13F Insight
DOSSIER · 13F-HR · Q1 2026

Bare Financial Services, Inc

Bare Financial Services's holding co. based in Boston, MA — $378M in tracked AUM across 2,857 positions as of Q1 2026.

BF
Bare Financial Services·Boston, MA·Holding Co.
CIK 0002009426 · last filed Mar 31, 2026
Total AUM
$378M
▲ 3.4%
vs prior
Holdings
2,857
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
Top sector
Tech
51% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Bare Financial Services, Inc filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES CORE S&P 500 ETF
$41M63K10.8%
02
IEFA
ISHARES CORE MSCI EAFE ETF
$34M380K9.1%
03
AVUV
AVANTIS U.S. SMALL CAP VALUE ETF
$34M311K9.1%
04
VTV
VANGUARD VALUE ETF
$34M175K9.1%
05
BND
VANGUARD TOTAL BOND MARKET ETF
$34M459K8.9%
06
WWJD
INSPIRE INTERNATIONAL ETF
$20M523K5.2%
07
IBD
INSPIRE CORPORATE BOND ETF
$18M770K4.9%
08
PYLD
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
$17M665K4.6%
09
ELCV
EVENTIDE HIGH DIVIDEND ETF
$13M440K3.4%
10
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
$12M148K3.1%

Filing history

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