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Elevation Series Trust shares owned by Bare Financial Services

Quarter-by-quarter ownership of Elevation Series Trust (SOVF) shares owned by Bare Financial Services from 13F filings

Historical chart of Bare Financial Services investment in Elevation Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Elevation Series Trust held by Bare Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Elevation Series Trust by Bare Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.2M 107k 30.28
2025-06-30 $30k 989 30.16
2025-03-31 $29k 989 29.71
2024-12-31 $30k 989 30.75

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Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core Msci Eafe Etf Etf (IEFA)
Vanguard Value Etf Etf (VTV)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Vanguard Total Bond Market Etf Etf (BND)
Inspire International Etf Etf (WWJD)
Inspire Corporate Bond Etf Etf (IBD)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Vanguard Russell 1000 Growth Etf Etf (VONG)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Timothy Plan Us Small Cap Core Etf Etf (TPSC)
Crossmark Large Cap Growth Etf Etf
Timothy Plan Us Large/mid Cap Core Etf Etf (TPLC)
Eventide High Dividend Etf Etf (ELCV)
Inspire 100 Etf Etf (BIBL)

View all positions for Bare Financial Services

Top funds holding Elevation Series Trust

EverSource Wealth Advisors
Cornerstone Management
Vident Advisory
ICONIQ Capital
Change Path
Bare Financial Services
Ronald Blue Trust
OneAscent Wealth Management
Keel Point
OneAscent Financial Services
Pensionmark Financial Group
BOS Asset Management
Atria Investments
Arete Wealth Advisors
Silver Oak Securities

View all funds holding Elevation Series Trust