StockDriftsStockDriftsTop 50 Bare Financial Services, Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | 10.84% | 63.1K | $47.3M | +0.92%(+575) | $523.90(+48.38%) | 2026-06-30 | |
| VTV | VANGUARD VALUE ETF | 9.02% | 180.4K | $39.3M | +2.91%(+5.11K) | $168.22(+34.24%) | 2026-06-30 | |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | 9.02% | 315.0K | $39.3M | +1.13%(+3.53K) | $93.08(+36.94%) | 2026-06-30 | |
| IEFA | ISHARES CORE MSCI EAFE ETF | 8.58% | 387.4K | $37.4M | +1.89%(+7.19K) | $75.46(+33.91%) | 2026-06-30 | |
| BND | VANGUARD TOTAL BOND MARKET ETF | 8.39% | 498.4K | $36.6M | +8.50%(+39.06K) | $73.39(-1.50%) | 2026-06-30 | |
| WWJD | INSPIRE INTERNATIONAL ETF | 4.67% | 533.3K | $20.3M | +2.04%(+10.65K) | $30.14(+34.85%) | 2026-06-30 | |
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 4.51% | 740.6K | $19.6M | +11.42%(+75.91K) | $26.21(-0.17%) | 2026-06-30 | |
| IBD | INSPIRE CORPORATE BOND ETF | 4.34% | 795.1K | $18.9M | +3.28%(+25.21K) | $23.59(+0.29%) | 2026-06-30 | |
| ELCV | EVENTIDE HIGH DIVIDEND ETF | 3.42% | 452.9K | $14.9M | +2.93%(+12.89K) | $26.39(+21.01%) | 2026-06-30 | |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | 3.41% | 145.3K | $14.9M | -1.87%(-2.77K) | $58.38(+63.01%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +36.40% |
| Top 20 Holdings Unweighted | — | — | — | — | +36.54% |
Bare Financial Services, Inc reports $435.85M in US-listed equity holdings across 1,784 positions in its most recent 13F filing. Its largest disclosed positions are IVV (10.8%), VTV (9.0%) and AVUV (9.0%). The top 20 holdings account for 87.41% of reported assets. Its disclosed equity book has returned +36.40% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Bare Financial Services, Inc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2009426). View Bare Financial Services, Inc’s 13F filings on SEC