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Bare Financial Services, Inc
Bare Financial Services, Inc is an institution, managing $316.0M across 1,391 long positions as of Q3 2025 with 93% ETF concentration, 73% concentrated in top 10 holdings, and minimal technology exposure.
- Portfolio Value
- $316.0M
- Positions
- 1,391
- Top Holding
- IVV at 13.16%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Bare Financial Services, Inc's portfolio (72.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $41.6M | 13.16% | +$561.5K Bought | — 62.1K shares | |
ETF ETF | $31.5M | 9.96% | +$768.3K Bought | — 360.6K shares | |
ETF ETF | $29.9M | 9.45% | +$1.3M Bought | — 160.2K shares | |
ETF ETF | $29.3M | 9.29% | +$2.4M Bought | — 294.8K shares | |
ETF ETF | $28.6M | 9.04% | +$3.6M Bought | — 384.1K shares | |
ETF ETF | $17.6M | 5.58% | +$533.5K Bought | — 500.2K shares | |
ETF ETF | $16.3M | 5.15% | +$888.1K Bought | — 674.0K shares | |
ETF ETF | $14.5M | 4.58% | +$1.6M Bought | — 539.4K shares | |
ETF ETF | $10.3M | 3.25% | +$508.8K Bought | — 85.2K shares | |
ETF ETF | $10.0M | 3.16% | +$289.1K Bought | — 147.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Bare Financial Services, Inc's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
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Sold Out Of
Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Bare Financial Services, Inc
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