DOSSIER · 13F-HR · Q2 2026

Bare Financial Services, Inc

$436M in tracked AUM across 3,039 positions as of Q2 2026.

BF
CIK 0002009426 · last filed Jun 30, 2026
Total AUM
$436M
as of Q2 2026
Holdings
3,039
positions
Whale Score
57
57
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Bare Financial Services, Inc filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES CORE S&P 500 ETF
$47M63K10.8%
02
VTV
VANGUARD VALUE ETF
$39M180K9.0%
03
AVUV
AVANTIS U.S. SMALL CAP VALUE ETF
$39M315K9.0%
04
IEFA
ISHARES CORE MSCI EAFE ETF
$37M387K8.6%
05
BND
VANGUARD TOTAL BOND MARKET ETF
$37M498K8.4%
06
WWJD
INSPIRE INTERNATIONAL ETF
$20M533K4.7%
07
PYLD
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
$20M741K4.5%
08
IBD
INSPIRE CORPORATE BOND ETF
$19M795K4.3%
09
ELCV
EVENTIDE HIGH DIVIDEND ETF
$15M453K3.4%
10
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
$15M145K3.4%

Filing history

2026Q2Jun 30
$436M 15.2%
3,039 positionsView →
2026Q1Mar 31
$378M 5.2%
2,857 positionsView →
2025Q4Dec 31
$360M 7.4%
2,076 positionsView →
2025Q3Sep 30
$335M 12.9%
1,955 positionsView →
2025Q2Jun 30
$296M 175.0%
1,563 positionsLocked
2025Q1Mar 31
$108M 56.7%
470 positionsLocked
2024Q4Dec 31
$249M 2.2%
145 positionsLocked
2024Q3Sep 30
$243M 28.0%
151 positionsLocked
2024Q2Jun 30
$190M 82.7%
156 positionsLocked
2024Q1Mar 31
$104M 109.6%
135 positionsLocked
2023Q4Dec 31
$50M
114 positionsLocked