Bare Financial Services, Inc Portfolio Holdings

Bare Financial Services, Inc

  • $335 Billion
  • Q3 2025

Bare Financial Services, Inc has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $335 Billion distributed in 1955 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $41.6B, Ishares Tr with a value of $31.5B, Vanguard Value ETF with a value of $29.9B, American Centy ETF Tr Avantis with a value of $29.3B, and Vanguard Bd Index Fd Inc Total with a value of $28.6B.

Examining the 13F form we can see an increase of $38.4B in the current position value, from $296B to 335B.

Bare Financial Services, Inc is based out at Gap, PA

Below you can find more details about Bare Financial Services, Inc portfolio as well as his latest detailed transactions.

Portfolio value $335 Billion
ETFs: $284 Billion
Technology: $3.45 Billion
Financial Services: $2.31 Billion
Utilities: $1.29 Billion
Consumer Cyclical: $1.24 Billion
Industrials: $915 Million
Communication Services: $810 Million
Healthcare: $627 Million
Other: $1.17 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$41.6 Billion 12.42% of portfolio
62,117
Q3 2025 Added 1.37%
$0
$31.5 Billion 9.4% of portfolio
360,613
Q3 2025 Added 2.5%
$0
$29.9 Billion 8.92% of portfolio
160,217
Q3 2025 Added 4.43%
$0
$29.3 Billion 8.76% of portfolio
294,833
Q3 2025 Added 8.92%
$0
$28.6 Billion 8.53% of portfolio
384,148
Q3 2025 Added 14.51%
$0
$17.6 Billion 5.27% of portfolio
500,215
Q3 2025 Added 3.12%
$0
$16.3 Billion 4.86% of portfolio
673,970
Q3 2025 Added 5.77%
Pimco Multisector Bond Active Exchange Traded Fund
-
$14.5 Billion 4.32% of portfolio
-
Q3 2025 Added 12.75%
$0
$10.3 Billion 3.06% of portfolio
85,168
Q3 2025 Added 5.22%
$0
$9.98 Billion 2.98% of portfolio
147,842
Q3 2025 Added 2.98%
$0
$9.93 Billion 2.96% of portfolio
238,817
Q3 2025 Added 1.95%
Crossmark Large Cap Growth ETF
-
$9.53 Billion 2.85% of portfolio
-
Q3 2025 New
$0
$9.23 Billion 2.76% of portfolio
199,419
Q3 2025 Reduced 25.2%
Eventide High Dividend ETF
-
$9.22 Billion 2.75% of portfolio
-
Q3 2025 New
$0
$9.19 Billion 2.74% of portfolio
206,797
Q3 2025 Reduced 49.29%
$0
$8.38 Billion 2.5% of portfolio
28,509
Q3 2025 Added 7.62%
$0
$3.93 Billion 1.17% of portfolio
22,199
Q2 2025 Reduced 8.31%
$0
$3.89 Billion 1.16% of portfolio
18,856
Q3 2025 Reduced 0.92%
$0
$3.86 Billion 1.15% of portfolio
12,070
Q2 2025 Reduced 1.11%
$0
$3.72 Billion 1.11% of portfolio
34,957
Q3 2025 Added 3.04%
$0
$3.49 Billion 1.04% of portfolio
10,628
Q3 2025 Reduced 1.44%
Sovereigns Capital Flourish Fund
-
$3.24 Billion 0.97% of portfolio
-
Q3 2025 Added 10,731.55%
$0
$1.48 Billion 0.44% of portfolio
6,105
Q3 2025 Reduced 2.89%
Capital Group Core Balanced ETF
-
$1.47 Billion 0.44% of portfolio
-
Q3 2025 Added 16.21%
$4.3T
$1.42 Billion 0.42% of portfolio
5,574
Q3 2025 Reduced 9.63%
$0
$1.11 Billion 0.33% of portfolio
28,537
Q3 2025 Reduced 3.59%
$0
$940 Million 0.28% of portfolio
7,788
Q3 2025 Reduced 0.65%
$0
$765 Million 0.23% of portfolio
9,573
Q3 2025 Added 1.53%
$465B
$739 Million 0.22% of portfolio
3,959
Q3 2025 Added 7.2%
$0
$706 Million 0.21% of portfolio
946
Q3 2025 Reduced 4.44%
$111B
$699 Million 0.21% of portfolio
2,125
Q3 2025 Added 14.19%
$0
$646 Million 0.19% of portfolio
2,490
Q3 2025 Added 16.68%
$0
$499 Million 0.15% of portfolio
12,679
Q3 2025 Reduced 84.84%
Capital Group Dividend Growers ETF
-
$468 Million 0.14% of portfolio
-
Q3 2025 Added 77.68%
$74.3B
$436 Million 0.13% of portfolio
2,167
Q3 2025 Added 139.98%
$1.65T
$345 Million 0.1% of portfolio
1,418
Q3 2025 Added 4.04%
$2.98B
$327 Million 0.1% of portfolio
17,526
Q3 2025 Added 114.04%
$2.39T
$295 Million 0.09% of portfolio
1,343
Q3 2025 Added 4.35%
Ishares Bitcoin Trust ETF
-
$289 Million 0.09% of portfolio
-
Q3 2025 Added 0.11%
$0
$281 Million 0.08% of portfolio
468
Q3 2025 Reduced 0.43%
$130B
$271 Million 0.08% of portfolio
761
Q3 2025 Reduced 9.3%
$45.6B
$228 Million 0.07% of portfolio
5,074
Q3 2025 Added 1.3%
$3.78T
$207 Million 0.06% of portfolio
400
Q3 2025 Added 20.85%
-
$203 Million 0.06% of portfolio
-
Q2 2025 New
$0
$163 Million 0.05% of portfolio
578
Q4 2023 New
$0
$182 Million 0.05% of portfolio
873
Q2 2024 Reduced 0.46%
$1.5B
$163 Million 0.05% of portfolio
4,341
Q4 2023 New
$0
$131 Million 0.04% of portfolio
1,434
Q2 2024 Added 478.23%
$5.3B
$123 Million 0.04% of portfolio
1,183
Q2 2025 Reduced 0.5%

Summary

  • Portfolio
  • No. of Stocks 1,955
  • Current Value $335 Billion
  • Prior Value $296 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 264 stocks
  • Additional Purchases 538 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 214 stocks
Track This Portfolio

Track Bare Financial Services, Inc Portfolio

Follow Bare Financial Services, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bare Financial Services, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Bare Financial Services, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email