Bare Financial Services, Inc Portfolio Stock Holdings
According to the SEC 13F filed on May 14, 2026, Bare Financial Services, Inc disclosed 1683 stock positions valued at approximately $378.30M as of quarter-end March 31, 2026. The largest holdings include ISHARES CORE S&P 500 ETF, ISHARES CORE MSCI EAFE ETF, and AVANTIS U.S. SMALL CAP VALUE ETF.
- Report Period
- March 31, 2026
- No. of Stocks
- 1683
- Portfolio Value
- $378.30M
Holdings by Sector
Bare Financial Services, Inc Portfolio Holdings in Q1 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF | IVV | Other | 10.80% | 62,532 | +831 | +1.35% | $40,846,797 |
| ISHARES CORE MSCI EAFE ETF | IEFA | Other | 9.10% | 380,203 | +11,568 | +3.14% | $34,419,790 |
| AVANTIS U.S. SMALL CAP VALUE ETF | AVUV | Other | 9.10% | 311,497 | +7,853 | +2.59% | $34,411,020 |
| VANGUARD VALUE ETF | VTV | Other | 9.09% | 175,329 | +6,364 | +3.77% | $34,399,587 |
| VANGUARD TOTAL BOND MARKET ETF | BND | Other | 8.94% | 459,348 | +27,582 | +6.39% | $33,826,420 |
| INSPIRE INTERNATIONAL ETF | WWJD | Other | 5.17% | 522,686 | +9,451 | +1.84% | $19,543,228 |
| INSPIRE CORPORATE BOND ETF | IBD | Other | 4.86% | 769,879 | +55,146 | +7.72% | $18,367,002 |
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | PYLD | Other | 4.60% | 664,742 | +46,675 | +7.55% | $17,416,247 |
| ISHARES MSCI EMERGING MARKETS EX CHINA ETF | EMXC | Other | 3.08% | 148,108 | +720 | +0.49% | $11,650,151 |
| TIMOTHY PLAN US SMALL CAP CORE ETF | TPSC | Other | 2.95% | 262,512 | +7,830 | +3.07% | $11,142,406 |
| VANGUARD RUSSELL 1000 GROWTH ETF | VONG | Other | 2.92% | 100,745 | +8,879 | +9.67% | $11,050,708 |
| TIMOTHY PLAN US LARGE/MID CAP CORE ETF | TPLC | Other | 2.59% | 210,668 | +5,734 | +2.80% | $9,783,421 |
| VANGUARD MID-CAP GROWTH ETF | VOT | Other | 2.25% | 33,059 | +2,313 | +7.52% | $8,507,692 |
| INSPIRE 100 ETF | BIBL | Other | 2.13% | 171,255 | -7,703 | -4.30% | $8,074,664 |
| ISHARES NATIONAL MUNI BOND ETF | MUB | Other | 1.80% | 64,302 | +10,989 | +20.61% | $6,825,657 |
| ISHARES RUSSELL 2000 VALUE ETF | IWN | Other | 1.07% | 21,335 | -803 | -3.63% | $4,044,903 |
| CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | CGXU | Other | 1.03% | 132,486 | -9,060 | -6.40% | $3,907,012 |
| ISHARES S&P 500 VALUE ETF | IVE | Other | 1.00% | 17,853 | -554 | -3.01% | $3,769,661 |
| ISHARES RUSSELL 2000 GROWTH ETF | IWO | Other | 0.95% | 11,420 | -439 | -3.70% | $3,583,710 |
| VANGUARD TOTAL STOCK MARKET ETF | VTI | Other | 0.86% | 10,193 | -435 | -4.09% | $3,270,016 |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Other | 0.81% | 100,320 | +56,900 | +131.05% | $3,077,818 |
| CAPITAL GROUP CORE BALANCED ETF | CGBL | Other | 0.46% | 51,052 | +6,807 | +15.38% | $1,756,699 |
| TIMOTHY PLAN HIGH DIVIDEND STOCK ETF | TPHD | Other | 0.43% | 39,618 | +19,379 | +95.75% | $1,638,603 |
| CAPITAL GROUP DIVIDEND GROWERS ETF | CGDG | Other | 0.40% | 41,782 | +1,358 | +3.36% | $1,499,974 |
| APPLE INC COM | AAPL | Technology | 0.39% | 5,744 | +275 | +5.03% | $1,457,788 |
| ISHARES RUSSELL 2000 ETF | IWM | Other | 0.37% | 5,574 | -3 | -0.05% | $1,382,368 |
| VANGUARD SHORT-TERM CORPORATE BOND ETF | VCSH | Other | 0.36% | 17,033 | +7,143 | +72.22% | $1,350,206 |
| INSPIRE SMALL/MID CAP ETF | ISMD | Other | 0.29% | 27,703 | -834 | -2.92% | $1,107,289 |
| CAPITAL GROUP MUNICIPAL INCOME ETF | CGMU | Other | 0.22% | 30,150 | +17,755 | +143.24% | $818,566 |
| VANGUARD HEALTH CARE ETF | VHT | Other | 0.19% | 2,592 | +75 | +2.98% | $705,903 |
Showing 30 of 1,683 holdings in the latest reporting period.