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BARNES PETTEY FINANCIAL ADVISORS, LLC

Q2 2026 13F Holdings

  • Location
    clarksdale, MS
  • Num holdings

    175

  • Value ($000)

    $319,187

  • Date Filed
    07/28/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
C
CGGR

CAPITAL GROUP GROWTH ETF

SHS CREATION UNI
14020G101
$40.22M
13 %

852,025

R
RDVY

FIRST TR EXCHANGE-TRADED FD

RISNG DIVD ACHIV
33738R506
$16.09M
5 %

198,532

F
FBCG

FIDELITY COVINGTON TRUST

BLUE CHIP GRWTH
316092352
$15.63M
5 %

251,678

C
CGDV

CAPITAL GROUP DIVIDEND VALUE

SHS CREATION UNI
14020W106
$14.53M
5 %

294,784

D
DFIV

DIMENSIONAL ETF TRUST

INTERNATNAL VAL
25434V807
$10.14M
3 %

187,707

J
JMEE

J P MORGAN EXCHANGE TRADED F

SMALL & MID CAP
46641Q118
$9.71M
3 %

124,441

D
DIVO

AMPLIFY ETF TR

CWP ENHANCED DIV
032108409
$7.03M
2 %

153,830

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$6.27M
2 %

8,511

S
SCHD

SCHWAB STRATEGIC TR

US DIVIDEND EQ
808524797
$5.79M
2 %

182,438

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HARRIS OAKMARK ETF TRUST

OAKMARK U S LRG
41456U106
$5.51M
2 %

195,673

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