account_balance

Investment manager · 13F filer · SEC CIK 2009426

Bare Financial Services, Inc

Reported value$447Mas of Sep 30, 2026
Positions1,908 235 new, 111 sold out
Top 10 weight63.9%IVV alone is 11%
FiledNov 435 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IVV iShares Core S&P 500 ETF 10.6% Trimmed −2%
VTV Vanguard Morningstar Value ETF 8.7% Held
AVUV Avantis U.S. Small Cap Value ETF 8.3% Held
PYLD Pimco Multisector Bond Active Exchange-Traded Fund 7.5% Added +78%
BND Vanguard Total Bond Market ETF 6.5% Trimmed −17%
IEFA iShares Core MSCI EAFE ETF 6.4% Trimmed −23%
WWJD Inspire International ETF 4.7% Added +3%
IBD Inspire Corporate Bond ETF 4.4% Added +7%
AVDE Avantis International Equity ETF 3.6% Added +4877%
CLCG Crossmark Large Cap Growth ETF 3.2% Added +5%
ELCV Eventide High Dividend ETF 3.2% Added +3%
VONG Vanguard Russell 1000 Growth ETF 3.1% Added +4%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 4, 2026, compared with the Jul 27, 2026 filing
add_circleNew
  • BBUS $36.9K
  • SPYG $19.2K
  • PVAL $18.4K
  • QQQM $16.9K
arrow_upwardAdded
  • AVDE +4877%
  • PYLD +78%
  • SCHD +31%
  • VCSH +24%
arrow_downwardTrimmed
  • IEFA −23%
  • BND −17%
  • EMXC −8%
  • CGXU −5%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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