Bear Mountain Capital, Inc.
142 holdingsFiling period: 2026-06-30Current AUM: $344.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VO | Vanguard Mid Cap | 669.7K | $54.1M | $54.4M | 15.81% | +505.5K | 2026-06-30 |
| 2 | VOO | Vanguard S&P 500 ETF | 60.6K | $41.9M | $43.1M | 12.52% | +772 | 2026-06-30 |
| 3 | SUB | iShares Trs&P Short Term Natl Municipal BD FD | 282.4K | $30.0M | $29.7M | 8.63% | +23.5K | 2026-06-30 |
| 4 | VEA | Vanguard Ftse Developed Markets ETF | 420.2K | $29.7M | $29.1M | 8.44% | +5.5K | 2026-06-30 |
| 5 | SCZ | iShares Msci Eafe Small Cap ETF | 343.8K | $28.6M | $29.0M | 8.43% | +10.1K | 2026-06-30 |
| 6 | VCSH | Vanguard Short-Term Corporate Bond ETF | 294.7K | $23.2M | $22.7M | 6.59% | -2,470 | 2026-06-30 |
| 7 | VGSH | Vanguard Short-Term Treasury ETF | 396.4K | $23.0M | $22.8M | 6.63% | +8.6K | 2026-06-30 |
| 8 | VWO | Vanguard Ftse Emerging Markets ETF | 333.5K | $19.7M | $19.2M | 5.59% | +6.8K | 2026-06-30 |
| 9 | VB | Vanguard Small Cap ETF | 48.6K | $14.4M | $13.7M | 3.99% | +512 | 2026-06-30 |
| 10 | VNQ | Vanguard Real Estate ETF | 110.2K | $10.8M | $10.3M | 2.99% | +3.3K | 2026-06-30 |
| 11 | BNDX | Vanguard Total International Bond ETF | 171.4K | $8.2M | $8.0M | 2.32% | +2.1K | 2026-06-30 |
| 12 | IVV | iShares Core S&P 500 ETF | 8.1K | $6.1M | $6.3M | 1.84% | +15 | 2026-06-30 |
| 13 | SUSA | iShares Esg Optimized Msci USA ETF | 39.2K | $6.1M | $6.2M | 1.80% | +735 | 2026-06-30 |
| 14 | VTI | Vanguard Total Stock Market ETF | 13.4K | $5.0M | $5.1M | 1.48% | -- | 2026-06-30 |
| 15 | VTEB | Vanguard Tax-Exempt Bond ETF | 92.6K | $4.7M | $4.4M | 1.28% | -4,496 | 2026-06-30 |
| 16 | SUSB | iShares Esg Aware 1-5 Year Usd Corporate Bond ETF | 157.9K | $3.9M | $3.8M | 1.12% | +4.1K | 2026-06-30 |
| 17 | VSGX | Vanguard Esg International Stock ETF | 43.6K | $3.5M | $3.4M | 0.99% | +727 | 2026-06-30 |
| 18 | VSS | Vanguard Ftse All-World EX-US Small-Cap ETF | 22.8K | $3.5M | $3.4M | 1.00% | -- | 2026-06-30 |
| 19 | IWB | iShares TR Russell 1000 Index ETF | 8.3K | $3.4M | $3.5M | 1.02% | -- | 2026-06-30 |
| 20 | AMZN | Amazon.com Inc | 12.7K | $3.2M | $3.5M | 1.01% | -43 | 2026-06-30 |
| 21 | ESGE | iShares Esg Aware Msci EM ETF | 45.8K | $2.4M | $2.3M | 0.66% | +213 | 2026-06-30 |
| 22 | VNQI | Vanguard Global EX-U.S. Real Estate ETF | 52.4K | $2.4M | $2.3M | 0.66% | +1.3K | 2026-06-30 |
| 23 | NVDA | NVIDIA Corporation.com | 8.8K | $1.9M | $2.0M | 0.58% | -74 | 2026-06-30 |
| 24 | SPY | State Street Spdr S&P 500 ETF | 1.9K | $1.4M | $1.5M | 0.43% | -- | 2026-06-30 |
| 25 | MDY | State Street Spdr S&P Midcap 400 ETF Trust | 2.0K | $1.4M | $1.3M | 0.38% | -- | 2026-06-30 |
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