§ 13F · FUND PROFILE
Bear Mountain Capital, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $279.1T (13F)Positions · 182Turnover · — · Q4Filed · Jan 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$59.5B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VO | VANGUARD MID CAP | 157K | $47.2T | 15.2% | +1% |
| 2 | VOO | VANGUARD S&P 500 ETF | 58K | $37.1T | 12.0% | +1% |
| 3 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 407K | $26.4T | 8.5% | +1% |
| 4 | SCZ | ISHARES MSCI EAFE SMALL CAP ETF | 325K | $26.2T | 8.4% | +2% |
| 5 | MUB | ISHARES AMT-FREE MUNI BOND ETF | 223K | $24.1T | 7.8% | −10% |
| 6 | VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | 261K | $20.8T | 6.7% | +1% |
| 7 | BND | VANGUARD TOTAL BOND MARKET ETF | 244K | $18.1T | 5.9% | +1% |
| 8 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | 316K | $17.8T | 5.8% | +2% |
| 9 | VB | VANGUARD SMALL CAP ETF | 46K | $12.8T | 4.1% | ±0% |
| 10 | VNQ | VANGUARD REAL ESTATE ETF | 99K | $9.1T | 2.9% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BEAR SIGNAL
AC read
Bear Mountain Capital, Inc. is a Other fund managing $279113.7 trillion in assets. The fund runs a portfolio of 182 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed