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Bare Financial Services, Inc

Q2 2025 · Filed 2025-08-13
Market Value
$296M
+13.9%
Holdings
1,298
+375
New Purchases
379
Added To
579
Closed
114
Reduced
66
Top 10 Concentration
73.3%
Turnover
38.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VONG 2.98% 2.41% +0.57% $9M
IEFA 9.91% 9.39% +0.52% $29M
VOT 2.54% 2.04% +0.50% $8M
AVUV 8.32% 8.00% +0.32% $25M
EMXC 3.06% 2.82% +0.24% $9M
IVV 12.84% 12.61% +0.23% $38M
CEG 0.20% 0.08% +0.12% $601K
CGDG 0.09% 0.00% +0.09% $256K
NVDA 0.20% 0.11% +0.08% $583K
FSCO 0.07% 0.00% +0.07% $213K
CGBL 0.41% 0.35% +0.06% $1M
VV 0.03% 0.00% +0.03% $96K
EXC 0.07% 0.04% +0.03% $217K
AMZN 0.10% 0.07% +0.03% $282K
MSFT 0.06% 0.03% +0.02% $165K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BIBL 5.69% 6.26% -0.57% $17M
CGXU 1.38% 1.94% -0.56% $4M
IBD 5.16% 5.60% -0.44% $15M
PYLD 4.28% 4.70% -0.42% $13M
MUB 1.20% 1.57% -0.37% $4M
BND 8.33% 8.59% -0.26% $25M
IWN 1.18% 1.40% -0.22% $4M
IWM 0.46% 0.67% -0.21% $1M
IVE 1.25% 1.46% -0.21% $4M
VTV 9.15% 9.30% -0.15% $27M
ACNB 0.00% 0.13% -0.13% $0
TPLC 4.04% 4.14% -0.10% $12M
TPHD 1.07% 1.15% -0.09% $3M
VCSH 0.25% 0.33% -0.08% $750K
VTI 1.11% 1.16% -0.05% $3M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 68 $97M 32.8%
Large Cap 570 $116M 39.1%
Mid Cap 487 $8M 2.6%
Small Cap 157 $75M 25.4%
Micro Cap 16 $200K 0.1%

Portfolio Analytics

Avg Market Cap
$68.6B
Median Market Cap
$9.5B
Avg P/E
33.6
Median P/E
22.6
Avg Dividend Yield
0.03%
Avg Beta
1.04
# Stocks
1,215
# ETFs / Funds
83

