Barnes Wealth Management Group, Inc: 13F holdings
CIK 20661942026Q2
| Positions | 195 |
|---|---|
| Reported value | $216.2m |
| Filed | 2026-07-24 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IVV ISHARES TR | 20,486 | $15.3m | 7.1% |
| IUSB ISHARES TR | 194,573 | $9.0m | 4.2% |
| IWF ISHARES TR | 53,517 | $7.4m | 3.4% |
| AAPL APPLE INC | 23,395 | $6.8m | 3.1% |
| JPST J P MORGAN EXCHANGE TRADED F | 133,274 | $6.7m | 3.1% |
| BLACKROCK ETF TRUST | 183,754 | $6.7m | 3.1% |
| DYNF BLACKROCK ETF TRUST | 82,855 | $5.6m | 2.6% |
| IVE ISHARES TR | 23,460 | $5.3m | 2.5% |
| MINT PIMCO ETF TR | 44,414 | $4.5m | 2.1% |
| QQQ INVESCO QQQ TR | 5,235 | $3.9m | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2066194")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.