13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002009426
Total reported value
$435.9M
$435.9M
936 檔
28.6%
In Q1 2025, Bare Financial Services, Inc's U.S. equity holdings reached a combined market value of $435.9M, distributed across 936 disclosed stock positions.
During Q1 2025, Bare Financial Services, Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 936 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.61% | +0.04% | +1.71% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 9.39% | -0.52% | +4.84% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 9.30% | -0.07% | +5.01% | |
| 4 | BND | Vanguard Total Bond Market | ETF-Other | 8.59% | -0.55% | +8.78% | |
| 5 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 8.00% | -0.08% | +6.34% | |
| 6 | BIBL | Inspire 100 ETF | ETF-Other | 6.26% | +0.08% | +3.40% | |
| 7 | IBD | Inspire Corporate Bond ETF | ETF-Corp Bonds | 5.60% | -0.51% | +14.64% | |
| 8 | WWJD | Inspire International ETF | ETF-Other | 5.60% | -0.50% | +4.13% | |
| 9 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 4.70% | -0.09% | +6.44% | |
| 10 | TPLC | Timothy Pln US Lrg/mid Cap | ETF-Other | 4.14% | -0.10% | +12.56% | |
| 11 | TPSC | Timothy Plan US Small Cap Co | ETF-Small Cap | 3.10% | +0.04% | +6.03% | |
| 12 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 2.82% | +0.33% | +5.80% | |
| 13 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 2.41% | +0.12% | +9.84% | |
| 14 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 2.04% | +0.15% | +9.02% | |
| 15 | CGXU | Cap Group Intl Focus | ETF-Other | 1.93% | +0.02% | -0.48% | |
| 16 | MUB | Ishares National Muni Bond E | ETF-Other | 1.57% | -0.07% | +1.74% | |
| 17 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.46% | -0.07% | -1.66% | |
| 18 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 1.40% | +0.01% | — | |
| 19 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 1.20% | +0.08% | — | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.16% | -0.08% | — | |
| 21 | TPHD | Timothy Plan High Dvd Stck | ETF-Other | 1.15% | -0.05% | +6.23% | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.67% | +0.01% | -1.44% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 0.48% | +0.03% | +0.78% | |
| 24 | ISMD | Inspire Small/mid Cap ETF | ETF-Other | 0.39% | +0.03% | -6.12% | |
| 25 | CGBL | Cap Group Core Balanced | ETF-Other | 0.35% | -0.02% | +21.16% | |
| 26 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.33% | -0.03% | -0.53% | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.28% | — | — | |
| 28 | VHT | Vanguard Health Care ETF | ETF-Other | 0.20% | -0.01% | +2.97% | |
| 29 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.20% | +0.03% | +2.37% | |
| 30 | IAT | Ishares US Regional Banks Et | ETF-Other | 0.15% | — | -2.43% | |
| 31 | ACNB | Acnb CORP | Stock-Other | 0.13% | — | — | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.11% | +0.05% | +7.73% | |
| 33 | GLD | Spdr Gold Shares | ETF-Commodities | 0.09% | -0.04% | +10.25% | |
| 34 | CEG | Constellation Energy | Stock-Utilities | 0.08% | -0.07% | +0.18% | |
| 35 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.08% | — | +388.46% | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.07% | +0.05% | -2.62% | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.07% | — | +5.44% | |
| 38 | FULT | Fulton Financial CORP | Stock-Financials | 0.07% | — | +24.11% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.06% | +0.01% | — | |
| 40 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.06% | — | — | |
| 41 | STBA | S & T Bancorp Inc | Stock-Other | 0.06% | — | — | |
| 42 | PNC | Pnc Financial Services Group | Stock-Financials | 0.06% | — | +1.53% | |
| 43 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.05% | — | — | |
| 44 | XLK | Ss Technology Select Sector | ETF-Tech | 0.05% | +0.01% | — | |
| 45 | SBCF | Seacoast Banking Corp/fl | Stock-Other | 0.04% | — | — | |
| 46 | EXC | Exelon CORP | Stock-Utilities | 0.04% | -0.03% | — | |
| 47 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.04% | — | — | |
| 48 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.04% | — | — | |
| 49 | CGMU | Cap Group Municipal Income | ETF-Other | 0.04% | -0.03% | +0.82% | |
| 50 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.04% | — | — |
According to official SEC Form 13F filings, Bare Financial Services, Inc reported a total U.S. public equity portfolio value of $435.9M across 936 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, IEFA, VTV) accounted for 28.6% of total reported equity market value during Q1 2025.
During Q1 2025, Bare Financial Services, Inc's top holdings by market value included IVV (12.6%)、IEFA (9.4%)、VTV (9.3%). The largest single position, IVV, represented 12.6% of total portfolio value.
In Q1 2025, Bare Financial Services, Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.