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Bare Financial Services, Inc

Q4 2025 · Filed 2026-02-06
Market Value
$348M
+7.1%
Holdings
1,678
+237
New Purchases
314
Added To
517
Closed
188
Reduced
342
Top 10 Concentration
70.4%
Turnover
29.9%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MUB 1.64% 1.14% +0.50% $6M
BND 9.19% 8.78% +0.40% $32M
SCHD 0.34% 0.00% +0.34% $1M
ELCV 3.16% 2.84% +0.32% $11M
PYLD 4.74% 4.45% +0.29% $16M
CGDG 0.41% 0.14% +0.27% $1M
SOVF 1.12% 1.00% +0.12% $4M
VTV 9.27% 9.19% +0.08% $32M
TPHD 0.22% 0.15% +0.07% $780K
CGMU 0.10% 0.03% +0.07% $339K
GOOGL 0.17% 0.11% +0.06% $583K
VONG 3.21% 3.16% +0.06% $11M
CGSD 0.05% 0.00% +0.05% $170K
CGCP 0.05% 0.00% +0.05% $170K
MSFT 0.09% 0.06% +0.03% $321K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IVV 12.14% 12.78% -0.64% $42M
BIBL 2.32% 2.83% -0.51% $8M
IEFA 9.47% 9.68% -0.21% $33M
TPLC 2.68% 2.84% -0.16% $9M
AVUV 8.89% 9.02% -0.13% $31M
CGXU 1.20% 1.32% -0.12% $4M
VOT 2.47% 2.58% -0.11% $9M
IWO 1.10% 1.19% -0.09% $4M
IVW 0.21% 0.29% -0.08% $734K
IVE 1.12% 1.20% -0.08% $4M
FSCO 0.00% 0.06% -0.06% $0
NVDA 0.17% 0.23% -0.06% $582K
IWM 0.39% 0.45% -0.06% $1M
CEG 0.16% 0.21% -0.06% $541K
IWN 1.15% 1.21% -0.05% $4M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 74 $115M 33.2%
Large Cap 662 $140M 40.3%
Mid Cap 632 $11M 3.1%
Small Cap 275 $67M 19.1%
Micro Cap 35 $15M 4.3%

Portfolio Analytics

Avg Market Cap
$56.8B
Median Market Cap
$7.1B
Avg P/E
34.2
Median P/E
22.2
Avg Dividend Yield
0.02%
Avg Beta
1.05
# Stocks
1,591
# ETFs / Funds
87

