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Bare Financial Services, Inc

CIK 2009426

13F filing for Q2 2026・No. 4,262

Holdings
US$435.85M
Quarter change
+US$57.51M
Entries
3,039
Net bought (estimate)
+US$18.31M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 223
  • Sold out 169
  • Cut 192
  • Added 903
  • Corporate actions 8
  • Unchanged 466

Largest holdings

1,784 stocks worth US$435.85M, options and bonds left out.

StockThis quarterValueWeight
IVVISHARES CORE S&P 500 ETFETFAddedUS$47.26M10.84%
VANGUARD VALUE ETFETFAddedUS$39.32M9.02%
AVANTIS U.S. SMALL CAP VALUE ETFETFAddedUS$39.3M9.02%
ISHARES CORE MSCI EAFE ETFETFAddedUS$37.41M8.58%
VANGUARD TOTAL BOND MARKET ETFETFAddedUS$36.59M8.39%
INSPIRE INTERNATIONAL ETFETFAddedUS$20.34M4.67%
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUNDETFAddedUS$19.64M4.51%
INSPIRE CORPORATE BOND ETFETFAddedUS$18.9M4.34%
EVENTIDE HIGH DIVIDEND ETFETFAddedUS$14.89M3.42%
EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETFETFCutUS$14.87M3.41%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

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Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.