You're signed outSign in or to get full access.
Bare Financial Services, Inc.
Bare Financial Services, Inc. (d/b/a Bare Wealth Advisors) is an independent registered investment adviser headquartered in Leola, Pennsylvania, United States. Founded in the mid-1990s, the firm specializes in wealth management and holistic financial planning with a strong focus on Biblical stewardship principles. Bare Wealth Advisors primarily serves individuals, families, and multigenerational clients, providing guidance on investments, estate planning, legacy giving, and charitable strategies. The team of approximately 19 employees includes certified financial planners, with the company guided by CEO and founder Ron Bare.
Investment Strategy
Bare Financial Services, Inc. offers a holistic, faith-based investment strategy grounded in Biblical wisdom. Their approach emphasizes long-term planning, generational wealth transfer, and responsible stewardship, aligning clients' financial decisions with their personal values and life goals. The firm provides customized portfolio management, retirement and legacy planning, and charitable giving strategies, aiming to maximize impact for families and communities through intentional generosity and values-driven investing.
Latest 13F Filing Activity
Bare Financial Services, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 1,191 equity positions with a total 13F market value of $296M. The fund increased holdings in Ishares Core S&P 500 Etf, Ishares Core Msci Eafe Etf, Avantis U.s. Small Cap Value Etf among other positions. Bare Financial Services, Inc. reduced exposure to Capital Group International Focus Equity Etf, Ishares National Muni Bond Etf, Ishares Russell 2000 Etf among others.
Top Holdings
Equity Positions (1,191)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES CORE S&P 500 ETF | 12.83% | $38.0M | 61,278 | $536.62 | $620.90 | +$5.2M |
I IEFA | ISHARES CORE MSCI EAFE ETF | 9.91% | $29.4M | 351,813 | $74.83 | $83.48 | +$4.9M |
V VTV | VANGUARD VALUE ETF | 9.15% | $27.1M | 153,422 | $166.15 | $176.74 | +$2.9M |
B BND | VANGUARD TOTAL BOND MARKET ETF | 8.33% | $24.7M | 335,468 | $73.51 | $73.63 | +$2.4M |
A AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | 8.32% | $24.7M | 270,697 | $91.56 | $91.10 | +$3.8M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more