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Bare Financial Services, Inc Top Holdings and 13F Report (2026)

About Bare Financial Services, Inc

Investment Activity

  • Bare Financial Services, Inc has $378.34 million in total holdings as of March 31, 2026.
  • Bare Financial Services, Inc owns shares of 1,730 different stocks, but just 15 companies or ETFs make up 80% of its holdings.
  • Approximately 5.51% of the portfolio was purchased this quarter.
  • About 0.76% of the portfolio was sold this quarter.
  • This quarter, Bare Financial Services, Inc has purchased 1,532 new stocks and bought additional shares in 792 stocks.
  • Bare Financial Services, Inc sold shares of 310 stocks and completely divested from 188 stocks this quarter.

Largest New Holdings this Quarter

59540G107 - Mid Penn Bancorp
$231,198 Holding
003260106 - abrdn Physical Platinum Shares ETF
$18,536 Holding
724078209 - PIPER SANDLER COMPANIES COM NEW
$13,243 Holding
501889208 - LKQ
$12,953 Holding
759530108 - Relx
$12,531 Holding

Largest Purchases this Quarter

Vanguard Total Bond Market ETF
27,582 shares (about $2.03M)
Schwab US Dividend Equity ETF
56,900 shares (about $1.75M)
Inspire Corporate Bond ETF
55,146 shares (about $1.32M)
Vanguard Value ETF
6,364 shares (about $1.25M)
PIMCO Multi Sector Bond Active ETF
46,675 shares (about $1.22M)

Largest Sales this Quarter

Inspire 100 ETF
7,703 shares (about $363.20K)
Capital Group International Focus Equity ETF
9,060 shares (about $267.18K)
ISHARES BITCOIN TRUST ETF
4,118 shares (about $158.22K)
iShares Russell 2000 Value ETF
803 shares (about $152.24K)
iShares Silver Trust
2,230 shares (about $151.96K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofBare Financial Services, Inc

