DOSSIER · 13F-HR · Q1 2026

Bare Financial Services, Inc

$378M in tracked AUM across 2,857 positions as of Q1 2026.

BF
CIK 0002009426 · last filed Mar 31, 2026
Total AUM
$378M
as of Q1 2026
Holdings
2,857
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · 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

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