Bare Financial Services, Inc Portfolio Holdings

Bare Financial Services, Inc

  • $296 Billion
  • Q2 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$38 Billion 12.83% of portfolio
61,278
Q2 2025 Added 4.94%
$0
$29.4 Billion 9.91% of portfolio
351,813
Q2 2025 Added 8.98%
$0
$27.1 Billion 9.15% of portfolio
153,422
Q2 2025 Added 9.49%
$0
$24.7 Billion 8.33% of portfolio
335,468
Q2 2025 Added 10.25%
$0
$24.7 Billion 8.32% of portfolio
270,697
Q2 2025 Added 13.33%
$0
$16.9 Billion 5.69% of portfolio
407,824
Q2 2025 Reduced 3.81%
$0
$16.6 Billion 5.61% of portfolio
485,086
Q2 2025 Added 2.41%
$0
$15.3 Billion 5.16% of portfolio
637,196
Q2 2025 Added 3.9%
Pimco Multisector Bond Active Exchange Traded Fund
-
$12.7 Billion 4.28% of portfolio
-
Q2 2025 Added 3.04%
$0
$12 Billion 4.04% of portfolio
266,615
Q2 2025 Added 5.03%
$0
$9.06 Billion 3.06% of portfolio
143,559
Q2 2025 Added 7.73%
$0
$9.06 Billion 3.06% of portfolio
234,255
Q2 2025 Added 7.43%
$0
$8.84 Billion 2.98% of portfolio
80,946
Q2 2025 Added 19.75%
$0
$7.53 Billion 2.54% of portfolio
26,490
Q2 2025 Added 22.23%
$0
$4.08 Billion 1.38% of portfolio
150,437
Q2 2025 Reduced 26.86%
$0
$3.72 Billion 1.25% of portfolio
19,032
Q2 2025 Reduced 4.83%
$0
$3.5 Billion 1.18% of portfolio
22,199
Q2 2025 Reduced 8.31%
$0
$3.45 Billion 1.16% of portfolio
12,070
Q2 2025 Reduced 1.11%
$0
$3.28 Billion 1.11% of portfolio
10,783
Q2 2025 Reduced 1.56%
$0
$3.16 Billion 1.07% of portfolio
83,620
Q2 2025 Added 4.84%
$0
$1.36 Billion 0.46% of portfolio
6,287
Q2 2025 Reduced 27.93%
$3.69T
$1.27 Billion 0.43% of portfolio
6,168
Q2 2025 Added 10.72%
Capital Group Core Balanced ETF
-
$1.22 Billion 0.41% of portfolio
-
Q2 2025 Added 22.55%
$0
$1.05 Billion 0.35% of portfolio
29,599
Q2 2025 Reduced 1.37%
$0
$863 Million 0.29% of portfolio
7,839
Q4 2024 Reduced 4.17%
$0
$750 Million 0.25% of portfolio
9,429
Q2 2025 Reduced 14.26%
$0
$657 Million 0.22% of portfolio
990
Q2 2025 Added 4.21%
$111B
$601 Million 0.2% of portfolio
1,861
Q2 2025 Added 71.52%
$456B
$583 Million 0.2% of portfolio
3,693
Q2 2025 Added 37.24%
$0
$530 Million 0.18% of portfolio
2,134
Q2 2025 Added 6.17%
$0
$434 Million 0.15% of portfolio
8,758
Q2 2025 Added 4.04%
$2.26T
$282 Million 0.1% of portfolio
1,287
Q2 2025 Added 38.39%
$0
$259 Million 0.09% of portfolio
470
Q2 2025 Added 32.02%
$106B
$256 Million 0.09% of portfolio
839
Q1 2025 Added 10.25%
Capital Group Dividend Growers ETF
-
$256 Million 0.09% of portfolio
-
Q2 2025 New
Ishares Bitcoin Trust ETF
-
$272 Million 0.09% of portfolio
-
Q1 2025 Added 388.46%
$1.21T
$240 Million 0.08% of portfolio
1,363
Q2 2025 Added 14.73%
$44.3B
$217 Million 0.07% of portfolio
5,009
Q2 2025 Added 105.71%
-
$213 Million 0.07% of portfolio
-
Q2 2025 New
$3.95T
$165 Million 0.06% of portfolio
331
Q2 2025 Added 52.53%
$0
$170 Million 0.06% of portfolio
873
Q2 2024 Reduced 0.46%
$1.48B
$164 Million 0.06% of portfolio
4,341
Q4 2023 New
$77.3B
$168 Million 0.06% of portfolio
903
Q2 2025 Added 5.0%
$0
$146 Million 0.05% of portfolio
578
Q4 2023 New
$3.09B
$148 Million 0.05% of portfolio
8,188
Q2 2025 Reduced 14.66%
$0
$128 Million 0.04% of portfolio
1,434
Q2 2024 Added 478.23%
$5.42B
$105 Million 0.04% of portfolio
1,183
Q2 2025 Reduced 0.5%
$0
$126 Million 0.04% of portfolio
910
Q4 2024 Reduced 16.89%
$1.77B
$125 Million 0.04% of portfolio
4,525
Q2 2025 Added 0.67%

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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