SEC Form 13F

Barnes Wealth Management Group, Inc 13F Holdings

Report period2026-06-30
Publicly available2026-07-25
Reported value$216,238,077
Positions195

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRIVVCORE S&P500 ETF$15,342,13420,486
ISHARES TRIUSBCORE UNIVRSL USD$8,979,544194,573
ISHARES TRIVWS&P 500 GRWT ETF$7,360,19353,517
APPLE INCAAPLCOM$6,769,74623,395
J P MORGAN EXCHANGE TRADED FJPSTULTRA SHRT ETF$6,739,671133,274
BLACKROCK ETF TRUSTCOROISHA IN CTRY ETF$6,725,396183,754
BLACKROCK ETF TRUSTDYNFISHARES US EQUIT$5,634,96982,855
ISHARES TRIVES&P 500 VAL ETF$5,326,82823,460
PIMCO ETF TRMINTENHAN SHRT MA AC$4,477,37544,414
INVESCO QQQ TRQQQUNIT SER 1$3,855,6455,235

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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