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Barnes Wealth Management Group

Latest statistics and disclosures from Barnes Wealth Management Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, IUSB, IVW, AAPL, JPST, and represent 20.90% of Barnes Wealth Management Group's stock portfolio.
Added to shares of these 10 stocks: IVV (+$6.1M), VUG, IALT, EFG, JPST, PYLD, USHY, IWF, ELD, IUSB.
Started 21 new stock positions in FNOV, MU, BAC, SPTL, EFG, IALT, JSCP, XLK, STIP, ELD. PHO, KMB, XSMO, IGEB, TQQQ, TROW, NEE, APLD, VIOV, ARKQ, RSST.
Reduced shares in these 10 stocks: QUAL, EFV, IEMG, IAGG, IVE, MTUM, BIL, BAI, SPMO, PFFD.
Sold out of its positions in ABT, BNY, CAT, PFFD, ICVT, IAGG, SPMB, XLE, SCI, WM.
Barnes Wealth Management Group was a net buyer of stock by $5.1M.
Barnes Wealth Management Group has $216M in assets under management (AUM), dropping by 9.72%.
Central Index Key (CIK): 0002066194

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Portfolio Holdings for Barnes Wealth Management Group

Barnes Wealth Management Group holds 195 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	7.1	$15M	+65%	21k	748.91	View chart
Ishares Tr Core Univrsl Usd (IUSB)	4.2	$9.0M	+3%	195k	46.15	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	3.4	$7.4M		54k	137.53	View chart
Apple (AAPL)	3.1	$6.8M		23k	289.37	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	3.1	$6.7M	+6%	133k	50.57	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	3.1	$6.7M		184k	36.60	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	2.6	$5.6M	-2%	83k	68.01	View chart
Ishares Tr S&p 500 Val Etf (IVE)	2.5	$5.3M	-18%	24k	227.06	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	2.1	$4.5M		44k	100.81	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.8	$3.9M		5.2k	736.51	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	1.6	$3.6M	-18%	10k	342.83	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.6	$3.4M		4.5k	746.82	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.4	$3.0M		89k	33.84	View chart
Pimco Etf Tr Active Bd Etf (BOND)	1.4	$3.0M		32k	92.21	View chart
Chevron Corporation (CVX)	1.3	$2.9M		17k	165.77	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	1.3	$2.9M	-13%	54k	52.72	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	1.3	$2.8M		29k	95.61	View chart
Ishares Tr Mbs Etf (MBB)	1.2	$2.6M		27k	94.52	View chart
Spdr Series Trust St Str P500etf (SPYM)	1.2	$2.5M	+6%	28k	87.88	View chart
Vanguard Index Fds Growth Etf (VUG)	1.1	$2.5M	+499%	29k	86.14	View chart
Goldman Sachs Etf Tr Ultr Shor Bd Etf (GSST)	1.1	$2.4M		48k	50.58	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	1.0	$2.2M		95k	22.78	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.9	$2.0M		41k	50.39	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.9	$2.0M		40k	50.15	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.9	$2.0M		41k	48.87	View chart
Ssga Active Etf Tr St Str Ul Bd Etf (ULST)	0.9	$1.9M	-4%	48k	40.42	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.9	$1.9M	+2%	16k	118.99	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.8	$1.8M	-58%	8.4k	219.44	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.8	$1.8M	+2%	35k	50.37	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.8	$1.8M		16k	113.69	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.8	$1.7M	-2%	55k	31.71	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.8	$1.7M	+4%	52k	31.78	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	0.8	$1.6M		38k	43.11	View chart
Listed Fds Tr Swan Hedged Eqty (HEGD)	0.7	$1.5M	+8%	58k	26.66	View chart
Wisdomtree Tr Us Hgh Yld Corp (QHY)	0.7	$1.5M		34k	45.81	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.7	$1.5M		15k	100.35	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.7	$1.5M	+9%	41k	36.61	View chart
Bondbloxx Etf Trust Bloomberg Three (XTRE)	0.7	$1.5M	+2%	30k	49.03	View chart
Microsoft Corporation (MSFT)	0.7	$1.5M	+9%	3.9k	373.06	View chart
Ishares Core Msci Emkt (IEMG)	0.7	$1.4M	-47%	18k	82.84	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.7	$1.4M	+40%	54k	26.52	View chart
Ishares Tr Broad Usd High (USHY)	0.7	$1.4M	+39%	39k	37.02	View chart
NVIDIA Corporation (NVDA)	0.6	$1.4M	+9%	6.9k	200.10	View chart
Wells Fargo & Company (WFC)	0.6	$1.4M		17k	82.64	View chart
J P Morgan Exchange Traded F Us Value Factr (JVAL)	0.6	$1.3M	-4%	23k	58.64	View chart
Fidelity Covington Trust Fun Lar Cor Etf (FFLC)	0.6	$1.3M	+13%	23k	58.91	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.6	$1.3M	NEW	46k	28.05	View chart
Meta Platforms Cl A (META)	0.5	$1.2M		2.1k	563.33	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.5	$1.2M	+11%	22k	52.60	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.5	$1.2M	-4%	22k	52.34	View chart
Spdr Series Trust St Str Bl 12 Etf (BILS)	0.5	$1.2M	+6%	12k	99.39	View chart
Amazon (AMZN)	0.5	$1.1M	-3%	4.7k	238.34	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$1.1M	-6%	3.1k	353.33	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.5	$1.1M	-4%	11k	98.20	View chart
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)	0.5	$1.0M	+9%	21k	49.38	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.5	$1.0M	NEW	8.3k	124.43	View chart
Spdr Series Trust St Inter Etf (SPTI)	0.5	$978k	+5%	35k	28.39	View chart
Tesla Motors (TSLA)	0.5	$974k	-7%	2.3k	420.60	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.4	$947k		51k	18.43	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.4	$937k	-2%	9.5k	98.59	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$935k	+3%	4.0k	236.64	View chart
Ishares Tr Intl Eqty Factor (INTF)	0.4	$914k	+17%	22k	40.96	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.4	$882k		9.7k	90.79	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.4	$869k	-29%	5.4k	161.54	View chart
Spdr Series Trust St Str P500val (SPYV)	0.4	$853k	+4%	14k	60.79	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.4	$848k	+7%	19k	45.49	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.4	$842k	+14%	2.8k	303.02	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)	0.4	$809k		17k	46.74	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.4	$768k	+17%	28k	27.33	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.4	$763k	-5%	15k	50.95	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.3	$749k		6.8k	110.15	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.3	$747k		12k	62.11	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$741k		2.1k	357.37	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.3	$737k	+23%	8.2k	89.85	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$724k	+5%	9.6k	75.51	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$718k		1.4k	500.39	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.3	$711k	-2%	13k	53.79	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.3	$700k	-5%	6.5k	107.13	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$694k	-3%	3.2k	217.93	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.3	$692k	+11%	15k	46.87	View chart
Spdr Series Trust St Str R1k Lowv (LGLV)	0.3	$680k	+2%	3.7k	181.46	View chart
Wal-Mart Stores (WMT)	0.3	$679k		6.0k	113.26	View chart
T Rowe Price Exchange-traded Price Blue Chip (TCHP)	0.3	$667k		13k	50.09	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.3	$665k		13k	50.66	View chart
Angel Oak Funds Trust Oak Ultrashort (UYLD)	0.3	$660k	-9%	13k	51.01	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.3	$652k	+2%	14k	45.76	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.3	$634k	-41%	6.9k	91.64	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.3	$631k	+4%	2.2k	290.62	View chart
Exxon Mobil Corporation (XOM)	0.3	$629k	-3%	4.6k	136.72	View chart
Advanced Micro Devices (AMD)	0.3	$625k	-6%	1.1k	580.91	View chart
