13F Filings History of Bare Financial Services, Inc

Latest 13F report
Q4 2025 - 06 Feb 2026
Value $
$359,506,674
Signature - Title
Curtis Burkholder - Chief Compliance Officer
Location
Gap, PA
Summary
This page shows a list of all the recent 13F filings made by Bare Financial Services, Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Bare Financial Services, Inc reported 1532 stock holdings with total value $359,506,674 as of Q4 2025. Top holdings included IVV, IEFA, VTV, BND, and AVUV.

Notify me when Bare Financial Services, Inc files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 1,532 $359,506,674 +$24,091,045 -$4,064,047 +$20,026,998 IVV, IEFA, VTV, BND, AVUV 13F-HR 06 Feb 2026, 13:59
Q3 2025 1,392 $334,840,007 +$38,030,734 -$16,369,132 +$21,661,602 IVV, IEFA, VTV, AVUV, BND 13F-HR 10 Nov 2025, 18:09
Q2 2025 1,206 $296,450,670 +$23,445,461 -$4,567,500 +$18,877,961 IVV, IEFA, VTV, BND, AVUV 13F-HR 13 Aug 2025, 12:10
Q1 2025 936 $260,224,882 +$15,028,094 -$271,937 +$14,756,157 IVV, IEFA, VTV, BND, AVUV 13F-HR 12 May 2025, 16:52
Q4 2024 145 $248,713,253 +$16,270,893 -$5,089,406 +$11,181,487 IVV, VTV, AVUV, IEFA, BND 13F-HR 07 Feb 2025, 18:25
Q3 2024 151 $243,471,726 +$52,211,749 -$3,873,322 +$48,338,427 IVV, IEFA, VTV, AVUV, BND 13F-HR 13 Nov 2024, 15:51
Q2 2024 152 $189,930,126 +$82,015,650 -$3,841,769 +$78,173,881 IVV, BIBL, IEFA, AVUV, VTV 13F-HR 14 Aug 2024, 17:16
Q1 2024 133 $104,030,466 +$54,957,454 -$1,660,265 +$53,297,189 BIBL, IVV, IBD, WWJD, CGXU 13F-HR 13 May 2024, 16:26
Q4 2023 107 $49,666,387 $0 $0 $0 BIBL, IVV, CGXU, IWN, IVE 13F-HR 06 Feb 2024, 11:20