Q2 2026 13F · SEC CIK 2009419

Bear Mountain Capital, Inc.

Wealth managerFiled 2026-07-20 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $345.2M
Reported positions: 214
Top holdings a year, 3 yrs: +11.3%
Assets under management: $375.0M

Bear Mountain Capital, Inc. is a wealth manager that reported 214 positions worth $345.2M in its Q2 2026 13F, filed 2026-07-20. Its largest holdings were Vanguard Index Fds (VO, 15.7%), Vanguard Index Fds (VOO, 12.1%), Ishares Tr (SUB, 8.7%). A portfolio copying its top holdings returned 11.3% a year over the last 3 years, against 18.8% for the S&P 500.

Bear Mountain Capital, Inc. holdings largest 50 of 214 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Bear Mountain Capital, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VOVanguard Index Fds	15.7%	15.2%	669,702	+307.9%	$54.1M
VOOVanguard Index Fds	12.1%	11.7%	60,572	+1.3%	$41.9M
SUBIshares Tr	8.7%	8.3%	282,429	+9.1%	$30.0M
VEAVanguard Ftse Developed Markets Index Fu	8.6%	8.6%	420,237	+1.3%	$29.7M
SCZIshares Tr	8.3%	8.5%	343,768	+3.0%	$28.6M
VCSHVanguard Scottsdale Fds	6.7%	7.1%	294,695	-0.8%	$23.2M
VGSHVanguard Scottsdale Fds	6.7%	6.8%	396,374	+2.2%	$23.0M
VWOVanguard Intl Equity Index F	5.7%	5.8%	333,463	+2.1%	$19.7M
VBVanguard Index Fds	4.2%	4.1%	48,633	+1.1%	$14.4M
VNQVanguard Index Fds	3.1%	3.1%	110,199	+3.1%	$10.8M
BNDXVanguard Charlotte Fds	2.4%	2.5%	171,450	+1.2%	$8.2M
IVVIshares Tr	1.8%	1.7%	8,143	+0.2%	$6.1M
SUSAIshares Tr	1.8%	1.7%	39,189	+1.9%	$6.1M
VTIVanguard Index Fds	1.4%	1.4%	13,449	+0.0%	$5.0M
VTEBVanguard Mun Bd Fds	1.3%	1.5%	92,578	-4.6%	$4.7M
SUSBIshares Tr	1.1%	1.2%	157,921	+2.6%	$3.9M
VSGXVanguard World Fd	1.0%	1.0%	43,553	+1.7%	$3.5M
VSSVanguard Intl Equity Index F	1.0%	1.1%	22,754	+0.0%	$3.5M
IWBIshares Tr	1.0%	1.0%	8,296	+0.0%	$3.4M
AMZNAmazon Com Inc	0.9%	1.0%	12,747	-0.3%	$3.2M
ESGEiShares ESG Aware MSCI EM ETF	0.7%	0.7%	45,810	+0.5%	$2.4M
VNQIVanguard Intl Equity Index F	0.7%	0.7%	52,396	+2.6%	$2.4M
NVDANvidia Corporation	0.5%	0.5%	8,759	-0.8%	$1.9M
SPYState Str Spdr S&p 500 ETF T	0.4%	0.4%	1,926	+0.0%	$1.4M
MDYState Str Spdr S&p Midcap 40	0.4%	0.4%	2,019	+0.0%	$1.4M
IEFAIshares Tr	0.4%	0.4%	14,201	+0.1%	$1.4M
EEMIshares Tr	0.4%	0.4%	19,955	-0.1%	$1.3M
IAGGIshares Tr	0.3%	0.4%	23,312	-0.4%	$1.2M
MSFTMicrosoft Corp	0.3%	0.4%	2,905	-1.6%	$1.1M
IGSBIshares Tr	0.3%	0.3%	19,752	-0.7%	$1.0M
COSTCostco Wholesale Corporation	0.3%	0.3%	960	+0.1%	$885K
IWRIshares Tr	0.2%	0.2%	5,978	-9.9%	$656K
AAPLApple Inc	0.1%	0.1%	1,488	+0.1%	$469K
NFLXNetflix Inc.	0.1%	0.2%	5,924	+0.0%	$436K
GOOGAlphabet Inc	0.1%	0.1%	1,140	+78.1%	$407K
BRK-BBerkshire Hathaway Inc Del	0.1%	0.1%	675	+0.0%	$331K
CATCaterpillar Inc	0.1%	0.1%	298	+0.0%	$278K
IYRIshares Tr	0.1%	0.1%	2,388	-3.7%	$247K
NTESNetease Inc Sp ADR	0.1%	0.1%	1,798	+0.6%	$231K
AMDAdvanced Micro Devices Inc	0.1%	0.0%	400	+0.0%	$219K
INTCIntel Corp	0.0%	0.0%	1,348	+0.0%	$145K
RWXSpdr Index Shs Fds	0.0%	0.0%	4,686	+0.0%	$128K
VEUVanguard Intl Equity Index F	0.0%	0.0%	1,240	+0.0%	$103K
PLTRPalantir Technologies Inc	0.0%	0.0%	740	-18.6%	$99K
ADPAutomatic Data Processing in	0.0%	0.0%	400	+0.0%	$99K
BABoeing Co	0.0%	0.0%	359	+0.3%	$78K
IJRIshares Tr	0.0%	0.0%	533	+0.0%	$77K
METAMeta Platforms Inc	0.0%	0.0%	110	+0.0%	$73K
NUEMNushares ETF Tr	0.0%	—	1,755	—	$72K
AVBAvalonBay Communities Inc	0.0%	—	369	—	$71K

