Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Bare Financial Services, Inc (CIK 2009426) reported $378.3M across 1,710 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($40.8M, 10.80%), IEFA ($34.4M, 9.10%), AVUV ($34.4M, 9.10%), VTV ($34.4M, 9.09%), BND ($33.8M, 8.94%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES CORE S&P 500 ETF | $40.8M | 10.80% | 62,532 | Added |
| 2 | IEFA | ISHARES CORE MSCI EAFE ETF | $34.4M | 9.10% | 380,203 | Added |
| 3 | AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $34.4M | 9.10% | 311,497 | Added |
| 4 | VTV | VANGUARD VALUE ETF | $34.4M | 9.09% | 175,329 | Added |
| 5 | BND | VANGUARD TOTAL BOND MARKET ETF | $33.8M | 8.94% | 459,348 | Added |
| 6 | WWJD | INSPIRE INTERNATIONAL ETF | $19.5M | 5.17% | 522,686 | Added |
| 7 | IBD | INSPIRE CORPORATE BOND ETF | $18.4M | 4.85% | 769,879 | Added |
| 8 | PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $17.4M | 4.60% | 664,742 | Added |
| 9 | ELCV | EVENTIDE HIGH DIVIDEND ETF | $12.8M | 3.37% | 440,015 | Added |
| 10 | EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $11.7M | 3.08% | 148,108 | Added |
| 11 | TPSC | TIMOTHY PLAN US SMALL CAP CORE ETF | $11.1M | 2.95% | 262,512 | Added |
| 12 | VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $11.1M | 2.92% | 100,745 | Added |
| 13 | CROSSMARK LARGE CAP GROWTH ETF | $11.0M | 2.90% | 449,523 | Added | |
| 14 | TPLC | TIMOTHY PLAN US LARGE/MID CAP CORE ETF | $9.8M | 2.59% | 210,668 | Added |
| 15 | VOT | VANGUARD MID-CAP GROWTH ETF | $8.5M | 2.25% | 33,059 | Added |
| 16 | BIBL | INSPIRE 100 ETF | $8.1M | 2.13% | 171,255 | Trimmed |
| 17 | MUB | ISHARES NATIONAL MUNI BOND ETF | $6.8M | 1.80% | 64,302 | Added |
| 18 | IWN | ISHARES RUSSELL 2000 VALUE ETF | $4.0M | 1.07% | 21,335 | Trimmed |
| 19 | SOVF | Sovereigns Capital Flourish Fund | $3.9M | 1.03% | 145,186 | Added |
| 20 | CGXU | CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | $3.9M | 1.03% | 132,486 | Trimmed |
| 21 | IVE | ISHARES S&P 500 VALUE ETF | $3.8M | 1.00% | 17,853 | Trimmed |
| 22 | IWO | ISHARES RUSSELL 2000 GROWTH ETF | $3.6M | 0.95% | 11,420 | Trimmed |
| 23 | VTI | VANGUARD TOTAL STOCK MARKET ETF | $3.3M | 0.86% | 10,193 | Trimmed |
| 24 | SCHD | SCHWAB US DIVIDEND EQUITY ETF | $3.1M | 0.81% | 100,320 | Added |
| 25 | CGBL | CAPITAL GROUP CORE BALANCED ETF | $1.8M | 0.46% | 51,052 | Added |
Source: SEC Form 13F filings · as of 2026-03-31