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$40,846,797$542,821 â–²1.3%62,53210.8%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$34,419,790$1,047,251 â–²3.1%380,2039.1%ETF
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$34,411,020$867,520 â–²2.6%311,4979.1%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$34,399,587$1,248,618 â–²3.8%175,3299.1%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$33,826,420$2,031,140 â–²6.4%459,3488.9%ETF
WWJD
Inspire International ETF
$19,543,228$353,373 â–²1.8%522,6865.2%ETF
Inspire Corporate Bond ETF stock logo
IBD
Inspire Corporate Bond ETF
$18,367,002$1,315,618 â–²7.7%769,8794.9%ETF
PIMCO Multi Sector Bond Active ETF stock logo
PYLD
PIMCO Multi Sector Bond Active ETF
$17,416,247$1,222,885 â–²7.6%664,7424.6%ETF
EVENTIDE HIGH DIVIDEND ETF
$12,760,436$738,456 â–²6.1%440,0153.4%ETF
iShares MSCI Emerging Markets ex China ETF stock logo
EMXC
iShares MSCI Emerging Markets ex China ETF
$11,650,151$56,635 â–²0.5%148,1083.1%Manufacturing
Timothy Plan US Small Cap Core ETF stock logo
TPSC
Timothy Plan US Small Cap Core ETF
$11,142,406$332,347 â–²3.1%262,5122.9%ETF
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$11,050,708$973,937 â–²9.7%100,7452.9%ETF
CROSSMARK LARGE CAP GROWTH ETF
$10,963,876$795,237 â–²7.8%449,5232.9%ETF
TPLC
Timothy Plan US Large/Mid Cap Core ETF
$9,783,421$266,287 â–²2.8%210,6682.6%ETF
Vanguard Mid-Cap Growth ETF stock logo
VOT
Vanguard Mid-Cap Growth ETF
$8,507,692$595,248 â–²7.5%33,0592.2%ETF
Inspire 100 ETF stock logo
BIBL
Inspire 100 ETF
$8,074,664$363,196 â–¼-4.3%171,2552.1%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$6,825,657$1,166,482 â–²20.6%64,3021.8%ETF
iShares Russell 2000 Value ETF stock logo
IWN
iShares Russell 2000 Value ETF
$4,044,903$152,241 â–¼-3.6%21,3351.1%ETF
Capital Group International Focus Equity ETF stock logo
CGXU
Capital Group International Focus Equity ETF
$3,907,012$267,179 â–¼-6.4%132,4861.0%ETF
Sovereigns Capital Flourish Fund
$3,892,441$317,967 â–²8.9%145,1861.0%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$3,769,661$116,977 â–¼-3.0%17,8531.0%ETF
iShares Russell 2000 Growth ETF stock logo
IWO
iShares Russell 2000 Growth ETF
$3,583,710$137,763 â–¼-3.7%11,4200.9%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$3,270,016$139,552 â–¼-4.1%10,1930.9%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$3,077,818$1,745,692 â–²131.0%100,3200.8%ETF
CAPITAL GROUP CORE BALANCED ETF
$1,756,699$234,229 â–²15.4%51,0520.5%ETF
Timothy Plan High Dividend Stock ETF stock logo
TPHD
Timothy Plan High Dividend Stock ETF
$1,638,603$801,517 â–²95.8%39,6180.4%ETF
CAPITAL GROUP DIVIDEND GROWERS ETF
$1,499,974$48,752 â–²3.4%41,7820.4%ETF
Apple Inc. stock logo
AAPL
Apple
$1,457,788$69,793 â–²5.0%5,7440.4%Computer and Technology
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$1,382,368$744 â–¼-0.1%5,5740.4%Finance
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$1,350,206$566,226 â–²72.2%17,0330.4%ETF
ISMD
Inspire Small/Mid Cap ETF
$1,107,289$33,335 â–¼-2.9%27,7030.3%ETF
Capital Group Municipal Income ETF stock logo
CGMU
Capital Group Municipal Income ETF
$818,566$482,044 â–²143.2%30,1500.2%ETF
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$705,903$20,425 â–²3.0%2,5920.2%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$701,300$21,632 â–²3.2%1,0050.2%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$664,182$9,162 â–¼-1.4%5,8720.2%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$585,111$40,984 â–²7.5%3,3550.2%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$534,573$1,150 â–¼-0.2%1,8590.1%Computer and Technology
Constellation Energy Corporation stock logo
CEG
Constellation Energy
$409,152$18,712 â–¼-4.4%1,4650.1%Energy
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$395,006$6,885 â–²1.8%9180.1%Finance
The PNC Financial Services Group, Inc stock logo
PNC
The PNC Financial Services Group
$379,646$833 â–²0.2%1,8240.1%Finance
Fulton Financial Corporation stock logo
FULT
Fulton Financial
$372,330$18,835 â–²5.3%18,3050.1%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$340,187$94,764 â–²38.6%9190.1%Computer and Technology
Mid Penn Bancorp stock logo
MPB
Mid Penn Bancorp
$231,198$231,198 â–²New Holding7,1890.1%Finance
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$189,6590.0%8730.1%ETF
S&T Bancorp, Inc. stock logo
STBA
S&T Bancorp
$182,1280.0%4,3540.0%Finance
Exelon Corporation stock logo
EXC
Exelon
$171,913$686 â–²0.4%3,5070.0%Utilities
CGSD
Capital Group Short Duration Income ETF
$168,1770.0%6,5210.0%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$168,074$132,668 â–¼-44.1%8070.0%Retail/Wholesale
