Barnes Dennig Private Wealth Management LLC
Q4 2025 13F Holdings
- Locationcincinnati, OH
- Num holdings
312
- Value ($000)
$99,579
- Date Filed01/14/2026
- Form type13F-HR
- CIK0002058270
- 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 |
|---|---|---|---|---|---|---|---|
BANK NEW YORK MELLON CORP | COM | 064058100 | $5.25M | 5 % | 45,258 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | $5.14M | 5 % | 16,432 | ||
APPLIED MATLS INC | COM | 038222105 | $5.09M | 5 % | 19,822 | ||
APPLE INC | COM | 037833100 | $4.78M | 5 % | 17,567 | ||
ISHARES SILVER TR | ISHARES | 46428Q109 | $4.37M | 4 % | 67,885 | ||
SCHWAB CHARLES CORP | COM | 808513105 | $4.16M | 4 % | 41,620 | ||
BORGWARNER INC | COM | 099724106 | $4.05M | 4 % | 89,899 | ||
AMGEN INC | COM | 031162100 | $4.01M | 4 % | 12,258 | ||
MEDTRONIC PLC | SHS | G5960L103 | $3.85M | 4 % | 40,108 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | $3.09M | 3 % | 4,512 |
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