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Bare Financial Services, Inc - Portfolio Stock Holdings

Bare Financial Services, Inc disclosed 1897 stock positions in a recent SEC 13F filing. $375,632,417 of stock holdings were filed, with the largest holdings including IVV, VTV, and AVUV. This filing represented positions held on March 31, 2026, and was filed on May 14, 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:

March 31, 2026

No. of Stocks:

1897

Est. Stock Holding Value:

$375,632,417

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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