Barnes Dennig Private Wealth Management LLC ETFs

Barnes Dennig Private Wealth Management LLC

$83.5 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IWB Ishares Tr Russell 1000 ETF	$0	$30.6 Million 0.04% of portfolio	90	Q1 2025 New
MDY Spdr S&P Midcap 400 ETF Trust	$0	$28.9 Million 0.03% of portfolio	51	Q1 2025 New
ITOT Ishares Core S&P Total U.S. St	$0	$28.4 Million 0.03% of portfolio	210	Q1 2025 New
DGRO Ishares Core Dividend Growth E	$0	$24.6 Million 0.03% of portfolio	385	Q1 2025 New
XLU Utilities Sector Spdr	$0	$24.1 Million 0.03% of portfolio	295	Q2 2025 Added 121.8%
FDIS Fidelity Covington Tr Msci Con	$0	$23.8 Million 0.03% of portfolio	253	Q1 2025 New
VIG Vanguard Dividend Appreciation	$0	$18.8 Million 0.02% of portfolio	92	Q1 2025 New
GBIL Goldman Sachs Access Treasury	$0	$18.4 Million 0.02% of portfolio	184	Q2 2025 New
SPSM Spdr Portfolio S&P 600 Small C	$0	$15.4 Million 0.02% of portfolio	362	Q2 2025 New
SCHF Schwab Strategic Tr Intl Eqty	$0	$15.2 Million 0.02% of portfolio	686	Q1 2025 New
SPEM Spdr Ser Tr Fds Spdr Portfolio	$0	$14.3 Million 0.02% of portfolio	335	Q2 2025 New
SPMD Spdr Portfolio	$0	$14 Million 0.02% of portfolio	257	Q2 2025 New
IGV Ishares Expanded Tech Software	$0	$13.9 Million 0.02% of portfolio	127	Q2 2025 New
VBR Vanguard Small Cap Value ETF	$0	$10.9 Million 0.01% of portfolio	56	Q1 2025 New
USMV Ishares Msci Usa Min Vol Facto	$0	$10.4 Million 0.01% of portfolio	111	Q2 2025 New
SPYV Spdr Portfolio S&P 500 Value E	$0	$9.47 Million 0.01% of portfolio	181	Q1 2025 New
FBT First Trust Nyse Arca Biotechn	$0	$8.07 Million 0.01% of portfolio	50	Q1 2025 New
GLD Spdr Gold Trust	$106B	$7.93 Million 0.01% of portfolio	26	Q1 2025 New
SCHG Schwab Strategic Tr Us Large C	$0	$7.48 Million 0.01% of portfolio	256	Q1 2025 New
EFG Msci Eafe Growth ETF	$0	$7.28 Million 0.01% of portfolio	65	Q1 2025 New
XLRE Select Sector Spdr Tr Real Est	$0	$6.38 Million 0.01% of portfolio	154	Q2 2025 New
IMCG Ishare Morningstar Mid Cap Gro	$0	$6.26 Million 0.01% of portfolio	78	Q1 2025 New
IWP Ishares Russell Mid Cap Growth	$0	$6.1 Million 0.01% of portfolio	44	Q1 2025 New
IYY Ishares Tr	$0	$5.28 Million 0.01% of portfolio	35	Q2 2025 New
IWM Ishares Russell 2000 ETF	$0	$5.18 Million 0.01% of portfolio	24	Q2 2025 New
DFAE Dimensional ETF Tr	$0	$4.31 Million 0.01% of portfolio	149	Q1 2025 New
XLB Select Sector Spdr Fd Material	$0	$3.86 Million 0.0% of portfolio	44	Q2 2025 New
EFV Msci Eafe Value ETF	$0	$3.24 Million 0.0% of portfolio	51	Q1 2025 New
DEM Wisdomtree Tr Emerging Mkts Hi	$0	$2.72 Million 0.0% of portfolio	60	Q1 2025 New
IBB Ishares Biotechnology ETF	$0	$1.9 Million 0.0% of portfolio	15	Q1 2025 New
VOO Vanguard Index Fds S&P 500 ETF	$0	$1.39 Million 0.0% of portfolio	2	Q2 2025 New

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Barnes Dennig Private Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Barnes Dennig Private Wealth Management LLC with notifications on news.