Barnes Wealth Management Group, Inc
Q1 2025 13F Holdings
- Locationbakersfield, CA
- Num holdings
320
- Value ($000)
$311,652
- Date Filed05/14/2025
- Form type13F-HR
- CIK0002066194
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $10.05M | 7 % | 17,889 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $10.05M | 7 % | 17,889 | ||
IUSB ISHARES TR | CORE TOTAL USD | 46434V613 | $8.53M | 6 % | 185,101 | ||
IUSB ISHARES TR | CORE TOTAL USD | 46434V613 | $8.53M | 6 % | 185,101 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $5.67M | 4 % | 33,203 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $5.67M | 4 % | 33,203 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $5.40M | 4 % | 58,145 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $5.40M | 4 % | 58,145 | ||
DYNF BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $4.29M | 3 % | 87,905 | ||
DYNF BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $4.29M | 3 % | 87,905 |
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