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Barnes Wealth Management Group, Inc

Q2 2026 · 13F-HR

Barnes Wealth Management Group, Incholdings as filed

Filed 2026-07-24 · accession 0001172661-26-002787

$216.2M
Reported value
195
Positions
2026-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$15.3M7.10%20,486CommonNONE
46434V613IUSBISHARES TR$9.0M4.15%194,573CommonNONE
464287309IVWISHARES TR$7.4M3.40%53,517CommonNONE
037833100AAPLAPPLE INC$6.8M3.13%23,395CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$6.7M3.12%133,274CommonNONE
09290C764COROBLACKROCK ETF TRUST$6.7M3.11%183,754CommonNONE
09290C103DYNFBLACKROCK ETF TRUST$5.6M2.61%82,855CommonNONE
464287408IVEISHARES TR$5.3M2.46%23,460CommonNONE
72201R833MINTPIMCO ETF TR$4.5M2.07%44,414CommonNONE
46090E103QQQINVESCO QQQ TR$3.9M1.78%5,235CommonNONE
46432F396MTUMISHARES TR$3.6M1.65%10,393CommonNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$3.4M1.56%4,511CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$3.0M1.39%88,729CommonNONE
72201R775BONDPIMCO ETF TR$3.0M1.38%32,298CommonNONE
166764100CVXCHEVRON CORPORATION$2.9M1.32%17,280CommonNONE
09290C780BAIBLACKROCK ETF TRUST$2.9M1.32%54,289CommonNONE
72201R718LDURPIMCO ETF TR$2.8M1.28%28,953CommonNONE
464288588MBBISHARES TR$2.6M1.18%26,995CommonNONE
78464A854SPYMSPDR SERIES TRUST$2.5M1.15%28,303CommonNONE
922908736VUGVANGUARD INDEX FDS$2.5M1.13%28,487CommonNONE
381430230GSSTGOLDMAN SACHS ETF TR$2.4M1.12%47,801CommonNONE
46429B267GOVTISHARES TR$2.2M1.00%95,275CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$2.0M0.95%40,578CommonNONE
46090A887GSYINVESCO ACTIVELY MANAGED EXC$2.0M0.94%40,376CommonNONE
47103U886VNLAJANUS DETROIT STR TR$2.0M0.93%41,255CommonNONE
78467V707ULSTSSGA ACTIVE ETF TR$1.9M0.89%47,687CommonNONE
78464A409SPYGSPDR SERIES TRUST$1.9M0.88%15,949CommonNONE
46432F339QUALISHARES TR$1.8M0.85%8,358CommonNONE
09290C855BLCRBLACKROCK ETF TRUST$1.8M0.82%35,384CommonNONE
97717W208DHSWISDOMTREE TR$1.8M0.81%15,487CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$1.7M0.80%54,626CommonNONE
09290C699IDEFBLACKROCK ETF TRUST$1.7M0.77%52,296CommonNONE
09290C806THROBLACKROCK ETF TRUST$1.6M0.75%37,639CommonNONE
53656F599HEGDLISTED FDS TR$1.5M0.72%58,135CommonNONE
97717X172QHYWISDOMTREE TR$1.5M0.72%33,769CommonNONE
464288653TLHISHARES TR$1.5M0.70%15,172CommonNONE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$1.5M0.70%41,139CommonNONE
09789C846XTREBONDBLOXX ETF TRUST$1.5M0.68%30,128CommonNONE
594918104MSFTMICROSOFT CORP$1.5M0.67%3,905CommonNONE
46434G103IEMGISHARES INC$1.4M0.67%17,487CommonNONE
72201R585PYLDPIMCO ETF TR$1.4M0.67%54,431CommonNONE
46435U853USHYISHARES TR$1.4M0.66%38,703CommonNONE
67066G104NVDANVIDIA CORPORATION$1.4M0.64%6,887CommonNONE
949746101WMT2WELLS FARGO & CO$1.4M0.64%16,624CommonNONE
46641Q753JVALJ P MORGAN EXCHANGE TRADED F$1.3M0.62%22,791CommonNONE
316092360FFLCFIDELITY COVINGTON TRUST$1.3M0.61%22,491CommonNONE
09290C665IALTBLACKROCK ETF TRUST$1.3M0.59%45,633CommonNONE
