Bear Mountain Capital, Inc.
CIK 2009419 · Holdings on Mar 31, 2026 · First reported May 12, 2026
Top ten holdings
Q1 2026- VO15.22%
- VOO11.71%
- VEA8.64%
- SCZ8.48%
- SUB8.31%
- VCSH7.10%
- VGSH6.83%
- VWO5.78%
- VB4.14%
- VNQ3.12%
Share classes counted separately79.33%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VCSHWeight increased · +0.39 pp6.71% → 7.10%Shares +36.51K (+14.00%)
- VOOWeight decreased · -0.27 pp11.98% → 11.71%Shares +1.50K (+2.57%)
- VTEBWeight decreased · -0.21 pp1.68% → 1.47%Shares -5.47K (-5.34%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VOVNGRD MRNGSTR MD-CAP ETF-USDETF View history and evidence | $50.64M | 15.22% | 164.19K shares | 15.22% → 15.22%+0.00 pp +7.67K (+4.90%) | Added | ↗▾ |
| 02 | VOOVANGUARD S&P 500 ETFETF View history and evidence | $38.96M | 11.71% | 59.80K shares | 11.98% → 11.71%-0.27 pp +1.50K (+2.57%) | Added | ↗▾ |
| 03 | VEAVANGUARD FTSE DEVELOPED ETFETF View history and evidence | $28.76M | 8.64% | 414.77K shares | 8.53% → 8.64%+0.11 pp +7.71K (+1.89%) | Added | ↗▾ |
| 04 | SCZISHARES MSCI EAFE SMALL-CAPETF View history and evidence | $28.22M | 8.48% | 333.63K shares | 8.45% → 8.48%+0.03 pp +8.31K (+2.55%) | Added | ↗▾ |
| 05 | SUBISHARES SHORT-TERM NATIONALETF View history and evidence | $27.64M | 8.31% | 258.96K shares | Prior unavailable +258.96K | New | ↗▾ |
| 06 | VCSHVANGUARD S/T CORP BOND ETFETF View history and evidence | $23.62M | 7.10% | 297.17K shares | 6.71% → 7.10%+0.39 pp +36.51K (+14.00%) | Added | ↗▾ |
| 07 | VGSHVANGUARD SHORT-TERM TREASURYETF View history and evidence | $22.71M | 6.83% | 387.74K shares | Prior unavailable +387.74K | New | ↗▾ |
| 08 | VWOVANGUARD FTSE EMERGING MARKEETF View history and evidence | $19.24M | 5.78% | 326.65K shares | 5.75% → 5.78%+0.03 pp +10.38K (+3.28%) | Added | ↗▾ |
| 09 | VBVANGUARD MOST SM-CAP ETF-USDETF View history and evidence | $13.77M | 4.14% | 48.12K shares | 4.13% → 4.14%+0.01 pp +1.70K (+3.66%) | Added | ↗▾ |
| 10 | VNQVANGUARD REAL ESTATE ETFETF View history and evidence | $10.37M | 3.12% | 106.88K shares | 2.94% → 3.12%+0.18 pp +7.39K (+7.43%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 8
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| QQQ INVESCO QQQ TRUST SERIES 1 | Non-derivative | -103 | -$64.04K | SEC filing ↗ | SEC filing ↗ |
| KTOS KRATOS DEFENSE & SECURITY | Non-derivative | -150 | -$18.68K | SEC filing ↗ | SEC filing ↗ |
| EA ELECTRONIC ARTS INC | Non-derivative | -76 | -$15.52K | SEC filing ↗ | SEC filing ↗ |
3 / 8 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2009419 · Period 2026-03-31
Data loaded 2026-09-23 · First reported 2026-05-12
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 332644003
}Research all 198 reported holdings.
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