Barnes Wealth Management Group, Inc
Q2 2025 13F Holdings
- Locationbakersfield, CA
- Num holdings
167
- Value ($000)
$169,327
- Date Filed08/27/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IUSB ISHARES TR | CORE TOTAL USD | 46434V613 | $8.40M | 5 % | 181,594 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $7.15M | 4 % | 11,510 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $6.49M | 4 % | 35,496 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $6.48M | 4 % | 58,867 | ||
DYNF BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $4.89M | 3 % | 89,757 | ||
EFV ISHARES TR | EAFE VALUE ETF | 464288877 | $4.55M | 3 % | 71,633 | ||
IVE ISHARES TR | S&P 500 VAL ETF | 464287408 | $4.23M | 3 % | 21,657 | ||
MINT PIMCO ETF TR | ENHAN SHRT MA AC | 72201R833 | $4.02M | 2 % | 39,964 | ||
AAPL APPLE INC | COM | 037833100 | $3.84M | 2 % | 18,703 | ||
BOND PIMCO ETF TR | ACTIVE BD ETF | 72201R775 | $3.13M | 2 % | 33,969 |
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