Barnes Wealth Management Group, Inc
13F Portfolio Filings
Most recent 13F Q1 2026Location bakersfield, CACIK 0002066194All SEC filings
Q1 2026 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
184 | $197.09M | IUSB, IVV, JPST, IVW | 13F-HR | May 18, 2026 | 000117266126002405 | ||
177 | $186.86M | IUSB, IVV, IVW, IVE | 13F-HR | Feb 24, 2026 | 000117266126001324 | ||
172 | $181.61M | 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 |