Institutions / Barnes Pettey Financial Advisors, LLC
Barnes Pettey Financial Advisors, LLC
CIK 1908288 · Institution · as of Dec 31, 2025
Portfolio value
$202.25M
Positions
143
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 143 →
| Company | Value | % of portfolio |
|---|---|---|
| Capital Group Growth ETF | $35.96M | 17.8% |
| Capital Group Dividend Value | $9.62M | 4.8% |
| First Tr Exchange-Traded Fd | $8.64M | 4.3% |
| Amplify ETF Tr | $5.97M | 3.0% |
| Walmart Inc. | $5.14M | 2.5% |
| Dimensional ETF Trust | $5.12M | 2.5% |
| NVIDIA Corp | $4.65M | 2.3% |
| Vanguard Index Fds | $4.52M | 2.2% |
| Schwab Strategic Tr | $4.41M | 2.2% |
| Vanguard Index Fds | $3.92M | 1.9% |
| Capital Group Core Equity Et | $3.85M | 1.9% |
| Raymond James Financial Inc | $3.64M | 1.8% |
| Microsoft Corp | $3.59M | 1.8% |
| iShares Tr | $3.47M | 1.7% |
| Alps ETF Tr | $3.00M | 1.5% |
| Warren E. Buffett | $2.82M | 1.4% |
| First Tr Exchange Traded Fd | $2.76M | 1.4% |
| Apple Inc. | $2.67M | 1.3% |
| Fidelity Merrimack Str Tr | $2.56M | 1.3% |
| Legg Mason ETF Invt | $2.48M | 1.2% |
| Vanguard Index Fds | $2.39M | 1.2% |
| Nextera Energy Inc | $2.20M | 1.1% |
| Fidelity Covington Trust | $2.01M | 1.0% |
| Invesco Qqq Tr | $1.98M | 1.0% |
| JPMorgan Chase & Co | $1.98M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.