.00 | 0.00 |
ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETFSOLE | ETF | 149.41K | SH | $3.77M 1.22% | 149.41K | 0.00 | 0.00 |
ISHARES ESG AWARE US AGGREGATE BOND ETFSOLE | ETF | 71.71K | SH | $3.44M 1.11% | 71.71K | 0.00 | 0.00 |
VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETFSOLE | ETF | 22.83K | SH | $3.41M 1.10% | 22.83K | 0.00 | 0.00 |
AMAZON.COM INCSOLE | Stock | 13.69K | SH | $3.26M 1.05% | 13.69K | 0.00 | 0.00 |
VANGUARD ESG INTERNATIONAL STOCK ETFSOLE | ETF | 42.63K | SH | $3.19M 1.03% | 42.63K | 0.00 | 0.00 |
ISHARES TR RUSSELL 1000 INDEX ETFSOLE | ETF | 8.30K | SH | $3.15M 1.02% | 8.30K | 0.00 | 0.00 |
VANGUARD GLOBAL EX-U.S. REAL ESTATE ETFSOLE | ETF | 49.59K | SH | $2.35M 0.76% | 49.59K | 0.00 | 0.00 |
ISHARES ESG AWARE MSCI EM ETFSOLE | ETF | 45.93K | SH | $2.15M 0.69% | 45.93K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Stock | 9.02K | SH | $1.69M 0.54% | 9.02K | 0.00 | 0.00 |
MICROSOFTSOLE | Stock | 3.02K | SH | $1.38M 0.45% | 3.02K | 0.00 | 0.00 |
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