30303M102METAMETA PLATFORMS INC$1.2M0.55%2,103CommonNONE
72201R866MUNIPIMCO ETF TR$1.2M0.55%22,434CommonNONE
092528603BINCBLACKROCK ETF TRUST II$1.2M0.54%22,387CommonNONE
78468R523BILSSPDR SERIES TRUST$1.2M0.54%11,789CommonNONE
023135106AMZNAMAZON COM INC$1.1M0.52%4,680CommonNONE
02079K107GOOGALPHABET INC$1.1M0.50%3,082CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$1.1M0.50%10,926CommonNONE
72201R569PMBSPIMCO ETF TR$1.0M0.48%21,180CommonNONE
464288885EFGISHARES TR$1.0M0.48%8,333CommonNONE
78464A672SPTISPDR SERIES TRUST$978,2630.45%34,458CommonNONE
88160R101TSLATESLA INC$974,1100.45%2,316CommonNONE
37954Y483QYLDGLOBAL X FDS$946,6420.44%51,364CommonNONE
46654Q609JGROJ P MORGAN EXCHANGE TRADED F$937,2950.43%9,507CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$935,2160.43%3,952CommonNONE
46434V274INTFISHARES TR$914,2660.42%22,320CommonNONE
78464A805SPTMSPDR SERIES TRUST$881,6010.41%9,710CommonNONE
46138E339SPMOINVESCO EXCH TRADED FD TR II$868,9240.40%5,379CommonNONE
78464A508SPYVSPDR SERIES TRUST$853,4080.39%14,038CommonNONE
316188309FBNDFIDELITY MERRIMACK STR TR$847,7520.39%18,636CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$841,4760.39%2,777CommonNONE
33740U885FAPRFIRST TR EXCHNG TRADED FD VI$808,7420.37%17,303CommonNONE
14020Y300CGMSCAPITAL GRP FIXED INCM ETF T$767,4740.35%28,081CommonNONE
746729300PVALPUTNAM ETF TRUST$762,5690.35%14,967CommonNONE
464287663IUSVISHARES TR$749,0200.35%6,800CommonNONE
316092352FBCGFIDELITY COVINGTON TRUST$746,6860.35%12,022CommonNONE
02079K305GOOGLALPHABET INC$740,4710.34%2,072CommonNONE
33734X846CIBRFIRST TR EXCHANGE-TRADED FD$736,9570.34%8,202CommonNONE
464285204IAUISHARES GOLD TR$723,4610.33%9,581CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$718,0600.33%1,435CommonNONE
97717W315DEMWISDOMTREE TR$710,8330.33%13,214CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$699,7810.32%6,532CommonNONE
922908744VTVVANGUARD INDEX FDS$693,8890.32%3,184CommonNONE
46090A804GTOINVESCO ACTIVELY MANAGED EXC$691,6140.32%14,756CommonNONE
78468R804LGLVSPDR SERIES TRUST$679,7490.31%3,746CommonNONE
931142103WMTWALMART INC$678,8800.31%5,994CommonNONE
87283Q107TCHPT ROWE PRICE EXCHANGE-TRADED$666,6480.31%13,309CommonNONE
46641Q647JMUBJ P MORGAN EXCHANGE TRADED F$664,6250.31%13,120CommonNONE
03463K752UYLDANGEL OAK FUNDS TRUST$659,9030.31%12,938CommonNONE
72201R635MINOPIMCO ETF TR$651,9220.30%14,246CommonNONE
78468R663BILSPDR SERIES TRUST$633,5070.29%6,913CommonNONE
464289438IWYISHARES TR$630,9400.29%2,171CommonNONE
30231G102XOMEXXON MOBIL CORP$628,9120.29%4,600CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$625,0590.29%1,076CommonNONE
25861R105DBNDDOUBLELINE ETF TRUST$623,2220.29%13,670CommonNONE
97717X511AGGYWISDOMTREE TR$603,4150.28%13,878CommonNONE
72201R874SMMUPIMCO ETF TR$588,0730.27%11,645CommonNONE
69344A107PULSPGIM ETF TR$580,6270.27%11,718CommonNONE
72201R593CMDTPIMCO ETF TR$575,5840.27%18,767CommonNONE
46429B697USMVISHARES TR$573,5990.27%5,946CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$566,7790.26%6,767CommonNONE
