Barnes Wealth Management Group, Inc: summary

Barnes Wealth Management Group, Inc reported 204 positions with a reported value of $223.35M in its 13F for Q3 2026. Compared with Q2 2026: 20 new positions, 11 exited.

Top positions

• ISHARES CORE S&P 500 ETF
• ISHARES CORE TOTAL USD BOND MARKET ETF
• APPLE INC COM
• ISHARES S&P 500 GROWTH ETF
• BLACKROCK ETF TRUST
• JPMORGAN ULTRA-SHORT INCOME ETF
• BLACKROCK ETF TRUST
• iShares Trust S&P 500 VAL ETF
• PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
• INVSC QQQ TRUST SRS 1 ETF