Barnes Wealth Management Group, Inc
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2066194
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13F Reported Value
ⓘ$216.2M
Holdings
195
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Barnes Wealth Management Group, Inc disclosed 195 positions worth $216.2M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 17 new positions and exited 10. The portfolio is most concentrated in Other (77.7% of disclosed assets). All figures are sourced directly from Barnes Wealth Management Group, Inc’s Form 13F-HR filing with the SEC under CIK 2066194.
AI Fund Analysis
ConcentratingISHARES TR - CORE S&P500 E
7.1% weight
Held 6 quarters
ISHARES TR - CORE UNIVRSL
4.2% weight
Held 6 quarters
ISHARES TR - S&P 500 GRWT
3.4% weight
Held 6 quarters
$AAPL3.1% weight
Held 6 quarters
J P MORGAN EXCHANGE TRADED
3.1% weight
Held 6 quarters
PIMCO ETF TR - ENHAN SHRT
5 quarters accumulating
PIMCO ETF TR - MULTISECTOR
5 quarters accumulating
ISHARES TR - BROAD USD HIG
5 quarters accumulating
PIMCO ETF TR - INTER MUN B
5 quarters accumulating
SPDR SERIES TRUST - ST INT
5 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyEnergyConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES TR - CORE S&P500 ETF
—Quality
$15.3M20,486 shISHARES TR - CORE UNIVRSL USD
—Quality
$9.0M194,573 shISHARES TR - S&P 500 GRWT ETF
—Quality
$7.4M53,517 sh- 76.4
Quality
$6.8M23,395 sh J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF
—Quality
$6.7M133,274 shBLACKROCK ETF TRUST - ISHA IN CTRY ETF
—Quality
$6.7M183,754 shBLACKROCK ETF TRUST - ISHARES US EQUIT
—Quality
$5.6M82,855 shISHARES TR - S&P 500 VAL ETF
—Quality
$5.3M23,460 shPIMCO ETF TR - ENHAN SHRT MA AC
—Quality
$4.5M44,414 sh- —
Quality
$3.9M5,235 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR - CORE S&P500 ETF | — | $15.3M | 20,486 |
| ISHARES TR - CORE UNIVRSL USD | — | $9.0M | 194,573 |
| ISHARES TR - S&P 500 GRWT ETF | — | $7.4M | 53,517 |
| Apple Inc.$AAPL | 76.4 | $6.8M | 23,395 |
| J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | — | $6.7M | 133,274 |
| BLACKROCK ETF TRUST - ISHA IN CTRY ETF | — | $6.7M | 183,754 |
| BLACKROCK ETF TRUST - ISHARES US EQUIT | — | $5.6M | 82,855 |
| ISHARES TR - S&P 500 VAL ETF | — | $5.3M | 23,460 |
| PIMCO ETF TR - ENHAN SHRT MA AC | — | $4.5M | 44,414 |
 INVESCO QQQ TRUST, SERIES 1$QQQ | — | $3.9M | 5,235 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Barnes Wealth Management Group, Inc's 195 positions.
Showing top 10 of 195 holdings.
