Barnes Wealth Management Group, Inc

13F Portfolio Filings

  • Most recent 13F
    Q2 2025
  • Location
    bakersfield, CA
  • CIK
    0002066194
  • All SEC filings
Q2 2025
Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

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
Barnes Wealth Management Group, Inc 13F Filings