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13F-HR filed by Bear Mountain Capital, Inc.

Bear Mountain Capital, Inc. filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-20, with 214 holding rows worth $345,218,904.

Accession
0002009419-26-000006
Filed
2026-07-20
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 214 entries on the cover page, a total value of $345,218,904 stated on the cover page (in dollars after the unit check, H1), rows summing to $345,218,904 with VALUE read as dollars as filed, 13F file number 028-23551. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Vanguard Mid-Cap ETF922908629SHS669,702$54,138,730dollars as filed
Vanguard S&P 500 ETF922908363COM60,572$41,861,462dollars as filed
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF464288158ETF282,429$30,008,122dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS420,237$29,668,751dollars as filed
ISHARES MSCI EAFE SMALL-CAP ETF464288273ETF343,768$28,567,129dollars as filed
VANGUARD SCOTTSDALE FDS92206C409COM294,695$23,163,042dollars as filed
Vanguard Short-Term Treasury ETF92206C102SHS396,374$23,017,434dollars as filed
VWO922042858SHS333,463$19,701,007dollars as filed
Vanguard Small-Cap ETF922908751SHS48,633$14,438,540dollars as filed
Vanguard Real Estate922908553SHS110,199$10,752,152dollars as filed
Vanguard Total International Bond Index Fund ETF92203J407SHS171,450$8,222,734dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS8,143$6,148,972dollars as filed
ISHARES TR464288802ESG OPTIMIZED39,189$6,082,877dollars as filed
VTI922908769COM13,449$4,991,807dollars as filed
VANGUARD TAX-EXEMPT BOND ETF922907746ETF92,578$4,655,735dollars as filed
ISHARES TR46435G243COM157,921$3,925,137dollars as filed
Vanguard ESG International Stock ETF921910725SHS43,553$3,519,479dollars as filed
Vanguard FTSE All-World ex-US Small-Cap ETF922042718SHS22,754$3,483,116dollars as filed
ISHARES RUSSELL 1000 ETF464287622ETF8,296$3,413,638dollars as filed
Amazon.com, Inc023135106COM12,747$3,154,741dollars as filed
ISHARES INC46434G863COM45,810$2,407,306dollars as filed
VANGUARD INTL EQUITY INDEX F922042676COM52,396$2,375,655dollars as filed
NVIDIA Corp67066G104COM8,759$1,855,132dollars as filed
SPY78462F103SHS1,926$1,448,061dollars as filed
SPDR S&P Midcap 400 ETF Trust78467Y107SHS2,019$1,391,475dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS14,201$1,375,935dollars as filed
ISHARES TR464287234MSCI EMG MKT ETF19,955$1,310,425dollars as filed
ISHARES TR46435G672CORE INTL AGGR23,312$1,163,502dollars as filed
Microsoft Corp594918104COM2,905$1,118,372dollars as filed
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF464288646ETF19,752$1,029,658dollars as filed
Costco Wholesale Corporation22160K105COM960$885,142dollars as filed
iShares Russell Midcap ETF464287499SHS5,978$656,384dollars as filed
Apple Inc037833100COM1,488$468,586dollars as filed
Netflix, Inc64110L106COM5,924$435,592dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM1,140$407,205dollars as filed
Berkshire Hathaway Inc084670702COM675$331,486dollars as filed
Caterpillar Inc.149123101COM298$278,135dollars as filed
ISHARES TR464287739U.S. REAL ES ETF2,388$247,373dollars as filed
NETEASE COM INC SPONSORED ADS64110W102ADR1,798$230,860dollars as filed
Advanced Micro Devices,Inc.007903107COM400$219,252dollars as filed
Intel Corp458140100COM1,348$145,260dollars as filed
SPDR INDEX SHS FDS78463X863ST DOW INTL ETF4,686$128,256dollars as filed
Vanguard FTSE All-World ex-US ETF922042775SHS1,240$102,734dollars as filed
Palantir Technologies Inc. Class A69608A108COM740$98,933dollars as filed
Automatic Data Processing,Inc.053015103COM400$98,516dollars as filed
Boeing Company097023105COM359$77,930dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS533$77,488dollars as filed
META PLATFORMS INC CL A30303M102COM110$72,714dollars as filed
NUSHARES ETF TR67092P888NUVEEN ESG EMRGN1,755$71,674dollars as filed
AVALONBAY CMNTYS INC COM053484101REIT369$70,756dollars as filed
Vanguard Growth922908736COM774$67,307dollars as filed
ESSEX PPTY TR INC COM297178105REIT221$65,887dollars as filed
ISHARES RUSSELL 1000 VALUE ETF464287598ETF256$63,071dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK504$62,108dollars as filed
Vanguard Value ETF922908744SHS283$61,864dollars as filed
Booking Holdings Inc.09857L108COM350$61,198dollars as filed
EQUITY RESIDENTIAL29476L107SH BEN INT890$61,161dollars as filed
J P MORGAN EXCHANGE TRADED F46654Q203NASDAQ EQT PREM964$58,019dollars as filed
Starbucks Corporation855244109COM520$55,220dollars as filed
VERTIV HOLDINGS CO COM CL A92537N108Stock180$54,644dollars as filed
ALIBABA GROUP HLDG LTD01609W102SPONSORED ADS469$52,626dollars as filed
Tesla Motors, Inc88160R101COM133$52,537dollars as filed
JPMorgan Chase & Co46625H100COM152$52,119dollars as filed
Vanguard S&P 500 Growth ETF921932505SHS504$41,743dollars as filed
RIVIAN AUTOMOTIVE INC COM CL A76954A103Stock2,181$38,160dollars as filed
ISHARES TR464287606S&P MC 400GR ETF333$37,822dollars as filed
iShares S&P Mid-Cap 400 Value ETF464287705SHS249$36,548dollars as filed
ISHARES TR464287648RUS 2000 GRW ETF91$34,758dollars as filed
ISHARES TR464287630RUS 2000 VAL ETF157$34,477dollars as filed
Johnson & Johnson478160104COM130$33,044dollars as filed
GRAYSCALE BITCOIN TRUST ETF389637109SHS REP COM UT645$32,281dollars as filed
ISHARES TR464287457COM379$31,051dollars as filed
INVENTRUST PPTYS CORP COM NEW46124J201REIT844$29,999dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS299$29,297dollars as filed
Raytheon Technologies Corporation75513E101COM148$28,622dollars as filed
AbbVie,Inc.00287Y109COM114$28,013dollars as filed
Chevron Corporation166764100COM148$26,920dollars as filed
MasterCard, Inc57636Q104COM50$26,901dollars as filed
BOX INC CL A10316T104Stock867$26,010dollars as filed
VANGUARD RUSSELL 2000 VALUE ETF92206C649ETF126$24,322dollars as filed
CAMECO CORP COM13321L108Stock250$22,893dollars as filed
GENERAL DYNAMICS CORP COM369550108Stock61$22,540dollars as filed
ISHARES TR46429B663CORE HIGH DV ETF785$21,696dollars as filed
ARM HOLDINGS PLC042068205SPONSORED ADS75$21,006dollars as filed
ALASKA AIR GROUP INC COM011659109Stock375$17,559dollars as filed
Walmart Inc.931142103COM152$17,291dollars as filed
APPLIED DIGITAL CORP COM NEW038169207Stock600$17,082dollars as filed
FS SPECIALTY LENDING FD644323107COM SH BEN INT1,498$16,225dollars as filed
SPDR S&P Dividend ETF78464A763SHS104$15,911dollars as filed
INVESCO EXCH TRADED FD TR II46138G649COM52$15,317dollars as filed
OKLO INC COM CL A02156V109Stock300$13,872dollars as filed
KROGER CO COM501044101Stock224$13,158dollars as filed
Coca-Cola Company191216100COM128$10,642dollars as filed
URANIUM ENERGY CORP COM916896103Stock900$9,351dollars as filed
TEMPUS AI INC CL A88023B103Stock158$9,296dollars as filed
TRIMBLE INC COM896239100Stock159$8,209dollars as filed
SHOPIFY INC82509L107CL A SUB VTG SHS55$6,896dollars as filed
NEXGEN ENERGY LTD COM65340P106Stock700$6,552dollars as filed
Amgen Inc.031162100COM18$6,395dollars as filed
NUSCALE PWR CORP CL A COM67079K100Stock700$6,020dollars as filed
General Electric Company369604301COM17$6,018dollars as filed
EXPEDIA GROUP INC COM NEW30212P303Stock21$5,592dollars as filed
OMEROS CORP682143102COM485$5,093dollars as filed
iShares Gold Trust464285204COM63$4,805dollars as filed
Home Depot, Inc437076102COM14$4,728dollars as filed
MOSAIC CO COM61945C103Stock200$4,588dollars as filed
McDonalds Corporation580135101COM17$4,572dollars as filed
American Express Company025816109COM12$4,288dollars as filed
GE Vernova Inc.36828A101COM4$4,267dollars as filed
BITMINE IMMERSION TECHS INC09175A206COM NEW250$4,073dollars as filed
UR-ENERGY INC91688R108COM3,000$4,020dollars as filed
ETF SER SOLUTIONS26922A420DEFIA QUANT ETF25$3,803dollars as filed
FORD MTR CO COM345370860Stock266$3,711dollars as filed
CHIPOTLEMEXICANGRILLI169656105STOK100$3,643dollars as filed
Waste Management, Inc.94106L109COM15$3,514dollars as filed
IShares Bitcoin Trust Registered46438F101SHS84$3,073dollars as filed
UIPATH INC90364P105CL A253$3,018dollars as filed
CONSOLIDATED EDISON INC209115104COM25$2,799dollars as filed
SENTINELONE INC81730H109CL A140$2,792dollars as filed
iShares S&P Global Clean Energy Index Fund464288224COM138$2,624dollars as filed
Procter & Gamble Co742718109COM15$2,208dollars as filed
REALLOYS INC75606V101COMMON STOCK200$2,154dollars as filed
EQUINIX INC COM29444U700REIT2$2,047dollars as filed
BOEING CO097023204DEP CONV PFD A29$1,961dollars as filed
Walt Disney Co254687106COM20$1,947dollars as filed
ALEXANDRIA REAL ESTATE EQ INC COM015271109REIT41$1,932dollars as filed
READY CAPITAL CORP75574U101COM1,092$1,780dollars as filed
LULULEMON ATHLETICA INC550021109COM14$1,642dollars as filed
BIGBEAR AI HLDGS INC COM08975B109Stock456$1,415dollars as filed
ABRDN ETFS003261104BBRG ALL COMD K159$1,392dollars as filed
C3 AI INC12468P104CL A151$1,379dollars as filed
PORCH GROUP INC733245104COM100$1,375dollars as filed
PROCORE TECHNOLOGIES INC COM74275K108Stock31$1,323dollars as filed
SCHD808524797COM40$1,287dollars as filed
SYMBOTIC INC87151X101CLASS A COM29$1,265dollars as filed
GLOBAL X FDS37954Y384CYBRSCURTY ETF30$1,260dollars as filed
NIKE,Inc. Class B654106103COM28$1,200dollars as filed
AT&T Inc00206R102COM55$1,165dollars as filed
AMPLIFY ETF TR032108664AMPLIFY CYBERSEC10$1,143dollars as filed
Schwab U.S. Large-Cap Growth ETF808524300SHS33$1,140dollars as filed
FIRST TR EXCHANGE TRADED FD33737A108NASDQ CLN EDGE6$1,102dollars as filed
ISHARES INC46434G848MSCI GBL ETF NEW16$958dollars as filed
SUPER MICRO COMPUTER INC86800U302COM NEW30$838dollars as filed
SPDR S&P Metals & Mining ETF78464A755SHS8$835dollars as filed
Danaher Corporation235851102COM4$803dollars as filed
VANECK ETF TRUST92189H805RARE EAR STR ETF10$791dollars as filed
NextEra Energy,Inc.65339F101COM8$716dollars as filed
SOUTHWESTAIRLSCO844741108STOK15$713dollars as filed
Accenture Plc Class AG1151C101COM5$696dollars as filed
Schlumberger Limited806857108COM14$666dollars as filed
ALPS ETF TR00162Q338ELECTRIFICATION15$639dollars as filed
Vanguard Total Bond Market ETF921937835SHS9$633dollars as filed
Merck & Co.,Inc.58933Y105COM5$604dollars as filed
DROPBOX INC CL A26210C104Stock20$599dollars as filed
NORWEGIAN CRUISE LINE HLDGS LT SHSG66721104Stock30$584dollars as filed
WARNER BROS DISCOVERY INC COM SER A934423104Stock21$577dollars as filed
VANECK ETF TRUST92189F601URANI NUCLE ETF5$557dollars as filed
Pfizer Inc.717081103COM23$552dollars as filed
WAYFAIR INC94419L101CL A6$532dollars as filed
VALLEY NATL BANCORP919794107COM35$510dollars as filed
NOBLE CORP PLC ORD SHS AG65431127Stock12$500dollars as filed
ALPS ETF TR00162Q460CMN15$498dollars as filed
DENALI THERAPEUTICS INC COM24823R105Stock22$494dollars as filed
FIRST TR EXCHANGE TRADED FD33734X846NASDAQ CYB ETF5$474dollars as filed
HELMERICH & PAYNE INC423452101COM14$472dollars as filed
GAP INC COM364760108Stock23$463dollars as filed
Utilities Select Sector SPDR Fund81369Y886SHS10$457dollars as filed
IMMUNOME INC45257U108COM20$452dollars as filed
DELTA AIR LINES INC COM NEW247361702Stock5$428dollars as filed
UnitedHealth Group Inc91324P102COM1$425dollars as filed
FIDELITY COVINGTON TRUST316092303CONSMR STAPLES8$422dollars as filed
WEATHERFORD INTL PLC ORD SHSG48833118Stock5$410dollars as filed
GRABAGUN DIGITAL HLDGS INC38387Q105COMMON STOCK150$401dollars as filed
VANECK COPPER AND ELECTRIFICATION METALS ETF92189Y204ETF10$394dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM1$360dollars as filed
BRINKS CO109696104COM3$327dollars as filed
EXCHANGE TRADED CONCEPTS TRU301505475RANG NUCL RE ETF5$324dollars as filed
CVS Health Corporation126650100COM3$319dollars as filed
ISHARES MSCI AGRICULTUREPRODUCERS ETF464286350ETF7$310dollars as filed
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK36266G107Stock5$308dollars as filed
CRISPR THERAPEUTICS AG NAMEN AKTH17182108Stock6$303dollars as filed
AMPLIFY ETF TR032108805AMPLIFY LITHIUM20$294dollars as filed
ISHARES TR464288521CRE U S REIT ETF4$269dollars as filed
V F CORP COM918204108Stock16$267dollars as filed
Gilead Sciences,Inc.375558103COM2$260dollars as filed
DOCUSIGN INC COM256163106Stock5$247dollars as filed
ISHARES TR464288281JPMORGAN USD EMG2$237dollars as filed
FERGUSON ENTERPRISES INC COMMON STOCK NEW31488V107Stock1$235dollars as filed
APTIV PLCG3265R107COM SHS4$232dollars as filed
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS881624209ADR7$223dollars as filed
iShares Floating Rate Bond ETF46429B655SHS4$204dollars as filed
ZETA GLOBAL HOLDINGS CORP CL A98956A105Stock9$203dollars as filed
MERCURY SYS INC COM589378108Stock2$201dollars as filed
VERMILION ENERGY INC COM923725105Stock18$177dollars as filed
VANGUARD MALVERN FDS922020805SHS3$149dollars as filed
ENTREPRENEURSHARES SERIES TR293828877ERSH PRI PUB ETF7$142dollars as filed
COMMSCOPE HLDG CO INC20337X109COM10$122dollars as filed
ISHARES TR464287465MSCI EAFE ETF1$104dollars as filed
AMBEV SA SPONSORED ADR02319V103ADR32$99dollars as filed
VANGUARD SCOTTSDALE FDS92206C771SHS2$93dollars as filed
BARCLAYS BANK PLC06738C778DJUBS CMDT ETN362$93dollars as filed
VERALTO CORP COM SHS92338C103Stock1$92dollars as filed
KOHLS CORP500255104COM5$87dollars as filed
Schwab US TIPS ETF808524870SHS3$79dollars as filed
ISHARES TR464288414NATIONAL MUN ETF1$70dollars as filed
NIO INC SPON ADS62914V106ADR10$50dollars as filed
PARAMOUNT SKYDANCE CORP69932a204COM CL B5$47dollars as filed
VERSIGENT PLC ORDINARY SHARESG9600F104Stock1$40dollars as filed
PELOTON INTERACTIVE INC70614W100CL A COM3$18dollars as filed
LUCID GROUP INC COM NEW549498202Stock4$18dollars as filed
iShares ESG Aware US Aggregate Bond ETF46435U549SHS0$10dollars as filedAmount filed as zero, left out of ratios.
NOVAVAX INC670002401COM NEW1$8dollars as filed
GOPRO INC38268T103CL A9$6dollars as filed
AMC ENTMT HLDGS INC00165C302CL A NEW2$4dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002009419-26-000006this filing2026-07-20acceptance time not in the bulk data set