account_balance
Investment manager · 13F filer · SEC CIK 1908288
Barnes Pettey Financial Advisors, LLC
Reported value$341Mas of Sep 30, 2026
Positions178 9 new, 6 sold out
Top 10 weight40.7%CGGR alone is 12%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
CGGRCapital Group Growth ETF
11.9%
FBCGFidelity Covington Trust
4.7%
RDVYFirst Tr Exchange-Traded Fd
4.5%
CGDVCapital Group Dividend Value
4.2%
RJCACarillon Ser Tr
3.5%New
DFIVDimensional ETF Trust
3.1%
JMEEJ P Morgan Exchange Traded F
2.9%Added +7%
DIVOAmplify ETF Tr
2.2%Added +5%
FMDEFidelity Covington Trust
1.9%Added +19%
QQQInvesco QQQ Tr
1.8%
OAKMHarris Oakmark ETF Trust
1.7%Added +2%
SCHDSchwab Strategic Tr
1.7%Trimmed −4%
CGGRCapital Group Growth ETF
11.9%
FBCGFidelity Covington Trust
4.7%
RDVYFirst Tr Exchange-Traded Fd
4.5%
CGDVCapital Group Dividend Value
4.2%
RJCACarillon Ser Tr
3.5%New
DFIVDimensional ETF Trust
3.1%
JMEEJ P Morgan Exchange Traded F
2.9%
DIVO2.2%
FMDE
QQQ1.8%
OAKM
SCHD
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
CGGR Capital Group Growth ETF 11.9% Held
FBCG Fidelity Covington Trust 4.7% Held
RDVY First Tr Exchange-Traded Fd 4.5% Held
CGDV Capital Group Dividend Value 4.2% Held
RJCA Carillon Ser Tr 3.5% New
DFIV Dimensional ETF Trust 3.1% Held
JMEE J P Morgan Exchange Traded F 2.9% Added +7%
DIVO Amplify ETF Tr 2.2% Added +5%
FMDE Fidelity Covington Trust 1.9% Added +19%
QQQ Invesco QQQ Tr 1.8% Held
OAKM Harris Oakmark ETF Trust 1.7% Added +2%
SCHD Schwab Strategic Tr 1.7% Trimmed −4%
What changed
Biggest moves since Jun 30, 2026
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