Bare Financial Services, Inc has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $296 Billion distributed in 1563 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 $38B, Ishares Tr with a value of $29.4B, Vanguard Value ETF with a value of $27.1B, Vanguard Bd Index Fd Inc Total with a value of $24.7B, and American Centy ETF Tr Avantis with a value of $24.7B.

Examining the 13F form we can see an increase of $36.2B in the current position value, from $260B to 296B.

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 $296 Billion
ETFs: $272 Billion
Technology: $2.9 Billion
Financial Services: $1.65 Billion
Consumer Cyclical: $1.02 Billion
Utilities: $1.02 Billion
Industrials: $828 Million
Communication Services: $539 Million
Healthcare: $510 Million
Other: $1.02 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 1,563
  • Current Value $296 Billion
  • Prior Value $260 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 386 stocks
  • Additional Purchases 591 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 68 stocks
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