78464A649SPABSPDR SERIES TRUST$557,9630.26%21,863CommonNONE
922907746VTEBVANGUARD MUN BD FDS$557,8190.26%11,028CommonNONE
78463V107GLDSPDR GOLD TR$536,3610.25%1,456CommonNONE
78467V848TOTLSSGA ACTIVE ETF TR$520,6880.24%13,192CommonNONE
921937827BSVVANGUARD BD INDEX FDS$519,6660.24%6,670CommonNONE
33740U802DAPRFIRST TR EXCHNG TRADED FD VI$510,8770.24%12,497CommonNONE
17275R102CSCOCISCO SYS INC$504,7260.23%4,297CommonNONE
46432F388VLUEISHARES TR$484,9390.22%2,427CommonNONE
33738R704AIRRFIRST TR EXCHANGE TRADED FD$475,7030.22%3,570CommonNONE
46435G425ESGUISHARES TR$461,3860.21%2,819CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$458,2320.21%15,822CommonNONE
464287614IWFISHARES TR$453,8710.21%3,655CommonNONE
478160104JNJJOHNSON & JOHNSON$453,2720.21%1,784CommonNONE
35473P108DIVIFRANKLIN TEMPLETON ETF TR$433,1380.20%10,139CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$425,0290.20%3,643CommonNONE
35473P801FLQLFRANKLIN TEMPLETON ETF TR$416,3830.19%5,319CommonNONE
464287291IXNISHARES TR$416,2720.19%2,881CommonNONE
46434G889EMGFISHARES INC$412,4540.19%5,630CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$410,7190.19%5,197CommonNONE
464288414MUBISHARES TR$409,1710.19%3,802CommonNONE
464287507IJHISHARES TR$408,9910.19%5,304CommonNONE
375558103GILDGILEAD SCIENCES INC$407,9520.19%3,229CommonNONE
72201R817CORPPIMCO ETF TR$406,3020.19%4,193CommonNONE
464288877EFVISHARES TR$390,4050.18%5,100CommonNONE
46432F842IEFAISHARES TR$379,6320.18%3,930CommonNONE
00206R102TAT&T INC$373,7880.17%18,057CommonNONE
717081103PFEPFIZER INC$370,6150.17%15,391CommonNONE
37954Y673PAVEGLOBAL X FDS$363,5950.17%6,171CommonNONE
00326A104SGOLETFS GOLD TR$356,1120.16%9,315CommonNONE
896095106TCBKTRICO BANCSHARES$354,7640.16%6,588CommonNONE
11135F101AVGOBROADCOM INC$349,0410.16%924CommonNONE
58933Y105MRKMERCK & CO INC$344,8940.16%2,684CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$342,9910.16%6,624CommonNONE
00287Y109ABBVABBVIE INC$341,0780.16%1,355CommonNONE
032108409DIVOAMPLIFY ETF TR$336,5350.16%7,364CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$333,5110.15%1,185CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$333,1590.15%2,632CommonNONE
437076102HDHOME DEPOT INC$326,5820.15%926CommonNONE
025072703AVDEAMERICAN CENTY ETF TR$315,7680.15%3,540CommonNONE
78464A656SPIPSPDR SERIES TRUST$314,8880.15%12,262CommonNONE
031162100AMGNAMGEN INC$313,9580.15%867CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$312,4690.14%7,380CommonNONE
742718109PGPROCTER & GAMBLE CO$308,0910.14%2,101CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$305,0280.14%1,646CommonNONE
66538H534BIBLNORTHERN LTS FD TR IV$304,7130.14%5,264CommonNONE
464287374IGEISHARES TR$304,6080.14%5,422CommonNONE
97717Y790NTSXWISDOMTREE TR$301,2760.14%5,102CommonNONE
97717X867ELDWISDOMTREE TR$299,8580.14%10,448CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$289,1850.13%876CommonNONE
