Filed: 5/12/2026ACC: 0002009419-26-000002
📋 What this filing means
BEAR MOUNTAIN CAPITAL, INC. filed this quarterly 13F‑HR report disclosing 198 equity positions with a total reported market value of $332.64M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
198
Positions
$332.64M
Total AUM (reported)
3.21M
Total Shares
Allocation by class
ETF$321.88M96.8%
STOCK$10.26M3.1%
ADR$290.5K0.1%
REIT$212.1K0.1%
CONVERTIBLE PREFERRED$1.9K0.0%
Portfolio Concentration
Top 3$118.36M35.6%
4–10$145.58M43.8%
11–25$55.64M16.7%
Rest$13.06M3.9%
Top 3 weight
35.6%
Top 10 weight
79.3%
Voting Authority Distribution
Total shares with voting rights: 3.21M
Sole
Full voting authority
3.21M
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)
Sole198
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings198
Rows:
VANGUARD MID CAP
SOLEShares164.19K
TypeSH
Market value$50.64M
15.22%
Sole
164.19K
Shared
0.00
None
0.00
VANGUARD S&P 500 ETF
SOLEShares59.80K
TypeSH
Market value$38.96M
11.71%
Sole
59.80K
Shared
0.00
None
0.00
VANGUARD FTSE DEVELOPED MARKETS ETF
SOLEShares414.77K
TypeSH
Market value$28.76M
8.64%
Sole
414.77K
Shared
0.00
None
0.00
ISHARES MSCI EAFE SMALL CAP ETF
SOLEShares333.63K
TypeSH
Market value$28.22M
8.48%
Sole
333.63K
Shared
0.00
None
0.00
ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD
SOLEShares258.96K
TypeSH
Market value$27.64M
8.31%
Sole
258.96K
Shared
0.00
None
0.00
VANGUARD SHORT-TERM CORPORATE BOND ETF
SOLEShares297.17K
TypeSH
Market value$23.62M
7.10%
Sole
297.16K
Shared
0.00
None
0.00
VANGUARD SHORT-TERM TREASURY ETF
SOLEShares387.74K
TypeSH
Market value$22.71M
6.83%
Sole
387.74K
Shared
0.00
None
0.00
VANGUARD FTSE EMERGING MARKETS ETF
SOLEShares326.65K
TypeSH
Market value$19.24M
5.78%
Sole
326.65K
Shared
0.00
None
0.00
VANGUARD SMALL CAP ETF
SOLEShares48.12K
TypeSH
Market value$13.77M
4.14%
Sole
48.12K
Shared
0.00
None
0.00
VANGUARD REAL ESTATE ETF
SOLEShares106.88K
TypeSH
Market value$10.37M
3.12%
Sole
106.88K
Shared
0.00
None
0.00
VANGUARD TOTAL INTERNATIONAL BOND ETF
SOLEShares169.37K
TypeSH
Market value$8.18M
2.46%
Sole
169.37K
Shared
0.00
None
0.00
ISHARES CORE S&P 500 ETF
SOLEShares8.13K
TypeSH
Market value$5.79M
1.74%
Sole
8.13K
Shared
0.00
None
0.00
ISHARES ESG OPTIMIZED MSCI USA ETF
SOLEShares38.45K
TypeSH
Market value$5.53M
1.66%
Sole
38.45K
Shared
0.00
None
0.00
VANGUARD TAX-EXEMPT BOND ETF
SOLEShares97.07K
TypeSH
Market value$4.90M
1.47%
Sole
97.07K
Shared
0.00
None
0.00
VANGUARD TOTAL STOCK MARKET ETF
SOLEShares13.45K
TypeSH
Market value$4.71M
1.42%
Sole
13.45K
Shared
0.00
None
0.00
ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF
SOLEShares153.85K
TypeSH
Market value$3.87M
1.16%
Sole
153.85K
Shared
0.00
None
0.00
VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF
SOLEShares22.75K
TypeSH
Market value$3.62M
1.09%
Sole
22.75K
Shared
0.00
None
0.00
VANGUARD ESG INTERNATIONAL STOCK ETF
SOLEShares42.83K
TypeSH
Market value$3.36M
1.01%
Sole
42.83K
Shared
0.00
None
0.00
ISHARES TR RUSSELL 1000 INDEX ETF
SOLEShares8.30K
TypeSH
Market value$3.22M
0.97%
Sole
8.30K
Shared
0.00
None
0.00
AMAZON.COM INC
SOLEShares12.79K
TypeSH
Market value$3.18M
0.95%
Sole
12.79K