Capital Group Core Plus Income ETF stock logo
CGCP
Capital Group Core Plus Income ETF
$167,3040.0%7,4890.0%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$153,6320.0%1,1560.0%ETF
Seacoast Banking Corporation of Florida stock logo
SBCF
Seacoast Banking Corporation of Florida
$141,727$1,666 â–²1.2%4,6790.0%Finance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$131,5970.0%2280.0%Finance
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$127,1960.0%1,4340.0%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$125,944$13,352 â–¼-9.6%1,0470.0%Medical
PPL Corporation stock logo
PPL
PPL
$117,350$1,299 â–²1.1%3,0720.0%Utilities
Broadcom Inc. stock logo
AVGO
Broadcom
$116,685$19,809 â–²20.4%3770.0%Computer and Technology
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$116,5890.0%9100.0%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$114,722$8,531 â–²8.0%3900.0%Finance
iShares Russell Mid-Cap Value ETF stock logo
IWS
iShares Russell Mid-Cap Value ETF
$114,2600.0%7840.0%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$108,299$25,877 â–²31.4%2260.0%Finance
Tesla, Inc. stock logo
TSLA
Tesla
$105,205$743 â–¼-0.7%2830.0%Auto/Tires/Trucks
Alphabet Inc. stock logo
GOOG
Alphabet
$104,131$5,450 â–¼-5.0%3630.0%Computer and Technology
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$103,541$9,619 â–¼-8.5%1,8300.0%ETF
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$102,195$23,242 â–²29.4%2990.0%Computer and Technology
Thor Industries, Inc. stock logo
THO
Thor Industries
$94,909$399 â–²0.4%1,1880.0%Auto/Tires/Trucks
Meta Platforms, Inc. stock logo
META
Meta Platforms
$90,397$572 â–²0.6%1580.0%Computer and Technology
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$85,4710.0%2860.0%ETF
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$82,964$10,858 â–²15.1%4890.0%Energy
iShares U.S. Financials ETF stock logo
IYF
iShares U.S. Financials ETF
$80,9500.0%6880.0%ETF
Ford Motor Company stock logo
F
Ford Motor
$78,103$2,239 â–²3.0%6,7680.0%Auto/Tires/Trucks
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$77,710$4,882 â–²6.7%3820.0%Computer and Technology
AST SpaceMobile, Inc. stock logo
ASTS
AST SpaceMobile
$75,412$6,961 â–²10.2%9100.0%Computer and Technology
iShares U.S. Regional Banks ETF stock logo
IAT
iShares U.S. Regional Banks ETF
$74,0840.0%1,3760.0%ETF
Prudential Financial, Inc. stock logo
PRU
Prudential Financial
$69,555$879 â–¼-1.2%7120.0%Finance
CocaCola Company (The) stock logo
KO
CocaCola
$61,068$4,107 â–²7.2%8030.0%Consumer Staples
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$60,704$16,556 â–²37.5%660.0%Medical
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$60,0830.0%1,2170.0%ETF
W.P. Carey Inc. stock logo
WPC
W.P. Carey
$60,077$1,291 â–²2.2%8840.0%Finance
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$55,2370.0%1,2100.0%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$52,623$3,289 â–¼-5.9%1600.0%Retail/Wholesale
Intel Corporation stock logo
INTC
Intel
$51,190$3,354 â–²7.0%1,1600.0%Computer and Technology
Chevron Corporation stock logo
CVX
Chevron
$50,897$8,276 â–²19.4%2460.0%Energy
Bank of America Corporation stock logo
BAC
Bank of America
$50,067$11,066 â–²28.4%1,0270.0%Finance
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$49,9110.0%3420.0%ETF
SILA REALTY TRUST INC CLASS A
$49,349$639 â–²1.3%2,0840.0%REIT
INSPIRE 500 ETF
$48,0840.0%1920.0%ETF
UGI Corporation stock logo
UGI
UGI
$44,8690.0%1,2320.0%Utilities
Micron Technology, Inc. stock logo
MU
Micron Technology
$44,595$16,216 â–²57.1%1320.0%Computer and Technology
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$43,1270.0%7040.0%ETF
Duke Energy Corporation stock logo
DUK
Duke Energy
$40,461$2,619 â–²6.9%3090.0%Utilities
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$39,1320.0%1,0070.0%ETF
MGM Resorts International stock logo
MGM
MGM Resorts International
$38,1570.0%1,0310.0%Consumer Discretionary
Truist Financial Corporation stock logo
TFC
Truist Financial
$37,199$598 â–¼-1.6%8090.0%Finance
Vanguard Mega Cap Value ETF stock logo
MGV
Vanguard Mega Cap Value ETF
$36,527$14,930 â–¼-29.0%2520.0%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$35,614$3,336 â–²10.3%4590.0%Computer and Technology
Dow Inc. stock logo
DOW
DOW
$34,964$25,796 â–¼-42.5%8390.0%Basic Materials
GE Aerospace stock logo
GE
GE Aerospace
$34,335$3,405 â–²11.0%1210.0%Aerospace
Bank OZK stock logo
OZK
Bank OZK
$34,142$92 â–²0.3%7440.0%Finance
GE VERNOVA INC COM
$34,043$3,492 â–²11.4%390.0%Stock
ARISTA NETWORKS INC COM SHS
$32,782$246 â–²0.8%2670.0%Stock

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