Bare Financial Services, Inc has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $260 Billion distributed in 985 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 $32.8B, Ishares Tr with a value of $24.4B, Vanguard Value ETF with a value of $24.2B, Vanguard Bd Index Fd Inc Total with a value of $22.4B, and American Centy ETF Tr Avantis with a value of $20.8B.
Examining the 13F form we can see an increase of $11.5B in the current position value, from $249B to 260B.
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
$260 Billion
ETFs: $241 Billion
Technology: $1.86 Billion
Financial Services: $1.45 Billion
Consumer Cyclical: $530 Million
Utilities: $391 Million
Communication Services: $287 Million
Industrials: $238 Million
Healthcare: $148 Million
Other: $426 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