Shared
0.00
None
0.00
VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF
SOLEShares51.08K
TypeSH
Market value$2.45M
0.74%
Sole
51.08K
Shared
0.00
None
0.00
ISHARES ESG AWARE MSCI EM ETF
SOLEShares45.60K
TypeSH
Market value$2.31M
0.69%
Sole
45.60K
Shared
0.00
None
0.00
NVIDIA CORPORATION COM
SOLEShares8.83K
TypeSH
Market value$1.78M
0.54%
Sole
8.83K
Shared
0.00
None
0.00
ISHARES CORE MSCI EAFE ETF
SOLEShares14.19K
TypeSH
Market value$1.38M
0.41%
Sole
14.19K
Shared
0.00
None
0.00
STATE STREET SPDR S&P 500 ETF
SOLEShares1.93K
TypeSH
Market value$1.37M
0.41%
Sole
1.93K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD MID CAPSOLE | ETF | 164.19K | SH | $50.64M 15.22% | 164.19K | 0.00 | 0.00 |
VANGUARD S&P 500 ETFSOLE | ETF | 59.80K | SH | $38.96M 11.71% | 59.80K | 0.00 | 0.00 |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | ETF | 414.77K | SH | $28.76M 8.64% | 414.77K | 0.00 | 0.00 |
ISHARES MSCI EAFE SMALL CAP ETFSOLE | ETF | 333.63K | SH | $28.22M 8.48% | 333.63K | 0.00 | 0.00 |
ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FDSOLE | ETF | 258.96K | SH | $27.64M 8.31% | 258.96K | 0.00 | 0.00 |
VANGUARD SHORT-TERM CORPORATE BOND ETFSOLE | ETF | 297.17K | SH | $23.62M 7.10% | 297.16K | 0.00 | 0.00 |
VANGUARD SHORT-TERM TREASURY ETFSOLE | ETF | 387.74K | SH | $22.71M 6.83% | 387.74K | 0.00 | 0.00 |
VANGUARD FTSE EMERGING MARKETS ETFSOLE | ETF | 326.65K | SH | $19.24M 5.78% | 326.65K | 0.00 | 0.00 |
VANGUARD SMALL CAP ETFSOLE | ETF | 48.12K | SH | $13.77M 4.14% | 48.12K | 0.00 | 0.00 |
VANGUARD REAL ESTATE ETFSOLE | ETF | 106.88K | SH | $10.37M 3.12% | 106.88K | 0.00 | 0.00 |
VANGUARD TOTAL INTERNATIONAL BOND ETFSOLE | ETF | 169.37K | SH | $8.18M 2.46% | 169.37K | 0.00 | 0.00 |
ISHARES CORE S&P 500 ETFSOLE | ETF | 8.13K | SH | $5.79M 1.74% | 8.13K | 0.00 | 0.00 |
ISHARES ESG OPTIMIZED MSCI USA ETFSOLE | ETF | 38.45K | SH | $5.53M 1.66% | 38.45K | 0.00 | 0.00 |
VANGUARD TAX-EXEMPT BOND ETFSOLE | ETF | 97.07K | SH | $4.90M 1.47% | 97.07K | 0.00 | 0.00 |
VANGUARD TOTAL STOCK MARKET ETFSOLE | ETF | 13.45K | SH | $4.71M 1.42% | 13.45K | 0.00 | 0.00 |
ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETFSOLE | ETF | 153.85K | SH | $3.87M 1.16% | 153.85K | 0.00 | 0.00 |
VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETFSOLE | ETF | 22.75K | SH | $3.62M 1.09% | 22.75K | 0.00 | 0.00 |
VANGUARD ESG INTERNATIONAL STOCK ETFSOLE | ETF | 42.83K | SH | $3.36M 1.01% | 42.83K | 0.00 | 0.00 |
ISHARES TR RUSSELL 1000 INDEX ETFSOLE | ETF | 8.30K | SH | $3.22M 0.97% | 8.30K | 0.00 | 0.00 |
AMAZON.COM INCSOLE | Stock | 12.79K | SH | $3.18M 0.95% | 12.79K | 0.00 | 0.00 |
VANGUARD GLOBAL EX-U.S. REAL ESTATE ETFSOLE | ETF | 51.08K | SH | $2.45M 0.74% | 51.08K | 0.00 | 0.00 |
ISHARES ESG AWARE MSCI EM ETFSOLE | ETF | 45.60K | SH | $2.31M 0.69% | 45.60K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Stock | 8.83K | SH | $1.78M 0.54% | 8.83K | 0.00 | 0.00 |
ISHARES CORE MSCI EAFE ETFSOLE | ETF | 14.19K | SH | $1.38M 0.41% | 14.19K | 0.00 | 0.00 |
STATE STREET SPDR S&P 500 ETFSOLE | ETF | 1.93K | SH | $1.37M 0.41% | 1.93K | 0.00 | 0.00 |
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