Bare Financial Services, Inc

Name: Bare Financial Services, Inc — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0002009426 · GAP, PA · Quarter end: 2026-06-30 · Filed on: 2026-07-27 · Open the SEC source ↗

Bare Financial Services, Inc reported 1,784 positions worth $435.9M as of June 30, 2026 (13F filed July 27, 2026). Largest holding: IVV (10.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$435.9M

2026 Q2

Positions

1,784

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

66.2%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

10 / 1784 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	IVV	ISHARES CORE S&P 500 ETF	SH	$47.3M	10.84%	63,107	—	—
▸ 2	VTV	VANGUARD VALUE ETF	SH	$39.3M	9.02%	180,434	—	—
▸ 3	AVUV	AVANTIS U.S. SMALL CAP VALUE ETF	SH	$39.3M	9.02%	315,023	—	—
▸ 4	IEFA	ISHARES CORE MSCI EAFE ETF	SH	$37.4M	8.58%	387,397	—	—
▸ 5	BND	VANGUARD TOTAL BOND MARKET ETF	SH	$36.6M	8.39%	498,411	—	—
▸ 6	WWJD	INSPIRE INTERNATIONAL ETF	SH	$20.3M	4.67%	533,340	—	—
▸ 7	PYLD	PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND	SH	$19.6M	4.51%	740,647	—	—
▸ 8	IBD	INSPIRE CORPORATE BOND ETF	SH	$18.9M	4.34%	795,094	—	—
▸ 9	ELCV	EVENTIDE HIGH DIVIDEND ETF	SH	$14.9M	3.42%	452,904	—	—
▸ 10	EMXC	ISHARES MSCI EMERGING MARKETS EX CHINA ETF	SH	$14.9M	3.41%	145,341	—	—

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Bare Financial Services, Inc hold as of Q2 2026?

Bare Financial Services, Inc reported 1784 positions worth $435.9M in its Q2 2026 13F filing. Largest positions: IVV (10.8%), VTV (9.0%), AVUV (9.0%), IEFA (8.6%) and BND (8.4%).

What did Bare Financial Services, Inc buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Bare Financial Services, Inc sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.