Fund HoldingsBare Financial Services, Inc

Total Portfolio Value
$435.85M
Total Bought
$49.67M
Total Sold
$6.83M
Net Transaction
+$42.84M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
ISHARES CORE S&P 500 ETF62,53263,107+57540,84747,26010.84%+6,413
VANGUARD VALUE ETF175,329180,434+5,10534,40039,3229.02%+4,922
AVANTIS U.S. SMALL CAP VALUE ETF311,497315,023+3,52634,41139,3029.02%+4,891
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
MSCI EMRG CHN
148,108145,341-2,76711,65014,8683.41%+3,218
ISHARES CORE MSCI EAFE ETF
CORE MSCI EAFE
380,203387,397+7,19434,42037,4158.58%+2,995
VANGUARD TOTAL BOND MARKET ETF459,348498,411+39,06333,82636,5888.39%+2,762
CROSSMARK LARGE CAP GROWTH ETF
LARGE CAP GROW
449,523466,901+17,37810,96413,5203.10%+2,556
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
MULTISECTOR BD
664,742740,647+75,90517,41619,6424.51%+2,226
VANGUARD RUSSELL 1000 GROWTH ETF
VNG RUS1000GRW
100,745103,701+2,95611,05113,2543.04%+2,203
EVENTIDE HIGH DIVIDEND ETF
EVEN HIGH DI ETF
440,015452,904+12,88912,76014,8873.42%+2,127
VANGUARD MID-CAP GROWTH ETF33,05934,210+1,1518,50810,4792.40%+1,971
TIMOTHY PLAN US SMALL CAP CORE ETF262,512271,703+9,19111,14213,0372.99%+1,895
SCHWAB US DIVIDEND EQUITY ETF100,320154,602+54,2823,0784,9021.12%+1,825
INSPIRE 100 ETF
INSPIRE 100 ETF
171,255166,570-4,6858,0759,6412.21%+1,566
TIMOTHY PLAN US LARGE/MID CAP CORE ETF210,668215,243+4,5759,78310,8372.49%+1,054
ISHARES RUSSELL 2000 GROWTH ETF11,42011,42003,5844,4991.03%+915
INSPIRE INTERNATIONAL ETF
INSPIRE INTL ETF
522,686533,340+10,65419,54320,3364.67%+793
ISHARES NATIONAL MUNI BOND ETF64,30270,033+5,7316,8267,5371.73%+711
CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF
SHS CREAT UNIT
132,486132,48603,9074,5871.05%+680
ISHARES RUSSELL 2000 VALUE ETF21,33521,33504,0454,7191.08%+674
Sovereigns Capital Flourish Fund145,186150,990+5,8043,8924,4871.03%+594
INSPIRE CORPORATE BOND ETF
INSPIRE CORP BD
769,879795,094+25,21518,36718,8994.34%+532
APPLE INC COM(AAPL)5,7446,318+5741,4581,8280.42%+370
AVANTIS INTERNATIONAL EQUITY ETF03,551+3,55103170.07%+317
ALPHABET INC CAP STK CL A(GOOG)1,8592,312+4535358260.19%+292
ISHARES S&P 500 VALUE ETF17,85317,85303,7704,0540.93%+284
NVIDIA CORPORATION COM(NVDA)3,3554,293+9385858590.20%+274
INSPIRE SMALL/MID CAP ETF
INSPIRE SML/ MID
27,70327,551-1521,1071,3770.32%+270
ISHARES RUSSELL 2000 ETF5,5745,498-761,3821,6520.38%+270
VANGUARD INFORMATION TECHNOLOGY ETF
INF TECH ETF
1,0057,841+6,8367019370.22%+236
CAPITAL GROUP CORE BALANCED ETF
SHS
51,05251,05201,7571,9380.44%+181
ADVANCED MICRO DEVICES INC COM(AMD)382418+36782430.06%+165
MICRON TECHNOLOGY INC COM(MU)132178+46452050.05%+161
APPLIED MATLS INC COM299349+501022520.06%+150
VANGUARD TOTAL STOCK MARKET ETF10,1939,241-9523,2703,4200.78%+150
INTEL CORP COM(INTC)1,1601,371+211511910.04%+140
ISHARES S&P 500 GROWTH ETF5,8725,785-876647960.18%+131
BROADCOM INC COM(AVGO)377581+2041172190.05%+103
MICROSOFT CORP COM(MSFT)9191,178+2593404400.10%+99
VANGUARD SHORT-TERM CORPORATE BOND ETF
SHRT TRM CORP BD
17,03318,256+1,2231,3501,4430.33%+93
EXXONMOBIL HOLDINGS CORP COM SHS0675+6750920.02%+92
