Bear Mountain Capital, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 22, 2026, for the 2025 Q4 period, Bear Mountain Capital, Inc. held in its portfolio 199 assets valued at $309,815,388 (i.e. $309.82M).
The most valuable assets in the portfolio included: VANGUARD MID CAP ($47.16M), VANGUARD S&P 500 ETF ($37.12M), and VANGUARD FTSE DEVELOPED MARKETS ETF ($26.44M).
The chart below shows the top 10 valuable assets, and the table below shows the top 199 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Bear Mountain Capital, Inc. - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD MID CAP | 156527 | 47156845 | ETF |
| VANGUARD S&P 500 ETF | 58303 | 37116574 | ETF |
| VANGUARD FTSE DEVELOPED MARKETS ETF | 407057 | 26442391 | ETF |
| ISHARES MSCI EAFE SMALL CAP ETF | 325320 | 26175245 | ETF |
| ISHARES AMT-FREE MUNI BOND ETF | 223423 | 24069386 | ETF |
| VANGUARD SHORT-TERM CORPORATE BOND ETF | 260660 | 20800694 | ETF |
| VANGUARD TOTAL BOND MARKET ETF | 244100 | 18141524 | ETF |
| VANGUARD FTSE EMERGING MARKETS ETF | 316272 | 17818774 | ETF |
| VANGUARD SMALL CAP ETF | 46422 | 12802254 | ETF |
| VANGUARD REAL ESTATE ETF | 99490 | 9103321 | ETF |
| VANGUARD TOTAL INTERNATIONAL BOND ETF | 150520 | 7313779 | ETF |
| ISHARES CORE S&P 500 ETF | 8128 | 5651561 | ETF |
| ISHARES ESG OPTIMIZED MSCI USA ETF | 37505 | 5320401 | ETF |
| VANGUARD TAX-EXEMPT BOND ETF | 102548 | 5189938 | ETF |
| VANGUARD TOTAL STOCK MARKET ETF | 13456 | 4602532 | ETF |
| ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | 149407 | 3771778 | ETF |
| ISHARES ESG AWARE US AGGREGATE BOND ETF | 71711 | 3443560 | ETF |
| VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | 22833 | 3405497 | ETF |
| AMAZON.COM INC | 13688 | 3260129 | Stock |
| VANGUARD ESG INTERNATIONAL STOCK ETF | 42626 | 3185031 | ETF |
| ISHARES TR RUSSELL 1000 INDEX ETF | 8296 | 3149908 | ETF |
| VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF | 49586 | 2345923 | ETF |
| ISHARES ESG AWARE MSCI EM ETF | 45930 | 2152751 | ETF |
| NVIDIA CORPORATION COM | 9018 | 1686816 | Stock |
| MICROSOFT | 3021 | 1379575 | Stock |
| SPDR S&P 500 ETF TRUST | 1926 | 1333288 | ETF |
| ISHARES CORE MSCI EAFE ETF | 14204 | 1313887 | ETF |
| SPDR S&P MIDCAP 400 ETF TRUST | 2019 | 1295754 | ETF |
| ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | 23617 | 1186754 | ETF |
| ISHARES MSCI EMERGING MARKETS ETF | 20056 | 1165039 | ETF |
| ISHARES 1-3 YR CREDIT BOND ETF | 20236 | 1071294 | ETF |
| COSTCO WHOLESALE CORP | 1002 | 958200 | Stock |
| ISHARES RUSSELL MIDCAP ETF | 6756 | 682964 | ETF |
| NETFLIX COM INC | 6070 | 534464 | Stock |
| APPLE INC | 1573 | 406090 | Stock |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 675 | 332519 | Stock |
