Fund Holdings — Bare Financial Services, Inc

Total Portfolio Value
$334.84M
Total Bought
$50.28M
Total Sold
$15.08M
Net Transaction
+$35.20M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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CROSSMARK LARGE CAP GROWTH ETF
LARGE CAP GROW
0352,546+352,54609,5302.85%+9,530
EVENTIDE HIGH DIVIDEND ETF
EVEN HIGH DI ETF
0344,928+344,92809,2242.75%+9,224
AVANTIS U.S. SMALL CAP VALUE ETF270,697294,833+24,13624,66029,3458.76%+4,684
VANGUARD TOTAL BOND MARKET ETF335,468384,148+48,68024,70028,5698.53%+3,869
ISHARES CORE S&P 500 ETF61,27862,117+83938,04741,57512.42%+3,528
Sovereigns Capital Flourish Fund989107,124+106,135303,2440.97%+3,214
VANGUARD VALUE ETF153,422160,217+6,79527,11629,8798.92%+2,763
ISHARES CORE MSCI EAFE ETF
CORE MSCI EAFE
351,813360,613+8,80029,36931,4859.40%+2,116
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
MULTISECTOR BD
478,385539,364+60,97912,69614,4774.32%+1,780
VANGUARD RUSSELL 1000 GROWTH ETF
VNG RUS1000GRW
80,94685,168+4,2228,83910,2633.06%+1,423
INSPIRE INTERNATIONAL ETF
INSPIRE INTL ETF
485,086500,215+15,12916,62417,6405.27%+1,016
INSPIRE CORPORATE BOND ETF
INSPIRE CORP BD
637,196673,970+36,77415,29916,2764.86%+977
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
MSCI EMRG CHN
143,559147,842+4,2839,0649,9812.98%+916
TIMOTHY PLAN US SMALL CAP CORE ETF234,255238,817+4,5629,0619,9282.96%+867
VANGUARD MID-CAP GROWTH ETF26,49028,509+2,0197,5348,3762.50%+842
ISHARES RUSSELL 2000 VALUE ETF22,19922,19903,5023,9251.17%+423
ISHARES RUSSELL 2000 GROWTH ETF12,07012,07003,4503,8631.15%+413
PNC FINL SVCS GROUP INC COM(PNC)9032,167+1,2641684360.13%+267
CAPITAL GROUP CORE BALANCED ETF
SHS
36,52242,441+5,9191,2211,4740.44%+252
CAPITAL GROUP DIVIDEND GROWERS ETF
SHS ETF
7,59813,500+5,9022564680.14%+212
VANGUARD TOTAL STOCK MARKET ETF10,78310,628-1553,2773,4881.04%+211
CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF
SHS CREAT UNIT
150,437144,571-5,8664,0814,2821.28%+201
FULTON FINL CORP PA COM(FULT)8,18817,526+9,3381483270.10%+179
ISHARES NATIONAL MUNI BOND ETF33,92634,957+1,0313,5453,7231.11%+178
ISHARES S&P 500 VALUE ETF19,03218,856-1763,7193,8941.16%+175
NVIDIA CORPORATION COM(NVDA)3,6933,959+2665837390.22%+155
APPLE INC COM(AAPL)6,1685,574-5941,2661,4190.42%+154
ISHARES RUSSELL 2000 ETF6,2876,105-1821,3571,4770.44%+121
VANGUARD HEALTH CARE ETF
HEALTH CAR ETF
2,1342,490+3565306460.19%+116
ALPHABET INC CAP STK CL A(GOOG)1,3631,418+552403450.10%+105
PPL CORP COM(PPL)4723,137+2,665161170.03%+101
CONSTELLATION ENERGY CORP COM(CEG)1,8612,125+2646016990.21%+98
ISHARES S&P 500 GROWTH ETF7,8397,788-518639400.28%+77
INSPIRE SMALL/MID CAP ETF
INSPIRE SML/ MID
29,59928,537-1,0621,0521,1090.33%+57
ALPHABET INC CAP STK CL C(GOOG)200379+17935920.03%+57
VANGUARD INFORMATION TECHNOLOGY ETF
INF TECH ETF
990946-446577060.21%+50
MICROSOFT CORP COM(MSFT)331400+691652070.06%+43
TESLA INC COM(TSLA)182204+2258910.03%+33
SPDR PORTFOLIO AGGREGATE BOND ETF
ST STR AGGRE ETF
01,238+1,2380320.01%+32
SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF
ST STR TOTAL ETF
0773+7730310.01%+31
DOW INC COM(DOW)2301,461+1,2316340.01%+27
