Bear Mountain Capital, Inc. Portfolio Holdings - 13F Filings | 13F Fund Database
Bear Mountain Capital, Inc. 13F Holdings
CIK 0002009419 · SEATTLE, WA
As of Sep 30, 2025, Bear Mountain Capital, Inc. reported
323 positions worth $298.6M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD MID-CAP INDEX FUND | VO | — | 154,626 | $45.4M | 15.20% |
| VANGUARD 500 INDEX FUND | VOO | — | 57,828 | $35.7M | 11.95% |
| ISHARES NATIONAL MUNI BOND ETF | MUB | — | 249,255 | $26.8M | 8.98% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 402,510 | $24.4M | 8.18% |
| ISHARES MSCI EAFE SMALL-CAP ETF | SCZ | — | 319,306 | $24.4M | 8.16% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | VCSH | — | 259,181 | $20.8M | 6.95% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 241,758 |
|
8.1M6.08% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 310,623 |
6.9M | 5.67% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 46,539 |
2.0M | 4.01% |
| VANGUARD REAL ESTATE INDEX FUND | VNQ | — | 99,381 | $9.1M | 3.06% |
| VANGUARD CHARLOTTE FUNDS | BNDX | — | 155,029 | $7.7M | 2.59% |
| ISHARES CORE S&P 500 ETF | IVV | — | 8,128 | $5.5M | 1.84% |
| ISHARES ESG OPTIMIZED MSCI USA ETF | SUSA | — | 37,393 | $5.1M | 1.72% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 13,531 | $4.5M | 1.50% |
| ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | SUSB | — | 147,427 | $3.7M | 1.25% |
| AMAZON.COM INC | AMZN | Equity | 15,125 | $3.4M | 1.12% |
| ISHARES ESG AWARE US AGGREGATE BOND ETF | EAGG | — | 67,355 | $3.3M | 1.09% |
| VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND | VSS | — | 22,955 | $3.3M | 1.09% |
| ISHARES RUSSELL 1000 ETF | IWB | — | 8,296 | $3.1M | 1.02% |
| VANGUARD ESG INTERNATIONAL STOCK ETF | VSGX | — | 42,411 | $3.0M | 1.00% |
| VANGUARD GLOBAL EX-US REAL ESTATE INDEX FUND | VNQI | — | 47,386 | $2.3M | 0.76% |
| ISHARES ESG AWARE MSCI EM ETF | ESGE | — | 45,680 | $2.0M | 0.67% |
| NVIDIA CORP | NVDA | Technology | 9,566 |
.7M | 0.58% |
| MICROSOFT CORP | MSFT | Technology | 3,157 |
.6M | 0.55% |
| SPDR S&P 500 ETF TRUST | SPY | — | 1,926 |
.3M | 0.43% |