Barnes Wealth Management Group, Inc — 13F holdings

Barnes Wealth Management Group, Inc reported 195 holdings worth $216M in its 13F filing for Q2 2026, filed July 24, 2026.

Largest positions

  1. IVV ISHARES TR — $15.3M (7.1%)
  2. IUSB ISHARES TR — $8.98M (4.2%)
  3. IVW ISHARES TR — $7.36M (3.4%)
  4. AAPL APPLE INC — $6.77M (3.1%)
  5. JPST J P MORGAN EXCHANGE TRADED F — $6.74M (3.1%)
  6. CORO BLACKROCK ETF TRUST — $6.73M (3.1%)
  7. DYNF BLACKROCK ETF TRUST — $5.63M (2.6%)
  8. IVE ISHARES TR — $5.33M (2.5%)
  9. MINT PIMCO ETF TR — $4.48M (2.1%)
  10. QQQ Invesco Qqq Tr — $3.86M (1.8%)