Sector Allocation
Other
$168.0M
Financials
$19.0M
Technology
$15.5M
Energy
$3.5M
Consumer Discretionary
$2.6M
Healthcare
$2.5M
Industrials
$2.3M
Utilities
$1.6M
Top Holdings — Barnes Wealth Management Group, Inc (Q2 2026)
Top 150 of 195 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR - CORE S&P500 ETF | $15.3M | 7.1% | +66% | — |
| 2 | — | ISHARES TR - CORE UNIVRSL USD | $9.0M | 4.2% | +3% | — |
| 3 | — | ISHARES TR - S&P 500 GRWT ETF | $7.4M | 3.4% | -1% | — |
| 4 | $AAPL | Apple Inc. | $6.8M | 3.1% | +0% | 76.4 |
| 5 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $6.7M | 3.1% | +7% | — |
| 6 | — | BLACKROCK ETF TRUST - ISHA IN CTRY ETF | $6.7M | 3.1% | +2% | — |
| 7 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | $5.6M | 2.6% | -3% | — |
| 8 | — | ISHARES TR - S&P 500 VAL ETF | $5.3M | 2.5% | -19% | — |
| 9 | — | PIMCO ETF TR - ENHAN SHRT MA AC | $4.5M | 2.1% | +1% | — |
| 10 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $3.9M | 1.8% | -2% | — |
| 11 | — | ISHARES TR - MSCI USA MMENTM | $3.6M | 1.6% | -19% | — |
| 12 |  $SPY | SPDR S&P 500 ETF TRUST | $3.4M | 1.6% | -0% | — |
| 13 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $3.0M | 1.4% | +0% | — |
| 14 | — | PIMCO ETF TR - ACTIVE BD ETF | $3.0M | 1.4% | -1% | — |
| 15 |  $CVX | CHEVRON CORP | $2.9M | 1.3% | -1% | 62.8 |
| 16 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | $2.9M | 1.3% | -14% | — |
| 17 | — | PIMCO ETF TR - ENHNCD LW DUR AC | $2.8M | 1.3% | -0% | — |
| 18 | — | ISHARES TR - MBS ETF | $2.6M | 1.2% | +1% | — |
| 19 | — | SPDR SERIES TRUST - ST STR P500ETF | $2.5M | 1.1% | +6% | — |
| 20 | — | VANGUARD INDEX FDS - GROWTH ETF | $2.5M | 1.1% | +499% | — |
| 21 |  $GS | GOLDMAN SACHS GROUP INC | $2.4M | 1.1% | -2% | 73.5 |
| 22 | — | ISHARES TR - US TREAS BD ETF | $2.2M | 1.0% | +1% | — |
| 23 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $2.0M | 0.9% | -2% | — |
| 24 |  $IVZ | Invesco Ltd. | $2.0M | 0.9% | +2% | — |
| 25 | — | JANUS DETROIT STR TR - HENDRSN SHRT ETF | $2.0M | 0.9% | +2% | — |
| 26 | — | SSGA ACTIVE ETF TR - ST STR UL BD ETF | $1.9M | 0.9% | -4% | — |
| 27 | — | SPDR SERIES TRUST - ST STR P500GRW | $1.9M | 0.9% | +2% | — |
| 28 | — | ISHARES TR - MSCI USA QLT FCT | $1.8M | 0.8% | -58% | — |
| 29 | — | BLACKROCK ETF TRUST - ISHA LA CORE ETF | $1.8M | 0.8% | +3% | — |
| 30 |  $WT | WisdomTree, Inc. | $1.8M | 0.8% | -1% | 59.9 |
| 31 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $1.7M | 0.8% | -3% | — |
| 32 | — | BLACKROCK ETF TRUST - ISHARES DEFENSE | $1.7M | 0.8% | +5% | — |
| 33 | — | BLACKROCK ETF TRUST - ISHA US THEM ETF | $1.6M | 0.8% | -0% | — |
| 34 | — | LISTED FDS TR - SWAN HEDGED EQTY | $1.5M | 0.7% | +9% | — |
| 35 | $WT | WisdomTree, Inc. | $1.5M | 0.7% | +1% | 59.9 |
| 36 | — | ISHARES TR - 10-20 YR TRS ETF | $1.5M | 0.7% | +1% | — |
| 37 | — | FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF | $1.5M | 0.7% | +9% | — |
| 38 | — | BONDBLOXX ETF TRUST - BLOOMBERG THREE | $1.5M | 0.7% | +3% | — |
