Barnes Wealth Management Group, Inc
13F Portfolio Filings
Most recent 13F Q3 2025Location bakersfield, CACIK 0002066194All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
172 | $181.60M | IUSB, IVV, IVW, QUAL | 13F-HR | Nov 14, 2025 | 000117266125004993 | ||
167 | $169.33M | IUSB, IVV, QUAL, IVW | 13F-HR | Aug 27, 2025 | 000117266125003849 | ||
320 | $155.83M | IVV, IVV, IUSB, IUSB | 13F-HR | May 14, 2025 | 000117266125001833 | ||
139 | $149.13M | IVV, IUSB, QUAL, IVW | 13F-HR | May 12, 2025 | 000117266125001641 |