Barnes Wealth Management Group, Inc
Barnes Wealth Management Group, Inc reported 195 positions worth $216.2M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: IVV (7.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $15.3M | 7.10% | 20,486 | — | — | |
| ▸ 2 | IUSB | SH | $9.0M | 4.15% | 194,573 | — | — | |
| ▸ 3 | IVW | SH | $7.4M | 3.40% | 53,517 | — | — | |
| ▸ 4 | AAPL | SH | $6.8M | 3.13% | 23,395 | — | — | |
| ▸ 5 | JPST | SH | $6.7M | 3.12% | 133,274 | — | — | |
| ▸ 6 | CORO | SH | $6.7M | 3.11% | 183,754 | — | — | |
| ▸ 7 | DYNF | SH | $5.6M | 2.61% | 82,855 | — | — | |
| ▸ 8 | IVE | SH | $5.3M | 2.46% | 23,460 | — | — | |
| ▸ 9 | MINT | SH | $4.5M | 2.07% | 44,414 | — | — | |
| ▸ 10 | QQQ | SH | $3.9M | 1.78% | 5,235 | — | — |
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Frequently Asked Questions
What stocks does Barnes Wealth Management Group, Inc hold as of Q2 2026?
Barnes Wealth Management Group, Inc reported 195 positions worth $216.2M in its Q2 2026 13F filing. Largest positions: IVV (7.1%), IUSB (4.2%), IVW (3.4%), AAPL (3.1%) and JPST (3.1%).
What did Barnes Wealth Management Group, Inc buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Barnes Wealth Management Group, Inc 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.