Bare Financial Services, Inc Portfolio Holdings

Bare Financial Services, Inc

  • $260 Billion
  • Q1 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$32.8 Billion 12.61% of portfolio
58,391
Q1 2025 Added 1.71%
$0
$24.4 Billion 9.39% of portfolio
322,834
Q1 2025 Added 4.84%
$0
$24.2 Billion 9.3% of portfolio
140,125
Q1 2025 Added 5.01%
$0
$22.4 Billion 8.59% of portfolio
304,291
Q1 2025 Added 8.78%
$0
$20.8 Billion 8.0% of portfolio
238,862
Q1 2025 Added 6.34%
$0
$16.3 Billion 6.26% of portfolio
423,976
Q1 2025 Added 3.4%
$0
$14.6 Billion 5.6% of portfolio
613,272
Q1 2025 Added 14.64%
$0
$14.6 Billion 5.6% of portfolio
473,691
Q1 2025 Added 4.13%
Pimco Multisector Bond Active Exchange Traded Fund
-
$12.2 Billion 4.7% of portfolio
-
Q1 2025 Added 6.44%
$0
$10.8 Billion 4.14% of portfolio
253,858
Q1 2025 Added 12.56%
$0
$8.07 Billion 3.1% of portfolio
218,057
Q1 2025 Added 6.03%
$0
$7.34 Billion 2.82% of portfolio
133,256
Q1 2025 Added 5.8%
$0
$6.27 Billion 2.41% of portfolio
67,594
Q1 2025 Added 9.84%
$0
$5.3 Billion 2.04% of portfolio
21,673
Q1 2025 Added 9.02%
$0
$5.04 Billion 1.93% of portfolio
205,691
Q1 2025 Reduced 0.48%
$0
$4.07 Billion 1.57% of portfolio
38,632
Q1 2025 Added 1.74%
$0
$3.66 Billion 1.4% of portfolio
24,212
Q4 2024 Reduced 2.0%
$0
$3.12 Billion 1.2% of portfolio
12,206
Q4 2024 Reduced 0.47%
$0
$3.01 Billion 1.16% of portfolio
10,954
Q4 2024 Reduced 5.27%
$0
$3 Billion 1.15% of portfolio
79,760
Q1 2025 Added 6.23%
$0
$1.74 Billion 0.67% of portfolio
8,723
Q1 2025 Reduced 1.44%
$3.44T
$1.24 Billion 0.48% of portfolio
5,571
Q1 2025 Added 0.78%
$0
$1.02 Billion 0.39% of portfolio
30,010
Q1 2025 Reduced 6.12%
Capital Group Core Balanced ETF
-
$923 Million 0.35% of portfolio
-
Q1 2025 Added 21.16%
$0
$868 Million 0.33% of portfolio
10,997
Q1 2025 Reduced 0.53%
$0
$728 Million 0.28% of portfolio
7,839
Q4 2024 Reduced 4.17%
$0
$515 Million 0.2% of portfolio
950
Q1 2025 Added 2.37%
$0
$532 Million 0.2% of portfolio
2,010
Q1 2025 Added 2.97%
$0
$393 Million 0.15% of portfolio
8,418
Q1 2025 Reduced 2.43%
$367M
$347 Million 0.13% of portfolio
8,431
Q1 2025 New
$433B
$292 Million 0.11% of portfolio
2,691
Q1 2025 Added 7.73%
$107B
$242 Million 0.09% of portfolio
839
Q1 2025 Added 10.25%
Ishares Bitcoin Trust ETF
-
$208 Million 0.08% of portfolio
-
Q1 2025 Added 388.46%
$104B
$219 Million 0.08% of portfolio
1,085
Q1 2025 Added 0.18%
$1.14T
$184 Million 0.07% of portfolio
1,188
Q1 2025 Reduced 2.62%
$2.37T
$177 Million 0.07% of portfolio
930
Q1 2025 Added 5.44%
$3.24B
$174 Million 0.07% of portfolio
9,595
Q1 2025 Added 24.11%
$79.2B
$151 Million 0.06% of portfolio
860
Q1 2025 Added 1.53%
$0
$163 Million 0.06% of portfolio
873
Q2 2024 Reduced 0.46%
$1.51B
$161 Million 0.06% of portfolio
4,341
Q4 2023 New
$0
$167 Million 0.06% of portfolio
356
Q4 2023 New
$0
$130 Million 0.05% of portfolio
1,434
Q2 2024 Added 478.23%
$0
$119 Million 0.05% of portfolio
578
Q4 2023 New
-
$102 Million 0.04% of portfolio
-
Q1 2025 Added 0.82%
$1.79B
$116 Million 0.04% of portfolio
4,495
Q1 2024 New
$43.5B
$112 Million 0.04% of portfolio
2,435
Q4 2024 Added 496.81%
$0
$102 Million 0.04% of portfolio
2,000
Q1 2024 New
$0
$107 Million 0.04% of portfolio
910
Q4 2024 Reduced 16.89%
$0
$98.8 Million 0.04% of portfolio
784
Q2 2024 Reduced 1.26%

Summary

  • Portfolio
  • No. of Stocks 985
  • Current Value $260 Billion
  • Prior Value $249 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 796 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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