Barnes Wealth Management Group, Inc - Portfolio overview

Barnes Wealth Management Group, Inc has 197 reported holdings in this dataset, with the latest filing dated 2026-05-18.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Energy.

Largest reported holdings by portfolio allocation

1. IUSB - ISHARES TR, 4.19%
2. IVV - ISHARES TR, 3.89%
3. JPST - J P MORGAN EXCHANGE TRADED F, 3.04%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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