13FBOX
Bear Mountain Capital, Inc. · 13F Holdings
Options Calculator Rankings

Bear Mountain Capital, Inc.

No.5324 Data as of 2026Q2
Latest AUM (Q2 2026)
$345.2M
QoQ Change Q1 2026
+$12.6M+3.8%
Holdings
213
New Buys
24
Adds
50
Reduces
15
Exits
8
Unchanged
124
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
VVANGUARD MIDVO
15.68%15.22%$54.1M669,702$50.6M164,192+505,510+307.88%Add
VVANGUARD INDEX FDSVOO
12.13%11.71%$41.9M60,572$39.0M59,800+772+1.29%Add
IISHARES TRGVI
8.69%8.31%$30.0M282,429$27.6M258,958+23,471+9.06%Add
VVANGUARD FTSEVEA
8.59%8.64%$29.7M420,237$28.8M414,769+5,468+1.32%Add
IISHARES MSCI EAFE SMALL-CAP ETFSCZ
8.28%8.48%$28.6M343,768$28.2M333,626+10,142+3.04%Add
VVANGUARD SCOTTSDALE FDSBSV
6.71%7.1%$23.2M294,695$23.6M297,165-2,470-0.83%Reduce
VVANGUARD SCOTTSDALE FDSVGSH
6.67%6.83%$23.0M396,374$22.7M387,737+8,637+2.23%Add
VVANGUARD FSTEVWO
5.71%5.78%$19.7M333,463$19.2M326,655+6,808+2.08%Add
VVANGUARD INDEX FDSVB
4.18%4.14%$14.4M48,633$13.8M48,121+512+1.06%Add
VVANGUARD INDEX FDSVNQ
3.11%3.12%$10.8M110,199$10.4M106,878+3,321+3.11%Add
VVANGUARD TOTALBNDX
2.38%2.46%$8.2M171,450$8.2M169,373+2,077+1.23%Add
IISHARES TRIVV
1.78%1.74%$6.1M8,143$5.8M8,128+15+0.18%Add
IISHARES MSCI ACWI ETFTOK
1.76%1.66%$6.1M39,189$5.5M38,454+735+1.91%Add
GGENERAL DYNAMICS CORPVTI
1.45%1.42%$5.0M13,449$4.7M13,44900.00%Unchanged
VVANGUARD MUN BD FDSVTEB
1.35%1.47%$4.7M92,578$4.9M97,074-4,496-4.63%Reduce
IISHARES TRSUSB
1.14%1.16%$3.9M157,921$3.9M153,847+4,074+2.65%Add
VVANGUARD WORLD FDVSGX
1.02%1.01%$3.5M43,553$3.4M42,826+727+1.70%Add
VVANGUARD INTL EQUITY INDEX FVSS
1.01%1.09%$3.5M22,754$3.6M22,75400.00%Unchanged
IISHARES RUSSELLIWB
0.99%0.97%$3.4M8,296$3.2M8,29600.00%Unchanged
AMAZON COM INCAMZN
0.91%0.95%$3.2M12,747$3.2M12,790-43-0.34%Reduce
IISHARES INCESGE
0.7%0.69%$2.4M45,810$2.3M45,597+213+0.47%Add
VVANGUARD INTL EQUITY INDEX FVNQI
0.69%0.74%$2.4M52,396$2.4M51,079+1,317+2.58%Add
NVIDIA CORPORATIONNVDA
0.54%0.54%$1.9M8,759$1.8M8,833-74-0.84%Reduce
SSTATE STR SPDR S&P 500 ETF TSPY
0.42%0.41%$1.4M1,926$1.4M1,92600.00%Unchanged
SSTATE STREET SPDR S&P MIDCAP 400 ETF TRUSTMDY
0.4%0.41%$1.4M2,019$1.4M2,01900.00%Unchanged
IISHARES TRIEFA
0.4%0.41%$1.4M14,201$1.4M14,186+15+0.11%Add
IISHARES TREEM
0.38%0.38%$1.3M19,955$1.3M19,966-11-0.06%Reduce
IISHARES CORE INTERNATIONAL AGGREGATE BOND ETFAGG
0.34%0.35%$1.2M23,312$1.2M23,396-84-0.36%Reduce
MICROSOFT CORPMSFT
0.32%0.37%$1.1M2,905$1.2M2,952-47-1.59%Reduce
IISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB
0.3%0.32%$1.0M19,752$1.0M19,901-149-0.75%Reduce
COSTCO WHOLESALE CORPORATIONCOST
0.26%0.29%$885,142960$956,774959+1+0.10%Add
IISHARES RUSSELL MIDCAP ETFIWR
0.19%0.21%$656,3845,978$694,2866,635-657-9.90%Reduce
APPLE INCAAPL
0.14%0.12%$468,5861,488$406,1581,487+1+0.07%Add
NETFLIX INCNFLX
0.13%0.17%$435,5925,924$561,7735,92400.00%Unchanged
AAlphabet Inc Class CGOOG
0.12%0.06%$407,2051,140$214,704640+500+78.13%Add
BERKSHIRE HATHAWAY INC DELBRK.B
0.1%0.1%$331,486675$318,65467500.00%Unchanged
CATERPILLAR INCCAT
0.08%0.07%$278,135298$237,92329800.00%Unchanged
IISHARES US REAL ESTATE ETFIYR
0.07%0.08%$247,3732,388$256,0102,480-92-3.71%Reduce
NetEase, Inc. ADRNTES
0.07%0.06%$230,8601,798$211,3121,788+10+0.56%Add
ADVANCED MICRO DEVICES INCAMD
0.06%0.03%$219,252400$109,98040000.00%Unchanged
INTEL CORPINTC
0.04%0.03%$145,2601,348$88,5641,34800.00%Unchanged
SSPDR DOW JONES INTER REAL ESTATE ETFRWX
0.04%0.04%$128,2564,686$134,6764,68600.00%Unchanged
VVANGUARD INTL EQUITY INDEX FVEU
0.03%0.03%$102,7341,240$100,7621,24000.00%Unchanged
PALANTIR TECHNOLOGIES INCPLTR
0.03%0.04%$98,933740$132,551909-169-18.59%Reduce
AUTOMATIC DATA PROCESSING INADP
0.03%0.02%$98,516400$80,90740000.00%Unchanged
BOEING COBA
0.02%0.02%$77,930359$80,641358+1+0.28%Add
IISHARES COREIJR
0.02%0.02%$77,488533$72,56853300.00%Unchanged
META PLATFORMS INCMETA
0.02%0.02%$72,714110$73,80011000.00%Unchanged
NNUSHARES ETF TRNUEM
0.02%0.02%$71,6741,755$71,0951,75500.00%Unchanged
AVALONBAY CMNTYS INC REITAVB
0.02%0.02%$70,756369$65,07736900.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow