account_balance

Investment manager · 13F filer · SEC CIK 2066194

Barnes Wealth Management Group, Inc

Reported value$223Mas of Sep 30, 2026
Positions204 20 new, 11 sold out
Top 10 weight33.5%IVV alone is 7%
FiledNov 940 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
IVV iShares Tr 7.1% Held
IUSB iShares Tr 4.8% Added +24%
AAPL Apple Inc. 3.6% Added +2%
IVW iShares Tr 3.4% Held
CORO BlackRock ETF Trust 3.0% Held
JPST J P Morgan Exchange Traded F 3.0% Held
DYNF BlackRock ETF Trust 2.6% Held
IVE iShares Tr 2.4% Held
MINT Pimco ETF Tr 2.0% Held
QQQ Invesco QQQ Tr 1.7% Held
CVX Chevron Corp 1.6% Held
IEFA iShares Tr 1.5% Added +805%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 9, 2026, compared with the Jul 24, 2026 filing
add_circleNew
  • BX $1.79M
  • GGOV $1.36M
  • BILZ $449K
  • MBBA $397K
arrow_upwardAdded
  • IEFA +805%
  • UYLD +57%
  • PULS +56%
  • BLCR +36%
arrow_downwardTrimmed
  • MTUM −60%
  • SPYV −20%
  • BAI −19%
  • XLC −18%
remove_circleSold out
  • BUFR $1.51M
  • IALT $1.28M
  • EFG $1.04M
  • XOM $629K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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