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Bare Financial Services, Inc - Portfolio Stock Holdings

Bare Financial Services, Inc disclosed 1924 stock positions in a recent SEC 13F filing. $435,702,058 of stock holdings were filed, with the largest holdings including IVV, VTV, and AVUV. This filing represented positions held on June 30, 2026, and was filed on July 27, 2026.

We estimate the fund has a total AUM of $662,264,475 and has 19 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

1924

Est. Stock Holding Value:

$435,702,058

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Bare Financial Services, Inc

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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