Curtis Burkholder

Bare Financial Services, Inc

Assets Managed

$378.341M

Holdings

1730

Last Quarter

2026 - Q1

Filed Date

3d ago

Growth Rate

5.24%(2Q avg: 6.31%)

Sustained Growth

9 quarters

Portfolio positions

This chart displays the top 10 holdings in Bare Financial Services, Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1730 positions.

Assets under management

The assets under management (AUM) of Bare Financial Services, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 378.341M in assets, with a quarterly growth rate of 5.24% and a 2-quarter average growth rate of 6.31%. The portfolio is managed by Curtis Burkholder, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
IVV Ishares Core S&p 500 Etf Recent Activity Increased 1.35%	10.8%	$40.847M 62,532 shares@ $653.22 avg price	Increased 1.35%
IEFA Ishares Core Msci Eafe Etf Recent Activity Increased 3.14%	9.1%	$34.42M 380,203 shares@ $90.54 avg price	Increased 3.14%
AVUV Avantis Us Small Cap Value Recent Activity Increased 2.59%	9.1%	$34.411M 311,497 shares@ $110.47 avg price	Increased 2.59%
VTV Vanguard Value Etf Recent Activity Increased 3.77%	9.1%	$34.4M 175,329 shares@ $196.21 avg price	Increased 3.77%
BND Vanguard Total Bond Market Recent Activity Increased 6.39%	8.95%	$33.826M 459,348 shares@ $73.65 avg price	Increased 6.39%
WWJD Inspire International Etf Recent Activity Increased 1.85%	5.17%	$19.543M 522,686 shares@ $37.39 avg price	Increased 1.85%
IBD Inspire Corporate Bond Etf Recent Activity Increased 7.72%	4.86%	$18.367M 769,879 shares@ $23.86 avg price	Increased 7.72%
PYLD Pimco Multisector Bond Actv Recent Activity Increased 7.56%	4.61%	$17.416M 664,742 shares@ $26.21 avg price	Increased 7.56%
ELCV Eventide High Dividend Etf Recent Activity Increased 6.15%	3.38%	$12.76M 440,015 shares@ $29.01 avg price	Increased 6.15%
EMXC Ishares Msci Emr Mrk Ex Chna Recent Activity Increased 0.49%	3.08%	$11.65M 148,108 shares@ $78.66 avg price	Increased 0.49%

1-10 of 1730