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Barnes Wealth Management Group, Inc

Q1 2026 13F Holdings

  • Location
    bakersfield, CA
  • Num holdings

    184

  • Value ($000)

    $197,088

  • Date Filed
    05/18/2026
  • Form type
    13F-HR
  • CIK
    0002066194
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IUSB

ISHARES TR

CORE UNIVRSL USD
46434V613
$8.71M
4 %

188,532

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$8.08M
4 %

12,369

J
JPST

J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF
46641Q837
$6.33M
3 %

125,025

I
IVW

ISHARES TR

S&P 500 GRWT ETF
464287309
$6.11M
3 %

54,018

I
IVE

ISHARES TR

S&P 500 VAL ETF
464287408
$6.11M
3 %

28,929

A
AAPL

APPLE INC

COM
037833100
$5.93M
3 %

23,368

---

BLACKROCK ETF TRUST

ISHARES INTL CTR
09290C764
$5.8M
3 %

180,394

D
DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
09290C103
$4.95M
3 %

85,092

M
MINT

PIMCO ETF TR

ENHAN SHRT MA AC
72201R833
$4.4M
2 %

43,783

Q
QUAL

ISHARES TR

MSCI USA QLT FCT
46432F339
$3.82M
2 %

19,903

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