Doubleline Etf Trust Oppo Core Bd Etf (DBND)	0.3	$623k	+11%	14k	45.59	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.3	$603k	-30%	14k	43.48	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.3	$588k	+17%	12k	50.50	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.3	$581k	+16%	12k	49.55	View chart
Pimco Etf Tr Commodity Strat (CMDT)	0.3	$576k		19k	30.67	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.3	$574k	+2%	5.9k	96.47	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$567k		6.8k	83.76	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.3	$558k	+3%	22k	25.52	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$558k		11k	50.58	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$536k	-20%	1.5k	368.38	View chart
Ssga Active Etf Tr St Str Total Etf (TOTL)	0.2	$521k	+16%	13k	39.47	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$520k		6.7k	77.91	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAPR)	0.2	$511k		13k	40.88	View chart
Cisco Systems (CSCO)	0.2	$505k	-11%	4.3k	117.46	View chart
Ishares Tr Msci Usa Value (VLUE)	0.2	$485k		2.4k	199.81	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.2	$476k	+6%	3.6k	133.25	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$461k		2.8k	163.67	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$458k		16k	28.96	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$454k	+338%	3.7k	124.18	View chart
Johnson & Johnson (JNJ)	0.2	$453k	-12%	1.8k	254.08	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	0.2	$433k		10k	42.72	View chart
Palantir Technologies Cl A (PLTR)	0.2	$425k	+25%	3.6k	116.67	View chart
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)	0.2	$416k	+15%	5.3k	78.28	View chart
Ishares Tr Global Tech Etf (IXN)	0.2	$416k	+14%	2.9k	144.49	View chart
Ishares Emng Mkts Eqt (EMGF)	0.2	$413k	-2%	5.6k	73.26	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$411k	+2%	5.2k	79.03	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$409k		3.8k	107.62	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$409k		5.3k	77.11	View chart
Gilead Sciences (GILD)	0.2	$408k		3.2k	126.34	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.2	$406k	-3%	4.2k	96.90	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$390k	-83%	5.1k	76.55	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$380k		3.9k	96.60	View chart
At&t (T)	0.2	$374k	+26%	18k	20.70	View chart
Pfizer (PFE)	0.2	$371k	+5%	15k	24.08	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.2	$364k		6.2k	58.92	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.2	$356k		9.3k	38.23	View chart
TriCo Bancshares (TCBK)	0.2	$355k		6.6k	53.85	View chart
Broadcom (AVGO)	0.2	$349k	-12%	924.00	377.75	View chart
Merck & Co (MRK)	0.2	$345k	-8%	2.7k	128.50	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.2	$343k		6.6k	51.78	View chart
Abbvie (ABBV)	0.2	$341k		1.4k	251.72	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.2	$337k	-3%	7.4k	45.70	View chart
International Business Machines (IBM)	0.2	$334k		1.2k	281.44	View chart
Duke Energy Corp Com New (DUK)	0.2	$333k		2.6k	126.58	View chart
Home Depot (HD)	0.2	$327k	+2%	926.00	352.68	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$316k		3.5k	89.20	View chart
Spdr Series Trust St Str Tips Etf (SPIP)	0.1	$315k	-7%	12k	25.68	View chart
Amgen (AMGN)	0.1	$314k		867.00	362.12	View chart
Verizon Communications (VZ)	0.1	$313k		7.4k	42.34	View chart
Procter & Gamble Company (PG)	0.1	$308k	+4%	2.1k	146.64	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.1	$305k		1.6k	185.31	View chart
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)	0.1	$305k	+2%	5.3k	57.89	View chart
Ishares Tr North Amern Nat (IGE)	0.1	$305k	-2%	5.4k	56.18	View chart
Wisdomtree Tr Us Effic Core Fd (NTSX)	0.1	$301k		5.1k	59.05	View chart
Wisdomtree Tr Em Lcl Debt Fd (ELD)	0.1	$300k	NEW	10k	28.70	View chart
Travelers Companies (TRV)	0.1	$289k		876.00	330.12	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.1	$283k		12k	23.85	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.1	$280k	+2%	3.2k	88.72	View chart