| ISHARES US REAL ESTATE ETF | 2751 | 266930 | ETF |
| NETEASE INC SPONSORED ADS | 1778 | 241978 | ADR |
| ALPHABET INC CAP STK CL C | 700 | 233089 | Stock |
| CATERPILLAR INC COM | 298 | 192860 | Stock |
| PALANTIR TECHNOLOGIES INC CL A | 883 | 156274 | Stock |
| ISHARES U.S. FINANCIALS ETF | 1200 | 155712 | ETF |
| SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF | 4833 | 138659 | ETF |
| INTEL CORP COM | 2230 | 107754 | Stock |
| AUTOMATIC DATA PROCESSING INC COM | 400 | 104017 | Stock |
| TESLA INC COM | 232 | 101693 | Stock |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | 1240 | 95145 | ETF |
| ADVANCED MICRO DEVICES INC COM | 400 | 91168 | Stock |
| ALIBABA GROUP HLDG LTD SPONSORED ADS | 469 | 80087 | ADR |
| BOEING CO COM | 317 | 78434 | Stock |
| NUVEEN ESG EMERGING MARKETS EQUITY ETF | 1968 | 73643 | ETF |
| BOOKING HOLDINGS INC COM | 14 | 72703 | Stock |
| ISHARES CORE S&P SMALL CAP ETF | 533 | 68789 | ETF |
| META PLATFORMS INC CL A | 110 | 68288 | Stock |
| AVALONBAY CMNTYS INC COM | 369 | 66715 | REIT |
| POWERSHARES QQQ TR | 103 | 64043 | ETF |
| VANGUARD GROWTH ETF | 129 | 62641 | ETF |
| JPMORGAN CHASE & CO. COM | 202 | 62471 | Stock |
| STARBUCKS CORP | 668 | 62293 | Stock |
| ISHARES RUSSELL 1000 GROWTH ETF | 126 | 59304 | ETF |
| RTX CORPORATION COM | 295 | 58950 | Stock |
| VANGUARD VALUE ETF | 283 | 56150 | ETF |
| ISHARES RUSSELL 1000 VALUE ETF | 256 | 56115 | ETF |
| ESSEX PPTY TR INC COM | 221 | 56028 | REIT |
| EQUITY RESIDENTIAL SH BEN INT | 890 | 54441 | REIT |
| RIVIAN AUTOMOTIVE INC COM CL A | 2861 | 48802 | Stock |
| GRAYSCALE BITCOIN TRUST ETF | 640 | 47559 | ETF |
| GENERAL DYNAMICS CORP COM | 122 | 44980 | Stock |
| ISHARES 1-3 YEAR TREASURY BOND ETF | 464 | 38424 | ETF |
| VANGUARD S&P 500 GROWTH ETF | 84 | 37384 | ETF |
| ISHARES S&P MIDCAP 400 GROWTH INDEX | 347 | 35953 | ETF |
| ISHARES S&P MIDCAP 400 VALUE ETF | 256 | 35658 | ETF |
| JOHNSON & JOHNSON COM | 160 | 35073 | Stock |
| JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | 546 | 32155 | ETF |
| ISHARES RUSSELL 2000 GROWTH ETF | 91 | 31687 | ETF |
| ISHARES AGGREGATE BOND ETF | 311 | 31216 | ETF |
| VERTIV HOLDINGS CO COM CL A | 180 | 31057 | Stock |
| ISHARES RUSSELL 2000 VALUE | 157 | 30689 | ETF |
| CAMECO CORP COM | 250 | 28210 | Stock |
| OKLO INC COM CL A | 300 | 27435 | Stock |
| MASTERCARD INCORPORATED CL A | 50 | 27133 | Stock |
| CHEVRON CORP NEW COM | 148 | 24603 | Stock |
| ABBVIE INC COM | 113 | 24454 | Stock |
| INLAND AMERICAN REIT | 837 | 24005 | REIT |
| BOX INC CL A | 867 | 23036 | Stock |
| VANGUARD RUSSELL 2000 VALUE ETF | 126 | 21639 | ETF |
| ISHARES CORE HIGH DIVIDEND ETF | 155 | 19667 | ETF |
| KRATOS DEFENSE & SEC SOLUTIONS COM NEW | 150 | 18684 | Stock |
