Barnes Wealth Management Group, Inc
Q3 2025 13F Holdings
- Locationbakersfield, CA
- Num holdings
172
- Value ($000)
$181,604
- Date Filed11/14/2025
- Form type13F-HR
- CIK0002066194
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE TOTAL USD | 46434V613 | $8.27M | 5 % | 176,948 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | $7.9M | 4 % | 11,806 | ||
ISHARES TR | S&P 500 GRWT ETF | 464287309 | $6.55M | 4 % | 54,247 | ||
ISHARES TR | MSCI USA QLT FCT | 46432F339 | $6.42M | 4 % | 33,030 | ||
BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $5.25M | 3 % | 88,691 | ||
APPLE INC | COM | 037833100 | $4.76M | 3 % | 18,693 | ||
ISHARES TR | EAFE VALUE ETF | 464288877 | $4.76M | 3 % | 70,153 | ||
ISHARES TR | S&P 500 VAL ETF | 464287408 | $4.48M | 3 % | 21,716 | ||
PIMCO ETF TR | ENHAN SHRT MA AC | 72201R833 | $4.22M | 2 % | 41,902 | ||
ISHARES TR | S&P 100 ETF | 464287101 | $3.98M | 2 % | 11,972 |
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