| 39 |  $MSFT | MICROSOFT CORP | $1.5M | 0.7% | +10% | 79.8 |
| 40 | — | ISHARES INC - CORE MSCI EMKT | $1.4M | 0.7% | -48% | — |
| 41 | — | PIMCO ETF TR - MULTISECTOR BD | $1.4M | 0.7% | +40% | — |
| 42 | — | ISHARES TR - BROAD USD HIGH | $1.4M | 0.7% | +39% | — |
| 43 |  $NVDA | NVIDIA CORP | $1.4M | 0.6% | +10% | 85.9 |
| 44 |  $WFC | WELLS FARGO & COMPANY/MN | $1.4M | 0.6% | -0% | 61.8 |
| 45 | — | J P MORGAN EXCHANGE TRADED F - US VALUE FACTR | $1.3M | 0.6% | -5% | — |
| 46 | — | FIDELITY COVINGTON TRUST - FUN LAR COR ETF | $1.3M | 0.6% | +13% | — |
| 47 | — | BLACKROCK ETF TRUST - ISHA SYST AL ETF | $1.3M | 0.6% | NEW | — |
| 48 |  $META | Meta Platforms, Inc. | $1.2M | 0.6% | +0% | 79.6 |
| 49 | — | PIMCO ETF TR - INTER MUN BD ACT | $1.2M | 0.6% | +11% | — |
| 50 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | $1.2M | 0.5% | -4% | — |
| 51 | — | SPDR SERIES TRUST - ST STR BL 12 ETF | $1.2M | 0.5% | +6% | — |
| 52 |  $AMZN | AMAZON COM INC | $1.1M | 0.5% | -3% | 68.7 |
| 53 |  $GOOGL | Alphabet Inc. | $1.1M | 0.5% | -7% | 78.2 |
| 54 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETF | $1.1M | 0.5% | -4% | — |
| 55 | — | PIMCO ETF TR - MTG BKD SECS ACT | $1.0M | 0.5% | +9% | — |
| 56 | — | ISHARES TR - EAFE GRWTH ETF | $1.0M | 0.5% | NEW | — |
| 57 | — | SPDR SERIES TRUST - ST INTER ETF | $978,263 | 0.5% | +5% | — |
| 58 |  $TSLA | Tesla, Inc. | $974,110 | 0.5% | -7% | 53.9 |
| 59 | — | GLOBAL X FDS - NASDAQ 100 COVER | $946,642 | 0.4% | -0% | — |
| 60 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE GROWTH | $937,295 | 0.4% | -2% | — |
| 61 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $935,216 | 0.4% | +3% | — |
| 62 | — | ISHARES TR - INTL EQTY FACTOR | $914,266 | 0.4% | +18% | — |
| 63 | — | SPDR SERIES TRUST - ST STR PR SP1500 | $881,601 | 0.4% | -0% | — |
| 64 | $IVZ | Invesco Ltd. | $868,924 | 0.4% | -30% | — |
| 65 | — | SPDR SERIES TRUST - ST STR P500VAL | $853,408 | 0.4% | +5% | — |
| 66 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | $847,752 | 0.4% | +8% | — |
| 67 | $IVZ | Invesco Ltd. | $841,476 | 0.4% | +14% | — |
| 68 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $808,742 | 0.4% | -0% | — |
| 69 | — | CAPITAL GRP FIXED INCM ETF T - US MULTI-SECTOR | $767,474 | 0.3% | +17% | — |
| 70 | — | PUTNAM ETF TRUST - FOCUSED LAR CAP | $762,569 | 0.3% | -5% | — |
| 71 | — | ISHARES TR - CORE S&P US VLU | $749,020 | 0.3% | -2% | — |
| 72 | — | FIDELITY COVINGTON TRUST - BLUE CHIP GRWTH | $746,686 | 0.3% | -2% | — |
| 73 |  $GOOG | Alphabet Inc. | $740,471 | 0.3% | +1% | 78.2 |
| 74 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | $736,957 | 0.3% | +24% | — |
| 75 |  $IAU | ISHARES GOLD TRUST | $723,461 | 0.3% | +6% | — |
| 76 |  $BRK.B | BERKSHIRE HATHAWAY INC | $718,060 | 0.3% | -1% | 73.8 |
| 77 | $WT | WisdomTree, Inc. | $710,833 | 0.3% | -3% | 59.9 |
| 78 | — | SELECT SECTOR SPDR TR - ST STR SVC ETF | $699,781 | 0.3% | -5% | — |
| 79 | — | VANGUARD INDEX FDS - VALUE ETF | $693,889 | 0.3% | -3% | — |
