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BARNES PETTEY FINANCIAL ADVISORS, LLC

Q1 2026 13F Holdings

  • Location
    clarksdale, MS
  • Num holdings

    156

  • Value ($000)

    $229,447

  • Date Filed
    04/24/2026
  • Form type
    13F-HR
  • CIK
    0001908288
  • 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
C
CGGR

CAPITAL GROUP GROWTH ETF

SHS CREATION UNI
14020G101
$33.15M
14 %

824,935

R
RDVY

FIRST TR EXCHANGE-TRADED FD

RISNG DIVD ACHIV
33738R506
$11.63M
5 %

170,391

C
CGDV

CAPITAL GROUP DIVIDEND VALUE

SHS CREATION UNI
14020W106
$10.13M
4 %

238,067

D
DIVO

AMPLIFY ETF TR

CWP ENHANCED DIV
032108409
$6.72M
3 %

149,871

D
DFIV

DIMENSIONAL ETF TRUST

INTERNATNAL VAL
25434V807
$6.53M
3 %

123,781

W
WMT

WALMART INC

COM
931142103
$5.6M
2 %

45,096

S
SCHD

SCHWAB STRATEGIC TR

US DIVIDEND EQ
808524797
$5.38M
2 %

175,262

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$4.26M
2 %

7,126

F
FBCG

FIDELITY COVINGTON TRUST

BLUE CHIP GRWTH
316092352
$4.18M
2 %

83,419

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$3.93M
2 %

9,003

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