Top Holdings (1,678 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IVV 12.14% 61,701 $42M $684.94 $687K -416 -0.7%
2 IEFA 9.47% 368,635 $33M $89.46 $1M +8,022 +2.2%
3 VTV 9.27% 168,965 $32M $190.99 $2M +8,748 +5.5%
4 BND 9.19% 431,766 $32M $74.07 $3M +47,618 +12.4%
5 AVUV 8.89% 303,644 $31M $101.98 $2M +8,811 +3.0%
6 WWJD 5.38% 513,235 $19M $36.48 $1M +13,020 +2.6%
7 IBD 4.97% 714,733 $17M $24.20 $1M +40,763 +6.0%
8 PYLD 4.74% 618,067 $16M $26.68 $2M +78,703 +14.6%
9 VONG 3.21% 91,866 $11M $121.75 $922K +6,698 +7.9%
10 ELCV 3.16% 414,551 $11M $26.54 $2M +69,623 +20.2%
11 EMXC 3.08% 147,388 $11M $72.68 $731K -454 -0.3%
12 TPSC 3.03% 254,682 $11M $41.45 $629K +15,865 +6.6%
13 TPLC 2.68% 204,934 $9M $45.45 $82K +5,515 +2.8%
14 VOT 2.47% 30,746 $9M $279.14 $207K +2,237 +7.8%
15 BIBL 2.32% 178,958 $8M $45.13 -$1M -27,839 -13.5%
16 MUB 1.64% 53,313 $6M $107.11 $2M +18,356 +52.5%
17 CGXU 1.20% 141,546 $4M $29.55 -$100K -3,025 -2.1%
18 IWN 1.15% 22,138 $4M $181.21 $87K -61 -0.3%
19 IVE 1.12% 18,407 $4M $212.07 $10K -449 -2.4%
20 SOVF 1.12% 133,326 $4M $29.18 $646K +26,202 +24.5%
21 IWO 1.10% 11,859 $4M $323.01 -$32K -211 -1.8%
22 VTI 1.02% 10,628 $4M $335.27 $75K
23 CGBL 0.45% 44,245 $2M $35.33 $90K +1,804 +4.2%
24 AAPL 0.43% 5,469 $1M $271.84 $67K -105 -1.9%
25 CGDG 0.41% 40,424 $1M $35.64 $973K +26,924 +199.4%
26 IWM 0.39% 5,577 $1M $246.15 -$104K -528 -8.7%
27 SCHD 0.34% 43,420 $1M $27.43 +43,420 NEW
28 ISMD 0.32% 28,537 $1M $38.58 -$8K
29 VCSH 0.23% 9,890 $789K $79.73 $23K +317 +3.3%
30 TPHD 0.22% 20,239 $780K $38.53 $281K +7,560 +59.6%
31 VGT 0.21% 974 $734K $753.87 $28K +28 +3.0%
32 IVW 0.21% 5,953 $734K $123.26 -$206K -1,835 -23.6%
33 VHT 0.21% 2,517 $724K $287.84 $78K +27 +1.1%
34 GOOGL 0.17% 1,863 $583K $313.00 $238K +445 +31.4%
35 NVDA 0.17% 3,120 $582K $186.50 -$157K -839 -21.2%
36 CEG 0.16% 1,532 $541K $353.23 -$158K -593 -27.9%
37 PNC 0.11% 1,820 $380K $208.75 -$56K -347 -16.0%
38 GLD 0.10% 902 $357K $396.31 $87K +141 +18.5%
39 CGMU 0.10% 12,395 $339K $27.38 $234K +8,538 +221.4%
40 FULT 0.10% 17,379 $336K $19.33 $9K -147 -0.8%
41 AMZN 0.10% 1,444 $333K $230.82 $38K +101 +7.5%
42 MSFT 0.09% 663 $321K $483.62 $113K +263 +65.8%
43 IBIT 0.06% 4,522 $225K $49.65 -$65K +72 +1.6%
44 VBR 0.05% 873 $185K $211.79 $3K
45 STBA 0.05% 4,354 $171K $39.35 $8K +13 +0.3%
46 CGSD 0.05% 6,521 $170K $26.01 +6,521 NEW
47 CGCP 0.05% 7,489 $170K $22.64 +7,489 NEW
48 XLK 0.05% 1,156 $166K $143.97 $4K +578 +100.0%
49 SLV 0.04% 2,427 $156K $64.42 $54K
50 EXC 0.04% 3,493 $152K $43.59 -$76K -1,581 -31.2%
51 SBCF 0.04% 4,624 $145K $31.42 $7K +78 +1.7%
52 QQQ 0.04% 228 $140K $614.31 -$141K -240 -51.3%
53 TSLA 0.04% 285 $128K $449.72 $37K +81 +39.7%
54 VNQ 0.04% 1,434 $127K $88.49 -$4K
55 IWP 0.04% 910 $125K $136.94 -$5K
56 MRK 0.04% 1,158 $122K $105.26 $91K +790 +214.7%
57 THO 0.03% 1,183 $121K $102.67 -$1K
58 GOOG 0.03% 382 $120K $313.80 $28K +3 +0.8%
59 JPM 0.03% 361 $116K $322.22 $3K +3 +0.8%
60 SPYV 0.03% 2,000 $114K $56.81 $3K
61 IWS 0.03% 784 $111K $141.05 $1K
62 AVGO 0.03% 313 $108K $346.10 $10K +14 +4.7%
63 PPL 0.03% 3,038 $106K $35.02 -$10K -99 -3.2%
64 COWZ 0.03% 1,736 $104K $60.17 $5K
65 META 0.03% 157 $104K $660.09 $66K +106 +207.8%
66 VV 0.03% 286 $90K $314.80 $2K
67 IYF 0.03% 688 $89K $128.93 $2K
68 BRK-B 0.02% 172 $86K $502.65 $29K +57 +49.6%
69 F-PD 0.02% 6,574 $86K $13.12 $16K +698 +11.9%
70 PRU 0.02% 721 $81K $112.88 $8K +14 +2.0%
71 AMD 0.02% 358 $77K $214.16 $19K
72 IAT 0.02% 1,376 $76K $55.15 $4K
73 XLF 0.02% 1,217 $67K $54.77 $1K
74 ASTS 0.02% 826 $60K $72.63 $19K
75 AMAT 0.02% 231 $59K $256.99 $11K -4 -1.7%
76 HD 0.02% 170 $58K $344.10 -$10K
77 COPY 0.02% 4,341 $56K $12.90 $3K
78 WPC 0.02% 865 $56K $64.36 -$3K
79 SPDW 0.02% 1,210 $54K $44.41 $2K
80 KO 0.02% 749 $52K $69.91 $7K +70 +10.3%
81 LLY 0.01% 48 $52K $1,074.67 $15K
82 XOM 0.01% 425 $51K $120.34 $8K +41 +10.7%
83 MGV 0.01% 355 $50K $141.16 $1K
84 SILA 0.01% 2,057 $48K $23.31 -$4K
85 PTL 0.01% 192 $48K $248.07 $87 +1 +0.5%
86 SDY 0.01% 342 $48K $139.16 -$304
87 UGI 0.01% 1,232 $46K $37.43 $1K -113 -8.4%
88 FLIN 0.01% 1,165 $45K $38.59 -$2K -88 -7.0%
89 BAC 0.01% 800 $44K $55.00 $7K +76 +10.5%
90 FLTW 0.01% 719 $44K $60.84 $2K
91 V 0.01% 123 $43K $350.72 $7K +18 +17.1%
92 TFC 0.01% 822 $40K $49.23 $17K +298 +56.9%
93 INTC 0.01% 1,084 $40K $36.90 $5K +31 +2.9%
94 DFAC 0.01% 1,007 $40K $39.59 $1K
95 MGM 0.01% 1,031 $38K $36.49 $2K
96 ANET 0.01% 265 $35K $131.03 -$2K +15 +6.0%
97 OZK 0.01% 742 $34K $46.02 -$4K
98 DOW 0.01% 1,458 $34K $23.38 $571 -3 -0.2%
99 DUK 0.01% 289 $34K $117.21 -$777 +9 +3.2%
100 GE 0.01% 109 $34K $308.04 $485 -1 -0.9%

New Positions

SymbolValue% Port
SCHD $1M 0.34%
CGSD $170K 0.05%
CGCP $170K 0.05%
KEY $15K —%
DGRW $14K —%
TOTB.DE $11K —%
AZN $11K —%
Q $10K —%
ENVA $8K —%
PLMR $7K —%
NMIH $7K —%
ECG $7K —%
LUMN $6K —%
PAY $6K —%
GIL $5K —%

Sold Out Positions

SymbolValue% Port
AVB —%
CPA —%
ATEN —%
EMN —%
OC —%
CODI —%
UAA —%
AVTR —%
BRX —%
DDD —%
RELX —%
AXTA —%
ARE —%
CVLG —%
NSP —%
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