IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Bear Mountain Capital, Inc.

Q3 2026 Holdings

Filed 2026-11-04 | 227 holdings | $357.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
Vanguard Mid Cap(VO)ETF922908629$55.3M688,26115.5%
Vanguard S&P 500 ETF(VOO)ETF922908363$43.2M61,50712.1%
Ishares TRS&P Short Term Natl Municipal BD FD(SUB)ETF464288158$32.2M305,9189.0%
Ishares Msci Eafe Small Cap ETF(SCZ)ETF464288273$29.8M356,6868.3%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$29.7M426,8378.3%
Vanguard Short-Term Treasury ETF(VGSH)ETF92206C102$24.1M417,7846.7%
Vanguard Short-Term Corporate Bond ETF(VCSH)ETF92206C409$23.9M308,7316.7%
Vanguard Ftse Emerging Markets ETF(VWO)ETF922042858$19.8M340,6755.5%
Vanguard Small Cap ETF(VB)ETF922908751$14.1M49,4663.9%
Vanguard Real Estate ETF(VNQ)ETF922908553$10.7M116,9873.0%
Vanguard Total International Bond ETF(BNDX)ETF92203J407$8.5M180,8252.4%
Ishares ESG Optimized Msci USA ETF(SUSA)ETF464288802$6.5M41,9571.8%
Ishares Core S&P 500 ETF(IVV)ETF464287200$6.2M8,1431.7%
Vanguard Morningstar Total Stock Market ETF(VTI)ETF922908769$5.9M15,7901.7%
Ishares ESG Aware 1-5 Year USD Corporate Bond ETF(SUSB)ETF46435G243$4.6M187,4321.3%
Vanguard Tax-Exempt Bond ETF(VTEB)ETF922907746$4.0M82,4031.1%
Vanguard ESG International Stock ETF(VSGX)ETF921910725$3.7M47,2101.0%
Ishares TR Russell 1000 Index ETF(IWB)ETF464287622$3.5M8,2961.0%
Vanguard Ftse All-World Ex-US Small-Cap ETF(VSS)ETF922042718$3.4M22,6431.0%
Amazon.com Inc(AMZN)Stock023135106$3.1M12,5950.9%
Ishares ESG Aware Msci EM ETF(ESGE)ETF46434G863$2.6M50,0180.7%
Vanguard Global Ex-U.S. Real Estate ETF(VNQI)ETF922042676$2.4M55,7510.7%
Nvidia Corporation COM(NVDA)Stock67066G104$1.9M8,6580.5%
Marvell Technology Inc COM(MRVL)Stock573874104$1.6M6,9670.4%
Microsoft(MSFT)Stock594918104$1.5M2,8600.4%
State Street Spdr S&P 500 ETF(SPY)ETF78462F103$1.5M1,9370.4%
Ishares Core Msci Eafe ETF(IEFA)ETF46432F842$1.4M14,4940.4%
State Street Spdr S&P Midcap 400 ETF Trust(MDY)ETF78467Y107$1.3M2,0190.4%
Ishares Msci Emerging Markets ETF(EEM)ETF464287234$1.2M19,6420.3%
Ishares Core International Aggregate Bond ETF(IAGG)ETF46435G672$1.1M21,8290.3%
Ishares 1-3 YR Credit Bond ETF(IGSB)ETF464288646$1.0M19,4950.3%
Costco Wholesale Corp(COST)Stock22160K105$951.4K9620.3%
Ishares Russell Midcap ETF(IWR)ETF464287499$593.6K5,4710.2%
Apple Inc(AAPL)Stock037833100$511.4K1,4890.1%
Travelers Companies Inc COM(TRV)Stock89417E109$426.9K1,0960.1%
Netflix COM Inc(NFLX)Stock64110L106$417.8K5,9240.1%
Alphabet Inc Cap STK CL C(GOOG)Stock02079K107$384.1K1,1400.1%
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$359.1K6750.1%
Vanguard Total Bond Market ETF(BND)ETF921937835$327.2K4,6200.1%
Vanguard Total International Stock ETF(VXUS)ETF921909768$284.3K3,4080.1%
Ishares Core S&P Small Cap ETF(IJR)ETF464287804$234.9K1,7280.1%
Ishares US Real Estate ETF(IYR)ETF464287739$226.3K2,3240.1%
Netease COM Inc Sponsored ADS(NTES)ADR64110W102$222.6K1,7660.1%
Caterpillar Inc COM(CAT)Stock149123101$217.8K2980.1%
Advanced Micro Devices Inc COM(AMD)Stock007903107$211.5K4000.1%
Palantir Technologies Inc CL A(PLTR)Stock69608A108$137.7K7400.0%
Intel Corp COM(INTC)Stock458140100$134.1K1,4930.0%
State Street Spdr DOW Jones International Real Estate ETF(RWX)ETF78463X863$118.4K4,6400.0%
Vivmark Residential SH BEN INT(EQR)REIT29476L107$117.6K1,9200.0%
Automatic Data Processing Inc COM(ADP)Stock053015103$115.5K4000.0%
Page 1 of 5Next