Bare Financial Services, Inc NVDA — NVIDIA CORPORATION COM

Ownership history in Bare Financial Services, Inc  ·  9 quarters on record

AI Ownership Summary

Bare Financial Services, Inc reported NVIDIA CORPORATION COM (NVDA) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.28% in 2023 Q4. The latest visible filing shows NVDA at 0.16% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NVDA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bare Financial Services, Inc's position in NVIDIA CORPORATION COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

NVDA was reported at 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.28% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NVDA stock page Bare Financial Services, Inc fund profile Bare Financial Services, Inc full holdings
How Bare Financial Services, Inc held NVDA — position size vs. price
% of Fund (quarterly)    NVDA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 21.2% -6.5% ✅ 3,120 -839 -21.2% 0.16% $582K 2026-02-14 (Est.) $182.80
2025 Q3 ADDED — — — 3,959 +266 +7.2% 0.22% $739K 2025-11-12 $193.78
2025 Q2 ADDED — — — 3,693 +1,002 +37.2% 0.20% $583K 2025-08-13 $181.56
2025 Q1 ADDED — — — 2,691 +193 +7.7% 0.11% $292K 2025-05-12 $122.97
2024 Q4 REDUCED 10.8% -19.3% ✅ 2,498 -302 -10.8% 0.13% $335K 2025-02-10 $133.53
2024 Q3 UNCHANGED — — — 2,800 — 0% 0.14% $340K 2024-11-13 $146.21
2024 Q2 ADDED — — — 2,800 +2,520 +900.0% 0.17% $328K 2024-08-14 $118.02
2024 Q1 UNCHANGED — — — 280 — 0% 0.23% $242K 2024-05-13 $90.35
2023 Q4 INITIATED — — — 280 — — 0.28% $139K 2024-02-06 $68.18

🏢 Other funds also holding NVDA

As of 2026 Q1 — sorted by position size

Donor Advised Charitable Giving, Inc. 3Y 7Y 98.69% Ivory Union Consulting Ltd 67.51% GHE, LLC 3Y 54.21% M & L Capital Management Ltd 50.22% Summa Corp. 45.79% Ketron Financial 44.38% MINDSET WEALTH MANAGEMENT, LLC 44.29% KIECKHEFER GROUP LLC 39.64% BURR FINANCIAL SERVICES, LLC 33.63% HOEY INVESTMENTS, INC 3Y 33.58%

FAQ About Bare Financial Services, Inc and NVDA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bare Financial Services, Inc reported owning NVDA?

Bare Financial Services, Inc reported NVDA across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported NVDA position in Bare Financial Services, Inc's portfolio?

The largest reported portfolio weight for NVDA was 0.28% in 2023 Q4.

What is the latest reported NVDA position on this page?

The most recent filing on this page is 2025 Q4, when Bare Financial Services, Inc reported 3,120 shares, equal to 0.16% of portfolio, with an estimated market value of $582K.

What does the chart on this NVDA ownership page compare?

The chart compares Bare Financial Services, Inc's quarterly NVDA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Bare Financial Services, Inc time their NVDA position?

Based on 13F filing dates vs. subsequent NVDA price moves, Bare Financial Services, Inc correctly timed 5 out of 6 reported position changes (83%). The annualised alpha on NVDA relative to SPY over the holding period was +37.2%.

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