Bear Mountain Capital, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 20, 2026, Bear Mountain Capital, Inc. disclosed 206 stock positions valued at approximately $345.22M as of quarter-end June 30, 2026. The largest holdings include VANGUARD MID CAP, VANGUARD S&P 500 ETF, and ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD.
- Report Period
- June 30, 2026
- No. of Stocks
- 206
- Portfolio Value
- $345.22M
Holdings by Sector
Bear Mountain Capital, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD MID CAP | VO | Other | 15.68% | 669,702 | +505,510 | +307.88% | $54,138,730 |
| VANGUARD S&P 500 ETF | VOO | Other | 12.13% | 60,572 | +772 | +1.29% | $41,861,462 |
| ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD | SUB | Other | 8.69% | 282,429 | +23,471 | +9.06% | $30,008,122 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | VEA | Other | 8.59% | 420,237 | +5,468 | +1.32% | $29,668,751 |
| ISHARES MSCI EAFE SMALL CAP ETF | SCZ | Other | 8.28% | 343,768 | +10,142 | +3.04% | $28,567,129 |
| VANGUARD SHORT-TERM CORPORATE BOND ETF | VCSH | Other | 6.71% | 294,695 | -2,470 | -0.83% | $23,163,042 |
| VANGUARD SHORT-TERM TREASURY ETF | VGSH | Other | 6.67% | 396,374 | +8,637 | +2.23% | $23,017,434 |
| VANGUARD FTSE EMERGING MARKETS ETF | VWO | Other | 5.71% | 333,463 | +6,808 | +2.08% | $19,701,007 |
| VANGUARD SMALL CAP ETF | VB | Other | 4.18% | 48,633 | +512 | +1.06% | $14,438,540 |
| VANGUARD REAL ESTATE ETF | VNQ | Other | 3.11% | 110,199 | +3,321 | +3.11% | $10,752,152 |
| VANGUARD TOTAL INTERNATIONAL BOND ETF | BNDX | Other | 2.38% | 171,450 | +2,077 | +1.23% | $8,222,734 |
| ISHARES CORE S&P 500 ETF | IVV | Other | 1.78% | 8,143 | +15 | +0.18% | $6,148,972 |
| ISHARES ESG OPTIMIZED MSCI USA ETF | SUSA | Other | 1.76% | 39,189 | +735 | +1.91% | $6,082,877 |
| VANGUARD TOTAL STOCK MARKET ETF | VTI | Other | 1.45% | 13,449 | - | - | $4,991,807 |
| VANGUARD TAX-EXEMPT BOND ETF | VTEB | Other | 1.35% | 92,578 | -4,496 | -4.63% | $4,655,735 |
| ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | SUSB | Other | 1.14% | 157,921 | +4,074 | +2.65% | $3,925,137 |
| VANGUARD ESG INTERNATIONAL STOCK ETF | VSGX | Other | 1.02% | 43,553 | +727 | +1.70% | $3,519,479 |
| VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | VSS | Other | 1.01% | 22,754 | - | - | $3,483,116 |
| ISHARES TR RUSSELL 1000 INDEX ETF | IWB | Other | 0.99% | 8,296 | - | - | $3,413,638 |
| AMAZON.COM INC | AMZN | Consumer Cyclical | 0.91% | 12,747 | -43 | -0.34% | $3,154,741 |
| ISHARES ESG AWARE MSCI EM ETF | ESGE | Other | 0.70% | 45,810 | +213 | +0.47% | $2,407,306 |
| VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF | VNQI | Other | 0.69% | 52,396 | +1,317 | +2.58% | $2,375,655 |
| NVIDIA CORPORATION COM | NVDA | Technology | 0.54% | 8,759 | -74 | -0.84% | $1,855,132 |
| STATE STREET SPDR S&P 500 ETF | SPY | Other | 0.42% | 1,926 | - | - | $1,448,061 |
| STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | MDY | Other | 0.40% | 2,019 | - | - | $1,391,475 |
| ISHARES CORE MSCI EAFE ETF | IEFA | Other | 0.40% | 14,201 | +15 | +0.11% | $1,375,935 |
| ISHARES MSCI EMERGING MARKETS ETF | EEM | Other | 0.38% | 19,955 | -11 | -0.06% | $1,310,425 |
| ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | IAGG | Other | 0.34% | 23,312 | -84 | -0.36% | $1,163,502 |
| MICROSOFT | MSFT | Technology | 0.32% | 2,905 | -47 | -1.59% | $1,118,372 |
| ISHARES 1-3 YR CREDIT BOND ETF | IGSB | Other | 0.30% | 19,752 | -149 | -0.75% | $1,029,658 |
Showing 30 of 206 holdings in the latest reporting period.