| 80 | $IVZ | Invesco Ltd. | $691,614 | 0.3% | +11% | — |
| 81 | — | SPDR SERIES TRUST - ST STR R1K LOWV | $679,749 | 0.3% | +3% | — |
| 82 |  $WMT | Walmart Inc. | $678,880 | 0.3% | -2% | 60.2 |
| 83 | — | T ROWE PRICE EXCHANGE-TRADED - PRICE BLUE CHIP | $666,648 | 0.3% | +1% | — |
| 84 | — | J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF | $664,625 | 0.3% | +1% | — |
| 85 | — | ANGEL OAK FUNDS TRUST - OAK ULTRASHORT | $659,903 | 0.3% | -10% | — |
| 86 | — | PIMCO ETF TR - MUNI INCOME OPP | $651,922 | 0.3% | +3% | — |
| 87 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | $633,507 | 0.3% | -42% | — |
| 88 | — | ISHARES TR - RUS TP200 GR ETF | $630,940 | 0.3% | +5% | — |
| 89 |  $XOM.R34088 | EXXON MOBIL CORP | $628,912 | 0.3% | -4% | 57.9 |
| 90 |  $AMD | ADVANCED MICRO DEVICES INC | $625,059 | 0.3% | -7% | 79.8 |
| 91 | — | DOUBLELINE ETF TRUST - OPPO CORE BD ETF | $623,222 | 0.3% | +12% | — |
| 92 | $WT | WisdomTree, Inc. | $603,415 | 0.3% | -30% | 59.9 |
| 93 | — | PIMCO ETF TR - SHTRM MUN BD ACT | $588,073 | 0.3% | +18% | — |
| 94 | — | PGIM ETF TR - PGIM ULTRA SH BD | $580,627 | 0.3% | +17% | — |
| 95 | — | PIMCO ETF TR - COMMODITY STRAT | $575,584 | 0.3% | -1% | — |
| 96 | — | ISHARES TR - MSCI USA MIN ETF | $573,599 | 0.3% | +3% | — |
| 97 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $566,779 | 0.3% | -0% | — |
| 98 | — | SPDR SERIES TRUST - ST STR AGGRE ETF | $557,963 | 0.3% | +4% | — |
| 99 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $557,819 | 0.3% | +1% | — |
| 100 |  $GLD | SPDR GOLD TRUST | $536,361 | 0.3% | -20% | — |
| 101 | — | SSGA ACTIVE ETF TR - ST STR TOTAL ETF | $520,688 | 0.2% | +17% | — |
| 102 | $META | Meta Platforms, Inc. | $519,666 | 0.2% | -2% | 79.6 |
| 103 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S. | $510,877 | 0.2% | +1% | — |
| 104 |  $CSCO | CISCO SYSTEMS, INC. | $504,726 | 0.2% | -12% | 70.3 |
| 105 | — | ISHARES TR - MSCI USA VALUE | $484,939 | 0.2% | -1% | — |
| 106 | — | FIRST TR EXCHANGE TRADED FD - RBA INDL ETF | $475,703 | 0.2% | +6% | — |
| 107 | — | ISHARES TR - ESG AWR MSCI USA | $461,386 | 0.2% | +0% | — |
| 108 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $458,232 | 0.2% | +0% | — |
| 109 | — | ISHARES TR - RUS 1000 GRW ETF | $453,871 | 0.2% | +339% | — |
| 110 |  $JNJ | JOHNSON & JOHNSON | $453,272 | 0.2% | -13% | 69 |
| 111 | — | FRANKLIN TEMPLETON ETF TR - INTL COR DIV TIL | $433,138 | 0.2% | -0% | — |
| 112 |  $PLTR | Palantir Technologies Inc. | $425,029 | 0.2% | +26% | 84.6 |
| 113 | — | FRANKLIN TEMPLETON ETF TR - US LRG CP MLTFCT | $416,383 | 0.2% | +15% | — |
| 114 | — | ISHARES TR - GLOBAL TECH ETF | $416,272 | 0.2% | +14% | — |
| 115 | — | ISHARES INC - EMNG MKTS EQT | $412,454 | 0.2% | -3% | — |
| 116 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $410,719 | 0.2% | +2% | — |
| 117 | — | ISHARES TR - NATIONAL MUN ETF | $409,171 | 0.2% | +2% | — |
| 118 | — | ISHARES TR - CORE S&P MCP ETF | $408,991 | 0.2% | -1% | — |
