Fund Holdings

Bear Mountain Capital, Inc.

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Change
ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD0258,958+258,958027,641,177+27,641,177
VANGUARD SHORT-TERM TREASURY ETF0387,737+387,737022,709,740+22,709,740
VANGUARD MID CAP156,527164,192+7,66547,156,84550,643,327+3,486,482
VANGUARD SHORT-TERM CORPORATE BOND ETF260,660297,165+36,50520,800,69423,624,582+2,823,888
VANGUARD FTSE DEVELOPED MARKETS ETF407,057414,769+7,71226,442,39128,755,906+2,313,515
ISHARES MSCI EAFE SMALL CAP ETF325,320333,626+8,30626,175,24528,221,455+2,046,210
VANGUARD S&P 500 ETF58,30359,800+1,49737,116,57438,962,362+1,845,788
VANGUARD FTSE EMERGING MARKETS ETF316,272326,655+10,38317,818,77419,243,253+1,424,479
VANGUARD REAL ESTATE ETF99,490106,878+7,3889,103,32110,370,410+1,267,089
VANGUARD SMALL CAP ETF46,42248,121+1,69912,802,25413,770,442+968,188
VANGUARD TOTAL INTERNATIONAL BOND ETF150,520169,373+18,8537,313,7798,175,654+861,875
VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF22,83322,754-793,405,4973,624,209+218,712
ISHARES ESG OPTIMIZED MSCI USA ETF37,50538,454+9495,320,4015,530,123+209,722
VANGUARD ESG INTERNATIONAL STOCK ETF42,62642,826+2003,185,0313,364,376+179,345
ISHARES ESG AWARE MSCI EM ETF45,93045,597-3332,152,7512,309,057+156,306
ISHARES CORE S&P 500 ETF8,1288,12805,651,5615,787,868+136,307
VANGUARD TOTAL STOCK MARKET ETF13,45613,449-74,602,5324,709,967+107,435
VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF49,58651,079+1,4932,345,9232,446,195+100,272
NVIDIA CORPORATION COM9,0188,833-1851,686,8161,784,760+97,944
ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF149,407153,847+4,4403,771,7783,869,262+97,484
ISHARES MSCI EMERGING MARKETS ETF20,05619,966-901,165,0391,261,437+96,398
ISHARES TR RUSSELL 1000 INDEX ETF8,2968,29603,149,9083,223,162+73,254
ISHARES CORE MSCI EAFE ETF14,20414,186-181,313,8871,376,627+62,740
STATE STREET SPDR S&P MIDCAP 400 ETF TRUST2,0192,01901,295,7541,351,882+56,128
CATERPILLAR INC COM2982980192,860237,923+45,063
STATE STREET SPDR S&P 500 ETF1,9261,92601,333,2881,365,029+31,741
NETFLIX COM INC6,0705,924-146534,464561,773+27,309
VERTIV HOLDINGS CO COM CL A180180031,05756,594+25,537
ADVANCED MICRO DEVICES INC COM400400091,168109,980+18,812
ISHARES RUSSELL MIDCAP ETF6,7566,635-121682,964694,286+11,322
OMEROS CORP COM0485+48506,533+6,533
ALASKA AIR GROUP INC COM202371+16910,02916,162+6,133
EXPEDIA INC DEL COM021+2105,738+5,738
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND1,2401,240095,145100,762+5,617
META PLATFORMS INC CL A110110068,28873,800+5,512
ARM HOLDINGS PLC SPONSORED ADS757507,85313,082+5,229
LIGHTPATH TECHNOLOGIES INC COM CL A400700+3005,26810,010+4,742
ISHARES CORE S&P SMALL CAP ETF533533068,78972,568+3,779
INLAND AMERICAN REIT837844+724,00527,560+3,555
DEFIANCE QUANTUM ETF025+2503,265+3,265
CAMECO CORP COM250250028,21030,905+2,695
CHEVRON CORPORATION COM148148024,60327,137+2,534
ONDAS INC COM NEW400700+3005,1287,511+2,383
BOEING CO COM317358+4178,43480,641+2,207
PROCTER & GAMBLE CO COM015+1502,167+2,167
ISHARES RUSSELL 1000 VALUE ETF256256056,11558,186+2,071
EQUITY RESIDENTIAL SH BEN INT890890054,44156,453+2,012
ISHARES RUSSELL 2000 VALUE157157030,68932,592+1,903
APPLIED DIGITAL CORP COM NEW500600+10017,61019,314+1,704
VANGUARD VALUE ETF283283056,15057,803+1,653
GE VERNOVA INC COM4402,5703,964+1,394
WALMART INC COM151152+118,05519,414+1,359
VANGUARD RUSSELL 2000 VALUE ETF126126021,63922,957+1,318
VANGUARD S&P 500 GROWTH ETF8484037,38438,610+1,226
KROGER CO COM224224013,99815,207+1,209
ISHARES CORE HIGH DIVIDEND ETF155156+119,66720,811+1,144
ESSEX PPTY TR INC COM221221056,02857,137+1,109
ISHARES S&P MIDCAP 400 GROWTH INDEX347335-1235,95336,991+1,038
ISHARES RUSSELL 2000 GROWTH ETF9191031,68732,643+956
VANGUARD GROWTH ETF129129062,64163,543+902
NEXGEN ENERGY LTD COM70070008,2048,897+693
COCA COLA CO COM12812809,0039,655+652
EQUINIX INC COM2201,6042,208+604
INVESCO NASDAQ 100 ETF5252013,19913,749+550
ISHARES RUSSELL 1000 GROWTH ETF126126059,30459,816+512
AMGEN INC181805,9416,303+362
STATE STREET SPDR S&P DIVIDEND ETF103103015,05915,402+343
AEROVIRONMENT INC COM2040+207,5717,889+318
ISHARES GLOBAL CLEAN ENERGY ETF12212202,1412,403+262
ISHARES GOLD TRUST636305,4635,706+243
ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF595901,1971,409+212
SENTINELONE INC CL A119130+111,6691,856+187
NOBLE CORP PLC ORD SHS A12120396560+164
ISHARES AGGREGATE BOND ETF311314+331,21631,363+147
AT&T INC COM545401,2721,418+146
SUPER MICRO COMPUTER INC COM NEW1925+6567711+144
SYMBOTIC INC CLASS A COM2325+21,5161,652+136
WEATHERFORD INTL PLC ORD SHS550421501+80
SLB LIMITED COM STK14140652731+79
NEXTERA ENERGY INC COM880658736+78
APPLE INC1,5731,487-86406,090406,158+68
WASTE MGMT INC DEL COM151503,2983,363+65
VERMILION ENERGY INC COM18180154210+56
VALLEY NATL BANCORP COM35350421476+55
ALEXANDRIA REAL ESTATE EQ INC COM2531+61,4551,503+48
PFIZER INC COM22220571617+46
V F CORP COM16160307344+37
VERSIGENT PLC ORDINARY SHARES01+1035+35
MERCK & CO INC COM550555586+31
GILEAD SCIENCES INC COM220243272+29
IMMUNOME INC COM20200457485+28
ISHARES CORE U.S. REIT ETF440236259+23
CRISPR THERAPEUTICS AG NAMEN AKT660325346+21
NIO INC SPON ADS101004667+21
HELMERICH & PAYNE INC COM14140452471+19
AMBEV SA SPONSORED ADR323208398+15
IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN2207994+15
FERGUSON ENTERPRISES INC COMMON STOCK NEW110250263+13
ISHARES MSCI EAFE ETF11099104+5
GOOGLE INC110333337+4
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