Institutions / Barnes Wealth Management Group, Inc
Barnes Wealth Management Group, Inc
CIK 2066194 · Institution · as of Dec 31, 2025
Portfolio value
$186.85M
Positions
177
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 177 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $8.28M | 4.4% |
| iShares Tr | $8.25M | 4.4% |
| iShares Tr | $6.51M | 3.5% |
| iShares Tr | $6.11M | 3.3% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $5.32M | 2.8% |
| Apple Inc. | $5.13M | 2.7% |
| iShares MSCI UAE ETF | $4.39M | 2.3% |
| PIMCO ETF Tr | $4.33M | 2.3% |
| iShares Tr | $4.10M | 2.2% |
| iShares Tr | $4.09M | 2.2% |
| iShares Inc | $3.94M | 2.1% |
| J P Morgan Exchange Traded F | $3.88M | 2.1% |
| Invesco Qqq Tr | $3.28M | 1.8% |
| PIMCO ETF Tr | $3.24M | 1.7% |
| SPDR S&P 500 ETF Tr | $3.18M | 1.7% |
| iShares MSCI UAE ETF | $3.09M | 1.7% |
| PIMCO ETF Tr | $2.74M | 1.5% |
| Schwab Strategic Tr | $2.73M | 1.5% |
| Chevron Corp | $2.61M | 1.4% |
| iShares Tr | $2.52M | 1.3% |
| Goldman Sachs ETF Tr | $2.51M | 1.3% |
| Schwab Strategic Tr | $2.26M | 1.2% |
| Vanguard Index Fds | $2.26M | 1.2% |
| Ssga Active ETF Tr | $2.04M | 1.1% |
| Invesco Actively Managed Exc | $2.04M | 1.1% |
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.