| 119 |  $GILD | GILEAD SCIENCES, INC. | $407,952 | 0.2% | -1% | 57.4 |
| 120 | — | PIMCO ETF TR - INV GRD CRP BD | $406,302 | 0.2% | -4% | — |
| 121 | — | ISHARES TR - EAFE VALUE ETF | $390,405 | 0.2% | -83% | — |
| 122 | — | ISHARES TR - CORE MSCI EAFE | $379,632 | 0.2% | -2% | — |
| 123 |  $T | AT&T INC. | $373,788 | 0.2% | +27% | 65.7 |
| 124 |  $PFE | PFIZER INC | $370,615 | 0.2% | +5% | 62 |
| 125 | — | GLOBAL X FDS - US INFR DEV ETF | $363,595 | 0.2% | -2% | — |
| 126 |  $SGOL | abrdn Gold ETF Trust | $356,112 | 0.2% | +0% | — |
| 127 |  $TCBK | TRICO BANCSHARES / | $354,764 | 0.2% | +0% | 50.8 |
| 128 |  $AVGO | Broadcom Inc. | $349,041 | 0.2% | -12% | 84.5 |
| 129 |  $MRK | Merck & Co., Inc. | $344,894 | 0.2% | -8% | 59.9 |
| 130 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | $342,991 | 0.2% | -1% | — |
| 131 |  $ABBV | AbbVie Inc. | $341,078 | 0.2% | -1% | 72.6 |
| 132 | — | AMPLIFY ETF TR - CWP ENHANCED DIV | $336,535 | 0.2% | -4% | — |
| 133 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $333,511 | 0.1% | +0% | 70 |
| 134 |  $DUK | Duke Energy CORP | $333,159 | 0.1% | -0% | 56.4 |
| 135 |  $HD | HOME DEPOT, INC. | $326,582 | 0.1% | +2% | 60.3 |
| 136 | — | AMERICAN CENTY ETF TR - INTL EQT ETF | $315,768 | 0.1% | +1% | — |
| 137 | — | SPDR SERIES TRUST - ST STR TIPS ETF | $314,888 | 0.1% | -8% | — |
| 138 |  $AMGN | AMGEN INC | $313,958 | 0.1% | -1% | 79.2 |
| 139 |  $VZ | VERIZON COMMUNICATIONS INC | $312,469 | 0.1% | -1% | 65.8 |
| 140 |  $PG | PROCTER & GAMBLE Co | $308,091 | 0.1% | +5% | 64.6 |
| 141 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | $305,028 | 0.1% | +2% | — |
| 142 | — | NORTHERN LTS FD TR IV - INSPIRE 100 ETF | $304,713 | 0.1% | +3% | — |
| 143 | — | ISHARES TR - NORTH AMERN NAT | $304,608 | 0.1% | -2% | — |
| 144 | $WT | WisdomTree, Inc. | $301,276 | 0.1% | +1% | 59.9 |
| 145 | $WT | WisdomTree, Inc. | $299,858 | 0.1% | NEW | 59.9 |
| 146 |  $TRV | TRAVELERS COMPANIES, INC. | $289,185 | 0.1% | -2% | 75.9 |
| 147 | — | FIRST TR EXCHANGE TRADED FD - BUYWRIT INCM ETF | $282,575 | 0.1% | -2% | — |
| 148 | — | ISHARES TR - SYSTEMATIC BD ET | $279,545 | 0.1% | +2% | — |
| 149 | — | BNY MELLON ETF TRUST - GLOBAL INFRASCTR | $279,489 | 0.1% | -2% | — |
| 150 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $275,672 | 0.1% | -2% | 66.8 |
New Positions (17)
BLACKROCK ETF TRUST - ISHA SYST AL ETF$1.3M
ISHARES TR - EAFE GRWTH ETF$1.0M
$BAC BANK OF AMERICA CORP /DE/$256,638
$APLD Applied Digital Corp.$253,043 ISHARES TR - 0-5 YR TIPS ETF$248,044
TIDAL TRUST II - RETURN STCKD US$239,650
$MU MICRON TECHNOLOGY INC$236,629 SELECT SECTOR SPDR TR - ST STR TECHN ETF$232,434
PROSHARES TR - ULTRAPRO QQQ$230,846
$KMB KIMBERLY CLARK CORP$224,480 ARK ETF TR - AUTNMUS TECHNLGY$221,828
J P MORGAN EXCHANGE TRADED F - SHORT DURA CORE$218,093
ISHARES TR - INVT GRAD SY ETF$215,400
$NEE NEXTERA ENERGY INC$206,084 SPDR SERIES TRUST - ST LON TREAS ETF$205,328
Exited Positions (10)
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