Bare Financial Services, Inc Top Holdings and 13F Report (2025) About Bare Financial Services, IncInvestment ActivityBare Financial Services, Inc has $248.71 million in total holdings as of December 31, 2024.Bare Financial Services, Inc owns shares of 145 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 6.54% of the portfolio was purchased this quarter.About 2.05% of the portfolio was sold this quarter.This quarter, Bare Financial Services, Inc has purchased 151 new stocks and bought additional shares in 26 stocks.Bare Financial Services, Inc sold shares of 22 stocks and completely divested from 13 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $33,794,190Vanguard Value ETF $22,591,443Avantis U.S. Small Cap Value ETF $21,683,259iShares Core MSCI EAFE ETF $21,642,332Vanguard Total Bond Market ETF $20,115,064 Largest New Holdings this Quarter Prudential Financial $54,879 HoldingISHARES BITCOIN TRUST ETF $48,276 HoldingSovereigns Capital Flourish Fund $30,412 HoldingProShares S&P 500 Aristocrats ETF $19,611 HoldingGraco $15,172 Holding Largest Purchases this Quarter Vanguard Total Bond Market ETF 27,646 shares (about $1.99M)Vanguard Value ETF 9,404 shares (about $1.59M)Avantis U.S. Small Cap Value ETF 16,453 shares (about $1.59M)iShares Core MSCI EAFE ETF 21,687 shares (about $1.52M)PIMCO Multi Sector Bond Active ETF 52,383 shares (about $1.36M) Largest Sales this Quarter Capital Group Municipal Income ETF 49,578 shares (about $1.33M)SIGNING DAY SPORTS INC COMMON STOCK 313,333 shares (about $824.06K)Capital Group International Focus Equity ETF 25,378 shares (about $626.08K)Inspire 100 ETF 13,472 shares (about $524.14K)iShares Russell 2000 ETF 1,019 shares (about $225.17K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBare Financial Services, Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$33,794,190$593,387 ▲1.8%57,40713.6%ETFVTVVanguard Value ETF$22,591,443$1,592,101 ▲7.6%133,4409.1%ETFAVUVAvantis U.S. Small Cap Value ETF$21,683,259$1,588,209 ▲7.9%224,6278.7%ETFIEFAiShares Core MSCI EAFE ETF$21,642,332$1,524,164 ▲7.6%307,9448.7%ETFBNDVanguard Total Bond Market ETF$20,115,064$1,988,021 ▲11.0%279,7268.1%ETFBIBLInspire 100 ETF$15,952,473$524,142 ▼-3.2%410,0266.4%ETFWWJDInspire International ETF$13,191,964$667,493 ▲5.3%454,8955.3%ETFIBDInspire Corporate Bond ETF$12,539,552$1,003,114 ▲8.7%534,9645.0%ETFPYLDPIMCO Multi Sector Bond Active ETF$11,305,939$1,357,767 ▲13.6%436,1864.5%ETFTPLCTimothy Plan US Large/Mid Cap Core ETF$9,659,598$1,015,860 ▲11.8%225,5393.9%ETFTPSCTimothy Plan US Small Cap Core ETF$8,030,417$416,215 ▲5.5%205,6543.2%ETFEMXCiShares MSCI Emerging Markets ex China ETF$6,984,175$595,313 ▲9.3%125,9542.8%ManufacturingVONGVanguard Russell 1000 Growth ETF$6,357,235$992,204 ▲18.5%61,5412.6%ETFCGXUCapital Group International Focus Equity ETF$5,098,623$626,075 ▼-10.9%206,6732.1%ETFVOTVanguard Mid-Cap Growth ETF$5,044,356$953,604 ▲23.3%19,8792.0%ETFMUBiShares National Muni Bond ETF$4,045,917$838,229 ▲26.1%37,9721.6%ETFIWNiShares Russell 2000 Value ETF$3,974,884$80,936 ▼-2.0%24,2121.6%ETFIVEiShares S&P 500 Value ETF$3,881,545$121,018 ▼-3.0%20,3351.6%ETFIWOiShares Russell 2000 Growth ETF$3,513,131$16,694 ▼-0.5%12,2061.4%ETFVTIVanguard Total Stock Market ETF$3,174,579$176,784 ▼-5.3%10,9541.3%ETFTPHDTimothy Plan High Dividend Stock ETF$2,729,534$87,726 ▲3.3%75,0791.1%ETFIWMiShares Russell 2000 ETF$1,955,557$225,165 ▼-10.3%8,8500.8%FinanceAAPLApple$1,384,3760.0%5,5280.6%Computer and TechnologyISMDInspire Small/Mid Cap ETF$1,199,364$38,120 ▼-3.1%31,9660.5%ETFVCSHVanguard Short-Term Corporate Bond ETF$862,479$193,777 ▲29.0%11,0560.3%ETFIVWiShares S&P 500 Growth ETF$795,894$34,622 ▼-4.2%7,8390.3%ETFCAPITAL GROUP CORE BALANCED ETF$769,179$395,065 ▲105.6%24,5980.3%ETFVGTVanguard Information Technology ETF$577,045$11,814 ▲2.1%9280.2%ETFVHTVanguard Health Care ETF$495,239$20,550 ▲4.3%1,9520.2%ETFIATiShares U.S. Regional Banks ETF$434,518$8,763 ▼-2.0%8,6280.2%ETFNVDANVIDIA$335,456$40,556 ▼-10.8%2,4980.1%Computer and TechnologyCEGConstellation Energy$242,383$136,746 ▲129.4%1,0830.1%Oils/EnergyGOOGLAlphabet$230,9460.0%1,2200.1%Computer and TechnologyAMZNAmazon.com$193,5020.0%8820.1%Retail/WholesaleGLDSPDR Gold Shares$184,261$4,843 ▲2.7%7610.1%FinanceQQQInvesco QQQ$181,9980.0%3560.1%FinanceVBRVanguard Small-Cap Value ETF$173,0110.0%8730.1%ETFSTBAS&T Bancorp$165,9130.0%4,3410.1%FinancePNCThe PNC Financial Services Group$163,3440.0%8470.1%FinanceFULTFulton Financial$149,044$1,407 ▼-0.9%7,7310.1%FinanceXLKTechnology Select Sector SPDR Fund$134,3970.0%5780.1%ETFVNQVanguard Real Estate ETF$127,7410.0%1,4340.1%ETFSBCFSeacoast Banking Co. of Florida$123,7470.0%4,4950.0%FinanceIWPiShares Russell Mid-Cap Growth ETF$115,343$23,449 ▼-16.9%9100.0%ETFTHOTHOR Industries$113,2250.0%1,1830.0%ConstructionSPYVSPDR Portfolio S&P 500 Value ETF$102,2800.0%2,0000.0%ETFIWSiShares Russell Mid-Cap Value ETF$101,4030.0%7840.0%ETFCGMUCapital Group Municipal Income ETF$101,286$1,334,811 ▼-92.9%3,7620.0%ETFEXCExelon$91,653$76,296 ▲496.8%2,4350.0%UtilitiesMSFTMicrosoft$91,4660.0%2170.0%Computer and TechnologyTFCTruist Financial$78,648$25,594 ▼-24.6%1,8130.0%FinanceIYFiShares U.S. Financials ETF$76,0790.0%6880.0%ETFSLViShares Silver Trust$63,903$45,709 ▼-41.7%2,4270.0%ETFXLFFinancial Select Sector SPDR Fund$58,8180.0%1,2170.0%ETFMGVVanguard Mega Cap Value ETF$58,7080.0%4700.0%ETFFFord Motor$57,1820.0%5,7760.0%Auto/Tires/TrucksSILA REALTY TRUST INC CLASS A$56,8360.0%2,3370.0%REITPRUPrudential Financial$54,879$54,879 ▲New Holding4630.0%FinanceJPMJPMorgan Chase & Co.$48,6610.0%2030.0%FinanceTHERATECHNOLOGIES INC COM NEW$48,4750.0%26,7820.0%StockISHARES BITCOIN TRUST ETF$48,276$48,276 ▲New Holding9100.0%ETFWPCW. P. Carey$47,1250.0%8650.0%FinanceSDYSPDR S&P Dividend ETF$45,1780.0%3420.0%ETFMGPIMGP Ingredients$42,2440.0%1,0730.0%Consumer StaplesSPDWSPDR Portfolio Developed World ex-US ETF$41,2970.0%1,2100.0%ETFGOOGAlphabet$38,0880.0%2000.0%Computer and TechnologyINSPIRE 500 ETF$36,521$8,756 ▲31.5%1710.0%ETFBABoeing$36,285$24,780 ▲215.4%2050.0%AerospaceMGMMGM Resorts International$35,7240.0%1,0310.0%Consumer DiscretionaryDFACDimensional U.S. Core Equity 2 ETF$34,8320.0%1,0070.0%ETFOZKBank OZK$32,4620.0%7290.0%FinanceSovereigns Capital Flourish Fund$30,412$30,412 ▲New Holding9890.0%ETFXLEEnergy Select Sector SPDR Fund$30,1520.0%3520.0%ETFAMDAdvanced Micro Devices$29,5940.0%2450.0%Computer and TechnologyHDHome Depot$28,7850.0%740.0%Retail/WholesalePFEPfizer$26,1850.0%9870.0%MedicalCVXChevron$25,7820.0%1780.0%Oils/EnergyMSMorgan Stanley$25,0180.0%1990.0%FinanceIVTInvenTrust Properties$24,2250.0%8040.0%FinanceKOCoca-Cola$24,0320.0%3860.0%Consumer StaplesMRKMerck & Co., Inc.$21,4880.0%2160.0%MedicalNQPNuveen Pennsylvania Quality Municipal Income Fund$20,6610.0%1,8480.0%FinanceNOBLProShares S&P 500 Aristocrats ETF$19,611$19,611 ▲New Holding1970.0%ETFHOGHarley-Davidson$19,1330.0%6350.0%Auto/Tires/TrucksCNPCenterPoint Energy$18,9110.0%5960.0%UtilitiesDISWalt Disney$18,2610.0%1640.0%Consumer DiscretionaryMFCManulife Financial$17,5660.0%5720.0%FinanceSIGNING DAY SPORTS INC COMMON STOCK$17,534$824,056 ▼-97.9%6,6670.0%StockTIPiShares TIPS Bond ETF$16,8350.0%1580.0%ETFDDDuPont de Nemours$16,2410.0%2130.0%Basic MaterialsINTCIntel$15,3780.0%7670.0%Computer and TechnologyDDominion Energy$15,1890.0%2820.0%UtilitiesGGGGraco$15,172$15,172 ▲New Holding1800.0%Industrial ProductsVOOVanguard S&P 500 ETF$15,0870.0%280.0%ETFQUALiShares MSCI USA Quality Factor ETF$13,0000.0%730.0%ETFXOMExxon Mobil$12,478$14,199 ▼-53.2%1160.0%Oils/EnergyMQYBlackRock MuniYield Quality Fund$12,1540.0%1,0550.0%FinanceCTVACorteva$12,1320.0%2130.0%Consumer StaplesTSLATesla$12,1150.0%300.0%Auto/Tires/TrucksIUSInvesco RAFI Strategic US ETF$11,7220.0%2360.0%ManufacturingShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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