Top Holdings (1,298 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IVV 12.84% 61,278 $38M $620.90 $5M +2,887 +4.9%
2 IEFA 9.91% 351,813 $29M $83.48 $5M +28,979 +9.0%
3 VTV 9.15% 153,422 $27M $176.74 $3M +13,297 +9.5%
4 BND 8.33% 335,468 $25M $73.63 $2M +31,177 +10.2%
5 AVUV 8.32% 270,697 $25M $91.10 $4M +31,835 +13.3%
6 BIBL 5.69% 407,824 $17M $41.33 $570K -16,152 -3.8%
7 WWJD 5.61% 485,086 $17M $34.27 $2M +11,395 +2.4%
8 IBD 5.16% 637,196 $15M $24.01 $734K +23,924 +3.9%
9 PYLD 4.28% 478,385 $13M $26.54 $463K +14,123 +3.0%
10 TPLC 4.04% 266,615 $12M $44.90 $1M +12,757 +5.0%
11 EMXC 3.06% 143,559 $9M $63.14 $2M +10,303 +7.7%
12 TPSC 3.06% 234,255 $9M $38.68 $987K +16,198 +7.4%
13 VONG 2.98% 80,946 $9M $109.20 $3M +13,352 +19.8%
14 VOT 2.54% 26,490 $8M $284.39 $2M +4,817 +22.2%
15 CGXU 1.38% 150,437 $4M $27.13 -$954K -55,254 -26.9%
16 IVE 1.25% 19,032 $4M $195.42 -$92K -966 -4.8%
17 MUB 1.20% 33,926 $4M $104.48 -$529K -4,706 -12.2%
18 IWN 1.18% 22,199 $4M $157.76 -$153K -2,013 -8.3%
19 IWO 1.16% 12,070 $3M $285.86 $331K -136 -1.1%
20 VTI 1.11% 10,783 $3M $303.93 $267K -171 -1.6%
21 TPHD 1.07% 83,620 $3M $37.80 $160K +3,860 +4.8%
22 IWM 0.46% 6,287 $1M $215.79 -$383K -2,436 -27.9%
23 AAPL 0.43% 6,168 $1M $205.19 $28K +597 +10.7%
24 CGBL 0.41% 36,522 $1M $33.44 $298K +6,720 +22.6%
25 ISMD 0.35% 29,599 $1M $35.53 $28K -411 -1.4%
26 IVW 0.29% 7,839 $863K $110.10 $135K
27 VCSH 0.25% 9,429 $750K $79.50 -$118K -1,568 -14.3%
28 VGT 0.22% 990 $657K $663.33 $141K +40 +4.2%
29 CEG 0.20% 1,861 $601K $322.80 $382K +776 +71.5%
30 NVDA 0.20% 3,693 $583K $157.99 $292K +1,002 +37.2%
31 VHT 0.18% 2,134 $530K $248.39 -$2K +124 +6.2%
32 IAT 0.15% 8,758 $434K $49.55 $41K +340 +4.0%
33 AMZN 0.10% 1,287 $282K $219.39 $105K +357 +38.4%
34 IBIT 0.09% 4,445 $272K $61.21 $64K
35 QQQ 0.09% 470 $259K $551.64 $92K +114 +32.0%
36 GLD 0.09% 839 $256K $304.83 $14K
37 CGDG 0.09% 7,598 $256K $33.63 +7,598 NEW
38 GOOGL 0.08% 1,363 $240K $176.23 $56K +175 +14.7%
39 EXC 0.07% 5,009 $217K $43.42 $105K +2,574 +105.7%
40 FSCO 0.07% 29,398 $213K $7.26 +29,398 NEW
41 VBR 0.06% 873 $170K $195.01 $8K
42 PNC 0.06% 903 $168K $186.42 $17K +43 +5.0%
43 MSFT 0.06% 331 $165K $497.41 $83K +114 +52.5%
44 STBA 0.06% 4,341 $164K $37.82 $3K
45 FULT 0.05% 8,188 $148K $18.04 -$26K -1,407 -14.7%
46 XLK 0.05% 578 $146K $253.23 $27K
47 VNQ 0.04% 1,434 $128K $89.06 -$2K
48 IWP 0.04% 910 $126K $138.68 $19K
49 SBCF 0.04% 4,525 $125K $27.62 $9K +30 +0.7%
50 THO 0.04% 1,183 $105K $88.81 $15K -6 -0.5%
51 SPYV 0.04% 2,000 $105K $52.34 $3K
52 IWS 0.03% 784 $104K $132.14 $5K
53 CGMU 0.03% 3,825 $102K $26.69 $354 +32 +0.8%
54 JPM 0.03% 331 $96K $289.91 $41K +106 +47.1%
55 VV 0.03% 336 $96K $285.30 +336 NEW
56 COWZ 0.03% 1,736 $96K $55.10 $591
57 IYF 0.03% 688 $83K $120.99 $6K
58 SLV 0.03% 2,427 $80K $32.81 -$3K -234 -8.8%
59 AVGO 0.02% 268 $74K $275.65 $66K +222 +482.6%
60 XLF 0.02% 1,217 $64K $52.37 $3K
61 THTX 0.02% 26,782 $63K $2.36 $26K
62 F-PD 0.02% 5,776 $63K $10.85 $5K
63 HD 0.02% 164 $60K $366.64 $30K +82 +100.0%
64 AWI 0.02% 359 $58K $162.44 $56K +340 +1789.5%
65 TSLA 0.02% 182 $58K $317.66 $43K +124 +213.8%
66 SILA 0.02% 2,337 $55K $23.67 -$7K
67 WPC 0.02% 865 $54K $62.38 -$631
68 BA 0.02% 245 $51K $209.53 $15K +32 +15.0%
69 COPY 0.02% 4,341 $51K $11.72 +4,341 NEW
70 PRU 0.02% 469 $50K $107.44 -$3K -6 -1.3%
71 FLIN 0.02% 1,253 $50K $39.83 $39K +951 +314.9%
72 SPDW 0.02% 1,210 $49K $40.49 $5K
73 BRK-B 0.02% 98 $48K $485.78 $33K +70 +250.0%
74 AMD 0.02% 329 $47K $141.90 $20K +74 +29.0%
75 MGV 0.02% 355 $47K $131.20 $838
76 SDY 0.02% 342 $46K $135.73 $17
77 KO 0.02% 654 $46K $70.75 $15K +214 +48.6%
78 AMAT 0.01% 230 $42K $183.07 $40K +214 +1337.5%
79 XOM 0.01% 366 $39K $107.80 $20K +201 +121.8%
80 PTL 0.01% 171 $39K $229.15 $4K
81 FLTW 0.01% 719 $38K $52.19 $34K +628 +690.1%
82 DFAC 0.01% 1,007 $36K $35.84 $3K
83 GOOG 0.01% 200 $35K $177.39 $4K
84 MGM 0.01% 1,031 $35K $34.39 $5K
85 OZK 0.01% 742 $35K $47.06 $3K
86 ASTS 0.01% 710 $33K $46.73 $18K +50 +7.6%
87 MGPI 0.01% 1,073 $32K $29.97 $633
88 V 0.01% 89 $32K $355.06 $24K +66 +287.0%
89 LLY 0.01% 40 $31K $779.53 $22K +29 +263.6%
90 MS 0.01% 212 $30K $140.86 $7K +13 +6.5%
91 XLE 0.01% 352 $30K $84.81 -$3K
92 SOVF 0.01% 989 $30K $30.16 $444
93 META 0.01% 40 $30K $738.08 +40 NEW
94 MRK 0.01% 366 $29K $79.16 $7K +125 +51.9%
95 CVX 0.01% 188 $27K $143.19 -$3K +10 +5.6%
96 PFE 0.01% 1,087 $26K $24.24 $1K +100 +10.1%
97 MFC 0.01% 799 $26K $31.96 $5K +151 +23.3%
98 CSCO 0.01% 366 $25K $69.38 $22K +308 +531.0%
99 ANET 0.01% 244 $25K $102.31 $24K +233 +2118.2%
100 GE 0.01% 96 $25K $257.40 $14K +43 +81.1%

New Positions

SymbolValue% Port
CGDG $256K 0.09%
FSCO $213K 0.07%
VV $96K 0.03%
COPY $51K 0.02%
META $30K 0.01%
RDVY $18K 0.01%
RTX $15K —%
KTOS $11K —%
JGRO $10K —%
UL $10K —%
CHT $10K —%
GILD $9K —%
CMCSA $9K —%
E $8K —%
MCK $8K —%

Sold Out Positions

SymbolValue% Port
ACI —%
ARMK —%
AA —%
WY —%
BRX —%
USPH —%
WWW —%
AIG —%
AXTA —%
ARE —%
STLA —%
ALK —%
AM —%
BLCO —%
HAL —%
View SEC EDGAR Filings for Bare Financial Services, Inc →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms