account_balance
Investment manager · 13F filer · SEC CIK 2009419
Bear Mountain Capital, Inc.
Reported value$358Mas of Sep 30, 2026
Positions227 32 new, 18 sold out
Top 10 weight79.0%VO alone is 15%
FiledNov 435 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOVanguard Mid Cap
15.5%Added +3%
VOOVanguard S&P 500 ETF
12.1%
SUBiShares TRS&P Short Term Natl Municipal Bd Fd
9.0%Added +8%
SCZiShares MSCI EAFE Small Cap ETF
8.3%Added +4%
VEAVanguard Ftse Developed Markets ETF
8.3%
VGSHVanguard Short-Term Treasury ETF
6.7%Added +5%
VCSHVanguard Short-Term Corporate Bond ETF
6.7%Added +5%
VWOVanguard Ftse Emerging Markets ETF
5.5%Added +2%
VBVanguard Small Cap ETF
3.9%
VNQVanguard Real Estate ETF
3.0%+6%
BNDXVanguard Total International Bond ETF
2.4%
SUSA1.8%
VOVanguard Mid Cap
15.5%Added +3%
VOOVanguard S&P 500 ETF
12.1%
SUBiShares TRS&P Short Term Natl Municipal Bd Fd
9.0%
SCZiShares MSCI EAFE Small Cap ETF
8.3%
VEAVanguard Ftse Developed Markets ETF
8.3%
VGSHVanguard Short-Term Treasury ETF
6.7%
VCSHVanguard Short-Term Corporate Bond ETF
6.7%+5%
VWOVanguard Ftse Emerging Markets ETF
5.5%+2%
VB3.9%
VNQ3.0%
SUSA
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VO Vanguard Mid Cap 15.5% Added +3%
VOO Vanguard S&P 500 ETF 12.1% Held
SUB iShares TRS&P Short Term Natl Municipal Bd Fd 9.0% Added +8%
SCZ iShares MSCI EAFE Small Cap ETF 8.3% Added +4%
VEA Vanguard Ftse Developed Markets ETF 8.3% Held
VGSH Vanguard Short-Term Treasury ETF 6.7% Added +5%
VCSH Vanguard Short-Term Corporate Bond ETF 6.7% Added +5%
VWO Vanguard Ftse Emerging Markets ETF 5.5% Added +2%
VB Vanguard Small Cap ETF 3.9% Held
VNQ Vanguard Real Estate ETF 3.0% Added +6%
BNDX Vanguard Total International Bond ETF 2.4% Added +5%
SUSA iShares Esg Optimized MSCI USA ETF 1.8% Added +7%
What changed
Biggest moves since Jun 30, 2026
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