Barnes Dennig Private Wealth Management LLC
Barnes Dennig Private Wealth Management LLC reported 365 positions worth $125.0M as of June 30, 2026 (13F filed July 15, 2026). Largest holding: AMAT (10.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AMAT | SH | $13.1M | 10.46% | 18,086 | — | — | |
| ▸ 2 | MRVL | SH | $6.6M | 5.26% | 22,082 | — | — | |
| ▸ 3 | BNY | SH | $6.0M | 4.84% | 41,825 | — | — | |
| ▸ 4 | GOOGL | SH | $5.6M | 4.46% | 15,592 | — | — | |
| ▸ 5 | BWA | SH | $5.5M | 4.40% | 82,872 | — | — | |
| ▸ 6 | AAPL | SH | $4.9M | 3.95% | 17,055 | — | — | |
| ▸ 7 | AMGN | SH | $4.1M | 3.30% | 11,393 | — | — | |
| ▸ 8 | IVV | SH | $3.7M | 2.94% | 4,913 | — | — | |
| ▸ 9 | SCHW | SH | $3.5M | 2.82% | 38,245 | — | — | |
| ▸ 10 | MDT | SH | $3.1M | 2.44% | 39,021 | — | — |
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Frequently Asked Questions
What stocks does Barnes Dennig Private Wealth Management LLC hold as of Q2 2026?
Barnes Dennig Private Wealth Management LLC reported 365 positions worth $125.0M in its Q2 2026 13F filing. Largest positions: AMAT (10.5%), MRVL (5.3%), BNY (4.8%), GOOGL (4.5%) and BWA (4.4%).
What did Barnes Dennig Private Wealth Management LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Barnes Dennig Private Wealth Management LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.