What Bear Mountain Capital, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +13.2% /yr; S&P 500 +20.1%
3 years: +11.3% /yr; S&P 500 +18.8%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$345.2M	214
Q1 2026	$332.6M	198
Q4 2025	$309.8M	199
Q3 2025	$298.6M	323
Q2 2025	$279.1M	182
Q1 2025	$258.7M	344
Q4 2024	$256.9M	175
Q3 2024	$253.3M	174
Q2 2024	$245.8M	182
Q1 2024	$232.0M	224
Q4 2023	$237.9M	235

Questions about Bear Mountain Capital, Inc.'s portfolio

What stocks does Bear Mountain Capital, Inc. own?

Bear Mountain Capital, Inc.'s latest 13F, for Q2 2026 and filed Jul 20, 2026, lists 214 positions worth $345.2M. The largest are Vanguard Index Fds (VO) at 15.7%, Vanguard Index Fds (VOO) at 12.1%, Ishares Tr (SUB) at 8.7%, Vanguard Ftse Developed Markets Index Fu (VEA) at 8.6% and Ishares Tr (SCZ) at 8.3%.

What did Bear Mountain Capital, Inc. buy last quarter?

In Q2 2026, Bear Mountain Capital, Inc. added Vanguard Index Fds (VO) (+307.9% shares), Alphabet Inc (GOOG) (+78.1% shares) and Ishares Tr (SUB) (+9.1% shares), compared with its Q1 2026 filing.

What did Bear Mountain Capital, Inc. sell last quarter?

In Q2 2026, Bear Mountain Capital, Inc. cut from its top 50 Ishares Tr (MUB), cut from its top 50 Ishares Tr (IYF), Palantir Technologies Inc (PLTR) (-18.6% shares) and Ishares Tr (IWR) (-9.9% shares), compared with its Q1 2026 filing.

How has Bear Mountain Capital, Inc.'s portfolio performed?

A portfolio copying Bear Mountain Capital, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +11.3% a year over the last 3 years, against +18.8% for the S&P 500. Over 1 year: +13.2% against +20.1%.

When is Bear Mountain Capital, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Bear Mountain Capital, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Bear Mountain Capital, Inc. manage?

Bear Mountain Capital, Inc. reported $375.0M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $345.2M.