Bny Mellon Etf Trust Global Infrasctr (BKGI)	0.1	$280k		6.2k	44.97	View chart
American Electric Power Company (AEP)	0.1	$276k		2.0k	136.81	View chart
Consolidated Edison (ED)	0.1	$275k		2.5k	110.63	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$272k		5.4k	50.36	View chart
Lockheed Martin Corporation (LMT)	0.1	$272k	-6%	533.00	509.46	View chart
Global X Fds S&p 500 Catholic (CATH)	0.1	$270k	+3%	3.1k	88.51	View chart
General Dynamics Corporation (GD)	0.1	$264k		744.00	354.24	View chart
Evergy (EVRG)	0.1	$261k	-2%	3.0k	86.43	View chart
Costco Wholesale Corporation (COST)	0.1	$261k	-4%	279.00	935.47	View chart
Visa Com Cl A (V)	0.1	$259k		756.00	343.09	View chart
Bank of America Corporation (BAC)	0.1	$257k	NEW	4.5k	56.98	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$255k	-2%	1.1k	242.43	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.1	$253k		4.9k	51.52	View chart
Applied Digital Corp Com New (APLD)	0.1	$253k	NEW	6.8k	37.30	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.1	$253k	NEW	2.7k	93.63	View chart
Allstate Corporation (ALL)	0.1	$251k	-2%	1.1k	237.94	View chart
NiSource (NI)	0.1	$248k	-2%	5.2k	47.55	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$248k	NEW	2.4k	102.16	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$248k		4.0k	61.46	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$244k	-6%	2.5k	96.49	View chart
Tidal Trust Ii Ret Stckd Gl Stk (RSSB)	0.1	$244k		7.9k	30.76	View chart
Toro Company (TTC)	0.1	$240k	-2%	2.5k	97.42	View chart
Tidal Trust Ii Return Stckd Us (RSST)	0.1	$240k	NEW	7.3k	32.69	View chart
Micron Technology (MU)	0.1	$237k	NEW	205.00	1154.29	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.1	$233k		4.6k	50.84	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$232k	NEW	1.2k	190.52	View chart
Tortoise Capital Series Trus North Amrcn Pipe (TPYP)	0.1	$232k		5.5k	41.93	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.1	$231k	NEW	2.8k	81.03	View chart
JPMorgan Chase & Co. (JPM)	0.1	$230k	-14%	702.00	327.33	View chart
TJX Companies (TJX)	0.1	$229k	-2%	1.5k	151.50	View chart
Bristol Myers Squibb (BMY)	0.1	$227k		3.9k	57.62	View chart
Paccar (PCAR)	0.1	$226k		1.9k	120.12	View chart
Kimberly-Clark Corporation (KMB)	0.1	$225k	NEW	2.0k	109.77	View chart
Ark Etf Tr Autnmus Technlgy (ARKQ)	0.1	$222k	NEW	1.7k	132.28	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.1	$218k	NEW	4.6k	47.15	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$216k		4.0k	53.47	View chart
Ishares Tr Invt Grad Sy Etf (IGEB)	0.1	$215k	NEW	4.8k	45.11	View chart
W.R. Berkley Corporation (WRB)	0.1	$213k		3.0k	70.53	View chart
CBOE Holdings (CBOE)	0.1	$209k	-5%	862.00	242.67	View chart
Nextera Energy (NEE)	0.1	$206k	NEW	2.3k	87.77	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	0.1	$205k	NEW	7.8k	26.23	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.1	$205k	NEW	3.0k	69.08	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.1	$205k	NEW	3.5k	58.49	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.1	$204k	NEW	1.7k	117.33	View chart
T. Rowe Price (TROW)	0.1	$202k	NEW	1.8k	113.69	View chart
Nuveen CA Dividend Advantage Muni. Fund (NAC)	0.1	$181k		15k	12.12	View chart
PIMCO Strategic Global Government Fund (RCS)	0.1	$133k	+17%	24k	5.45	View chart

Past Filings by Barnes Wealth Management Group

SEC 13F filings are viewable for Barnes Wealth Management Group going back to 2024

Barnes Wealth Management Group 2026 Q2 filed July 24, 2026
Barnes Wealth Management Group 2026 Q1 filed May 18, 2026
Barnes Wealth Management Group 2025 Q4 filed Feb. 24, 2026
Barnes Wealth Management Group 2025 Q3 filed Nov. 14, 2025
Barnes Wealth Management Group 2025 Q2 filed Aug. 27, 2025
Barnes Wealth Management Group 2025 Q1 filed May 14, 2025
Barnes Wealth Management Group 2024 Q4 filed May 12, 2025

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