BANK AMERICA CORP COM252724+47212370.01%+25
BROADCOM INC COM(AVGO)268299+3174990.03%+25
DUKE ENERGY CORP NEW COM NEW(DUK)90280+19011350.01%+24
iShares Silver Trust ETF(SLV)2,4272,4270801030.03%+23
PRUDENTIAL FINL INC COM(PFH)469707+23850730.02%+23
INVESCO QQQ TRUST SERIES I470468-22592810.08%+22
UGI CORP NEW COM(UGI)6601,345+68524450.01%+21
THOR INDS INC COM(THO)1,1831,18301051230.04%+18
ISHARES BITCOIN TRUST ETF(IBIT)4,4454,450+52722890.09%+17
JPMORGAN CHASE & CO. COM(JPM)331358+27961130.03%+17
TECHNOLOGY SELECT SECTOR SPDR FUND
ST STR TECHN ETF
57857801461630.05%+17
HERSHEY CO COM(HSY)285+830160.00%+16
VANGUARD SHORT-TERM CORPORATE BOND ETF
SHRT TRM CORP BD
9,4299,573+1447507650.23%+16
KRATOS DEFENSE & SEC SOLUTIONS COM NEW(KTOS)238286+4811260.01%+15
SPDR Gold Shares ETF(GLD)839761-782562710.08%+15
PALANTIR TECHNOLOGIES INC CL A(PLTR)101156+5514280.01%+15
NETFLIX INC COM(NFLX)1529+1420350.01%+15
SEACOAST BKG CORP FLA COM NEW(SBCF)4,5254,546+211251380.04%+13
ISHARES U.S. TREASURY BOND ETF
US TREAS BD ETF
0577+5770130.00%+13
STERLING INFRASTRUCTURE INC COM(STRL)542+371140.00%+13
INTEL CORP COM(INTC)1,0131,053+4023350.01%+13
AMAZON COM INC COM(AMZN)1,2871,343+562822950.09%+13
VANGUARD SMALL CAP VALUE ETF87387301701820.05%+12
ARISTA NETWORKS INC COM SHS(ANET)244250+625360.01%+11
ABBVIE INC COM(ABBV)82115+3315270.01%+11
ADVANCED MICRO DEVICES INC COM(AMD)329358+2947580.02%+11
EXELON CORP COM(EXC)5,0095,074+652172280.07%+11
BERKSHIRE HATHAWAY INC DEL CL B NEW98115+1748580.02%+10
BOOKING HOLDINGS INC COM(BKNG)24+212220.01%+10
CENCORA INC COM433+291100.00%+9
JOHNSON & JOHNSON COM(JNJ)130156+2620290.01%+9
DISNEY WALT CO COM(DIS)196291+9524330.01%+9
CME GROUP INC COM(CME)2053+336140.00%+9
HOME DEPOT INC COM(HD)164170+660690.02%+9
MP MATERIALS CORP COM CL A(MP)153206+535140.00%+9
AUTOZONE INC COM(AZO)02+2090.00%+9
GE AEROSPACE COM NEW(GE)96110+1425330.01%+8
INSPIRE 500 ETF
INSPIRE 500 ETF
171191+2039480.01%+8
JPMORGAN U.S. MOMENTUM FACTOR ETF
US MOMENTUM
0123+123080.00%+8
META PLATFORMS INC CL A(META)4051+1130370.01%+8
BANCO SANTANDER S.A. ADR(SAN)9521,503+5518160.00%+8
RESIDEO TECHNOLOGIES INC COM(REZI)244305+615130.00%+8
ASML HOLDING N V N Y REGISTRY SHS
N Y REGISTRY SHS
1722+514210.01%+8
FORD MTR CO COM(F)5,7765,876+10063700.02%+8
DONALDSON INC COM(DCI)68149+815120.00%+7
TTM TECHNOLOGIES INC COM(TTMI)14138+124180.00%+7
AST SPACEMOBILE INC COM CL A(ASTS)710826+11633410.01%+7
CHEVRON CORP NEW COM(CVX)188220+3227340.01%+7
BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR(BBVA)418710+2926140.00%+7
ENBRIDGE INC COM(ENB)35171+136290.00%+7
GOLDMAN SACHS GROUP INC COM(GS)2430+617240.01%+7
MERCURY SYS INC COM(MRCY)31108+77280.00%+7
ETSY INC COM(ETSY)182237+559160.00%+7
REALTY INCOME CORP COM(O)200297+9712180.01%+7
HSBC HLDGS PLC SPON ADR NEW(HSBC)176239+6311170.01%+6
SPOTIFY TECHNOLOGY S A SHS(SPOT)1121+108150.00%+6
WELLTOWER INC COM(WELL)3363+305110.00%+6
LIGAND PHARMACEUTICALS INC COM NEW(LGND)1041+31170.00%+6
BLOOM ENERGY CORP COM CL A7894+16280.00%+6
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Bare Financial Services, Inc — 13F Holdings — Q3 2025 | TickerTrail