| WALMART INC COM | 151 | 18055 | Stock |
| APPLIED DIGITAL CORP COM NEW | 500 | 17610 | Stock |
| URANIUM ENERGY CORP COM | 900 | 15723 | Stock |
| ELECTRONIC ARTS INC COM | 76 | 15515 | Stock |
| STATE STREET SPDR S&P DIVIDEND ETF | 103 | 15059 | ETF |
| KROGER CO COM | 224 | 13998 | Stock |
| INVESCO NASDAQ 100 ETF | 52 | 13199 | ETF |
| MCDONALDS CORP COM | 40 | 12345 | Stock |
| TRIMBLE INC COM | 154 | 12126 | Stock |
| NUSCALE PWR CORP CL A COM | 600 | 11340 | Stock |
| TEMPUS AI INC CL A | 158 | 10920 | Stock |
| ALASKA AIR GROUP INC COM | 202 | 10029 | Stock |
| COCA COLA CO COM | 128 | 9003 | Stock |
| SHOPIFY INC CL A SUB VTG SHS | 52 | 8270 | Stock |
| NEXGEN ENERGY LTD COM | 700 | 8204 | Stock |
| ARM HOLDINGS PLC SPONSORED ADS | 75 | 7853 | ADR |
| BITMINE IMMERSION TECNOLOGIES COM NEW | 250 | 7718 | Stock |
| AEROVIRONMENT INC COM | 20 | 7571 | Stock |
| AMGEN INC | 18 | 5941 | Stock |
| ROBLOX CORP CL A | 69 | 5841 | Stock |
| SONY GROUP CORP SPONSORED ADR | 235 | 5668 | ADR |
| MOSAIC CO NEW COM | 200 | 5516 | Stock |
| ISHARES GOLD TRUST | 63 | 5463 | ETF |
| GE AEROSPACE COM NEW | 17 | 5442 | Stock |
| HOME DEPOT | 14 | 5308 | Stock |
| LIGHTPATH TECHNOLOGIES INC COM CL A | 400 | 5268 | Stock |
| ONDAS HOLDINGS INC COM NEW | 400 | 5128 | Stock |
| ZILLOW GROUP INC CL A | 74 | 4971 | Stock |
| ISHARES BITCOIN TRUST ETF | 84 | 4536 | ETF |
| CHIPOTLE MEXICAN GRILL INC COM | 100 | 4036 | Stock |
| AMERICAN EXPRESS CO COM | 11 | 3968 | Stock |
| UIPATH INC CL A | 224 | 3315 | Stock |
| WASTE MGMT INC DEL COM | 15 | 3298 | Stock |
| FORD MOTOR COMPANY | 239 | 3297 | Stock |
| LULULEMON ATHLETICA INC | 14 | 2870 | Stock |
| GE VERNOVA INC COM | 4 | 2570 | Stock |
| READY CAPITAL CORP COM | 1092 | 2413 | REIT |
| BIGBEAR AI HLDGS INC COM | 375 | 2314 | Stock |
| DISNEY WALT CO COM | 20 | 2304 | Stock |
| ISHARES GLOBAL CLEAN ENERGY ETF | 122 | 2141 | ETF |
| BOEING CO DEP CONV PFD A | 25 | 1951 | Convertible Preferred |
| NIKE INC CLASS B | 28 | 1809 | Stock |
| PROCORE TECHNOLOGIES INC COM | 25 | 1764 | Stock |
| SENTINELONE INC CL A | 119 | 1669 | Stock |
| EQUINIX INC COM | 2 | 1604 | REIT |
| C3 AI INC CL A | 117 | 1585 | Stock |
| SYMBOTIC INC CLASS A COM | 23 | 1516 | Stock |
| ACCENTURE PLC IRELAND SHS CLASS A | 5 | 1464 | Stock |
| ALEXANDRIA REAL ESTATE EQ INC COM | 25 | 1455 | REIT |
| AT&T INC COM | 54 | 1272 | Stock |
| ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF | 59 | 1197 | ETF |
| ZOOM COMMUNICATIONS INC CL A | 14 | 1141 | Stock |
| DANAHER CORP | 4 | 964 | Stock |
| PORCH GROUP INC COM | 100 | 909 | Stock |
| WAYFAIR INC CL A | 6 | 710 | Stock |
| NORWEGIAN CRUISE LINE HLDG LTD SHS | 30 | 686 | Stock |
