Barnes Wealth Management Group, Inc Portfolio Holdings

Barnes Wealth Management Group, Inc

  • $182 Billion
  • Q3 2025

Barnes Wealth Management Group, Inc has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $182 Billion distributed in 172 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core Total Usd Bond Ma with a value of $8.27B, Ishares Core S&P 500 ETF with a value of $7.9B, Ishares S&P 500 Growth ETF with a value of $6.55B, Ishares Msci Usa Quality Facto with a value of $6.42B, and Blackrock ETF Tr U S Equity Fa with a value of $5.25B.

Examining the 13F form we can see an increase of $12.3B in the current position value, from $169B to 182B.

Barnes Wealth Management Group, Inc is based out at Bakersfield, CA

Below you can find more details about Barnes Wealth Management Group, Inc portfolio as well as his latest detailed transactions.

Portfolio value $182 Billion
ETFs: $144 Billion
Technology: $9.55 Billion
Communication Services: $3.6 Billion
Consumer Cyclical: $3.12 Billion
Financial Services: $3.07 Billion
Energy: $3.03 Billion
Healthcare: $2.22 Billion
Utilities: $1.26 Billion
Other: $1.75 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$243 Million 0.13% of portfolio
4,218
Q3 2025 Added 3.43%
Pimco ETF Tr
-
$239 Million 0.13% of portfolio
-
Q3 2025 Added 6.73%
$17.4B
$235 Million 0.13% of portfolio
5,434
Q3 2025 Added 0.97%
$0
$232 Million 0.13% of portfolio
4,311
Q3 2025 New
$30.9B
$235 Million 0.13% of portfolio
1,864
Q3 2025 New
$0
$241 Million 0.13% of portfolio
2,976
Q3 2025 Added 3.19%
$17.6B
$233 Million 0.13% of portfolio
3,061
Q3 2025 Added 1.86%
$0
$242 Million 0.13% of portfolio
9,348
Q3 2025 Added 8.79%
Tidal Trust Ii
-
$232 Million 0.13% of portfolio
-
Q3 2025 Reduced 0.43%
$57.9B
$227 Million 0.12% of portfolio
1,056
Q3 2025 Added 1.54%
$62.3B
$226 Million 0.12% of portfolio
2,010
Q3 2025 New
$0
$224 Million 0.12% of portfolio
1,098
Q3 2025 Reduced 0.72%
$0
$220 Million 0.12% of portfolio
5,149
Q3 2025 Added 0.06%
$170B
$223 Million 0.12% of portfolio
1,541
Q3 2025 New
$0
$226 Million 0.12% of portfolio
2,185
Q2 2025 New
$0
$226 Million 0.12% of portfolio
2,862
Q3 2025 New
$323B
$200 Million 0.11% of portfolio
2,390
Q3 2025 New
$0
$208 Million 0.11% of portfolio
4,150
Q3 2025 Added 0.56%
$12.6B
$205 Million 0.11% of portfolio
2,458
Q3 2025 New
$0
$172 Million 0.09% of portfolio
14,953
Q4 2024 New
$0
$136 Million 0.07% of portfolio
17,875
Q3 2025 Reduced 14.37%

Summary

  • Portfolio
  • No. of Stocks 172
  • Current Value $182 Billion
  • Prior Value $169 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 12 stocks
  • Additional Purchases 94 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 59 stocks
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