Barnes Wealth Management Group, Inc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ3 2025
- Locationbakersfield, CA
- CIK0002066194
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
172 | $181.60 M | IUSB, IVV, IVW, QUAL | 13F-HR | Nov 14, 2025 | 000117266125004993 | ||
167 | $169.33 M | IUSB, IVV, QUAL, IVW | 13F-HR | Aug 27, 2025 | 000117266125003849 | ||
320 | $155.83 M | IVV, IVV, IUSB, IUSB | 13F-HR | May 14, 2025 | 000117266125001833 | ||
139 | $149.13 M | IVV, IUSB, QUAL, IVW | 13F-HR | May 12, 2025 | 000117266125001641 |