33738R308FTHIFIRST TR EXCHANGE TRADED FD$282,5750.13%11,848CommonNONE
46435U796SYSBISHARES TR$279,5450.13%3,151CommonNONE
09661T826BKGIBNY MELLON ETF TRUST$279,4890.13%6,215CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$275,6720.13%2,015CommonNONE
209115104EDCONSOLIDATED EDISON INC$275,2470.13%2,488CommonNONE
97717Y527USFRWISDOMTREE TR$271,9190.13%5,400CommonNONE
539830109LMTLOCKHEED MARTIN CORP$271,5420.13%533CommonNONE
37954Y889CATHGLOBAL X FDS$270,3070.13%3,054CommonNONE
369550108GDGENERAL DYNAMICS CORP$263,5550.12%744CommonNONE
30034W106EVRGEVERGY INC$261,0190.12%3,020CommonNONE
22160K105COSTCOSTCO WHOLESALE CORPORATION$260,9960.12%279CommonNONE
92826C839VVISA INC$259,3760.12%756CommonNONE
060505104BACBANK OF AMER CORP$256,6380.12%4,504CommonNONE
464287598IWDISHARES TR$255,0360.12%1,052CommonNONE
92189H409HYDVANECK ETF TRUST$253,2570.12%4,916CommonNONE
038169207APLDAPPLIED DIGITAL CORP$253,0430.12%6,784CommonNONE
46137V498XSMOINVESCO EXCHANGE TRADED FD T$252,9880.12%2,702CommonNONE
020002101ALLALLSTATE CORP$250,5510.12%1,053CommonNONE
65473P105NINISOURCE INC$248,1160.11%5,218CommonNONE
46429B747STIPISHARES TR$248,0440.11%2,428CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$247,7450.11%4,031CommonNONE
025072604AVEMAMERICAN CENTY ETF TR$244,2160.11%2,531CommonNONE
88636J204RSSBTIDAL TRUST II$244,0320.11%7,933CommonNONE
891092108TTCTORO CO$239,8480.11%2,462CommonNONE
88636J816RSSTTIDAL TRUST II$239,6500.11%7,331CommonNONE
595112103MUMICRON TECHNOLOGY INC$236,6290.11%205CommonNONE
025072505TAXFAMERICAN CENTY ETF TR$232,5020.11%4,573CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$232,4340.11%1,220CommonNONE
890930308TPYPTORTOISE CAPITAL SERIES TRUS$231,8310.11%5,529CommonNONE
74347X831TQQQPROSHARES TR$230,8460.11%2,849CommonNONE
46625H100JPMJPMORGAN CHASE & CO$229,7860.11%702CommonNONE
872540109TJXTJX COS INC NEW$228,6140.11%1,509CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$226,5040.10%3,931CommonNONE
693718108PCARPACCAR INC$226,3060.10%1,884CommonNONE
494368103KMBKIMBERLY-CLARK CORP$224,4800.10%2,045CommonNONE
00214Q203ARKQARK ETF TR$221,8280.10%1,677CommonNONE
46641Q274JSCPJ P MORGAN EXCHANGE TRADED F$218,0930.10%4,626CommonNONE
46428Q109SLVISHARES SILVER TR$215,6980.10%4,034CommonNONE
46435G219IGEBISHARES TR$215,4000.10%4,775CommonNONE
084423102WRBBERKLEY W R CORP$212,7180.10%3,016CommonNONE
12503M108CBOECBOE GLOBAL MKTS INC$209,1820.10%862CommonNONE
65339F101NEENEXTERA ENERGY INC$206,0840.10%2,348CommonNONE
78464A664SPTLSPDR SERIES TRUST$205,3280.09%7,828CommonNONE
46137V142PHOINVESCO EXCHANGE TRADED FD T$205,0990.09%2,969CommonNONE
33740F847FNOVFIRST TR EXCHNG TRADED FD VI$204,7150.09%3,500CommonNONE
921932778VIOVVANGUARD ADMIRAL FDS INC$203,9200.09%1,738CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$202,2550.09%1,779CommonNONE
67066Y105NACNUVEEN CA DIVI ADV MUN$181,2300.08%14,953CommonNONE
72200X104RCSPIMCO STRATEGIC INCOME FD$133,1160.06%24,425CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.