| NEXTERA ENERGY INC COM | 8 | 658 | Stock |
| SLB LIMITED COM STK | 14 | 652 | Stock |
| SOUTHWEST AIRLS CO COM | 15 | 647 | Stock |
| GAP INC COM | 23 | 627 | Stock |
| WARNER BROS DISCOVERY INC COM SER A | 21 | 598 | Stock |
| PFIZER INC COM | 22 | 571 | Stock |
| SUPER MICRO COMPUTER INC COM NEW | 19 | 567 | Stock |
| MERCK & CO INC COM | 5 | 555 | Stock |
| INTUIT INC | 1 | 555 | Stock |
| DROPBOX INC CL A | 20 | 530 | Stock |
| GRABAGUN DIGITAL HLDGS INC COMMON STOCK | 150 | 479 | Stock |
| IMMUNOME INC COM | 20 | 457 | Stock |
| HELMERICH & PAYNE INC COM | 14 | 452 | Stock |
| WEATHERFORD INTL PLC ORD SHS | 5 | 421 | Stock |
| VALLEY NATL BANCORP COM | 35 | 421 | Stock |
| GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | 5 | 413 | Stock |
| NOBLE CORP PLC ORD SHS A | 12 | 396 | Stock |
| BRINKS CO COM | 3 | 374 | Stock |
| DELTA AIR LINES INC DEL CMN | 5 | 357 | Stock |
| UNITEDHEALTH GROUP | 1 | 339 | Stock |
| GOOGLE INC | 1 | 333 | Stock |
| APTIV PLC COM SHS | 4 | 330 | Stock |
| CRISPR THERAPEUTICS AG NAMEN AKT | 6 | 325 | Stock |
| V F CORP COM | 16 | 307 | Stock |
| DOCUSIGN INC COM | 5 | 298 | Stock |
| FERGUSON ENTERPRISES INC COMMON STOCK NEW | 1 | 250 | Stock |
| CVS HEALTH CORP COM | 3 | 244 | Stock |
| GILEAD SCIENCES INC COM | 2 | 243 | Stock |
| ISHARES CORE U.S. REIT ETF | 4 | 236 | ETF |
| ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | 2 | 236 | ETF |
| TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | 7 | 226 | ADR |
| MERCURY SYS INC COM | 2 | 206 | Stock |
| ISHARES FLOATING RATE BOND ETF | 4 | 204 | ETF |
| ZETA GLOBAL HOLDINGS CORP CL A | 9 | 194 | Stock |
| VERMILION ENERGY INC COM | 18 | 154 | Stock |
| VANGUARD SHORT TERM INFL-PROTECTED | 3 | 148 | ETF |
| ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | 3 | 113 | ETF |
| VERALTO CORP COM SHS | 1 | 103 | Stock |
| KOHLS CORP COM | 5 | 101 | Stock |
| ISHARES MSCI EAFE ETF | 1 | 99 | ETF |
| VISTANCE NETWORKS INC COM | 5 | 96 | Stock |
| ASTRAZENECA PLC SPONSORED ADR | 1 | 94 | ADR |
| VANGUARD MORTGAGE-BACKED SECURITIES ETF | 2 | 94 | ETF |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 1 | 84 | ETF |
| AMBEV SA SPONSORED ADR | 32 | 83 | ADR |
| SCHWAB US TIPS ETF | 3 | 80 | ETF |
| IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN | 2 | 79 | ETF |
| PARAMOUNT SKYDANCE CORP COM CL B | 5 | 60 | Stock |
| NIO INC SPON ADS | 10 | 46 | ADR |
| LUCID GROUP INC COM NEW | 4 | 40 | Stock |
| PELOTON INTERACTIVE INC CL A COM | 3 | 20 | Stock |
| GOPRO INC CL A | 9 | 13 | Stock |
| WHEELS UP EXPERIENCE INC COM CL A | 12 | 11 | Stock |
| NOVAVAX INC COM NEW | 1 | 7 | Stock |
| AMC ENTMT HLDGS INC CL A NEW | 2 | 3 | Stock |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.