FULTON FINL CORP PA COM(FULT)18,30518,621+3163724500.10%+78
PNC FINL SVCS GROUP INC COM(PNC)1,8241,828+43804500.10%+70
SANDISK CORP COM(SNDK)3641+523930.02%+70
CAPITAL GROUP DIVIDEND GROWERS ETF
SHS ETF
41,78241,78201,5001,5670.36%+67
VANGUARD HEALTH CARE ETF
HEALTH CAR ETF
2,5922,585-77067730.18%+67
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
ST STR TECHN ETF
1,1561,15601542200.05%+67
TESLA INC COM(TSLA)283405+1221051700.04%+65
LAM RESEARCH CORP COM NEW(LRCX)83185+10218800.02%+62
ASML HLDG NV N Y REGISTRY SHS
N Y REGISTRY SHS
2244+2229880.02%+58
ELI LILLY & CO COM(LLY)6693+27611120.03%+51
BERKSHIRE HATHAWAY INC DEL CL B NEW226316+901081580.04%+50
JPMORGAN CHASE & CO COM(JPM)390494+1041151620.04%+47
TBG DIVIDEND FOCUS ETF
TBG DIVID FO ETF
01,250+1,2500460.01%+46
KLA CORP COM NEW(KLAC)11200+18916600.01%+44
CISCO SYS INC COM(CSCO)459668+20936780.02%+43
CATERPILLAR INC COM(CAT)4167+2629710.02%+42
VISA INC COM CL A(V)97197+10029680.02%+38
INVESCO QQQ TRUST SERIES I22822801321680.04%+36
S & T BANCORP INC COM(STBA)4,3544,425+711822170.05%+35
FORMFACTOR INC COM(FORM)191323+13219520.01%+33
TIMOTHY PLAN HIGH DIVIDEND STOCK ETF39,61839,535-831,6391,6720.38%+33
META PLATFORMS INC CL A(META)158217+59901220.03%+32
GE AEROSPACE COM NEW(GE)121175+5434650.02%+31
ROYAL BK CDA COM(RY)179290+11129600.01%+31
VIASAT INC COM(VSAT)216448+23210400.01%+30
MASTERCARD INCORPORATED CL A(MA)49104+5524530.01%+29
SANMINA CORP COM(SANM)107169+6214430.01%+29
SEMTECH CORP COM(SMTC)186266+8014430.01%+29
PROCTER & GAMBLE CO COM(PG)167360+19324530.01%+29
CORNING INC COM(GLW)107169+6215430.01%+29
BANK OF AMER CORP COM1,0271,380+35350790.02%+29
GE VERNOVA INC COM(GEV)3953+1434620.01%+28
COCA COLA CO COM(KO)8031,096+29361890.02%+28
HSBC HLDGS PLC SPON ADR NEW(HSBC)216475+25918450.01%+27
TEXAS INSTRS INC COM(TXN)99156+5719460.01%+27
MKS INC. COM(MKSI)5386+3312380.01%+26
DELL TECHNOLOGIES INC CL C(DELL)6886+1811370.01%+26
AMAZON COM INC COM(AMZN)807812+51681940.04%+25
WESTERN DIGITAL CORP COM(WDC)2147+266300.01%+24
ALPHABET INC CAP STK CL C(GOOG)36336301041280.03%+24
SITIME CORP COM(SITM)3950+1113370.01%+24
VIAVI SOLUTIONS INC COM(VIAV)573896+32319430.01%+24
FORD MTR CO COM(F)6,7687,305+537781020.02%+23
PALO ALTO NETWORKS INC COM(PANW)5494+409320.01%+23
ARISTA NETWORKS INC COM SHS(ANET)267330+6333560.01%+23
NUVEEN MUN HIGH INCOME OPPORTU COM(NMZ)02,173+2,1730230.01%+23
MORGAN STANLEY COM NEW(MS)87178+9114370.01%+23
AST SPACEMOBILE INC COM CL A(ASTS)9101,105+19575980.02%+23
VANGUARD SMALL CAP VALUE ETF87387301902120.05%+22
ELEMENT SOLUTIONS INC COM(ESI)421770+34914370.01%+22
GOLDMAN SACHS GROUP INC COM(GS)3349+1628500.01%+22
BANK NOVA SCOTIA B C COM34275+2412240.01%+22
GATES INDL CORP LTD COM SHS0744+7440210.00%+21
VISHAY INTERTECHNOLOGY INC COM(VSH)260465+2055250.01%+20
KULICKE & SOFFA INDS INC COM(KLIC)140219+799290.01%+20
SEACOAST BKG CORP FLA COM NEW(SBCF)4,6794,864+1851421620.04%+20
CITIGROUP INC COM NEW(C)223323+10025450.01%+20
ARCOSA INC COM115220+10512320.01%+20
EATON CORP PLC SHS(ETN)4584+3916360.01%+20
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Bare Financial Services, Inc — 13F Holdings — Q2 2026 | TickerTrail