BARNES PETTEY FINANCIAL ADVISORS, LLC
Q4 2025 13F Holdings
- Locationclarksdale, MS
- Num holdings
143
- Value ($000)
$202,254
- Date Filed01/30/2026
- Form type13F-HR
- CIK0001908288
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 | $35.96M | 18 % | 808,580 | ||
CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 | $9.62M | 5 % | 220,370 | ||
FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | 33738R506 | $8.64M | 4 % | 124,340 | ||
AMPLIFY ETF TR | CWP ENHANCED DIV | 032108409 | $5.97M | 3 % | 134,261 | ||
WALMART INC | COM | 931142103 | $5.14M | 3 % | 46,119 | ||
DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $5.12M | 3 % | 102,521 | ||
NVIDIA CORPORATION | COM | 67066G104 | $4.65M | 2 % | 24,954 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $4.52M | 2 % | 7,215 | ||
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $4.41M | 2 % | 160,629 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $3.92M | 2 % | 8,037 |
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