BARNES PETTEY FINANCIAL ADVISORS, LLC
BARNES PETTEY FINANCIAL ADVISORS, LLC reported 175 positions worth $319.2M as of June 30, 2026 (13F filed July 28, 2026). Largest holding: CGGR (12.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | CGGR | SH | $40.2M | 12.60% | 852,025 | — | — | |
| ▸ 2 | RDVY | SH | $16.1M | 5.04% | 198,532 | — | — | |
| ▸ 3 | FBCG | SH | $15.6M | 4.90% | 251,678 | — | — | |
| ▸ 4 | CGDV | SH | $14.5M | 4.55% | 294,784 | — | — | |
| ▸ 5 | DFIV | SH | $10.1M | 3.18% | 187,707 | — | — | |
| ▸ 6 | JMEE | SH | $9.7M | 3.04% | 124,441 | — | — | |
| ▸ 7 | DIVO | SH | $7.0M | 2.20% | 153,830 | — | — | |
| ▸ 8 | QQQ | SH | $6.3M | 1.96% | 8,511 | — | — | |
| ▸ 9 | SCHD | SH | $5.8M | 1.81% | 182,438 | — | — | |
| ▸ 10 | OAKM | SH | $5.5M | 1.73% | 195,673 | — | — |
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Frequently Asked Questions
What stocks does BARNES PETTEY FINANCIAL ADVISORS, LLC hold as of Q2 2026?
BARNES PETTEY FINANCIAL ADVISORS, LLC reported 175 positions worth $319.2M in its Q2 2026 13F filing. Largest positions: CGGR (12.6%), RDVY (5.0%), FBCG (4.9%), CGDV (4.6%) and DFIV (3.2%).
What did BARNES PETTEY FINANCIAL ADVISORS, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did BARNES PETTEY FINANCIAL ADVISORS, 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.